While pizza delivery seems to work it's unknown if delivered burgers and fries will work.
But, it is interesting that both pizza and hamburger consumers are less and less interested
in dining in the restaurant. Whatever happened to the idea that every McDonald's could
be turned into a Starbucks?
Pizza Hut works to fix its asset problem
.
May 31, 2019
May 29, 2019
Beyond Meat's Stock Could Jump 30%
A deal with McDonald's would be a real windfall for Beyond Meat shareholders. I guess
the decision will depend on how deeply McDonald's executives are invested in BYND.
It's been a busy week for Beyond Meat but as far as I can tell no reporter or analyst has
looked into whether a very high food cost product would actually fit on a QSR menu. All
the coverage is about keeping the wacko vegans happy.
Two great ways to waste the OPNAD budget, first, advertise McDelivery. Next, advertise
fake meat.
Beyond Meat's stock could jump 30% if it partners with McDonald's, analyst says
.
the decision will depend on how deeply McDonald's executives are invested in BYND.
It's been a busy week for Beyond Meat but as far as I can tell no reporter or analyst has
looked into whether a very high food cost product would actually fit on a QSR menu. All
the coverage is about keeping the wacko vegans happy.
Two great ways to waste the OPNAD budget, first, advertise McDelivery. Next, advertise
fake meat.
Beyond Meat's stock could jump 30% if it partners with McDonald's, analyst says
.
May 28, 2019
This Was Not a Test, It Was a Stunt
BK says St. Louis traffic up 18.5%? Easy to do if you give away enough food and do a market-wide coupon blitz.
Impossible Whopper boosted BK’s foot traffic by double digits
.
Doing Without Delivery
"But more companies are shifting their focus to profitability, getting bolder in their
demands in the process."
Why a big Applebee's franchisee may ditch delivery
.
demands in the process."
Why a big Applebee's franchisee may ditch delivery
.
May 24, 2019
May 23, 2019
McDonald's Holds Back On Plant-Based Burger Trend
Good move. The hype around this topic is being driven by the manufactures who make the
product (talking about you Don Thompson) and wacko vegan groups.
McDonald's Holds Back On Plant-Based Burger Trend
.
product (talking about you Don Thompson) and wacko vegan groups.
McDonald's Holds Back On Plant-Based Burger Trend
.
May 22, 2019
Dunkin' Steers Clear of Politics
But, how can they be modern and progressive without a liberal agenda?
Politics And Coffee? Dunkin' Donuts Exec Has Opposite Message Of Rival Starbucks
.
Politics And Coffee? Dunkin' Donuts Exec Has Opposite Message Of Rival Starbucks
.
May 21, 2019
May 20, 2019
More on JACK DT Speed
While franchisees are calling for his ouster CEO Comma sounds pretty smart in this article.
"Comma seemed to suggest that remodeling business for dine-in sales is not efficient, given that the vast majority of customers take their food with them.
“Not only do 70% of our guests come to the drive-thru, but half of the remaining 30% that go into the dining room are takeout customers,” Comma said."
Jack in the Box focuses on speed.
May 17, 2019
May 16, 2019
JACK Not For Sale - Will Improve Service
"The overall objectives of these efforts are to make training and execution easier on our crews, provide faster and more consistent service for our guests and deliver more sales and profits for all operators. By the end of 2021, we’re targeting a one-minute improvement in average service time, while maintaining quality, accuracy and friendliness ratings." - JIB CEO
Sorry bud, you're about 30 years late with that objective.
Jack In The Box takes itself off the market - Restaurant Business
.
Sorry bud, you're about 30 years late with that objective.
Jack In The Box takes itself off the market - Restaurant Business
.
May 15, 2019
Fortune on Uber Eats IPO
"One key to Uber Eats success may be the help it gets from its partners, some of the nation’s largest food brands including McDonalds, Subway, and Starbucks, all of
which boost the number of transactions with smaller, less expensive orders."
Uber Eats Could Help Fuel a Post-IPO Stock Price Rebound
Wouldn't it be interesting to know how many McDonald's corporate employees are shareholders in the Uber Eats IPO?
.
which boost the number of transactions with smaller, less expensive orders."
Uber Eats Could Help Fuel a Post-IPO Stock Price Rebound
Wouldn't it be interesting to know how many McDonald's corporate employees are shareholders in the Uber Eats IPO?
.
The Simple Life
Simplifying ADB and phasing out Signature Crafted are good moves. It's great to see
changes that are actually "Operator Driven".
I have a suggestion to take things a little further - back off on all the "customization".
There was a cultural shift in the McDonald's system someplace in the last decade when McDonald's corporate people convinced themselves that customers wanted menu variety
over fast service. It seems to have started with slow service times after the introduction
of Made For You.
I've written often that the dumbest thing I've ever heard a McDonald's corporate person
say was when a PR person was trying to justify the long lines with MFY ... "Guests don't
mind waiting longer if they know the meal was prepared just for them". Felony stupid.
Here's an example - using the in-store kiosks - the kiosk is constantly asking you if you
want to "customize" your order. Maybe some of that is unavoidable (McCafe) but it sure
could be deemphasized.
I'm suggesting Operators go though the McDonald's operating system including kiosks,
the McDonald's App, McDelivery, etc. and look for anyplace a customer might encouraged
to make changes to their product.
I'm not suggesting that Operators turn off or turn away customers that want to "Have It
Their Way". They will always be with us. Just don't encourage them to develop bad habits.
And maybe we'll see less goofy YouTube videos of millennial customers screwing around
with the kiosks.
changes that are actually "Operator Driven".
I have a suggestion to take things a little further - back off on all the "customization".
There was a cultural shift in the McDonald's system someplace in the last decade when McDonald's corporate people convinced themselves that customers wanted menu variety
over fast service. It seems to have started with slow service times after the introduction
of Made For You.
I've written often that the dumbest thing I've ever heard a McDonald's corporate person
say was when a PR person was trying to justify the long lines with MFY ... "Guests don't
mind waiting longer if they know the meal was prepared just for them". Felony stupid.
Here's an example - using the in-store kiosks - the kiosk is constantly asking you if you
want to "customize" your order. Maybe some of that is unavoidable (McCafe) but it sure
could be deemphasized.
I'm suggesting Operators go though the McDonald's operating system including kiosks,
the McDonald's App, McDelivery, etc. and look for anyplace a customer might encouraged
to make changes to their product.
I'm not suggesting that Operators turn off or turn away customers that want to "Have It
Their Way". They will always be with us. Just don't encourage them to develop bad habits.
And maybe we'll see less goofy YouTube videos of millennial customers screwing around
with the kiosks.
.
May 14, 2019
May 13, 2019
Uber Eats is More Important Than Uber Ride Share
"Uber said in its IPO filing, “a significant amount of our Uber Eats Gross Bookings come from a limited number of restaurant chains.” It needs to make these guys happy."
Uber Eats Needs to Deliver More Than Ever - Bloomberg
.
Uber Eats Needs to Deliver More Than Ever - Bloomberg
.
This Vegan Thing is a Lot of Bull
My Sunday paper included a flyer from an organic grocery store (a smaller version of
Whole Foods) advertising "Beyond Meat" burger patties. Packaged two quarter-pound
patties (8 oz.) the sale price is $4.49. Yes, that's $9.00 a pound.
Amazon Fresh has the same product but for $5.99 or $12.00 a pound.
Now that's retail and economies of scale will bring that price down but it's going to be
a long time before Beyond Meat or any of their competitors fit into this 2 for $5.00 world.
Vegan items sweep fast food as Chick-fil-A, McDonald's eye options - Business Insider
.
May 12, 2019
May 11, 2019
May 9, 2019
May 8, 2019
May 7, 2019
May 6, 2019
May 5, 2019
May 3, 2019
Crain's Cahill on McDonald's First Quarter Results
"McDonald’s can’t expect sustainable long-term growth with a shrinking customer base. Easterbrook said he’s hoping expanded delivery and the completion of restaurant renovations will help boost guest counts."
McDonald's first quarter results show the company is depending on core menu offerings
.
McDonald's first quarter results show the company is depending on core menu offerings
.
May 2, 2019
Big New Profit Center For McDonald's Corp?
The eye opening discussion the NOA started last week about Technology Fees charged to McDonald's Operators is important. Many franchise systems are initially built on selling products or services to franchisees (Baskin-Robbins, etc).
Other than real estate McDonald's has not tried made a lot of money that way.
But, ironically, that's how McDonald's got started. In chapter six of Grinding It Out Ray Kroc writes about his mindset during final negotiations with the McDonald brothers:
"Remember, I was thinking more about prospective Multimixer sales than hamburgers at that point"
Ray's priorities soon changed but selling equipment or products to franchisees might have doomed the McDonald's system. If McDonald's gets too aggressive about selling technology services to franchisees it will forever change the business model.
Other than real estate McDonald's has not tried made a lot of money that way.
But, ironically, that's how McDonald's got started. In chapter six of Grinding It Out Ray Kroc writes about his mindset during final negotiations with the McDonald brothers:
"Remember, I was thinking more about prospective Multimixer sales than hamburgers at that point"
Ray's priorities soon changed but selling equipment or products to franchisees might have doomed the McDonald's system. If McDonald's gets too aggressive about selling technology services to franchisees it will forever change the business model.
Being a McDonald's Operator Keeps You Young
Too old to sell Big Macs? And update on the New Jersey lawsuit.
McDonald’s wants to get rid of franchise owner because of age, lawsuit says
.
McDonald’s wants to get rid of franchise owner because of age, lawsuit says
.
Uber Losses = $3 to $4 Billion a Year
No problem, McDonald's Operators can make that up.
Uber hints at brutal delivery market 2019 - FranchiseTimes
.
Uber hints at brutal delivery market 2019 - FranchiseTimes
.
