Motley Fool Money Golden Arches Still Gleam
Feb 5, 2024
Join Jason Moser, a savvy Motley Fool analyst, and Patrick Badolato, an engaging Associate Professor at the University of Texas at Austin, as they delve into the evolving world of fast food and finance. They explore McDonald's innovative menu strategies aimed at global consumers, comparing chicken to beef in food trends. The conversation shifts to Snap's struggles in a competitive social media landscape. Plus, discover the hidden insights of financial footnotes, focusing on how careful analysis can reveal valuable information about major companies like Apple and Uber.
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McDonald's Underrated
- McDonald's deserves more respect than it gets, given its consistent performance.
- It has strong brand equity globally and a tremendous franchise model.
McDonald's: Real Estate and Loyalty
- McDonald's is a stealth real estate company due to its valuable land holdings.
- Its loyalty program boasts 150 million active members and $20 billion in 2023 sales.
Data-Driven Success
- McDonald's uses data from its loyalty program to cater offerings to individual customers.
- Their investments in technology have paid off, similar to Domino's and Papa John's.