Franchise Equity Group

March 18, 2026

Chains Play Hardball on Delivery Fees

A lot gets written about the costs of delivery impacting restaurant operators. Maybe the question should be, why would the average consumer spend the extra money to have your food delivered?

If the industry focus is on "value," why are restaurants promoting the most expensive way to access the product?

My household spent a lot of money on delivery during the pandemic. Then we enjoyed going out and our trips to the grocery store. Lately, for various reasons, we've ordered more from McDonald's (Big Arch) and a few other chains. Gosh, it's expensive! Those fees! The gratuities! At least as compared to jumping in the car and driving a few minutes to my local McDonald's.

It's my impression that some people can afford to have their food delivered. But for those who can't or won't, no amount of advertising will force them to carve out more of their budget for food delivery.

Trying to increase sales with "value" and also trying to increase delivery sales are contradictory messages.

From now on, I'll see you at the drive-thru.

Pie Five cuts ties with Uber Easts after fee hike - RestBus

March 12, 2026

Who's More Famous - the Big Arch or PJB?

This editorial from QSR magazine discusses how a brand's CEO might be a plus or a minus on social media.

The problem at McDonald's is that PJB is not content with being in charge of the world's largest restaurant chain. 
He's not satisfied with being one of the wealthiest people in the restaurant industry.
Nope, he's driven by a desire for "celebrity". 
Will he get his way? Who's going to stop him? 
Will the bobbleheads in the corporate office tell him he's not that funny?
Will the advertising people tell the emperor that he's not entertaining?

In a desperate quest for more and more "celebrity," a bureaucrat often puts aside logic and makes emotional decisions that don't belong in the corporate boardroom.

.

March 9, 2026

Are "Clicks" Advertising?

From @McFranchisee on X (formerly Twitter) 

Mar 2

This video will probably get half a billion views, worth millions in free advertising. It’s like getting a Super Bowl commercial for free. I bet @McDonalds will sell at the high end of the range because of this.

It officially drops tomorrow. BTW, can’t wait to see Chris’s next video.

@McFranchisee  Mar 4

Big Arch - Chris K - CEO Video

Love it, hate it, call it cringe, or just scroll past - this thing blew up bigger than the Golden Arches themselves. It went global. Even our competitors had to respond. Probably the most unintentionally viral moment in 

@McDonalds history, out-meming even the Evil Grimace saga.

Yes, most of the hot takes roasting Chris were off-base, but the facts are: we have sold a SERIOUS amount Big Arch Burgers because of it. He’s probably grinning ear to ear with a mouth full of product right now, thanks to the massive free advertising for the burger he actually created. Sometimes the best “marketing” is the kind nobody planned. 

March 5, 2026

RFK Jr Targeting High Sugar Drinks

RFK Jr targeting the nation’s 2 biggest coffee chains over high sugar drinks

Good for the Brand?

 McDonald's marketing people and advertising "experts" would tell you two things:

* Any number of clicks and comments (no matter how negative) on social media is good for the brand.

* If you're over 40 years old, you're too old to understand this new world.

If a McDonald's franchisee created such headlines, they'd be getting nasty letters from the legal department accusing them of damaging the brand.

MCD CEO roasted after his tiny first bite of Big Arch burger goes viral - Fox