McDonald's Chicken and Drinks Push: 3 Stocks Feeling the Heat

McDonald's is shifting its menu priorities towards lower-cost protein and higher-margin beverages by 2030, impacting demand across various industries. This shift can ripple through franchise budgets to supplier pricing, affecting numerous companies in the supply chain.

Coca-Cola HBC (LSE:CCH) is one such company that supplies branded drinks to fast-food operators like McDonald's. With €12.2 billion in revenue from selling and distributing non-alcoholic ready-to-drink beverages across multiple regions, Coca-Cola HBC plays a crucial role in the beverage market.

Another key player in this space is Coca-Cola Içecek Anonim Sirketi (IBSE:CCOLA), which produces, sells, and distributes branded non-alcoholic drinks in Turkey, Pakistan, Bangladesh, Central Asia, and the Middle East. With TRY196.2 billion in revenue from non-alcoholic beverages, Coca-Cola Içecek has a significant presence in emerging markets.

Travel Food Services (NSEI:TRAVELFOOD) also benefits from this trend as it operates quick-service restaurants, cafes, bars, bakeries, and lounges in airports and travel hubs. With ₹17,250 million in revenue primarily from travel QSR outlets and lounge services, Travel Food Services captures passenger spending while they are captive in terminals.