Yum to follow McDonald's recipe for increasing sales
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#1 Dec 13, 2007
It seems that over-selling (and under-delivering) has become the preferred manner of communicating with the investment community. While Yum and others, like Starbucks, have targeted China and India as growth areas, they all continue to over-estimate the potential; as if thinking large should be rewarded by investors.
For Yum, the morning day part is and will continue to be missing from their menu and no type of clever breakfast burritos will ever replace McD's and others bacon, egg, & cheese "heart attack" on the bun.
As for pasta at Pizza Hut, they have done that and badly. KFC is, after all, fried chicken and their efforts into healthy grilled chicken have produced shoe leather like sandwiches.
Though Yum and Dave have produced, it is in no small part the result of getting out of the restaurant business and becoming a franchise financier; a move that will continue. So, let's see what the next 3-5 years bring.
#2 Dec 13, 2007
They can make all of the other changes they want but I will not return to Taco Bell until they return green sauce as an option. The red stuff just doesn't even taste Mexican--it ruins the taste of the food.
#3 Feb 22, 2008
If you like fast-food, then you might like Kebabs, here is a howto that help me a lot:
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