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Richard Adams

Richard Adams
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  • Speculation on investor stake lifts McDonald's [View news story]
    Yeah, and if MCD had let people mess with the real estate that might no have happened.
    Sep 29, 2014. 11:28 PM | Likes Like |Link to Comment
  • Speculation on investor stake lifts McDonald's [View news story]
    http://on.mktw.net/1ro...
    Sep 29, 2014. 05:45 PM | 1 Like Like |Link to Comment
  • Speculation on investor stake lifts McDonald's [View news story]
    Don't wait for a REIT, there is already a McDonald's REIT owned by six of McDonald's largest suppliers. It's a private entity and the companies that own the REIT are also private. You can find a little info on it by doing a search for "System Capital Corp". SCC buys real estate and leases it to McDonald's. Shareholders have no interest in the REIT. This is why Ackman got nowhere.
    Sep 29, 2014. 05:38 PM | 2 Likes Like |Link to Comment
  • McDonald's August Sales: A Not So Happy Meal [View article]
    Comp sales were even worse considering that August 2014 had five full weekends (5 fri, 5 Sat, 5 Sun) something that happens only a few times a decade and for sure didn't happen in August 2013.
    Sep 10, 2014. 03:21 AM | Likes Like |Link to Comment
  • Update: McDonald's Sales Look Disturbing [View article]
    That gentleman has six months to pull it together, but it's a big, maybe impossible, job.
    Sep 9, 2014. 05:00 PM | Likes Like |Link to Comment
  • (Un)Happiness At McDonald's? Outlook Not So Tasty In 2014 [View article]
    Speaking as someone who's served a few million customers out of a McDonald's drive-thru window - those cars "will" pull out of line and go elsewhere.
    Sep 9, 2014. 03:24 PM | 1 Like Like |Link to Comment
  • (Un)Happiness At McDonald's? Outlook Not So Tasty In 2014 [View article]
    Hence the use of the would "could".
    Sep 8, 2014. 10:51 AM | Likes Like |Link to Comment
  • (Un)Happiness At McDonald's? Outlook Not So Tasty In 2014 [View article]
    Drive-thru lines wrapped around the building could just mean slow service and a screwed-up operation. Many of those cars will pull out of line and visit a faster competitor.
    Sep 7, 2014. 01:09 PM | Likes Like |Link to Comment
  • (Un)Happiness At McDonald's? Outlook Not So Tasty In 2014 [View article]
    McDonald's shareholders get their rewards from McDonald's real estate through the % rents MCD charges franchisees. MCD rents real estate at a fixed monthly/annual rent and then charges the franchisees a % of sales which is almost always much higher than the MCD Corp. fixed occupancy costs. MCD leases a lot of their sites and does not "own" as much real estate as is rumored.
    Sep 4, 2014. 02:40 PM | 2 Likes Like |Link to Comment
  • McDonald's: Recent Price Weakness May Present A Buying Opportunity [View article]
    Doubtful that Oak Brook will worry about franchisee morale. Unlike the other large chains where powerful franchisees might have 40/50/100+ restaurants the average McDonald's franchisee in the USA has about six locations and is very expendable. They go along to stay under the radar.
    Aug 29, 2014. 01:53 PM | Likes Like |Link to Comment
  • McDonald's: Recent Price Weakness May Present A Buying Opportunity [View article]
    Billyspeed is absolutely correct, the broadening of the menu and "innovation" are largely responsible for the sales problems at McDonald's. The kitchens are a disaster zone, the customers are confused, and the employees overwhelmed.
    Anyone calling for a broadening of the menu knows nothing about the restaurant business, unfortunately, that includes most of the top management people at McDonald's.

    As for technology solving the problem - it will only make a minor dent. The pre-pay and ordering option works like this. One can pay with their phone but since
    the credit card processing is so fast using your phone will only save nano -seconds. If you order remotely your food is not prepared until you show up at the restaurant. Why? People don't know when they are going to actually arrive. McDonald's, or any fast food, does not stand up well sitting around in a bag. After 10 or 15 minutes the quality is not acceptable and the food must be thrown away. You will order and pay remotely, arrive at the restaurant and give them your order number. Then they prepare your food.

    A little faster but not enough to make up for a bloated menu and a messed up operating system.
    Aug 28, 2014. 11:45 PM | 5 Likes Like |Link to Comment
  • Is Casey's General Stores Eating McDonald's Lunch? [View article]
    I've been to Casey's and they are a class act for a C-store. But, since MCD USA does 65% to 75% of their business in the drive-thru a C-store w/o a drive-thru is not much of threat.
    Aug 25, 2014. 06:41 PM | 1 Like Like |Link to Comment
  • Blackstone's Heartland Food reportedly on the block [View news story]
    McDonald's will make noises about re-engineering but the size of the system and the size of the bureaucracy will keep it from happening.
    Aug 17, 2014. 07:15 AM | Likes Like |Link to Comment
  • Blackstone's Heartland Food reportedly on the block [View news story]
    This kind of thing is why Burger King will never really succeed. Huge franchisees changing hands, the entire company constantly changing ownership. McDonald's has a lot of challenges right now but at least they have stability.
    Aug 15, 2014. 03:46 PM | 2 Likes Like |Link to Comment
  • McDonald's Is Still A Fantastic Dividend Stock [View article]
    Don't count on MCD simplifying the menu. It appears to be only lip service since this management team thinks they have to be all things to all people.
    Just this week they announced the addition of oranges as an option in Happy
    Meals. Here's the link:

    http://usat.ly/1oxQSB9
    Aug 14, 2014. 03:14 PM | 1 Like Like |Link to Comment
COMMENTS STATS
198 Comments
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