September 30, 2025
September 29, 2025
September 26, 2025
September 24, 2025
PJB Desperately Seeking More McKinsey
Emily Reasor joins McDonald's Star Chamber.
“One former McKinsey consultant wrote anonymously, ¨To those convinced that a secretive cabal controls the world, the usual suspect are Illuminati, Lizard People, or ´globalists.' They are wrong, naturally. There is no secret society shaping every major decision and determining the direction of human history. There is, however, McKinsey & Company.”
― Walt Bogdanich, "When McKinsey Comes to Town"September 20, 2025
PJB nad His Strange Bedfellows
September 17, 2025
September 16, 2025
McDonald’s Commits $200m to Regenerative Agriculture Initiative
"Contributions to the initiative come from various McDonald's USA suppliers. These include Cargill, Golden State Foods, Lopez Foods, OSI, and The Coca-Cola Company, which will provide funds to the NFWF and McDonald's US."
All will pass on the cost of this initiative to their franchisee customers.
McDonald's USA has announced its largest investment in regenerative agriculture - Global Data
September 14, 2025
September 9, 2025
Supply and Demand - Part Deux
Answer to everything? ... Build more stores!
"The industry’s constant push for unit growth, however, can also be its undoing, because it’s putting a growing amount of pressure on individual locations. Industry profitability remains down, on average, since the pandemic. Franchisee profitability is down, too. And all this has been during a period of generally strong economic growth." - Jonathan Maze
The average restaurant gets a lot fewer customers than it did in 2019 - RBonline
September 5, 2025
Simple Supply and Demand
September was dominated by hand-wringing over same-store sales at QSRs. Yet no one in the industry or the press wants to discuss the real problem:
There are just too many quick-service restaurants.
Franchisees, investors, Wall Street analysts and corporate suits all delude themselves that the marketplace is infinite. It's not, it's full. And yet private equity firms buy up small chains with plans for rapid expansion, and McDonald's plans to open hundreds of new stores in the USA.
September 4, 2025
September 3, 2025
Is This Old News?
I don't pay attention to "the app," so hopefully this is old news to McDonald's Owners and the issues have been resolved.
He hacked McDonald's and found flaws.

