meta_pixel
Tapesearch Logo
Log in
Motley Fool Hidden Gems Investing

Burgers Rise, Booze Dips

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 6 December 2023

⏱️ 24 minutes

🧾️ Download transcript

Summary

The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market. (00:21) Bill Mann and Dylan Lewis discuss: - McDonald’s growth plans to hit 50,000 locations and 250 million loyalty members by 2027, and other insights from its investor day. - The sauce Bill wishes would get more love at McD’s. - Slowing growth in the spirit market, and how it is affecting Brown-Forman and Diageo. (12:47) Deidre Woollard talks with Slutty Vegan founder Pinky Cole about building a restaurant chain, leveraging brand partnerships, and investing in the future. Companies discussed: TGT, BYND, SHOO Host: Dylan Lewis Guests: Bill Mann, Pinky Cole, Deidre Woollard Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Burgers might be getting better and even closer.

0:07.0

Motley Full Money starts now. I'm Dylan Lewis and I'm joined over the airways by

0:13.0

my fellow. I'm Dylan Lewis and I'm joined over the airwaves by Motleyful senior analyst Bill Mann.

0:25.0

Bill, thanks for joining me.

0:26.0

Hey Dylan, thanks for the invite.

0:28.0

Hope you're doing great.

0:29.0

I am and I have to be honest, Bill, I feel like today's show feels a bit like an instant classic.

0:34.6

We have two stories and an interview.

0:37.9

All of it is about food.

0:39.8

Probably one of our favorite things to talk about.

0:41.9

So I am incredibly excited excited I hope you're

0:44.0

bringing the excitement to. The gluttony market is ready to be entertained. Why don't

0:49.6

we start with McDonald's on the gluttony market. They have their investor day this week and

0:56.2

they just revealed some huge growth targets as part of their investor day presentations.

1:01.1

Bill targeting 50,000 restaurant locations by 2027, which would be the

1:06.2

fastest period of growth in the company's history. They currently have like 42,000 locations.

1:11.6

But my first question is, does Earth have enough room

1:15.3

for 50,000 McDonald's locations?

1:17.2

So I just want to put this in context a little bit.

1:19.9

In the United States, there are about 13,400 McDonald's.

1:23.9

And so obviously not all of that growth

1:25.7

that's going to happen in the US.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.