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Which podcasts are discussing MCD?
23 ATTRIBUTED IDEAS · 19 EPISODES · 12 SHOWS
The shows
CNBC Fast Money
Eurodollar University
Marketplace
Odd Lots
The Knowledge Project
The Pomp Podcast
WSJ What's News
MacroVoices
Prof G Markets
The Derivative
The Meb Faber Show
We Study Billionaires - The Investors Podcast Network
Where the discussion went deepest
24 JUL3W AGOODD LOTS · 00:43
Franchise model trade-offs for small business owners
“The economic structure of franchising transfers operational risk and capital investment to franchisees while centralizing corporate control over operations, pricing, and labor.”
How Franchise Restaurants Opened the Door to the Gig Economy · with Brian Callaci
Core thesis · 5/5Verify in source →
8 JUN8 JUNPROF G MARKETS · 04:15
GLP-1 proliferation drives secular fast-food contraction
“Widespread GLP-1 adoption represents a structural threat to fast-food foot traffic and sales volume, outweighing traditional unit-economics and franchise-model concerns.”
AI’s $400 Billion Test Is About To Begin
Core thesis · 5/5Verify in source →
8 MAY8 MAYEURODOLLAR UNIVERSITY · 2:30
Consumer environment deteriorating, not improving
“The case argued is that the consumer environment is worsening, with CEOs of major companies comparing current conditions to the 2008-09 financial crisis.”
McDonald's Reveals Americans Have Hit Their Breaking Point
Core thesis · 5/5Verify in source →
27 JAN27 JANTHE KNOWLEDGE PROJECT · 25:00
McDonald's system as the answer to restaurant inefficiency
“Ray Kroc saw the McDonald's brothers' system as the solution to the operational inefficiencies and quality control failures he had observed in restaurants for decades.”
[Outliers] How McDonald’s Took Over America
Core thesis · 5/5Verify in source →
5 AUG1W AGOWSJ WHAT'S NEWS · 05:30
High-margin beverages a bright spot for McDonald's
“The case was made that innovative, high-margin beverages like 'dirty sodas' are driving sales for McDonald's by tapping into treat culture and serving as a low-commitment indulgence.”
What’s News in Earnings: The Restaurant Watchword Is Affordability
In depth · 4/5Verify in source →
5 AUG1W AGOWSJ WHAT'S NEWS · 02:30
Value promotions a mixed bag for McDonald's
“The discussion framed McDonald's recent value promotions, like the under $3 menu, as not meeting expectations due to inconsistent franchisee adoption and reduced digital deals.”
What’s News in Earnings: The Restaurant Watchword Is Affordability
In depth · 4/5Verify in source →
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