Geopolitics Alpha

McDonald's is the new 'Value Meal,' says trader Mike Khouw

Published . Updated .

McDonald's announced this week that it is revising its U.S. value strategy after recording its slowest sales growth in more than a year.

Directly affected

  • MSTR Strategy

    Named in this report.

Indirectly affected

  • AVMV AMERICAN CENTY ETF TR AVANTIS U S MID CAP VALUE ETF

    GA selected AVMV as a RELATED security because its canonical security name directly matches this event's themes: value. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BAMV BROOKSTONE VALUE STOCK ETF

    GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: value. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BSVO EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF

    GA selected BSVO as a RELATED security because its canonical security name directly matches this event's themes: value. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CGDV Capital Group Dividend Value - ETF

    GA selected CGDV as a RELATED security because its canonical security name directly matches this event's themes: value. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • COPY TWEEDY BROWNE INSIDER VALUE ETF

    GA selected COPY as a RELATED security because its canonical security name directly matches this event's themes: value. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • EVUS ISHARES ESG AWARE MSCI USA VALUE ETF

    GA selected EVUS as a RELATED security because its canonical security name directly matches this event's themes: value. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
MSTR———————
AVMV———————
BAMV———————
BSVO———————
CGDV———————
COPY———————
EVUS———————

McDonald's announced this week that it is revising its U.S. value strategy after recording its slowest sales growth in more than a year.

Source: CNBC Top

American Centy Etf Tr Avantis U S Mid Cap Value Etf (AVMV) since “McDonald's is the new 'Value Meal,' says trader Mike Khouw,” compared with the market

Since the first closing price after “McDonald's is the new 'Value Meal,' says trader Mike Khouw,” American Centy Etf Tr Avantis U S Mid Cap Value Etf (AVMV) is 0.00%. The S&P 500 fund (SPY) is -0.89% over the same days, a +0.89% difference versus the market.

AVMV
SPY

Who gains and who loses around American Centy Etf Tr Avantis U S Mid Cap Value Etf (AVMV)

Companies mentioned with this story

  • AVMV American Centy Etf Tr Avantis U S Mid Cap Value Etf

    In “McDonald's is the new 'Value Meal,' says trader Mike Khouw,” American Centy Etf Tr Avantis U S Mid Cap Value Etf (AVMV) is linked, with no stored direction, medium confidence. Reason on file: GA selected AVMV as a RELATED security because its canonical security name directly matches this event's themes: value. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BAMV Brookstone Value Stock Etf

    In “McDonald's is the new 'Value Meal,' says trader Mike Khouw,” Brookstone Value Stock Etf (BAMV) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: value. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BSVO Ea Bridgeway Omni Small-Cap Value Etf

    For “McDonald's is the new 'Value Meal,' says trader Mike Khouw,” Ea Bridgeway Omni Small-Cap Value Etf (BSVO) is linked, with no stored direction, medium confidence. Reason on file: GA selected BSVO as a RELATED security because its canonical security name directly matches this event's themes: value. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CGDV Capital Group Dividend Value - ETF

    In “McDonald's is the new 'Value Meal,' says trader Mike Khouw,” Capital Group Dividend Value - ETF (CGDV) is linked, with no stored direction, medium confidence. Reason on file: GA selected CGDV as a RELATED security because its canonical security name directly matches this event's themes: value. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • COPY Tweedy Browne Insider Value Etf

    In “McDonald's is the new 'Value Meal,' says trader Mike Khouw,” Tweedy Browne Insider Value Etf (COPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected COPY as a RELATED security because its canonical security name directly matches this event's themes: value. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • EVUS Ishares Esg Aware Msci Usa Value Etf

    In “McDonald's is the new 'Value Meal,' says trader Mike Khouw,” Ishares Esg Aware Msci Usa Value Etf (EVUS) is linked, with no stored direction, medium confidence. Reason on file: GA selected EVUS as a RELATED security because its canonical security name directly matches this event's themes: value. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “McDonald's is the new 'Value Meal,' says trader Mike Khouw” reaches American Centy Etf Tr Avantis U S Mid Cap Value Etf (AVMV)

American Centy Etf Tr Avantis U S Mid Cap Value Etf (AVMV) is the company in “McDonald's is the new 'Value Meal,' says trader Mike Khouw,” the 18 Sep 2026 this story story.

What ties American Centy Etf Tr Avantis U S Mid Cap Value Etf (AVMV) to the headline is this: GA selected AVMV as a RELATED security because its canonical security name directly matches this event's themes: value. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Brookstone Value Stock Etf (BAMV) is here too. Its reason reads: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: value. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates in the story, and the American Centy Etf Tr Avantis U S Mid Cap Value Etf (AVMV) price range

AVMV traded between 76.39 and 79.42 across 20 sessions. The latest close on file is 78.33. BAMV traded between 36.14 and 38.33 across 18 sessions. The latest close on file is 36.79. BSVO traded between 27.76 and 29.08 across 20 sessions. The latest close on file is 28.16.

A simple score for American Centy Etf Tr Avantis U S Mid Cap Value Etf (AVMV)

46 out of 100

“McDonald's is the new 'Value Meal,' says trader Mike Khouw” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.