April 29, 2009

UBS on McCafe

Prominent Wall Street analyst
David Palmer of UBS has
published a report with a
prediction about McCafe,

"In its entirety, we believe the ongoing US beverage rollout
will add at least 2%-3% to EPS growth in 2009".

Palmer is also looking forward to McDonald’s ad support
ultimately growing the category substantially...Translation?

Operator ad dollars will also benefit your direct competitors.



Anonymous said...

It looks like we are going to advertise McCafe at the expense of our known products. I believe it will hurt us in the long run. It also looks like we are going to be putting out a great deal of advertising on products that thousands of stores are not serving. This will hurt overall customer satisfaction.

Anonymous said...

How many stores are really selling spec. coffee? What's the real number?