Pizza Hut hampered by unit closures, overly leveraged operators
.
October 30, 2019
October 29, 2019
Nightmare on Carpenter Street
Yes, last week was a rough one for McDonald's investors. I don't know what's going to happen with McDonald's share price but I can predict what the corporate suits are doing this week. They're in a panic to accelerate several initiatives.
Many Wall Street types and most in the business media are blaming the soft traffic numbers for McDonald's USA on two things.
1) The chicken sandwich wars (about to be amplified by Popeye's).
2) Lack of McDonald's fake meat products. Just because many other chains are adding fake meat sandwiches and the like it appears to be a national trend. It's not, but that's what's being reported.
So, McDonald's management will be expected to jump on these two bandwagons with both feet. Their deadline is the third week in January which will be the next quarterly earnings release and conference call with analysts. Management will be expected to report substantial progress on chicken sandwiches and fake meat.
And that's why we'll see management panicking. They have about eleven weeks to work their magic.
Unless of course, McDonald's USA turns in some spectacular sales in November and December. If so management will be temporarily off the hook but will still be pressured on the above initiatives.
Meatless meat backlash - Vox
McDonald's expected to jump into chicken sandwich war next year - Marketwatch
Canadian fake meat hasn't been a blowout - Marketwatch
Many Wall Street types and most in the business media are blaming the soft traffic numbers for McDonald's USA on two things.
1) The chicken sandwich wars (about to be amplified by Popeye's).
2) Lack of McDonald's fake meat products. Just because many other chains are adding fake meat sandwiches and the like it appears to be a national trend. It's not, but that's what's being reported.
So, McDonald's management will be expected to jump on these two bandwagons with both feet. Their deadline is the third week in January which will be the next quarterly earnings release and conference call with analysts. Management will be expected to report substantial progress on chicken sandwiches and fake meat.
And that's why we'll see management panicking. They have about eleven weeks to work their magic.
Unless of course, McDonald's USA turns in some spectacular sales in November and December. If so management will be temporarily off the hook but will still be pressured on the above initiatives.
Meatless meat backlash - Vox
McDonald's expected to jump into chicken sandwich war next year - Marketwatch
Canadian fake meat hasn't been a blowout - Marketwatch
October 28, 2019
October 24, 2019
October 23, 2019
Faster DT - Really???
Does management know what they're talking about here?
McDonald's improves drive-thru times by 20 seconds - Restaurant Dive
.
McDonald's improves drive-thru times by 20 seconds - Restaurant Dive
.
October 22, 2019
October 15, 2019
Control Freaks in Action - Part Dos
Subject: Leaks in the McDonald's system
While it's very convenient for McDonald's HQ to blame any leaked information or plans
on the Owner/Operator community 99% of the leaks in the McDonald's system come
from employees of the outside advertising agencies and PR firms.
These people are loyal to no one and are always networking for their next job. It's
important they establish connections with reporters and trade pubs who cover the
advertising business.
But that makes NDAs a great way to shut down communications among Owner/Operators
while the agency people continue to sing like birds.
.
While it's very convenient for McDonald's HQ to blame any leaked information or plans
on the Owner/Operator community 99% of the leaks in the McDonald's system come
from employees of the outside advertising agencies and PR firms.
These people are loyal to no one and are always networking for their next job. It's
important they establish connections with reporters and trade pubs who cover the
advertising business.
But that makes NDAs a great way to shut down communications among Owner/Operators
while the agency people continue to sing like birds.
.
October 14, 2019
October 11, 2019
Wendy's is Serious About Breakfast
 |
| Source - Wendy's analyst's meeting - click to enlarge |
Wendy's believes this breakfast attempt will work - Restaurant Business
Pork crisis? No problem. - Fortune
.
October 10, 2019
October 9, 2019
October 7, 2019
The 2019 QSR Magazine Drive-Thru Study
There is a lot of data here - when on the main page look to the right under the silhouette
of an auto and you'll find "More Stories" that break down the various drive-thru attributes.
The 2019 QSR Drive-Thru Study
.
of an auto and you'll find "More Stories" that break down the various drive-thru attributes.
The 2019 QSR Drive-Thru Study
.
