Fast food isn’t the focus of this pod but we think what’s happening at McDonald's tells a story about what the short to medium term for the broader restaurant industry could look like. Articles credited include, but are not limited to, the following,
Marketing + Marketing, Sales Drops & Inflation, Value Meal Impacts
Market Rewarding Value Refocus
Also Coke, Pepsi, Chipotle…
McDonalds is a Warning Shot for the Larger Economy
Cracking of Low Income Consumers
McDonald’s said the Word Value 90 Times on it's Q2 Earnings CallFrequently Thoughtful, Occasionally Brilliant is co-hosted by Eli Feldman and Deirdre Auld, produced by Mia Groves.
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