Research from the Rotterdam School of Management shows how to integrate sustainability into investment analysis using McDonald’s as a case study.
Willem Schramade of the Rotterdam School of Management Erasmus University’s Sustainable Finance Factory, connects sustainability to business models, competitive position, strategy and value drivers and compares McDonald’s to Philips and Air France-KLM. He finds that McDonald’s has significant options to deal with its sustainability issues but that the ability to assess its transition preparedness is hampered due to inadequate data. He also claims that McDonald’s sustainability reporting is limited and lacks targets and numbers but that this is typical of current reporting practices.