Victoria Greene, Chief Investment Officer of GSquared Private Wealth, stated that McDonald's is outperforming its peers in the fast-food sector through precise pricing strategies and high-frequency promotional activities. In contrast, Chipotle Mexican Grill, which positions itself as "affordable luxury," is falling behind noticeably in this wave of value-oriented consumer trends. She noted that McDonald's deep understanding of its customer base is driving consistent same-store sales growth, while competitors like Chipotle are struggling to connect with value-sensitive consumers. Greene remarked bluntly in an interview, "Customers leaving Chipotle are flowing to McDonald's." She highlighted the stark contrast in the pricing strategies of the two chains, pointing out that Chipotle has explicitly stated it will not offer $1 low-price items, whereas McDonald's continues to attract traffic with limited-time hits like $5 and $8 meal deals and SnackWraps.

Greene praised McDonald's operational efficiency and franchisee support system, describing its management as "highly skilled in promotions, support, and expansion." She emphasized that same-store sales are growing steadily, and the goal of reaching 50,000 stores is transitioning from blueprint to reality. She particularly highlighted McDonald's meticulous work on its App loyalty program: "They have an extreme understanding of their customer base, knowing exactly when to set prices, when to promote, and when to raise them." Greene described McDonald's business structure, including its owned real estate model, as "brilliant."

Regarding product mix, Greene revealed that McDonald's has achieved a balanced portfolio with chicken and beef products each accounting for roughly half of sales. Although cost pressures persist, she expects management to convey a cautiously optimistic outlook based on solid consumer insights and execution. Greene compared McDonald's to the Walmart of the restaurant industry, calling it a blue-chip representative for "value-focused consumers." Even with disruptions from extreme weather in January, McDonald's stock price has remained resilient, reflecting market confidence in its strategic steadfastness.