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They're rapidly burning part of their core value proposition for finances. They are increasing transaction friction, via much higher store prices and requirement to use their app, forcing use of touchscreen ordering, etc.

Boeing appeared quite financially healthy in summer 2018 as well.




At all the McDonald's I've been to recently, you can still walk in with cash, give your order to a human, and walk out with a bag of food. You don't have to use the app. You don't have to use the touchscreens.


But you often have to wait 10 minutes for someone to show up at the cash register or to let you beg for a refill

https://www.cnn.com/2023/09/12/business/mcdonalds-self-serve...


I'm not sure that having a franchise fall out of the sky would be so harmful to McDonalds though.




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