The Real Reason McDonald's Launched CosMc's (It's Not Starbucks)

Описание: This isn't what you think. 99% of people believe CosMc’s is built to fight Starbucks, but the truth is the opposite: it’s a $4 trillion fortress built to save McDonald's from its own success. This is the story of the internal war between speed and complexity that almost broke the Golden Arches.
McDonald's built a $100 billion empire on one promise: speed. But the $4 trillion customized drink market, dominated by Starbucks, demands complexity. This fundamental conflict has been "The Great Slowdown" for McDonald's drive-thrus, threatening their entire business model.
After the first McCafé strategy failed to solve this, McDonald's launched a secret weapon. CosMc’s isn't an attack on Starbucks; it's a brilliant strategic firewall. It's a separate, specialized factory designed to absorb all the complexity (custom lattes, boba, frappes) that was poisoning the core, high-speed burger kitchen.
In this business case study, we analyze the deep strategy behind the CosMc's launch, the $4 trillion gamble, and the core lesson of strategic preservation versus innovation.
Timestamps:
[00:00] The $4 Trillion Question
[00:24] The Sharp Thesis: Why Everyone is Wrong About CosMc's
[00:41] The Core Conflict: Speed vs. Complexity
[02:07] The Great Slowdown (The Drive-Thru Crisis)
[03:57] The First Failed War: Why McCafé Broke the System
[05:54] The "Skunkworks" Solution: A Fortress Called CosMc's
[07:40] Inside the "Anti-McDonald's" Laboratory
09:24] The Genius of "Unbundling" a Restaurant
[10:54] The Enormous Risks (Starbucks & Dutch Bros)
[11:56] The Real Goal: Saving the $100B Empire
[12:45] The Core Lesson: Preservation vs. Innovation
[13:51] Join the Mission

#McDonald's #CosMc's #McDonald's strategy