McDonalds is suffering from a stigma they deserve. All good things come to an end, in their case, selling poor quality food at the cheapest price. The blinders have come off for many Americans that don't have their head in the sand. Hell, I didn't eat the crap before I really decided to get healthy.
I'd compare it to Cadillac and their old fart stigma. They can run all the commercials they want with young people, but I still can't see myself in a Cadillac.
They can recover and adapt, but it's going to take some serious time and marketing dollars to drown out the past and regain market share to places like Chipotle.
I'd rather invest in a company with a positive vibe and some momentum. No company is to big to fail. I recently read Good to Great. One of the elite companies that made the grade was Circuit City. They are gone... Look at block buster, etc... This is food so it's a bit different. I will say that McDonalds has 50 times the competition it had 25 years ago.
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Todd
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