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April 28, 2020

Owner/Operators Spent Milllion$ Building McCafe for This?


Strange McBedfellows

These days a hearty laugh is hard to come by but it's OK to get a chuckle out of some irony.

In 2017 then McDonald's USA President Chris K. was incensed that Donald J Trump had 
been elected and inaugurated President of the United States. He let loose on his personal Twitter account with liberal insults about the President that would rival the rantings of 
late-night "comedians" like Jimmy Kimmel or Stephen Colbert.

After we discussed his tweets on this website they were deleted and eventually the entire Twitter account was expunged.

So it's fun to see that Mr. K has been selected by the Whitehouse to participate in a food-
and beverage-focused panel to advise the administration on the economic recovery.

Will his office be festooned with pictures of himself shaking hands with President Trump? 
Will this be a feature in the 2020 Annual report?

Or, will the left-wing CEO delegate this duty to one of his conservative underlings?

What's that?

There are no political conservatives working for McDonald's Corporation?

Never mind.

Trump taps restaurant executives for ‘Economic Revival’ group - NRN
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April 26, 2020

One of the Best McDonald's Commercials Ever

Reminds us of the Food, Folks, and Fun commercials that Paul Schrage and his team 
produced in the 1980s.

                                          Grown Brave - McDonald's - YouTube

April 25, 2020

I Just Got Back From 2021

McDonald's came out of the Chinese virus problem in pretty good shape. Primarily 
because less stable chains and independents disappeared. For example, Steak and 
Shake closed its last store in the third quarter of 2020. As the economy improved in 
the fourth quarter of 2020 there were far less eating-out opportunities. Since McDonald's
was well established in every USA trading area it was easy to vacuum up those meal 
occasions.

Large restaurant chains will more easily survive the pandemic - Maze
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April 20, 2020

Howard Penny Has Some Advice for Chris K.

Hedgeye Risk Management, LLC operates as an investment research and financial media company.  Howard Penny covers restaurants and consumer staples.

A Letter to McDonald's CEO Chris Kempczinski - Howard Penny
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April 13, 2020

Robeson Out?

It's dangerous to have real restaurant experience in today's McDonald's!
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April 7, 2020

Anonymous Says:

"Thank you for your comment on the NOA...we hope you will tune in tomorrow to the All NOA Member Webcast for an important update...all members have been invited so you should have a copy in your email to register."
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April 6, 2020

Asset-Light Business Models Face an Awful Future

While asset-light is not a new business concept it became a trend in the restaurant business
after Burger King got good results from stripping the company to the bone. Pressure from
analysts and investors forced companies like McDonald's to follow the same path.

"Many franchisors themselves are highly leveraged. They took out tons of debt, in part to generate “shareholder value” by buying back stock."
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