Franchise Equity Group

October 9, 2020

Joe Erlinger Buys Chicago Lakeshore Mansion

McDonald's exec Joe Erlinger buys $2.42 million mansion - ChiTrib
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Prepare For the Return of ADB

On November 9th McDonald's will Corp. will host an expanded, virtual investor 
update with analysts. Unless thoroughly covered in the formal presentation the 
analysts will be asking two basic questions.

* When will all the dining rooms be open? * When will you bring back All Day Breakfast?

ADB was so over-hyped that every profile on Steve Easterbrook mentions that he 
was the guy who brought ADB to McDonald's USA. This puts management in a 
tough spot. They can't downplay the "success" of ADB and admit to the hype in 
previous years. And they can't tell analysts, "The franchisees won't let us".

McDonald's weighs the return of all-day breakfast - The Gazette
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October 7, 2020

Teens Prefer Chick-fil-A

Even though Piper Sandler interviewed 9,800 teens in 48 states the results in this survey 
cannot be correct.

Chick-fi-A is not modern and progressive. They don't have promotional partners in an entertainment genre that markets obscenities to children. They are making the mistake
of protecting their culture and their family values.

Unless they become hip and "with it" Chick-fil-A is destined to fade into obscurity.

Teens prefer Chick-fil-A by a wide margin
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October 4, 2020

 


Another LTO Cut Short

Given the shelf life of unfrozen beef it's easy to excuse running out of quarter meat 
but nuggets  are a different story. Prematurely running out of product is not a sign of 
a good promotion. It's a management problem.

McDonald's is running out of its Spicy Chicken McNuggets | Restaurant Dive
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October 1, 2020

The 2020 QSR® Drive-Thru Study

While the internals of this study are interesting the rankings are questionable.

Chick-fil-A deserves the top spot but McDonald's does not deserve such a low ranking. 
Panera is better than McDonald's? I enjoy Panera's tuna salad sandwich but you 
need a calendar to time their drive-thru service.

Dairy Queen has a better drive-thru than McDonald's? Give me a break.

The 2020 QSR® Drive-Thru Study - QSR mag
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