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Snyder Reports, 10/4/26
"McDonald's Just Turned Its Menu Into Ads -
And You'll Pay For It"
"McDonald's is using AI to price your Big Mac based on what you'll pay - and it's going to cost you more. In Fresno, California, the same Big Mac costs $5.69 at one 64 mcdonalds and $6.89 just 2 miles away. Reuters reports McDonald's is pushing AI tools that suggest prices based on customers' willingness to pay. I break down what that means for fast food prices, food inflation, and your wallet. Plus: McDonald's just announced the McDonald's Media Network at its September 23rd investor day - ads on drive-thru menu boards, restaurant screens, and the app. You'll soon see Nike, weight-loss, and insurance ads where your menu used to be. And McDonald's is testing hand-breaded chicken strips at 200 locations to take on Chick-fil-A and Raising Cane's, while quietly shrinking items like chicken nuggets - classic shrinkflation while cost of living keeps rising. What are you seeing at your McDonald's? Higher prices, smaller portions, new ads? Let me know in the comments below."
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