This chapter explores the growth potential for McDonald's in China, their initiatives to improve their burgers, and the importance of expanding their loyalty programs. It also discusses the impact of AI in the food industry and the company's focus on enhancing the customer experience.
The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market.
(00:21) Bill Mann and Dylan Lewis discuss:
- McDonald’s growth plans to hit 50,000 locations and 250 million loyalty members by 2027, and other insights from its investor day.
- The sauce Bill wishes would get more love at McD’s.
- Slowing growth in the spirit market, and how it is affecting Brown-Forman and Diageo.
(12:47) Deidre Woollard talks with Slutty Vegan founder Pinky Cole about building a restaurant chain, leveraging brand partnerships, and investing in the future.
Companies discussed: TGT, BYND, SHOO
Host: Dylan Lewis
Guests: Bill Mann, Pinky Cole, Deidre Woollard
Engineers: Dan Boyd
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