Consumer Cyclical

McDonald’s is a global restaurant giant built on a high-margin franchise model, powerful brand recognition, and steady cash generation. Its mix of digital growth, loyalty engagement, and international expansion keeps the business relevant even as the industry matures.

Marriott runs one of the world’s largest hotel platforms, built on brands, loyalty, and an asset-light model. Strong margins, cash flow, and room growth make the business stand out, while its premium valuation raises the bar for continued execution.