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@McDonalds Shift to Antibiotic Free Offerings Could Hit Pharmaceutical Sales $MCD

When one one of the biggest servers of fast food (or fast casual) as the industry calls it, changes the way it prepares its foods, we view it as a major tipping point for our Food with Integrity investing theme. With the overuse of antibiotics in farms animals — accounting for around 75% of all antibiotics sold in the U.S. — the continued shift is likely to cause issues problems for pharmaceutical companies.

McDonald’s announced a handful of updates to its menu. These include:

• Removing artificial preservatives from Chicken McNuggets, pork sausage patties, omelet-style eggs (served on McGriddles, Bagel and Biscuit breakfast sandwiches), and scrambled eggs (served in breakfast platters).

• Introducing new buns without high fructose corn syrup, eventually replacing the buns you see on Big Macs, Quarter Pounders, hamburgers and cheeseburgers, Filet-O-Fish and McChicken sandwiches.

• Completing its transition to 100% antibiotic-free chicken a year ahead of schedule.

 

Source: McDonald’s Removing Preservatives From Some Items; Nuggets Now 100% Antibiotics-Free – Consumerist

About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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