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April 27, 2021

Caution: McSpin Ahead

Tomorrow (4/29) McDonald's Corp. will release results of operations for the first quarter of 2021. This has been preceded by the usual flood of analyst reports and press articles. But this time there's something missing from the predictions and media coverage.

While most parties expect impressive results there has been little mention of how bad sales were during the depths of the pandemic. Instead, the focus is on what the company is doing this year to build sales. This time it's all about the crispy chicken line of sandwiches. There is little or no mention of "easy comps".

This way management can rattle off a list of their successful initiatives and boast about how well their plans worked for shareholders. The press will ignore the soft comp aspect because it's much more fun to write about new products and the latest social media event.

This creates a problem for McDonald's Owner/Operators in that it will intensify the pressure from analysts concerning the next new product line. In addition, Wall Street will expect McDonald's USA to start opening dining rooms and return to all-day breakfast ASAP
 
Menu creep is about to reurn to McDonald's.

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April 18, 2021

Ray Kroc Meets Steve Garvey

Whether you're a McDonald's veteran or just a baseball fan this LA Times article about the rivalry between the Padres and the Dodgers is a fun read. 

        San Diego is ready for a defining moment from beloved Padres

April 14, 2021

McDonald's Buys Into Biden's Climate Hysteria


First it was the "Population Bomb", then it was global cooling, then it was global warming, when global warming couldn't be proven it became climate change. Now that the change can't be proven it's a "Climate Crisis".

"New York Democratic Rep. Alexandria Ocasio-Cortez told NPR earlier this month that she feels that Biden has ultimately come around to the side of progressives on climate issues."

 Hundreds Of Companies Call For U.S. To Slash Carbon Emissions

April 12, 2021

Is McDonald's Involved in This Misguided Venture?

Are these CEOs playing politics for the good of their companies or do they just want to be thought of as national power brokers?

 CEOS plan new push on voting legislation

April 11, 2021

WSJ on "Woke" CEOs

As we've discussed many times we try to avoid posting articles from the Wall Street Journal under the assumption that few visitors maintain their rather pricey subscription. One of the  best political writers/commentators iin the country is Kimberley Strassel of the WSJ. She recently posted a column titled "Corporate America's Big Lie". If you're a WSJ subscriber, don't miss it. For non-subscribers I've stolen her ending paragraph below.

"Smart executives have long understood the value of political neutrality. Corporate America is now throwing its lot in with one of the most partisan, brass-knuckle, dishonest campaigns in recent political history. It will be a long time mending fences with Republicans—if that’s even possible."

From WSJ Opinion page

April 10, 2021

Fast Food Struggles to Hire

 

                                              Reporting by Hilary Russ - Reuters 


 

April 5, 2021

McFamily Feud - Fortune

 


          Beth Kowitt takes an in-depth look at McDonald's recent history

Note the references to analyst Mark Kalinowski's Owner/Operator surveys.

Georgia Lawmakers Demand Removal Of Coca-Cola Drinks

* Georgia Govneor signs voting regulation bill.

* Democrat political machine publishes numerous falsehoods about the bill.

*Joe Biden repeats these talking points, even after being called out.

* Coke CEO decides if it's good enough for POTUS it's good enough for Coke.

 Coke is in political quicksand with both feet - Will McDonald's join them?