June 14, 2019

Beyond Meat is the Latest Bubble Stock

Beyond Meat is the latest bubble stock — have fun while it lasts - MarketWatch
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Whataburger Has New Majority Owner

This is going to be interesting to watch. At over 800 stores Whataburger is large enough
to get the asset-lite treatment from their new owner.

They have very few franchisees and boast that the chain has been "family owned and operated since 1950". The new owners can begin to recoup their investment by refranchising stores at any pace they choose. 

If they are planning aggressive growth the franchisees will fund that growth.

The chain has a history of erecting funky buildings. Many of those may need remodeling
or replacing.

The dining rooms are festooned with pictures of the chain's past including pictures of the founders. Those will have to go in order to make the chain "modern and progressive".

In other words it will be the same strategy used to reformulate Burger King and to some 
degree McDonald's. Stay tuned.

Whataburger Sells Majority Interest to BDT Capital Partners - QSR magazine
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Price for Former McDonald's HQ Revealed

Purchase Price for Former McDonald's Headquarters Revealed - Oak Brook Patch
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June 10, 2019

Real Burgers vs. Fake Burgers



Click to Enlarge
The third and fourth lines of data are the most interesting. We get less cholesterol with 
the impossible Whopper but pay with more sodium. Everything else is about the same.
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June 4, 2019

Food Militants at Work

I haven't known many vegans but have seen enough to know they are typically fussy 
people who can't stop themselves from criticizing other people's food choices.

Such people won't get invited to my backyard barbecue and QSR Operators shouldn't
want them in their restaurants.

A 5-Year Quest To Put A Plant-Based Burger On The McDonald's Menu
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June 2, 2019

In Case You Missed the Q1 McEarnings Call

"McDonald’s is especially thriving with technology and facility investments. The company announced that it had completed 400 updates in Q1, and planned for 2,000 in 2019 with another 2,000 in 2020 as it nears a complete the Experience of the Future update. CFO Kevin Ozan said it’s starting to move the needle.

“We are now seeing an overall net positive contribution to comp sales from our aggressive modernization efforts,” said Ozan during the Q1 earnings call. “This means that the sales lifts from completed projects now exceed the downtime impact.”

Here's the article from Franchise Times
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A 5-Year Quest To Put A Plant-Based Burger On The McDonald's Menu

A 5-Year Quest To Put A Plant-Based Burger On The McDonald's Menu

Oak Brook Is Moving Ahead Without McDonald's

$500 million development on McDonald's Plaza site in Oak Brook gets final approval
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