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."
8 comments:
Enough of the propaganda Shareholders BS publications. The PnLs are taking a huge hit at the expense of the Owner/Operators and to have zero gain in sales and guest counts for the first quarter. Average cashflow is what it says average. That means half are higher and half are lower. Take the $500K at today's inflation and consider the equity issues with the numbers provided. McDonald's is creating a smokescreen to hide the true pressures on the Owner/Operator Community. SLT is clueless on the business and show pure disrespect for the Owner/Operators, we are just a tool for their stock gains and golden parachutes.
When reporters, analysts, and MCD shareholders see these cash flow numbers presented by MCD management, they assume that's your "take-home pay" per store. Management does not stop to explain how "cash flow" is calculated.
Would someone like to explain the difference between the corporate definition and the of the Owner/Operator reality ?
.
McD is shifting costs from their P&L to the Owner Operators. And sadly the NFLA is not addressing this. McD wins You LOSE
Thanks for the clarification and explanation.
.
Perfectly answered. There are many out there that are ending may not be able to sustain the mandated reinvestments and expenses. SLT's answer is to sell off restaurants to obtain cash. That then allows them to offer to buy and increase the rents to buyers. All while they stated during Bigger Bolder that their reinvestments would not impact rents in the future. Another change after agreements to complete.
The U.S. SLT's Recalcitrance, Disrespect & Dismissive Negotiations Have Crossed the Line: It is hard to hear the meeting and conversation developments and comprehend how grown professional owner business leaders can continue to take such unconscionable abuse. The company inherently believes sales results are their leverage, Owner fear of retaliation due to enabling past behaviors and lack of more aggressive actions have emboldened the HQ audacious positioning. Our owners stated this as one listened carefully on recent calls. The narrative one Owner expressed (and many repeated, hidden with initial compliments) on the call that owner-leaders are too nice, and whenever we get close to a major victory, "we chicken out" is prevalent .
I wish to tell Operator leadership the following-
It’s time for a future looking approach to growing franchisee equity. Dialogue must be held at all levels, especially at the National, BU and Field Office levels where the business comes to life.
It’s time for EVERYONES voice to be heard and to stop the bullying that is taking place. Vicious personal attacks are suppressing our ideas. As independent business owners who have invested blood, sweat and money we want to speak our minds without abuse.
spot on !!! When will owners WAKE UP and SPEAK UP??????
Post a Comment