Coalition of Franchisee Associations

December 19, 2016

Chipotle Adds Another McDonald's Guy to Board

Remember when activist investor Bill Ackman tried to get McDonald's to spin off some
of its real estate and McOpCos? At the time the CFO of McDonald's was one Matthew Paull.

Soon after Paull "retired" from McDonald's he ended up working at Ackman's investment 
firm. Ackman has taken a position in Chipotle and has put Paull on the Chipotle board of

Humorously, this is supposed to give Chipotle someone with restaurant experience. Trouble 
is, Paull was the chief financial officer at McDonald's. He knows as much about restaurant 
operations as Jack Greenberg knew.

And, from day one there have been two former McDonald's execs. on the Chipotle board, 
Pat Flynn and John Charlesworth. If McDonald's experience can fix Chipotle those two
guys should have already gotten it done.

Chipotle Adds Four Board Members in Ackman-Endorsed Shake-Up - Bloomberg

December 16, 2016

McDonald's, Uber Partner On Delivery

Still wondering - if a franchisee has a third party deliver food, who's responsible
for quality, food safety, and system standards?

Consumer News - Crain's Chicago Business

December 12, 2016

Two Takes on Chipotle's Burger Business

Our friendly analyst Mark Kalinowski recently visited Chipotle's "Tasty Made".
His report is covered in these two articles.

Tasty Made Changes Beef & Prices - ╬▓urger╬▓usiness

NRN on Tasty Made

December 5, 2016

McDonald’s Digital Officer Logs Off

I don't know if this guy ever did any actual work for McDonald's Corp. but he
was famous for giving speeches and attending technology conferences.

McDonald’s digital officer departure continues executive turnover:

AP Interviews McDonald's CEO

"Q: You've introduced more premium burgers with the growth of all the "better burgers" 
out there now. 

MCD CEO: There's clearly a market for a more premium priced burger with more 
premium ingredients. If we can bring to our menu the quality ingredients, but maintain
the value of McDonald's, then I think that gives us a competitive edge."

Odd, those are almost the exact same words Ed Rensi used to sell the Arch Deluxe to 
Operators - just over 20 years ago.

McDonald's CEO: Chain still plans to expand in the US again:

Has All This Been Approved by OPNAD?

VP of strategy sure talks a lot!

McDonald’s Revamps Its $4 Billion McCafe Brand - Bloomberg