Hacker Newsnew | past | comments | ask | show | jobs | submitlogin

Worth clicking through to the actual filing where you can see the evidence McDonalds presents, which I personally find very compelling.

Also worth noting that assuming I'm reading this correctly it doesn't just impact McDonalds but everyone who has bought beef since 2015.

I do wonder at what point does McDonalds vertically integrate and process the beef themselves.



> I do wonder at what point does McDonalds vertically integrate and process the beef themselves.

Never. McDonalds probably wants to avoid getting into a low profit margin, high liability business:

https://www.macrotrends.net/stocks/charts/TSN/tyson-foods/pr...

https://www.macrotrends.net/stocks/charts/MCD/mcdonalds/prof...

Look at the difference in trajectory and amount of profit margin and market cap (<5% and $20B versus 30%+ and $217B).

Tyson deals with the laborious and dirty work, as do McDonald’s franchisees. McDonald’s probably likes where it is, collecting royalties for “quality” control and real estate appreciation.


Interestingly enough, In-N-Out does do their own beef processing, they take whole sides of beef, and turn them into patties.




Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: