BILL ANALYSIS

HR6786

BEARISH

Schedules That Work Act

HR6786 (Schedules That Work Act) has been assessed with a bearish outlook for investors. This legislation directly affects McDonald's ($MCD) and Starbucks ($SBUX). The primary sectors impacted are Consumer. View the full bill text on Congress.gov.

bearish

Market Sentiment

Affected Stocks

Sectors Impacted

Key Takeaways for Investors

HR 6786 is in early committee stage with zero floor action in 132 days — effectively dead in this Congress.

The bill is a labor mandate with no funding attached; it would raise costs for $MCD, $WMT, $SBUX, and logistics operators if passed.

Real market data shows MCD down 5.45% (30 days) on its own margin pressures, WMT up 5.37%, and SBUX up 17.91% — no bill-driven price action.

Low passage probability means this is a watching brief, not a near-term trade. Ignore until committee hearing emerges.

How HR6786 Affects the Market

Current market price action across $MCD, , and $SBUX shows zero legislative risk premium. MCD trades at $293.86 (-5.45% 30d) on real operational headwinds, not politics. WMT at $130.96 (+5.37% 30d) and SBUX at $105.64 (+17.91% 30d) are both near 52-week highs, reflecting strong consumer demand unrelated to labor regulation. No actionable trade exists here today. If the bill advances to a House vote (extremely unlikely in this Congress), that would be a short-term negative event for hourly-heavy retail stocks, but that scenario has sub-5% probability.

Bill Details

Metric	Value
Bill Number	HR6786
Market Sentiment	bearish
Event Date	December 17, 2025
Affected Sectors	Consumer
Affected Stocks	McDonald's ($MCD), Starbucks ($SBUX)
Source	View on Congress.gov →

Summary

HR 6786 (Schedules That Work Act) is stuck in early committee stage with no movement in 132 days. It would raise labor costs for hourly shift workers at retailers, restaurants, and logistics operators, but passage probability is low in this Congress. MCD is already down 5.45% in 30 days on existing margin pressures; this bill adds a legislative tail risk but is not driving current price action.

Full AI Market Analysis

The Schedules That Work Act (HR 6786) was introduced on December 17, 2025 by Rep. DeLauro (D-CT) and referred to four separate committees. At 132 days without a hearing, markup, or vote, the bill is in deep legislative stasis. With a Republican-controlled House and Senate in the 119th Congress, a progressive labor mandate faces virtually zero chance of passage. The bill has 51 Democratic cosponsors and no Republican support. The bill authorizes zero funding — it is a regulatory mandate, not a spending bill. Employers in retail, food service, and logistics would face new requirements: two-week advance schedules, compensation for schedule changes, and accommodation of employee requests. These raise labor costs but require no government appropriation. Real market data tells the clearest story: MCD already fell 5.45% over 30 days to $293.86, driven by real margin compression from commodity costs and consumer weakness — not by this bill. WMT rose 5.37% over 30 days to $130.96, near its 52-week high of $134.69. SBUX surged 17.91% in 30 days to $105.64, approaching its 52-week high of $107.27. None of these stocks show any legislative risk premium. The market is correctly pricing this bill as a near-zero probability event. For retail investors, the correct takeaway is: this bill does not currently move markets. Monitor if the bill receives a committee hearing or markup, which would be the first sign of life. Until then, it is a tail risk for $MCD, , AMZN (logistics), and $SBUX, but not an active trading factor.