David lays out expectations for Wednesday's meeting. Note in the second paragraph
his #4 objective is, "higher franchisee accountability to in-restaurant execution".
This is Wall Street code for "get those franchisees off the golf course and back to work".
RBC Capital Markets - The analyst day playbook
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February 27, 2017
Don't Take Green People Seriously
The last paragraph in this article is priceless. Not only does this hippie-chick want
McDonald's to use "sustainable" beef, she wants to dictate portion size!
These people have one objective - put McDonald's and any company like McDonald's
out of business. And there are several departments in Oak Brook helping them do so.
McDonald's: Sustainable Beef Options Are on the Horizon - Fortune.com
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Talk To The Analysts
I've always found it interesting and a bit of a shame that the real owners of a publicly held franchise system don't have a voice in the investment community. The analysts who cover various restaurant brands rarely get the chance to communicate with the franchisees who
actually run the business.
But these days there's an easy fix. We will accumulate the Email address some of the
Wall Street analysts who cover the restaurant industry.
It's very easy to communicate with these analysts by E-mail and eventually by telephone.
Franchised Operators will find it interesting and rewarding.
We will begin listing names and E-mail address of available analysts and will continually
update the list. Feedback in the accuracy of this contact information will be appreciated.
Click here: Talk to the Analysts
.
actually run the business.
But these days there's an easy fix. We will accumulate the Email address some of the
Wall Street analysts who cover the restaurant industry.
It's very easy to communicate with these analysts by E-mail and eventually by telephone.
Franchised Operators will find it interesting and rewarding.
We will begin listing names and E-mail address of available analysts and will continually
update the list. Feedback in the accuracy of this contact information will be appreciated.
Click here: Talk to the Analysts
.
February 26, 2017
Prices for Restaurants are Sky-High Right Now
Of course, we're talking about entire chains changing hands, not Operator to
Operator sales.
Jonathan Maze @ NRN reports
.
Operator sales.
Jonathan Maze @ NRN reports
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February 24, 2017
February 23, 2017
February 22, 2017
Forecasting a McSpin Storm
McDonald's Corp. will be holding an "Investor Meeting" next Wednesday, March First.
We can expect a flurry of announcements and press releases about the second phase
of the "Turnaround". Some of this McDonald's operators will know about, some it will
be new to the field.
Save the date.
.
We can expect a flurry of announcements and press releases about the second phase
of the "Turnaround". Some of this McDonald's operators will know about, some it will
be new to the field.
Save the date.
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Bloomberg on McDonald's Drink Discounting
Adam Salgado, vice president of U.S. marketing at Oak Brook: "Fast-food
customers always are looking for a deal"
Wow, that's some impressive marketing insight!
McDonald's to cut drink prices
.
customers always are looking for a deal"
Wow, that's some impressive marketing insight!
McDonald's to cut drink prices
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February 21, 2017
February 19, 2017
You're Fired! (or should be)
I know it's difficult to staff the restaurants but can't imagine letting people skip their
shifts to play politics and potentially harm my business.
But then I hear that McDonald's Corp. is telling Operators to not take action
against employees who skipped work for the protest.
Doesn't that kind of intimidation contradict the idea that McDonald's Corp.
is not a joint-employer?
Company fires 18 employees after they participated in 'A Day Without Immigrants'
.
shifts to play politics and potentially harm my business.
But then I hear that McDonald's Corp. is telling Operators to not take action
against employees who skipped work for the protest.
Doesn't that kind of intimidation contradict the idea that McDonald's Corp.
is not a joint-employer?
Company fires 18 employees after they participated in 'A Day Without Immigrants'
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February 18, 2017
Starbucks Struggles to Keep Growing
Starbucks Stock Has Lost Its Buzz - Fortune.com
Wendy's opened 58 new restaurants in 2016 worldwide, Starbucks 884,
just in the USA.
.
Wendy's opened 58 new restaurants in 2016 worldwide, Starbucks 884,
just in the USA.
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Wendy’s to Build On Smaller Sites
Will give franchisees a royalty break on new stores
Wendy’s plans to add 1,000 units by 2020 - NRN
.
Wendy’s plans to add 1,000 units by 2020 - NRN
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February 16, 2017
How McDonald’s Franchisees Can Best Manage Risk
Seems the greatest risk for a McDonald's Operator is taking financial and
reinvestment advice from McDonald's Corp.
How McDonald’s Franchisees Can Best Manage Risk - Concannon Miller
.
reinvestment advice from McDonald's Corp.
How McDonald’s Franchisees Can Best Manage Risk - Concannon Miller
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February 15, 2017
Organized Labor Kills Puzder Nom.
Too many Republicans scared of unions.
Carl's Jr. CEO Puzder withdraws nomination for labor secretary
.
Carl's Jr. CEO Puzder withdraws nomination for labor secretary
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February 14, 2017
February 13, 2017
February 12, 2017
February 9, 2017
February 8, 2017
February 7, 2017
February 4, 2017
What's Up With This Corporate Tweet?
One of Oak Brook's fake Twitter accounts posted a comment about the 2020 McDonald's
mock-up store.
McD Truth @McD_Truth
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mock-up store.
McD Truth @McD_Truth
Secrets out: been building a "2020" $MCD in Chi to tour & commit Z's into signing on. Interesting timing, talk abt it on earnings call??
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