Juvarisx
Florida
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You're missing the core issue I was pointing out: the causal chain in his argument doesn't hold together. It doesn't matter whether he spent two minutes or twenty on "woke". He frames it as a contributing factor while ignoring the structural market reality that actually drives the industry's mediocrity.
Let's go through your list -
1. Lower quality workers
Worker competence didn't spontaneously collapse in a vacuum. When two giant distributors dictate pricing, sourcing, and margins across half the industry, restaurants have to race to the bottom. If you squeeze every penny out of the supply side, you get low wages, high turnover, and yes, people who don't care. That's not a cultural issue no matter how badly you want to blame a boogeyman, that's economics.
2. Frozen cheese company dominance
Right, 85% of the market. Another example of concentration. And who enables that? The same distributors who centralize supply chains because it's cheaper for them. This is exactly the monopoly dynamic being glossed over.
3. "Only" 50% market control
Saying, "They don't own the whole market, just half," is like saying, "It's not a monopoly, it's only a duopoly." In industries with low margins and high logistical barriers, controlling half is effectively controlling the game. That's why everyone's food tastes the same.
4. Woke CEOs
Whether you label them woke, asleep, or doing cartwheels is irrelevant. CEO incompetence only becomes systemic when market concentration removes accountability. If you can't easily switch suppliers or compete, bad leadership doesn't get punished by the market. There's no culture war explanation required.
5. Acceptance of mediocrity
Consumers can only choose among the options they have. When two firms gatekeep supply, "acceptance" isn't a preference, you're being held captive. Pretending this is just a cultural failing ignores the structural restriction of choice.
6. "No one cares"
People care plenty. It's precisely why fast food companies and the restaurant business continue to struggle. But average people just don't have leverage against a vertically integrated distribution system. You can't "care" your way past systemic consolidation.
So no, I'm not "defensive." I'm pointing out that invoking woke anything is a distraction from the actual, provable cause: a captured market with no competitive pressure.
None of whatt you say is incorrect, however this is also a reason it all sucks now:
McDonald (MCD) - Operating Margin
Current and historical Operating Margin charts for McDonald (MCD).
This is just McDonalds but you will se it throughout the fast food industry. The operating margin for these places is double to triple what they were in the early 2000's. This is a combo of massive price increases, lower quality and cost cutting employees. All 3 will hurt the customer experience.