Weight-loss drugs are an issue for McDonald’s, but here’s the bigger problem - MarketWatch
1. McDonald's stock downgraded to sell over GLP-1 drugs and pricing fatigue. 2. Comparable sales dropped 1% globally and 3.6% in the U.S. 3. Analyst warns of cumulative sales pressure from GLP-1 drugs over time. 4. Company faces erosion in core customer traffic due to value perception. 5. McDonald's sees pressure from inflation impacting lower and middle-income consumers.