AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
The Future of McDonald's
I think there's a lot more price and power that could be flexed at the global customers. And I sort of have a view that the big guys could actually pay a lot more because the French fries are so much more important to the value prop at a McDonald's or a Burger King than it is at Big Bear Diner. The industry, you know, it has consolidated. But also just capacity is just really, really tight and it's going to get even tighter as global demand grows three to 5%.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode