- Retail analysts expect the introduction of all-day breakfast at McDonald's to apply mild pressure to chains benefiting from the 2:00 PM pancake fix of consumers.
- Denny's (NASDAQ:DENN), IHOP (NYSE:DIN), Cracker Barrel (NASDAQ:CBRL), and Bob Evans (NASDAQ:BOBE) may alter their marketing strategy slightly, they note.
- A bigger issue could be the delicate balance between franchisors and franchisees with McDonald's ordering up new equipment investments. The pace of store upgrades in the restaurant sector has accelerated over the last year.
- Previously: McDonald's U.S. to begin all-day breakfast on Oct. 6 (Sep. 02 2015)