Leaks about McDonald's marketing plans usually come from the various ad agencies.
This time it's Jan Fields on national TV divulging OPNAD's promotional food events.
CNBC video is here >>> Jan Fields Unplugged
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September 13, 2012
Howard Penney at Hedgeye Tweets...
If 20% of @mcdonalds customers gravitate to this menu b/c of listing calories $MCD will have an average check problem. twitter.com/HedgeyeHWP/sta…
— Howard Penney (@HedgeyeHWP) September 13, 2012
September 12, 2012
Bigger is Not Better
It's long been my position that one of the reasons McDonald's dominates
the QSR industry is that McDonald's Operators in the USA have a
relatively small number of restaurants in a defined geographic location.
The article below features a Burger King franchisee who owns 400 Burger
Kings spread between Dallas and Orlando, 50 Arby's and Popeye's in Texas
He also owns most of the CiCi's in Houston and 33 Golden Corrals.
How can a such a franchisee compete with a bunch of six store McDonald's
Operators in his markets?
Good for him that he owns hundreds of restaurants but this is the reason
visits to Burger Kings are usually a disappointment.
Guillermo Perales is profiled HERE
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the QSR industry is that McDonald's Operators in the USA have a
relatively small number of restaurants in a defined geographic location.
The article below features a Burger King franchisee who owns 400 Burger
Kings spread between Dallas and Orlando, 50 Arby's and Popeye's in Texas
He also owns most of the CiCi's in Houston and 33 Golden Corrals.
How can a such a franchisee compete with a bunch of six store McDonald's
Operators in his markets?
Good for him that he owns hundreds of restaurants but this is the reason
visits to Burger Kings are usually a disappointment.
Guillermo Perales is profiled HERE
.jpg)
September 11, 2012
McDonald's Sales Bounce Back on Value Deals
"McDonald's has been intensifying its "messaging around value," noted Andy Barish, a
Jefferies analyst. For example, he noted that the company ran promotions for its breakfast
Dollar Menu in mid-August."
The Associated Press: McDonald's sales bounce back on value deals:
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Jefferies analyst. For example, he noted that the company ran promotions for its breakfast
Dollar Menu in mid-August."
The Associated Press: McDonald's sales bounce back on value deals:
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September 10, 2012
September 7, 2012
Caution - Sales Bump Ahead
This chart from a recent Hedgeye note on McDonald's illustrates the hill that McDonald's
and other chains have to climb this winter. The blue is the past 12 months and the red is
an average of the past two years. Of course the highest increase was in February partially
created by a 29 day month. (For a larger picture click here) >>> Hedgeye Chart
September 6, 2012
Streamlined Fast Food Menus Attract Customers
Readers of QSR Magazine will be familiar with the monthly column written by former
McDonald's marketing guy Roy Bergold. This month he discusses menu proliferation.
"Expanded menus really mess up your QSC and Value."
Streamlined Fast Food Menus Attract Customers - QSR magazine:
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McDonald's marketing guy Roy Bergold. This month he discusses menu proliferation.
"Expanded menus really mess up your QSC and Value."
Streamlined Fast Food Menus Attract Customers - QSR magazine:
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