Frequently Thoughtful, Occasionally Brilliant

McDonald's

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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 Call

    • Frequently Thoughtful, Occasionally Brilliant is co-hosted by Eli Feldman and Deirdre Auld, produced by Mia Groves.

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      Frequently Thoughtful, Occasionally BrilliantBy FTOB Podcast