August 24, 2012

Analysis of Don Thompson

"McDonald's is increasingly positioning itself as the Wal-Mart of fast food, using its unmatched power in raw material procurement and passing on the scale advantage to customers by outpricing its competitors. This might work against McDonald's to an extent, as customers learn to see the company as very low-tier and move to better restaurants when the times get better."

Seeking Alpha Speculates HERE

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