McDonald's
4 statements across 4 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Jul 5, 2021 by Robert F. Smith · said 30 times in 18 episodes since 2019 · across every show →
Mentions by year
brought up most by Savneet Singh (6), Alex Behring (4), Ted Seides (3), Matthew Dicks (2), Jonathan Tepper (2), Toby Rodes (1), Shane Parrish (1), Robert F. Smith (1)
tap a year for its mentions
2026 3 mentions in 3 episodes 1 per episode
2025 5 mentions in 3 episodes 2 per episode
2024 7 mentions in 3 episodes 2 per episode
2022 1 mention in 1 episode
2021 10 mentions in 5 episodes 2 per episode
- Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)
- Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
- Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- every mention in 2021, scene by scene →
2020 1 mention in 1 episode
2019 3 mentions in 2 episodes 2 per episode
Everything said about McDonald's, oldest first
Jul 5, 2021 positive
Vista scaled software best practices using a McDonald's franchise model
“So I had the good fortune in that regard to actually evaluate hundreds and numbers of software companies, and one in particular I saw had some standard operating procedures that were used to actually make software companies efficient, and then took those and r…”
Oct 14, 2021 bullish
Corlett: Guzman y Gomez can reach a $50B valuation
“In the next gen business, we've got a company like Guzman and Gomez, which we think is the McDonald's of the next generation. It's a great Australian Mexican food retail business that we think can be a fifty billion dollar business down the track.”
Nov 1, 2021 positive
Singh: A 1982 McDonald's global POS mandate triggered PAR Technology's IPO
“And in 1982, McDonald's mandated that every store in the world become a par store. And it's an amazing turn of events. In four years, this rinky-dink consulting firm in upstate New York went to being mandated at McDonald's, and PAR went public in 82 off that m…”
May 6, 2024 bullish
Behring: Franchised Fast Food Is Non-Cyclical and Grew EBITDA in 2008 Crisis
“Incidentally, that's one of the things that's so great about this fully franchised quick service restaurant businesses, which is they're really not cyclical at all. Meaning on downturns, people trade down, look at what happened to the EBITDA of McDonald's or B…”