September 12, 2019

Seeking Alpha on McDonald's

I don't usually post articles from Seeking Alpha because it's just some one's opinion and the articles are written for money, not necessarily for insight.

But this one is different as the author recognizes the importance of the Owner/Operator in 
the future of the McDonald's business.

It's Not The End Of McDonald's Tug-O-War With U.S. Franchisees
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Uber Continues to be a Cash Burning Machine



California Just Made Uber’s Survival Odds Even Longer - Bloomberg

September 10, 2019

McDonald's Announces Another Tech Aqusition

Inc.com asks, "Is McDonald's in the food business or the tech business?"

We ask - Are these technology companies intended to improve productivity or are
they meant to be a profit center for McDonald's Corp. funded by franchisees?

McDonald's Just Made Another Surprising Move, and It Could Change Some of the Biggest Things About McDonald's - Inc.com

Here's the corporate press release
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August 30, 2019

Crain's on Chicken Sandwich Wars

McDonald's plays catch-up as Chick-fil-A, Popeyes race ahead
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A Consumer Reports

After three Impossible Whoppers at three different Burger Kings, my verdict is in - sellers 
of real meat do not need to be concerned.

It's not a bad product. I finished all three. But it's all bread and condiments. I found no meat
flavor and the patty's relationship to beef is only in appearance, not in taste.

If your intention is to enjoy the sandwich, don't look at the patty. It has a very manufactured look and the broiler marks appear to be painted onto the patty. I suspect they are cooked on
flat grill, not on the broiler.

I only consume a few Whoppers a year but that's enough to be familiar with the distinctive charbroiled flavor of Burger King beef. The Impossible Whopper lacks that taste entirely.

After all the advertising and hype, when Burger King moves on to other products or deals,
the typical Burger King store will sell 10 or 15 a day.

QSR players should ignore fake meat products and focus on the chicken sandwich wars.