March 31, 2025
March 30, 2025
McDonald's and the Economy
McDonald's sales could be a bad sign for the economy - MoneyWise
McDonald's CEO speaks, plans to "reinvent" McDonald's
Pajama Boy says, "McDonald's has lost its way".
March 26, 2025
A Busy Day for Getting at the Numbers
McDonald's McValue Menu appeals to the already loyal - RestBus
90% plus were already loyal to McDonald's
McValue platform has mixed results - NRN
The NRN article covers the same Numerator survey with a different spin
Did McDonald's answer the call for Value Customers? - QSR Mag
This extensive QSR Mag piece includes some word salad rhetoric from MCD management, along with comments from BTIG analyst Peter Saleh:
"Some franchisees, he added, indicated food costs ... had not been this high in six or seven years."
Also, the company claims that in 2024 "franchisees still achieved cash flows north of $500,000 per unit."
March 25, 2025
March 23, 2025
Franchisees Face Rising Tensions Over "Fees"
Discussion of FTC regs, franchise disclosures, and technology fees - QSR
I'd wager that fewer than one in ten McDonald's franchisees have spent any time with their franchise disclosure document.
March 21, 2025
March 19, 2025
Who's Got a Beef?
Grass-fed beef? Not so great - people who call themselves scientists
Restaurants worried about beef inflation - RestBusiness
In other words, people who don't want us to eat meat have screwed up the entire beef industry.
March 14, 2025
March 11, 2025
How Many Times Can He Rearrange the Deck Chairs?
Is this the new pit crew for Accelerating the Arches?
Does Chris K. have to actually appear in his videos?
March 7, 2025
March 6, 2025
March 5, 2025
Can McDonald's Corporate Handle AI?
Big Mac AI Revolution Set to Help McDonald’s
This a summary of an article from the Wall Street Journal, March 5. 2025.
