I’m worried about McDonald’s. The pronouncements and
decisions flowing out of headquarters in recent months have been real
head-scratchers, from the ouster of the ketchup-blooded Jan Fields to the
recent observation from CEO Don Thompson that Europeans control their weight
through walking.
The latter was an addendum to Thompson’s revelation that
he’s lost 20 pounds while still eating McDonald’s food everyday. If see a
connection between those two dots, let me know, because I’m shaky on the
relevance, and certainly the importance.
Then there was Thompson’s bombshell pronouncement that
salads, which currently account for 2 to 3 percent of McDonald’s sales, will
never be a major business driver. Huh? So why all that marketing and advertising
effort in recent years to change the impression that McDonald’s is all about
burgers, fries and shakes? Aren’t better-for-you products a major part of that
effort, and aren’t salads among the key new options?
That surprise followed Thompson’s dressing down by a
9-year-old at McDonald’s annual shareholder meeting. The cute little grade-schooler
implored the board to stop advertising to her, generating headlines that made
the chain sound as if it were kicking puppies. Many riffed on the idea that
Thompson was defending Ronald McDonald against a youngster who knew better than
to fall for a shill in clown’s clothing.
That kerfuffle erupted after management signaled that it might
have to emphasize deals again to hold market share—right around the time it
introduced a new super-premium, highly priced wrap.
Thompson’s predecessor, Jim Skinner, ardently pursued a
turnaround and growth program called the Plan to Win. It’s familiar to just
about everyone within the chain, probably because it worked so well. Indeed,
it’s the sort of credo that should be studied in business schools.
Maybe it should be studied a little more in McDonald’s
headquarters. Perhaps every day.
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