Report: McDonald’s sales improving but still down in April - NRN
Restaurant Dive - McDonald's franchisees frustrated
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April 29, 2020
April 28, 2020
Strange McBedfellows
These days a hearty laugh is hard to come by but it's OK to get a chuckle out of some irony.
In 2017 then McDonald's USA President Chris K. was incensed that Donald J Trump had
been elected and inaugurated President of the United States. He let loose on his personal Twitter account with liberal insults about the President that would rival the rantings of
late-night "comedians" like Jimmy Kimmel or Stephen Colbert.
After we discussed his tweets on this website they were deleted and eventually the entire Twitter account was expunged.
So it's fun to see that Mr. K has been selected by the Whitehouse to participate in a food-
and beverage-focused panel to advise the administration on the economic recovery.
Will his office be festooned with pictures of himself shaking hands with President Trump?
Will this be a feature in the 2020 Annual report?
Or, will the left-wing CEO delegate this duty to one of his conservative underlings?
What's that?
There are no political conservatives working for McDonald's Corporation?
Never mind.
Trump taps restaurant executives for ‘Economic Revival’ group - NRN
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April 26, 2020
One of the Best McDonald's Commercials Ever
Reminds us of the Food, Folks, and Fun commercials that Paul Schrage and his team
produced in the 1980s.
Grown Brave - McDonald's - YouTube
produced in the 1980s.
Grown Brave - McDonald's - YouTube
April 25, 2020
I Just Got Back From 2021
McDonald's came out of the Chinese virus problem in pretty good shape. Primarily
because less stable chains and independents disappeared. For example, Steak and
Shake closed its last store in the third quarter of 2020. As the economy improved in
the fourth quarter of 2020 there were far less eating-out opportunities. Since McDonald's
was well established in every USA trading area it was easy to vacuum up those meal
occasions.
Large restaurant chains will more easily survive the pandemic - Maze
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because less stable chains and independents disappeared. For example, Steak and
Shake closed its last store in the third quarter of 2020. As the economy improved in
the fourth quarter of 2020 there were far less eating-out opportunities. Since McDonald's
was well established in every USA trading area it was easy to vacuum up those meal
occasions.
Large restaurant chains will more easily survive the pandemic - Maze
.
April 24, 2020
April 20, 2020
Howard Penny Has Some Advice for Chris K.
Hedgeye Risk Management, LLC operates as an investment research and financial media company. Howard Penny covers restaurants and consumer staples.
A Letter to McDonald's CEO Chris Kempczinski - Howard Penny
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A Letter to McDonald's CEO Chris Kempczinski - Howard Penny
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April 19, 2020
April 17, 2020
April 15, 2020
April 14, 2020
April 13, 2020
April 10, 2020
April 9, 2020
April 8, 2020
McDonald’s Reveals Sales Data Prematurely
About five years ago McDonald's changed from announcing monthly sales results
to quarterly results. The fact they have revealed sales results for 1Q2020 ahead of
their formal announcement on April 30th means they are trying to get out ahead
of something. Possibly an earnings disappointment.
At McDonald’s, the coronavirus interrupted a strong start
.
to quarterly results. The fact they have revealed sales results for 1Q2020 ahead of
their formal announcement on April 30th means they are trying to get out ahead
of something. Possibly an earnings disappointment.
At McDonald’s, the coronavirus interrupted a strong start
.
April 7, 2020
Anonymous Says:
"Thank you for your comment on the NOA...we hope you will tune in tomorrow to the All NOA Member Webcast for an important update...all members have been invited so you should have a copy in your email to register."
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April 6, 2020
Asset-Light Business Models Face an Awful Future
While asset-light is not a new business concept it became a trend in the restaurant business
after Burger King got good results from stripping the company to the bone. Pressure from
analysts and investors forced companies like McDonald's to follow the same path.
"Many franchisors themselves are highly leveraged. They took out tons of debt, in part to generate “shareholder value” by buying back stock."
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after Burger King got good results from stripping the company to the bone. Pressure from
analysts and investors forced companies like McDonald's to follow the same path.
"Many franchisors themselves are highly leveraged. They took out tons of debt, in part to generate “shareholder value” by buying back stock."
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