September 19, 2018

September 17, 2018

McDonald's Shares Have Not Had a Good Year

McDonald's Shares Go Rancid - TheStreet

The above article includes a short video of Wendy's CEO talking about kiosks, mobile 
ordering, and drive-thru.

September 15, 2018

Trading Spaces

I recently talked with a former McDonald's Operator who commented that, when pulling into a McDonald's parking lot, he gets the impression that McDonald's is doing everything to keep customers from parking and dining in the restaurant. He was referring to all the signs advertising McDelivery, mobile ordering, and curbside pickup. I hadn't looked at it that way but I have noticed these initiatives appear to be eating up the parking stalls most convenient to the entrance to the restaurant.

Soon after my news-feed picked up an article from the Netherlands about a deal to install charging stations at 168 McDonald's. Most businesses tend to install these facilities in the most visible spot on the property and that's usually near the entrance, often next to the ADA required parking.

Less convenient parking sends more customers to the drive-thru and hopefully not to the competitor next door who probably has parking right in front of the door. In theory this makes it harder to justify dining room upgrades and kiosks.

September 13, 2018

Eating Habits Are Changing Faster than QSRs Can Keep Up

If only McDonald's had an attribute that made it more attractive than cooking at home.

Wait! Fast service could, but McDonald's leadership is going in the other direction. 

Fast Food Races to Meet Americans’ Growing Demand to Eat at Home - Bloomberg

September 11, 2018

Is McDonald's USA Slowing Service Benefiting Competitors?

Sonic stock surges on improved traffic

From comment below, "Of course there is nobody left in McDonald’s operations who even knows that there are lines in the cups, even if they happened to notice the lines they certainly don’t know what they are for. Even if they know what they are for they don’t know why."