FTOB: McDonald’s

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, 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.