Coalition of Franchisee Associations

June 27, 2020

If McDonald's Corporate Executives Get Their Way

Barron's on a Biden Presidency:

"..... calls the Democratic labor agenda the most underappreciated election-related 
risk, as a higher minimum wage and new laws to organize workplaces would be 
priorities, especially hurting McDonald’s, while more labor protections for gig 
economy workers would affect companies like Uber."

Positioning your portfolio for a Biden Presidency

June 22, 2020

No ADB Yet, But You Can See it From Here

From the article: "McDonald’s added All-Day Breakfast in 2015, generating strong sales and helping to bolster the chain after a years-long sales lull."

Here's how this is going to happen. As Jonathan Maze points out, when ADB was launched
McDonald's USA sales had been soft for several years. It was time for a natural business cycle rebound that made ADB look more impactful than it actually  was.

Easterbrook took credit for the "success" of ADB and gave it so much fanfare that it's a major
part of this career history. The media and Wall Street analysts still believe the hype and will
expect ADB to make a comeback once more dining rooms are reopened.

McDonald's management can't admit that ADB was over hyped in 2015 so they will continue 
to claim that customers are clamoring for ADB.

After all, what are they going to tell analysts - "We want to bring it back but our franchisees won't let us"?

McDonald’s is reconsidering the future of All-Day Breakfast - Restaurant Business

June 13, 2020

When McDonald's Corp. Plays Politics It Always Backfires

So McDonald's Corp. is using the phrase "Black Lives Matter" in corporate produced advertising?

From my perspective Black Lives Matter is three things:

* It's a slogan.

* It's a massive internet presence.

* It's becoming a political party.

At the present time the focus of BLM is apparently the Defunding, Deconstruction, and Demonization of law enforcement across the country.

It's hard to imagine there's a company in the USA more interwoven with law enforcement
than McDonald's and its franchisees. And it's not just because of McDonald's size. It's about the all American image, the flag flying at every store, and the constant interaction between McDonald's Owner/Operators and law enforcement.

This was true when I was a crew person and police could eat for free at McDonald's. It was 
true when I was an Owner/Operator and the San Diego County Sheriff's Department was a 
key component of my LSM activities. And It's true today as evidenced by thousands of 
postings on social media.

The trouble is, McDonald's management appears to be completely unaware of this long-standing relationship. And the ad agencies and public relations people will be oblivious to
this history.

So management will act emotionally and thrust the brand right in between BLM and law enforcement. That's the last place any company should find itself.

Taking sides in this situation (which appears to be getting worse as I write) could be the 
biggest Lose-Lose in the history of McDonald's.

McDonald’s #BlackLivesMatters Ad Was Shortsighted and Hollow – Adweek

Workers Aren't Impressed by Corporate Anti-Racism - NYmagazine

No, That Company Cannot Fund Trump's Champaign


  Quashing some internet rumors about Trump and Biden

June 8, 2020

Taking Their Time

"Hopefully, we’ll get our lobbies open soon,” Mr. Meoli said. “Personally, I am in no hurry, especially at 30%. With all that is required on cleanliness, sanitation, hygiene, keeping customers safe, keeping our crew and managers safe, to do that for 30%, that doesn’t make a whole lot of sense right now."

McDonald's Owner/Operator Mike Meoli

Delaware State News

This Is Taco Bell Being Smart

The McDonald's PAC is a dinosaur from days gone by when our country was not so 
divided and when both McDonald's franchisees and McDonald's corporate believed 
in free enterprise and entrepreneurship. 

Taco Bell Corp. does not make donations to presidential political campaigns and has no involvement with or control over donations made by franchisees.

June 4, 2020

McDonald's Smaller Menu - If You Can Keep It

The challenge is, the Wall Street types are always looking for "menu innovation" and management has to be able to boast about a "new product pipeline" on conference calls
and at analyst meetings. When sales hit a flat spot new products will be the answer.

McDonald's franchisees want to make their smaller menu permanent - Restaurant Business

Congress Eases PPP Loan Terms

Congress eases PPP loan terms to aid small business - Fox Business