Some of the most prominent foodservice companies in the world also have a dominant presence on global stock markets.
We explored the largest ten stock exchanges for the industry and found that in eight countries the leaders command more than half of foodservice market capitalization. The two exceptions are the U.S. and Japan. The U.S. leader, McDonald‘s commands 40% of the market cap. In Japan, the leader has a 14% share of the market cap. The consequences of this crisis will be global, and the transformation will be long-lasting — benefiting those ready to make razor-sharp strategic capital allocations.
Restaurant stocks in the U.S. represent $306b in market capitalization (as of March 2020). McDonald’s and Starbucks are the largest companies, with more than 60% of the overall market cap.
*Last Updated as of May 2020
Since January of 2017, nearly $15b worth of public restaurant stocks in the U.S. delisted, as nine companies left public exchanges for private hands. While the total value and number of global IPOs are increasing, fewer U.S. foodservice companies are going public. The pains of going public these days can be avoided while still gaining funding, as there are trillions in private equity capital ready to be invested in global markets.
Aaron Allen & Associates works alongside senior executives of the world’s leading foodservice and hospitality companies to help them solve their most complex challenges and achieve their most ambitious aims, specializing in brand strategy, turnarounds, commercial due diligence and value enhancement for leading hospitality companies and private equity firms.
Our clients span six continents and 100+ countries, collectively posting more than $200b in revenue. Across 2,000+ engagements, we’ve worked in nearly every geography, category, cuisine, segment, operating model, ownership type, and phase of the business life cycle.