McDonald's Corporation (MCD)

Positive move on beef policy portending larger changes to come?

Fast food giant vows to begin measuring antibiotic usage in its top 10 sourcing markets (~85% of supply), set reduction targets, and require suppliers to produce progress reports, raising its timely ESG Pulse score on the Truvalue Platform.

  • Despite these positive steps, MCD’s core business model is risky in the long-term.
  • Risks remain until the carbon price of beef is fully accounted for, among other key ESG issues that must be addressed.
  • Ongoing ESG performance improvements are necessary to maintain valuation premium.
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