March 29, 2016

We've Had Operator Comments About Unions

Good discussion HERE
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Analyst Says McDonald's Operators Upbeat

"Franchisee sentiment remains upbeat, with generally positive commentary around 
the “McPick” platform, especially the 2 for $5 promo (which began in late-Feb). 
Beyond current promotions, ops improvements appear to be bearing fruit, with 
franchisees reporting improved drive-thru times and order accuracy."

- Jason West - Credit Suisse

McDonald’s: A McPick Sales Surprise? - Stocks to Watch - Barrons.com
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March 21, 2016

McDonald's Fine-Tuning McPick

Restaurant analyst John Gordon - “It's very important for them to get a sustainable 
value menu, and there are so many different ways of doing it. You would hope there 
are whole floors of corporate staffers in Oak Brook that are thinking about these things.”

No John, it's not just in Oak Brook. There are legions of McDonald's employees across 
the country thinking about more ways to discount Operator products.

McDonald's is fine-tuning McPick, its value platform - Crain's Chicago Business
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March 20, 2016

March 15, 2016

Chipotle Still Tanking

Chipotle same-store sales drop 26 percent in February
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Who Will Take a 10% Rent Deal?

“As your occupancy costs increase, you need to increase sales,” Pie Five’s 
Jones said. “Everyone wants to hold under 10 percent occupancy costs
Market pressure makes it hard to push up average sales to make the same 
margins.”

Fast-casual restaurant expansion pushes lease rates higher - NRN
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March 14, 2016

Lackluster Start for McPick?

McDonald’s sales estimate cut after lackluster start for McPick 2 promotion - MarketWatch
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2 comments:

Anonymous said...
Three strikes your out for Ms. Wahl; Lovin campaign, $2.50 Dbl Sml fry 2 for $2 and now we'll see 2 for $5. Give her a hug on the way out! I can't believe the stuff they come up with and shove down OPNAD we need stronger OPNAD leadership or we will continue down this path.
Anonymous said...
You can't blame opnad, somehow, your fellow operators voted for this garbage in their co-op meetings. There is no plan here, just continued lowering of prices! WAKE UP!

March 11, 2016

McDonald's Management Spending Millions at SXSW...

...to be cool, hip, modern and progressive.
We're teaming up with again this year! Who will we see in Austin, Texas at our experience?

March 9, 2016

McDonald’s Building Loyalty Program as Sales Driver

Says MCD USA Pres and CFO
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McDonald’s Joint-Employer Dispute Heads to Trial

Law Blog - Wall Street Journal
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Sleeping With Your Political Enemies - And Paying For It

The restaurant web site "eater.com" recently reviewed the political contributions of major restaurant companies and their PACS. Taken together it appears that about a third of restaurant chain contributions go to democrats or to  the democrat party.

I just have one question - what are you people thinking? 

The past seven years have seen increased hostile government action against the leading brands in the restaurant industry. And yet, the corporations and franchisees of these chains appear to be increasing their contributions to the party that is engineering  their destruction?

Due to the fact that McDonald's contributions are larger than other chains the McDonald's system gives more to democrats than any other entity in the industry.

In fact, the percentage of McDonald's contributions going to democrats has been steadily increasing over recent years. In 2004 14% of McDonald's PAC money went to democrats, in 
the 2014 election cycle 45% of PAC contributions went to democrats. 

This after half a decade of democrats, organized labor, and liberal bureaucrats using McDonald's as their primary target for abuse and regulation. Indirectly, McDonald's Operators are funding the "Fight for Fifteen" demonstrations happening in front of their own
restaurants.

Giving 45% to democrats indicates that McDonald's Operators think there's no difference between the political parties. Say it isn't so!

This is not your father's democrat party. This is not the Kennedy, Carter, or even the first  term Clinton administration. This is a party that is proud to let socialist Bernie Sanders get within spitting distance of the presidential nomination. This is a party that is increasingly trying to destroy the free enterprise system. This is a party that, along with organized labor, would do to McDonald's what they've done to the city of Detroit.

It's easy to understand how McDonald's corporate people would buy into the democrat mindset. A huge franchise company like McDonald's naturally attracts control-freak, 
big-government personalities to their ranks. These people dominate the company and are concerned with three things: 1) complete control of franchisees, 2) political correctness, 3) acceptance by their liberal peers.

McDonald's corporate people should not be allowed to funnel Operator money to their favorite liberal interests. As McDonald's Corporation becomes more infested with executives from  the quasi-socialist European Union the corporate culture will be even friendlier to democrats . Operators can't change the political leanings of McDonald's executives but they can refuse to fund their activities.

My advice to McDonald's Operators?

* Decline to contribute to PACs that fund democrats or their party.

* Ignore the advice of political consultants or lobbyists employed by McDonald's Corp. and don't take political advice from McDonald's employees.

* If there are pro-democrat Operators in any PAC leadership decline to contribute until they step or are  removed.

* If pressured for contributions by McDonald's corporate employees consider responding with, "When you stop giving my money to democrats, I'll participate". I understand this will take a little nerve because you'll probably be talking to a democrat.

If this means shutting down the national or state PACs - that's a good thing - considering how these PACs are currently operating.

When doing the above you will be told that contributing to democrats "buys a seat at the table" - probably the dumbest thing anyone can say. Does any American business person feel they've had a seat at the table over the past seven years?

For business interests, in this environment, "a seat at the table" is an electric chair.

********************************************************************************

A link to the Eater.com article is below as well as a link to the web site "Open Secrets" that contains  a wealth of information and is very interesting to explore. Both web sites are interactive so you'll need to click around on the different tabs.

Eater.com - How much are restaurant chains donating?

Open Secrets - Click on "Party Split by Cycle"

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Burger King Actually Serious About "Simplification"





Burger King Returns to Its Roots - WSJ
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To McDonald's Operators: Get Ready For Full Menu ADB

Wall Street likes the idea, stock is up - so you're going to do it.

McDonald's (MCD) Stock Climbs, Testing Full Breakfast Menu - TheStreet
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MCD U.S. Pres. Says Worker Pay Hikes Are Paying Off

If McDonald's stores are running better overall it's because there are less McOpCos
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