NPD Data: QSR is Winning the Battle For Market Share
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March 31, 2016
March 30, 2016
Unions to Target NYC McDonald's Stores
"When McDonald's starts to behave the right way, other companies are going to
behave the right way," said Kendall Fells, organizing director for the Fight for $15.
'Fight for 15' Campaign to Target McDonald's Stores April 14 - The New York Times
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behave the right way," said Kendall Fells, organizing director for the Fight for $15.
'Fight for 15' Campaign to Target McDonald's Stores April 14 - The New York Times
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March 29, 2016
Analyst Says McDonald's Operators Upbeat
"Franchisee sentiment remains upbeat, with generally positive commentary around
the “McPick” platform, especially the 2 for $5 promo (which began in late-Feb).
Beyond current promotions, ops improvements appear to be bearing fruit, with
franchisees reporting improved drive-thru times and order accuracy."
- Jason West - Credit Suisse
McDonald’s: A McPick Sales Surprise? - Stocks to Watch - Barrons.com
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the “McPick” platform, especially the 2 for $5 promo (which began in late-Feb).
Beyond current promotions, ops improvements appear to be bearing fruit, with
franchisees reporting improved drive-thru times and order accuracy."
- Jason West - Credit Suisse
McDonald’s: A McPick Sales Surprise? - Stocks to Watch - Barrons.com
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March 28, 2016
March 27, 2016
March 25, 2016
March 24, 2016
March 21, 2016
McDonald's Fine-Tuning McPick
Restaurant analyst John Gordon - “It's very important for them to get a sustainable
value menu, and there are so many different ways of doing it. You would hope there
are whole floors of corporate staffers in Oak Brook that are thinking about these things.”
No John, it's not just in Oak Brook. There are legions of McDonald's employees across
the country thinking about more ways to discount Operator products.
McDonald's is fine-tuning McPick, its value platform - Crain's Chicago Business
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value menu, and there are so many different ways of doing it. You would hope there
are whole floors of corporate staffers in Oak Brook that are thinking about these things.”
No John, it's not just in Oak Brook. There are legions of McDonald's employees across
the country thinking about more ways to discount Operator products.
McDonald's is fine-tuning McPick, its value platform - Crain's Chicago Business
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March 20, 2016
March 19, 2016
McDonald's Presents at BofA / Merrill Lynch Conference
It's always interesting to see the Chief Number Cruncher (who likely has never cracked
an egg or toasted a bun in a McDonald's kitchen) try to answer wide ranging operations
and marketing questions.
McDonald's CFO Presents at Bank of America Merrill Lynch Consumer & Retail Tech Broker Conference (Transcript) | Seeking Alpha
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an egg or toasted a bun in a McDonald's kitchen) try to answer wide ranging operations
and marketing questions.
McDonald's CFO Presents at Bank of America Merrill Lynch Consumer & Retail Tech Broker Conference (Transcript) | Seeking Alpha
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March 18, 2016
March 17, 2016
March 16, 2016
March 15, 2016
Who Will Take a 10% Rent Deal?
“As your occupancy costs increase, you need to increase sales,” Pie Five’s
Jones said. “Everyone wants to hold under 10 percent occupancy costs
Market pressure makes it hard to push up average sales to make the same
margins.”
Fast-casual restaurant expansion pushes lease rates higher - NRN
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Jones said. “Everyone wants to hold under 10 percent occupancy costs
Market pressure makes it hard to push up average sales to make the same
margins.”
Fast-casual restaurant expansion pushes lease rates higher - NRN
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March 14, 2016
March 11, 2016
McDonald's Management Spending Millions at SXSW...
...to be cool, hip, modern and progressive.
We're teaming up with @SXSW again this year! Who will we see in Austin, Texas at our #McDigital experience? #SXSW
March 9, 2016
Sleeping With Your Political Enemies - And Paying For It
The restaurant web site "eater.com" recently reviewed the political contributions of major restaurant companies and their PACS. Taken together it appears that about a third of restaurant chain contributions go to democrats or to the democrat party.
I just have one question - what are you people thinking?
The past seven years have seen increased hostile government action against the leading brands in the restaurant industry. And yet, the corporations and franchisees of these chains appear to be increasing their contributions to the party that is engineering their destruction?
Due to the fact that McDonald's contributions are larger than other chains the McDonald's system gives more to democrats than any other entity in the industry.
In fact, the percentage of McDonald's contributions going to democrats has been steadily increasing over recent years. In 2004 14% of McDonald's PAC money went to democrats, in
the 2014 election cycle 45% of PAC contributions went to democrats.
This after half a decade of democrats, organized labor, and liberal bureaucrats using McDonald's as their primary target for abuse and regulation. Indirectly, McDonald's Operators are funding the "Fight for Fifteen" demonstrations happening in front of their own
restaurants.
Giving 45% to democrats indicates that McDonald's Operators think there's no difference between the political parties. Say it isn't so!
This is not your father's democrat party. This is not the Kennedy, Carter, or even the first term Clinton administration. This is a party that is proud to let socialist Bernie Sanders get within spitting distance of the presidential nomination. This is a party that is increasingly trying to destroy the free enterprise system. This is a party that, along with organized labor, would do to McDonald's what they've done to the city of Detroit.
It's easy to understand how McDonald's corporate people would buy into the democrat mindset. A huge franchise company like McDonald's naturally attracts control-freak,
big-government personalities to their ranks. These people dominate the company and are concerned with three things: 1) complete control of franchisees, 2) political correctness, 3) acceptance by their liberal peers.
McDonald's corporate people should not be allowed to funnel Operator money to their favorite liberal interests. As McDonald's Corporation becomes more infested with executives from the quasi-socialist European Union the corporate culture will be even friendlier to democrats . Operators can't change the political leanings of McDonald's executives but they can refuse to fund their activities.
My advice to McDonald's Operators?
* Decline to contribute to PACs that fund democrats or their party.
* Ignore the advice of political consultants or lobbyists employed by McDonald's Corp. and don't take political advice from McDonald's employees.
* If there are pro-democrat Operators in any PAC leadership decline to contribute until they step or are removed.
* If pressured for contributions by McDonald's corporate employees consider responding with, "When you stop giving my money to democrats, I'll participate". I understand this will take a little nerve because you'll probably be talking to a democrat.
If this means shutting down the national or state PACs - that's a good thing - considering how these PACs are currently operating.
When doing the above you will be told that contributing to democrats "buys a seat at the table" - probably the dumbest thing anyone can say. Does any American business person feel they've had a seat at the table over the past seven years?
For business interests, in this environment, "a seat at the table" is an electric chair.
********************************************************************************
A link to the Eater.com article is below as well as a link to the web site "Open Secrets" that contains a wealth of information and is very interesting to explore. Both web sites are interactive so you'll need to click around on the different tabs.
Eater.com - How much are restaurant chains donating?
Open Secrets - Click on "Party Split by Cycle"
.
I just have one question - what are you people thinking?
The past seven years have seen increased hostile government action against the leading brands in the restaurant industry. And yet, the corporations and franchisees of these chains appear to be increasing their contributions to the party that is engineering their destruction?
Due to the fact that McDonald's contributions are larger than other chains the McDonald's system gives more to democrats than any other entity in the industry.
In fact, the percentage of McDonald's contributions going to democrats has been steadily increasing over recent years. In 2004 14% of McDonald's PAC money went to democrats, in
the 2014 election cycle 45% of PAC contributions went to democrats.
This after half a decade of democrats, organized labor, and liberal bureaucrats using McDonald's as their primary target for abuse and regulation. Indirectly, McDonald's Operators are funding the "Fight for Fifteen" demonstrations happening in front of their own
restaurants.
Giving 45% to democrats indicates that McDonald's Operators think there's no difference between the political parties. Say it isn't so!
This is not your father's democrat party. This is not the Kennedy, Carter, or even the first term Clinton administration. This is a party that is proud to let socialist Bernie Sanders get within spitting distance of the presidential nomination. This is a party that is increasingly trying to destroy the free enterprise system. This is a party that, along with organized labor, would do to McDonald's what they've done to the city of Detroit.
It's easy to understand how McDonald's corporate people would buy into the democrat mindset. A huge franchise company like McDonald's naturally attracts control-freak,
big-government personalities to their ranks. These people dominate the company and are concerned with three things: 1) complete control of franchisees, 2) political correctness, 3) acceptance by their liberal peers.
McDonald's corporate people should not be allowed to funnel Operator money to their favorite liberal interests. As McDonald's Corporation becomes more infested with executives from the quasi-socialist European Union the corporate culture will be even friendlier to democrats . Operators can't change the political leanings of McDonald's executives but they can refuse to fund their activities.
My advice to McDonald's Operators?
* Decline to contribute to PACs that fund democrats or their party.
* Ignore the advice of political consultants or lobbyists employed by McDonald's Corp. and don't take political advice from McDonald's employees.
* If there are pro-democrat Operators in any PAC leadership decline to contribute until they step or are removed.
* If pressured for contributions by McDonald's corporate employees consider responding with, "When you stop giving my money to democrats, I'll participate". I understand this will take a little nerve because you'll probably be talking to a democrat.
If this means shutting down the national or state PACs - that's a good thing - considering how these PACs are currently operating.
When doing the above you will be told that contributing to democrats "buys a seat at the table" - probably the dumbest thing anyone can say. Does any American business person feel they've had a seat at the table over the past seven years?
For business interests, in this environment, "a seat at the table" is an electric chair.
********************************************************************************
A link to the Eater.com article is below as well as a link to the web site "Open Secrets" that contains a wealth of information and is very interesting to explore. Both web sites are interactive so you'll need to click around on the different tabs.
Eater.com - How much are restaurant chains donating?
Open Secrets - Click on "Party Split by Cycle"
.
March 8, 2016
Chick-Fil-A Facing Traffic Challenges
It's often reported that Chick has a $3 million AUV. This article says if one carves
out the food courts the average is $4.2 million. No wonder their dive-thrus always
have a line of cars.
Chick-Fil-A Is Testing A New Solution To Crazy-Long Lines - BuzzFeed News
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out the food courts the average is $4.2 million. No wonder their dive-thrus always
have a line of cars.
Chick-Fil-A Is Testing A New Solution To Crazy-Long Lines - BuzzFeed News
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March 7, 2016
March 5, 2016
Starbucks Takes Hit for Rewards Changes
“Go for points for spending,” he said. “That’s the smart thing. Loyalty
has so many possible effects and one of them is increasing spend per
transaction, but you can’t get that unless you provide rewards for
spending.”
Starbucks takes a hit for My Starbucks Rewards changes
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has so many possible effects and one of them is increasing spend per
transaction, but you can’t get that unless you provide rewards for
spending.”
Starbucks takes a hit for My Starbucks Rewards changes
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