Joel South
Tue, July 7, 2026 astatine 7:00 AM CDT 5 min read
Quick Read
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McDonald's 12% year-to-date descent pushes its output to 3%, portion AbbVie's Skyrizi and Rinvoq replaced Humira and drove absorption to rise full-year guidance.
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Lowe's contrarian lawsuit rests connected a lodging lock-in effect trapping homeowners successful spot and redirecting spending toward renovation implicit relocation.
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MCD faces borderline unit astatine a guardant P/E of 21, ABBV carries antagonistic shareholders' equity, and LOW needs a lodging betterment that hasn't afloat arrived.
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Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and AbbVie didn't marque the cut. Grab the names FREE today.
Dividend Aristocrats, the S&P 500 companies that person raised payouts for 25 oregon much consecutive years, stay the bedrock of income portfolios heading into the 2nd fractional of 2026. Three of them basal retired for July: a beaten-down quick-service leader, a biopharma instrumentality firing connected each cylinders, and a location betterment elephantine priced for a lodging betterment that hasn't afloat arrived. Each prime offers a verified payout, a forward-looking thesis, and a wide hazard to weigh.
McDonald's (NYSE: MCD)
McDonald's (NYSE:MCD) is the classical "buy the weakness" setup close now. Shares traded astir $275 connected Monday, July 6, down much than 9% twelvemonth to day and much than 6% implicit the past year. That underperformance has pushed the output to 2.71% connected an annualized payout of $7.26 per share.
The dividend grounds is the anchor. Alpha Vantage information confirms an unbroken quarterly dividend past from 1999 done 2026, with the astir caller bump from $1.77 to $1.86 per share. McDonald's has raised its payout for decades, comfortably clearing the Aristocrat bar.
Operationally, the concern is working. Q1 2026 delivered EPS of $2.83 vs. $2.74 expected, gross of $6.52 cardinal (up 9% YoY), and planetary comparable income up 4%. CEO Chris Kempczinski said "McDonald's delivered this quarter. Our 6% planetary Systemwide income maturation shows however we executed with discipline." Food services spending successful the broader system supports the setup: PCE information shows nutrient services climbing to $1,538.3 cardinal successful May 2026, up steadily from January.
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Risk: Margin unit from inflationary outgo pressures, tariffs, and aggravated QSR contention could headdress upside. A guardant P/E of 21 isn't inexpensive if comp maturation stalls.
AbbVie (NYSE: ABBV)
AbbVie (NYSE:ABBV) is the momentum sanction successful this trio. The banal is up 14% implicit the past month, 11% year-to-date and 36% implicit the trailing year. The output sits astatine 2.71% connected an annualized payout of $6.74 per share.

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