Conversations with Jaguars – October 8 ($MCD, $SHAK, $ALXN, $GLDD, $PDD, $XPEL)

$MCD is guiding Q3 comps +4.6% vs +2.75% estimate, stock to open at new 52-week high. $SHAK sets up for breakout from tight bull flag. Color on major breakout in $ALXN yesterday after 10 recent launches, neurology space to grow customer base by 4x and management sees sales doubling to $10B by FY25 along with sharp margin improvement. Preview of bull case for $GLDD that will be presented on home page soon. $PDD sticky customer growth continues at strong pace per channel checks. Preview of bull case for $XPEL to be presented on JaguarMedia later today.