There's been unfortunate news out of China for McDonald's. An OSI subsidiary had
some food safety problems. Competitor YUM also uses OSI to a limited degree and
immediately dropped them as a vendor. The media has been trying to make a big
deal out of YUM bailing on OSI but that McDonald's is sticking with them.
McDonald's can't dump OSI! That would be a huge disruption to the McDonald's
system. And ... OSI is one of the owners of System Capital Corp.
So, if you're a McDonald's Operator, OSI might be one of your landlords. They're not
going any place.
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