WS #16845
McDonald's reported an 11% jump in adjusted EPS on stable revenue, while Uber beat estimates on strong bookings and margin expansion. These results suggest that the consumer is still spending, albeit selectively, and that logistics platforms are successfully monetizing efficiency. This supports a bullish view on consumer discretionary and logistics sectors in the near term.
Strong Consumer and Logistics Earnings
McDonald's reported an 11% jump in adjusted EPS on stable revenue, while Uber beat estimates on strong bookings and margin expansion. These results suggest that the consumer is still spending, albeit selectively, and that logistics platforms are successfully monetizing efficiency. This supports a bullish view on consumer discretionary and logistics sectors in the near term.