These guys couldnt reinvent a ma and pa sub shop let alone a 35K chain.
I completely agree with the notion that we have to do something to become the leader in the industry and that transformation will require investment. However, the practice of forcing operators to rebuild restaurants and coercing them to do MRPs has lead to a decline in equity which is about to blow up in their face.
Growth for MCD is over. We just need to fight for share and maintain our AUVs and try to make some money.
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