Thursday, September 24, 2026

Big Mac Bets on Chicken

 9/24/2026

What's  MCD to do countering high beef prices, Head for chicken says the CEO


 Note, MCD dropped 4.8% YESTERDAY! this is what I mean that WMT COST LOW and now MCD are more representative of the real economy than the Mag 7 tech stocks. Or the hyperscalers doing into billion dollar debts on dubious AI wagers.  From the article here is a classic 'circle the wagons' approach.

Replace President

Spend money

Grab for new technology, mention AI in publicity release, hey it works for stock prices in everywhere else

It is worht recalling how MCD started, here is Michale Keaton dicoveering MCD in The Founder 

 

 

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Last month the company promoted Skye Anderson to the role of president of McDonald’s USA, replacing Joe Erlinger. 
Beyond store renovations they fund themselves, franchisees will receive about $8.5bn in support from McDonald’s over the next decade to help implement the strategy. The investments include deploying a generative AI platform that aims to improve efficiency and boost the average restaurant’s cash flow by $100,000, McDonald’s said. 
The announcement came as franchisees had faced sluggish traffic, rising costs and pressure on restaurant profits, Gargiulo said in a note.

 

 

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