CNBC discusses McDonald's shares - Video
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| Five years - No splits |
November 29, 2018
Morgan Stanley Analyst Thinks EOTF is Working
McDonald’s shares pop after Morgan Stanley upgrade - Fox Business
CNBC discusses McDonald's shares - Video
CNBC discusses McDonald's shares - Video
November 28, 2018
November 27, 2018
Bloomberg on Changes to BBV2020
“While these companies are generating record earnings, the franchisees are really struggling,” he said. “You have to keep the franchisees happy or things can turn ugly fast.” -
Bloomberg analyst
McDonald's Remodels to Take Several Years Longer Than Promised
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Bloomberg analyst
McDonald's Remodels to Take Several Years Longer Than Promised
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Delivery is Wide But Very Thin
As we've discussed before, there are so many restaurants trying to get into delivery and
so many delivery services that the total sales number will be huge but the individual
restaurants will have a tough time profiting from delivery.
Amazon is reportedly halting restaurant delivery service in the U.K.
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so many delivery services that the total sales number will be huge but the individual
restaurants will have a tough time profiting from delivery.
Amazon is reportedly halting restaurant delivery service in the U.K.
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November 23, 2018
Panera Founder on Activist Investors
"but often the investors operate with a generic playbook: avoid capital spending, refranchise restaurants and sell off assets. Fear hangs over the decision-making process in most public companies as boards seek to avoid becoming a target”
How Wall Street is hurting restaurants
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How Wall Street is hurting restaurants
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November 21, 2018
November 20, 2018
Franchisee Association - Power Broker of Papa John's
“The damage to the brand image and the franchisees’ businesses has persisted and continues to persist,” adds the attorney. “The Papa John’s system continues to struggle as Mr. Schnatter remains in the press.” (Robert Zarco)
Franchisee Association Positions Itself as Power Broker of Papa John's - Blue MauMau
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Franchisee Association Positions Itself as Power Broker of Papa John's - Blue MauMau
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November 19, 2018
McDonald’s Stock Keeps Hitting Records
"And there are mounting concerns that the level of investment and kitchen complexity
are slowing down service times"
McDonald’s stock keeps hitting records
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are slowing down service times"
McDonald’s stock keeps hitting records
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November 15, 2018
November 14, 2018
November 13, 2018
Working to Reduce Average Check
McDonald's Operators about the problems created for franchisees
by the never ending discounting in the QSR industry.
Then, over the weekend, I stopped at a McDonald's drive-thru.
Pulling into the inside lane I was confronted with a back lit display
box mounted six or eight feet in front of the full menu board. The
message in the sign was essentially the same as this banner to the
right >.
Riddle me this - you've got me in your drive-thru lane, I'm not going anywhere, why are you suggesting I order your cheapest food?
Wouldn't an Operator prefer I spend a few more bucks on a signature sandwich meal?
I remember when increasing the average check was a good thing.
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November 10, 2018
November 9, 2018
November 7, 2018
November 6, 2018
Where Are All the QSR Customers?
McDonald's TCs down, Wendy's SSS down, Red Robin sales down 3.4%, Papa John’s North America comps down 9.8%.
Wendy's surprise same-restaurant sales drop burn shares
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Wendy's surprise same-restaurant sales drop burn shares
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