Why Steve Easterbrook is McDonald’s man - MarketWatch
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January 31, 2015
Opinion Journal: Fast Food Comeback?
Holman Jenkins discusses his hamburger views with WSJ's Mary Kissel
Opinion Journal: Fast Food Comeback?
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Opinion Journal: Fast Food Comeback?
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CNBC's Cramer on Easterbook
Cramer: "the franchises have to be won over before they can win over the
customers. Thompson lost the franchisers, the most important
constituency. If they turn around
the franchisers, Cramer says, then the customers will come back."
Call them "franchisers" or "franchisees" Cramer's right
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the franchisers, Cramer says, then the customers will come back."
Call them "franchisers" or "franchisees" Cramer's right
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January 30, 2015
The Next McDonald’s Turnaround
There are a lot of smart people working at the Wall Street Journal and Holman Jenkins
is one of the smartest. He also has a common sense approach to business.
In the mid-1990s McDonald's CEO Mike Quinlain had a string of failures but the board
of directors left him in the job. Holman Jenkins published a column asking why Qunilain
was still running McDonald's. I don't recall the exact timing but Jack Greenberg soon
replaced him.
McDonald's Operator's might enjoy Holman's take on the future of McDonald's.
Holman Jenkins: The Next McDonald’s Turnaround - WSJ
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is one of the smartest. He also has a common sense approach to business.
In the mid-1990s McDonald's CEO Mike Quinlain had a string of failures but the board
of directors left him in the job. Holman Jenkins published a column asking why Qunilain
was still running McDonald's. I don't recall the exact timing but Jack Greenberg soon
replaced him.
McDonald's Operator's might enjoy Holman's take on the future of McDonald's.
Holman Jenkins: The Next McDonald’s Turnaround - WSJ
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January 29, 2015
January 28, 2015
What About the "Turnaround Summit"?
Do they still have the meeting? Does the new guy move forward with Thompson's
"Turnaround Agenda" Or do they start from scratch?
If they start from scratch they've only got a month to develop a new plan and put
together a new meeting.
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"Turnaround Agenda" Or do they start from scratch?
If they start from scratch they've only got a month to develop a new plan and put
together a new meeting.
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January 27, 2015
Everybody Wants to Give Away Your Food
There's lots of talk today about discounting or giving away product and there's
an entirely new avenue on the horizon for people to give away a franchisee's profits.
I've been following the restaurant industry's obsession with digital payment and
ordering. There's a code word in that business: "Loyalty". Not a new term in
marketing but what better way to make customers "loyal" than to provide them
with a app for their phone that's all about freebies and discounts?
By necessity these platforms will be controlled by the home office of the franchisor,
or worse, the advertising agency(s). How do franchisees monitor how much product
is being given away?
.
an entirely new avenue on the horizon for people to give away a franchisee's profits.
I've been following the restaurant industry's obsession with digital payment and
ordering. There's a code word in that business: "Loyalty". Not a new term in
marketing but what better way to make customers "loyal" than to provide them
with a app for their phone that's all about freebies and discounts?
By necessity these platforms will be controlled by the home office of the franchisor,
or worse, the advertising agency(s). How do franchisees monitor how much product
is being given away?
.
January 26, 2015
Should McDonald's Serve Breakfast All Day?
“Any McDonald’s corporate executive who pushes for breakfast all day should be downsized,” Adams added.
NRN asks the question
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January 24, 2015
An Earnings Conference Call About "Nothing"
During a "Bizarro World" call on Friday McDonald's management spent the morning
trying to convince investors they could succeed in the pricey premium sandwich arena.
And in the afternoon OPNAD sent an E-mail to McDonald's Operators stating:
"It's important to note that the Dollar Menu & More Value Platform is not going away"
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trying to convince investors they could succeed in the pricey premium sandwich arena.
And in the afternoon OPNAD sent an E-mail to McDonald's Operators stating:
"It's important to note that the Dollar Menu & More Value Platform is not going away"
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January 23, 2015
January 22, 2015
January 21, 2015
The Greenberg Management Approach
@fegroup We should call this the gloom & doom McD report. Maybe the OO needs to spend less time golfing & actually get in the grill..
McD TruthJanuary 19, 2015
McDonald's Turnaround Agenda
A few weeks ago Businessweek published an article pointing out that much of the modern
rhetoric coming out of the McDonald's executive suites is nearly identical to the plans
proposed by Jack Greenberg and Mike Roberts in 1997-98.
We linked to the Businessweek article HERE
And then - Pull out a copy of the McDonald's USA 2004 Plan To Win - Some of the headlines
are different but the PTW is strikingly similar to today's "Turnaround Agenda".
The Plan To Win appears to have worked because it was "back to the basics". If the Turnaround Agenda is intended to "reinvent" McDonald's it could possibly do more harm
than good.
.
rhetoric coming out of the McDonald's executive suites is nearly identical to the plans
proposed by Jack Greenberg and Mike Roberts in 1997-98.
We linked to the Businessweek article HERE
And then - Pull out a copy of the McDonald's USA 2004 Plan To Win - Some of the headlines
are different but the PTW is strikingly similar to today's "Turnaround Agenda".
The Plan To Win appears to have worked because it was "back to the basics". If the Turnaround Agenda is intended to "reinvent" McDonald's it could possibly do more harm
than good.
.
Tim Hortons Looks to Succeed in U.S.
Canadian Fast Food Brand Tim Hortons Looks to Succeed in US - QSR mag.
Click on chart for larger image.
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Hardee’s Self-Ordering Kiosks
This is actually a Microsoft commercial but it's interesting to see how Hardee's is
tackling digital ordering.
Watch "Hardee’s new customer self-ordering kiosks" at nrn:
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tackling digital ordering.
Watch "Hardee’s new customer self-ordering kiosks" at nrn:
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January 16, 2015
McDonald’s 2014 Performance May Be Worst In Decades
"McDonald’s unit volumes are among the highest in the limited-service segment, and its unit count is second only to Subway. As a result, its domestic systemwide sales are nearly three times larger than the next largest U.S. chain, Subway, and more than four times larger than the country’s next biggest quick-service burger chain, Burger King."
McDonald’s 2014 performance may be worst the quick-service chain has seen in decades - NRN
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McDonald’s 2014 performance may be worst the quick-service chain has seen in decades - NRN
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January 15, 2015
Ackman Comments on McDonald's
We've discussed activist investors before. This interview with Bill Ackman is
a rapid-fire education on how hedge fund managers think. If you like high
finance it's 17 minutes well spent.
Ackman comments on McDonald's - Business Insider
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a rapid-fire education on how hedge fund managers think. If you like high
finance it's 17 minutes well spent.
Ackman comments on McDonald's - Business Insider
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January 14, 2015
January 13, 2015
January 12, 2015
Thanks for the Feedback and Comments !
We've gotten some great comments from visitors to this website. If one just scrolls down
through the posts it's easy to find posts that have "comments" and those that do not.
The most comment action is On This Post.
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through the posts it's easy to find posts that have "comments" and those that do not.
The most comment action is On This Post.
.
January 11, 2015
January 9, 2015
January 8, 2015
January 7, 2015
January 5, 2015
Chipotle Has a Direction - McDonald's Has Several
Sam Oches, the writer of this article, tweeted "McDonald's, Chipotle,
and a tale of two brands heading in opposite directions".
Heck, McDonald's, with "Menu Simplification" and "Build-A-Burger"
is all by itself headed in opposite directions.
QSR Magazine reports
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