McDonald's
6 statements across 3 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Mar 29, 2023 by David Rosenthal · said 44 times in 9 episodes since 2022 · across every show →
Mentions by year
brought up most by Ben Gilbert (24), David Rosenthal (13), David Senra (4), Howard Schultz (2), Morris Chang (1)
tap a year for its mentions
2025 27 mentions in 3 episodes 9 per episode
2024 5 mentions in 1 episode
2023 10 mentions in 3 episodes 3 per episode
2022 2 mentions in 2 episodes 1 per episode
Everything said about McDonald's, oldest first
Mar 29, 2023 negative
Mar 29, 2023 neutral
Jun 4, 2024 positive
Schultz: McDonald's and fast-food coffee copycats expanded the total coffee market
“Well, not only that, but every food company, every retail food business from McDonald's on, took a page out of Starbucks, went to school on us, put espresso machines in their stores, and started doing coffee beverages. That also expanded the market.”
Jun 4, 2024 negative
Schultz: Starbucks would not have succeeded under a franchise model
“I never believed that we could build, maintain, and elevate the culture of the company, which I viewed as the thing in a franchise system, where we had individual franchisees who had their own subculture. And so even though there was pressure early on because …”
Nov 24, 2025