This chapter explores the characteristics of fast casual restaurants and how traditional fast food chains are making efforts to improve their ingredients and meet consumer expectations. It discusses the earnings and labor problems of McDonald's and Chipotle, including Chipotle's rising labor costs and the potential for automation. The chapter also discusses the concerns surrounding customization and scalability in McDonald's, as well as potential threats to the restaurant industry such as loyalty programs and GLP1 drugs.
Labor costs are just one concern facing restaurants.
(00:21) Jason Moser and Deidre Woollard discuss: - Restaurant trends and consumer behavior. - The impact of rising labor costs on restaurants. - How delivery has changed the fast food landscape.
(21:14) Asit Sharma joins Ricky Mulvey to look at a couple of Halloween stocks... one tasty and one a little bloody.
Claim your five dividend stock recommendations: www.fool.com/dividends
Companies discussed: MCD, CMG, DASH, UBER, DPZ, HSY, TMDX
Host: Deidre Woollard Guests: Asit Sharma, Jason Moser, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices