We are going in a million directions at the same time. Easterbrook has too many balls in the air, he's going to crash the questions is, will we go down with him?
I don't believe that he is "Obsessed" with Chipotle's". Chipotle's is innovative in the new taste and natural ingredients but it will take years for them to become a credible threat to MCD. However, it is smart to examine what is driving their popularity and if it is real and sustainable. If he is obsessed with anything at this point it is likely with Wall Street and quarterly earnings. Millions are at stake here in the short term. He has said that they can't worry, at this point, what others are doing that they have to fix MCD's internal problems before going to war in the market place. MCD is a real mess right now. Probably more than we know.
Easterbrook wrecked his previous employers, McD is next
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