What menu changes is McDonald’s testing for GLP-1 users?

Reports point to protein-forward, lower-calorie items like lean patties, grilled chicken, or egg whites aimed at satiety with fewer sugary add-ons. The goal is to keep traffic and average checks steady as some customers reduce desserts and fountain drinks. Early tests will guide national rollout decisions and pricing.

How could the menu shift affect MCD margins?

Protein inputs can cost more and may slow kitchens if processes get complex. McDonald’s strong gross and operating margins help, but investors should watch food cost, labor minutes, and pricing power. If bundles and value messaging work, checks can offset higher COGS and protect franchisee profitability.

Is MCD stock a buy today?

MCD trades near its 52-week high with a P/E around 27 and a roughly 2% dividend yield. Street ratings skew Buy to Hold, while a separate model is cautious. With overbought signals on MFI and resistance near 335, many investors may prefer buying on pullbacks toward support.

What near-term catalysts should investors watch?

Focus on US same-store sales, beverage mix, and protein attachment rates as menu tests scale. The April 30, 2026 earnings call is key for test results and franchisee margin color. Also track pricing moves, breakfast innovation, and category share as competitors push similar protein-focused offerings.

What technical levels matter for MCD now?

Watch resistance around 335 near the Bollinger upper band and first support near 318 to 320 around the 50-day area. RSI near mid-60s and high MFI imply overbought risk. A strong close above 335 could extend the trend, while dips to support may offer better risk-reward.

Global Market Insights

MCD Stock Today: February 18 — Menu Shift Targets GLP-1 Protein Demand

ByHuzaifa Zahoor February 18, 2026February 18, 2026

Investors are watching the mcdonald’s menu as the chain pilots protein-heavy, lower-calorie choices aimed at GLP-1 users. The fast food strategy targets customers eating less sugar while keeping traffic and average checks steady. For shareholders of MCD, the test phase raises questions on sales mix, food costs, and franchise margins. We break down what this shift could mean for 2026 comps, near-term valuation, and how to read the next updates from management.