“We are not technically in the food business. We are in the real estate business.” —Ray Kroc

Greetings from SOIC!

Dear Investors, India is a young country that has a fire in the belly for a lot of unmet aspirations. Consumerism is nowhere near its peak here and people are still value conscious. This doesn’t stop them from going after brands or having an indulgent mindset with their cravings. One sector that has seen constant growth since the advent of World Famous brands in India has been the QSR Industry.

Today we bring you a unique podcast which covers the business of Westlife Foodworld Ltd. - The Master Franchise of McDonald’s in South & West India. You will gain immense knowledge not just about the business but a whole host of other facets of QSR Industry as well. We have given a lot of importance to simplifying the concepts and things in the most basic form so that each and every viewer can take home great value from this podcast.

Get detailed knowledge about:

Pricing Techniques

Menu Upgradation

Same Store Sales Growth

Average Unit Value

Increasing Store Count

History of Westlife

Valuations and Financial Modeling

Risks Involved

Hope you will enjoy this podcast as much as you enjoy a McDonald’s Burger 🍔

00:00 Intro: Understanding SSSG

04:17 Getting the Menu Right

17:11 McDonald's in India

27:28 It's a Real Estate Business!!

31:06 Walking the Talk and Growth Triggers

35:26 How to Value?

38:01 Beware of Risks