Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following sectors:
- Technology (E-commerce, SaaS, Internet)
- Consumer 
- Special Situations/Deep Value Plays
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

McDonald's: Always A Delicious Investment (12/2021)

2021 High Conviction: McDonald's Japan -  A TOPIX Inclusion BIG Bet

McDonald’s Corporation: Competitive Advantage

Thematic (Sector/Industry)

United states Food, beverage and tobacco / Thematic (Sector/Industry)

<ul>
<li>We discuss how White Castle, which has one of the most loyal customer base for franchise burger chain in the United States, has been using robots to make French fries.</li>
<li>In February 2022, White Castle started to roll out Miso Robotics' Flippy 2 machine robots on about White Castle 100 restaurants in the United States.</li>
<li>In the next several years, there is a real chance for McDonald's, White Castle, and Burger King to replace human workers making French fries and burgers with robots.</li>
</ul>


We discuss how White Castle, which has one of the most loyal customer base for franchise burger chain in the United States, has been using robots to make French fries.
In February 2022, White Castle started to roll out Miso Robotics' Flippy 2 machine robots on about White Castle 100 restaurants in the United States.
In the next several years, there is a real chance for McDonald's, White Castle, and Burger King to replace human workers making French fries and burgers with robots.


White Castles' Kitchen Robots - Impact on McDonald's & Global Fast Food Franchises