July 27, 2012
July 25, 2012
July 23, 2012
You Can See McDonald's Future From Here
For many years I've encouraged McDonald's franchisees to pay
attention to the quarterly conference calls between McDonald's
executives and Wall Street analysts. I don't think too many
took my advice.
But, today's call is significant because of the drought, foods costs
and competitive pressures. This call contains revealing comments
from management and some really interesting questions from the
analysts.
If McDonald's Operators want a look into the next 18 months you
really should read the transcript of today's call. Or, you can listen
to the playback on the investor section of the McDonald's website.
Seeking Alpha transcript is HERE
.
attention to the quarterly conference calls between McDonald's
executives and Wall Street analysts. I don't think too many
took my advice.
But, today's call is significant because of the drought, foods costs
and competitive pressures. This call contains revealing comments
from management and some really interesting questions from the
analysts.
If McDonald's Operators want a look into the next 18 months you
really should read the transcript of today's call. Or, you can listen
to the playback on the investor section of the McDonald's website.
Seeking Alpha transcript is HERE
.
CNBC - MCD to Go On Offensive on Value
This is an interview with an analyst who explains very succinctly
that McDonald's can win a price war because the franchisees
spend so much money on advertising.
The McDonald's discussion is about four minutes into this 10
minute video, but it's worth the wait.
Rachael Rothman on McDonald's
.
that McDonald's can win a price war because the franchisees
spend so much money on advertising.
The McDonald's discussion is about four minutes into this 10
minute video, but it's worth the wait.
Rachael Rothman on McDonald's
.
Analysts - More Discounting at McDonald's
Some smart people quoted in this article.
Howard Penney, managing director of investment research firm Hedgeye Risk
Management says: “McDonald's can't ever go back to the Dollar Menu.
It's permanently gone.”
Kate MacArthur reports for Crain's Chicago Business
.
Howard Penney, managing director of investment research firm Hedgeye Risk
Management says: “McDonald's can't ever go back to the Dollar Menu.
It's permanently gone.”
Kate MacArthur reports for Crain's Chicago Business
.
July 22, 2012
McDonald's of India to Lower Prices 6-15%
The last sentence in this article is profound:
"The move is line with the fast food giant's international positioning of value and affordability, with more stress on volumes than margins."
The Economic Times reports HERE
.
"The move is line with the fast food giant's international positioning of value and affordability, with more stress on volumes than margins."
.