McDonald's Corp vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? McDonald's Corp trades at $235.55 (market cap $163.38B), while Consumer Discretionary Select Sector SPDR Fund trades at $111.71 (market cap $21.87B). The key difference: McDonald's Corp is far larger — about 7.5× Consumer Discretionary Select Sector SPDR Fund's market cap, and McDonald's Corp pays a 3.34% dividend while Consumer Discretionary Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold McDonald's Corp for 164 Days and Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| MCD | XLY | |
|---|---|---|
Market Cap | $163.38B | $21.87B |
Volume | 4,647,229 | 6,695,862 |
Sector | Consumer Cyclical | — |
52-Week High | $341.06 | $124.52 |
52-Week Low | $230.88 | $105.64 |
Typical Hold Time | 164 Days | 114 Days |
Enterprise Value | $217.15B | — |
Dividend Yield | 3.34% | — |
Signals from Pluang's Aura AI — not financial advice
McDonald's (MCD) trades at $236.9, up 1.91% for the day, with a bearish technical signal despite recent earnings beats. The company reported strong fundamentals with 2025 revenue of $26.89B and net income of $8.56B, supported by a 57.38% gross margin. Recent news highlights a new 'NEXT' growth strategy focusing on automation and menu innovation to counter competitive pressures.
The outlook is mixed: analyst consensus is bullish with a $286.95 price target, but technical indicators and macroeconomic headwinds pose risks. Investment opportunity lies in McDonald's resilient franchise model and dividend yield, though inflation and execution of new initiatives are key watchpoints for shareholders.
XLY trades at $111.36, down 0.35% on the day, with mixed technical signals showing a bullish overall trend but bearish moving averages. The ETF has underperformed the consumer staples sector in 2026, declining over 7% year-to-date. Analyst consensus remains strongly positive with 100% buy ratings, though recent news highlights consumer discretionary sector challenges including inflation pressures and selective spending shifts.
The outlook remains cautiously optimistic given strong analyst support and potential benefits from 'funflation' trends, but persistent underperformance versus the S&P 500 and inflation sensitivity pose near-term headwinds. Key risks include consumer spending volatility and sector rotation pressures that could extend the current lagging performance.
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McDonald's Corporation franchises and operates fast-food restaurants in the global restaurant industry. The Company's restaurants serves a variety of value-priced menu products in countries around the world.
Read more on MCD →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
Read more on XLY →