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July 30, 2020

ADB says, "I'll Be Back"

Translated, this comment by Bloomberg's analyst Michael Halen means "Franchisee 
profit be damned, bring back all-day breakfast".

“McDonald’s kind of underperformed a little bit early on in the pandemic. I think part 

of that was the fact that they halted their all-day breakfast to kind of help to improve franchisee margins and throughput at the drive-thru during lunch and dinner times."
- Michael Halen

But we can't blame analysts. For four years they've been told ADB was a huge success.

It's now official Wall Street lore and management can't go back and say, "ADB was not a
big deal".

McDonald's Earnings Disappoint, Starbucks Beats - Restaurant Engine
.

5 comments:

Anonymous said...

Clueless Chris will read that and force ADB back on us. DONT LET IT HAPPEN. SUPPORT THE NOA!

Anonymous said...

If Leadership is smart they will leave it up to the Operator to make the decision. For me the right decision is to serve till 1:30pm. For others it might not be at all and for a few others 24 hours a day. We as operators need to be trusted to make the correct decision. I have never met an Operator that didn’t want to Due more in sales. But that has to be balanced with operations and profitability. I know it is hard for some to believe every sales dollar is not a Profitable one.

Anonymous said...

Ha. We'll be selling $1 everything on the app (if its not free) and fake meat, ADB, etc etc etc.

Why are we still selling espresso? Our customers avoid it like they will avoid the fake meat we will soon be forced to sell by our woke overlords in Chicago because espresso and fake meat are all the rage in their country club set (who never set foot in a MCD).

Why does corporate hate our customers and cater to people who will never patronize a McDonalds?

Anonymous said...

6 operators voted against the original vote in my coop 4 years or so ago. A lot of you should grow a pair and vote how you believe instead of voting out of fear.

Anonymous said...

Lol... you think your COOP vote matters? How many time I sat at Worldwide and Regional meetings, everyone said they voted No... yet it passed.

Your formality of voting is just that, a formality.. you never see a tally posted anywhere. You never will...