October 29, 2013

McDonald's, KFC Rank High on Brand Simplicity Index ?


This study seems to be flawed. Yes, customers like simplicity. The QSR industry was built on that premise. 

But it appears the people who wrote this study failed to do any field work. They've obviously never tried to read a McDonald's drive-thru menu board.

McDonald's, KFC rank high on Global Brand Simplicity Index - NRN
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Restaurant Advertising Falls Short

Restaurant advertising falls short of being memorable, relatable | QSRweb.com
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Forty-Three Day McDonald's Rebuild!

McDonald's Of Bridgeport Sets Records: 43-Day Construction and $100 Big Macs
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A Revolt at One of the Smaller Chains




Dissatisfied Franchisees Spark Ouster of Mooyah CEO

Analysts Debate...

McDonald's or Burger King?
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Tim Horton's Continues to Dominate the Great White North

Coffee War Heats Up in Canada
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October 27, 2013

Restuarant Executive Admits Operations Are Too Complex

Chief Executive Ron Shaich said the chain (Panera) is experiencing "operational friction" that is limiting its ability to squeeze out higher sales.
"We are taking a number of deliberate steps to improve our operational capabilities and our competitive position,"
"we're looking at opportunities to reduce complexity in our production system and in our cafes."

Panera Bread sales at its own stores disappoint; stock falls | Reuters
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October 18, 2013

McDonald's Needs MORE Innovation?

McDonald's Operators won't like this WSJ article but I'm posting it in hopes of generating 
some communications between a particular Wall Street analyst and a few outspoken people in the Operator community.

Michael Kelter at Goldman Sachs continues to criticize McDonald's for not having enough 
"innovation". This during a period when McDonald's USA is launching a new product or an
LTO every 60 days!

I'm suggesting that a few McDonald's Operators reach out to Michael and explain to him 
what innovation is doing to the capacity of the McDonald's restaurant operation.

Analysts are always eager to communicate with McDonald's Operators. Confidentiality?
there is no conceivable reason why an analyst would reveal the identity of one of their 
sources. They'll want to keep the communications flowing over time. I just wouldn't use 
the Oak Brook E-mail system.

Michael's E-mail is:  Michael.Kelter@gs.com


Here's the Wall Street Journal article


Some of his previous comments

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Food Advocates, McDonald's Clarify Happy Meals' Soda Policy

The Goal of the Center for Science in the Public Interest is to put companies like McDonald's out of business:
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October 10, 2013

Why Chick-fil-A Just Works

"Chick-fil-A is a contrast to the current QSR strategy that involves broader menus and more complex operations. Chick-fil-A's unit volumes exceed $3 million. That's the highest average of any limited-service chain out there. It's higher than Chipotle, it's higher than Panera Bread and, yes, it's higher than McDonald's. Indeed, Chick-fil-A does those unit volumes with half the menu of your typical Golden Arches and it's not open Sundays or holidays."

Why Chick-fil-A Just Works - Restaurant Industry Insight, News and Analysis
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October 9, 2013

More Turmoil at Burger King

"The current changes put control of the company into the hands of a group of young executives, led by Schwartz, who was 32 when he was promoted to CEO this year. "It's just a bunch of young guys over there now," one franchisee said."

Burger King Loses A Key Executive - Restaurant Industry Insight
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