McDonald's Exits Russia (Who's Next?)

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The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 16 May 2022

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

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Summary

If you were hoping to start the week with a hostile takeover, you're in luck! (0:30) Jason Moser discusses: - JetBlue Airways going hostile in its pursuit of Spirit Airlines - McDonald's leaving a major market for the first time in its history - The prospect of other major restaurant chains following McDonald's and closing up shop in Russia (10:35) Jason and Matt Frankel take a closer at how Twilio makes money and one of the company's competitive advantages. Stocks discussed: JBLU, SAVE, ULCC, MCD, DPZ, SBUX, TWLO, ABNB, CRM, UBER Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	But the first time in its history McDonald's is leaving a major market.
0:09.2	Motley full of money starts now.
0:12.9	I'm Chris Hill and I'm joined by Motley Full Senior Analyst Jason Moser.
0:24.9	Thanks for being here.
0:25.9	Hey, happy Monday.
0:27.6	Monday indeed.
0:28.6	We're going to get to McDonald's in a second.
0:31.8	But I want to start very quickly with the airline industry.
0:35.4	JetBlue is ramping up its all cash bid for spirit airlines before it was a friendly takeover.
0:42.4	And now it is officially hostile, which it shouldn't make me happy, but it does.
0:48.7	Spirit officially rejected the bid from JetBlue earlier this month.
0:52.9	They said we're going ahead with our plans to merge with Frontier, a fellow low-cost
0:59.5	airline.
1:00.9	And I don't have an investing interest in it.
1:05.0	I don't own chairs of any of these companies.
1:07.8	But I look at this Jason and beyond just sort of the popcorn entertainment value of a hostile
1:14.2	takeover.
1:17.0	Am I wrong to think that JetBlue, if they go ahead and they make this happen with spirit,
1:24.6	that it makes them more competitive with the larger airlines, the Americans, the deltas
1:28.6	of the world?
1:29.6	Because if that's the case, I feel like that is potentially a win for people who want
1:35.7	to fly from one place to the other and not pay a lot of money.
	...

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