MCD is in big trouble. May not exist in 5 years

hajimow said:
I agree MSFT is in some sense like MCD. A mature and stable company. However MSFT is a kind of unique (at least now). Almost all PCS except mac and Linux boxes use MSFT operating system. They have income from ad, search engine, cloud service, email account and many PC software.
MCD does not have those privileges. It is just a burger and fries. They are strategically located in airports and highways. You could see that SHAK could easily become a small competitor to MCD. Chipotle, Panera, even Starbucks are all MCD competitors. Since MCD food is not that cheap anymore, it is losing its business in frugal customers sector too. Just compare SBUX results with MCD. MCD was down from $1.40 to $1.25 but SBUX was up 35% . and SBUX was up only 1.2% after results. I don't say you should short MCD but I don't understand one should MCD at this point. No sign of improvement for over 12 Quarters. I also said MCD "might" not exist in 5 years. I did not say MCD "WILL" not exist. I just wanted to point out the high possibility. I believe if MCD delivers another bad Q, activists will step in and will ask the management to sell the stores owned by the corporate and also separate fries business from burger business and will rip apart MCD and you will see there would be nothing left.
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HTF do you separate the burger and fry business? You mean two classes? Distinct holding companies? Are you effing retarded?
 
destriero said:
HTF do you separate the burger and fry business? You mean two classes? Distinct holding companies? Are you effing retarded?
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I think the reintroduction of the McRib may necessitate a third holding company, and on
a more serious note those cherry pies were delicious, that would probably keep them solvent for a few more decades. bring back cherry pie!!
 

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Last year McDonald’s Canada was the No. 2 restaurant chain in the country behind Tim Hortons, with sales of $3.89 billion, up from $3.86 billion in 2013, according to estimates from the industry publication Foodservice and Hospitality.McDonald’s will install electronic ordering kiosks at its restaurants across Canada by 2017 as part of the new program, which is still in test market trials in its foundering U.S. unit.
 
Today's trade. I planned to do it yesterday at 97.5 at better price but the trade ran away from me. I am not happy with what I got this time but better than nothing.
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