November 11, 2015

McDonald's Analyst's Day

The dust from Tuesday's Analyst's Day has settled so for those McDonald's Operators interested in knowing more about management's plans for the future of the company ...

The take from NRN is HERE

Crain's Chicago Business reports HERE

Yahoo Finance recaps what the analysts are saying HERE

A replay of the webcast is HERE

The Q&A with the analysts is always the most interesting part of the webcast.

November 10, 2015

Investors Impressed With MCD - And Then They Weren't

McDonald's Operators Can Breathe Again

McDonald's management says they will not form a REIT.

McREIT or not to McREIT

McDonald's Operators may hear some discussion from today's analyst meeting about
doing something with the McDonald's real estate empire in the form of a Real Estate Investment Trust. While having a third party influencing the real estate side of the 
franchise relationship would be disastrous for McDonald's Operators - not to worry.

The ongoing activities of the supplier owned REIT - System Capital Corporation - will
prevent any real transparency into McDonald's real estate and the topic will fade 
away as it always has.

November 7, 2015

McDonald's Is Poised to Rule Fast Food Again

Much of this is a rehash of survey comments but it's always cute when a PR person 
speaks for the entire Operator community from her cubicle in Oak Brook. 

"We’re working to turn around our business with the support of our 3,100 independent 
franchisees, who are excited about sales drivers like all-day breakfast (which they 
overwhelmingly passed in a strong majority vote)," McDonald's spokeswoman Heidi 
Barker said. "We understand that they are reassured by our willingness to co-invest in 
future growth drivers."

Edward Jones analyst Jack Russo says: "There is change taking place and he franchisees 
don’t like that," Russo said. "McDonald’s is asking them to reinvest back in their 
business, in wages and labor, and they are not happy about that. But change had to 
happen at the company and they’ll be happy again at some point."

McDonald's Is Poised to Rule Fast Food Again - Business Insider

McDonald's 2015 Investor Meeting Webcast

Four hour presentation on Tuesday