ALL DAY BREAKFAST IS COMING! McDONALD’S NEEDS HELP!

Lots of chatter among investors relative to McDonald’s serving breakfast all day. In our opinion, this is far from a game changer. Not going to affect other breakfast purveyors, such as IHOP and Denny’s in casual dining, or Dunkin’ and Starbucks in quick service, in fact many others are piggybacking on MCD advertising to increase renewed emphasis on their own breakfast offerings. McDonald’s corporate still in relative disarray, with lots of franchisees looking for more consistent direction from above. Marketing message has been muddled for some time now, and industry trends have been unforgiving for operators functioning on less than all cylinders. McDonald’s stock doing better lately, but best thing going for MCD stock is the possibility of financial engineering of some sort relative to their huge real estate holdings.