what do they need to do to jump-start business and is don thompson the right guy to do it or does he have to go? >> it will be a challenge to turn around the business, as has been indicated earlier in the story, it's a global issue. if you look at china, that's something that should hopefully resolve itself. the supplier issues later in 2015. in europe you have issues of weakening economy plus politics is hurting the russian sales. that could correct itself too. the real challenge is the u.s. where we're seeing weakness in the sector where people are going more to the quick service -- i mean, the fast casual restaurants taking away share from mcdonald's. and you know -- >> what do they need to do? what do they need to do? >> that's what i'm about to get to. there's not a lot they can do. they have to experiment to customize that people can order the burger they want. but a lot of the customers just want the quickness and the burger. as far as trying new products, they've tried healthy products and that really hasn't stuck. they've got to try things and see what works and it's not eas

. >> starting to get some color on this call that is going on with this ceo of mcdonald's don thompsonir u.s. president mike andres. which began about 11:00 a.m. eastern. so far the head lines are interesting. the company saying they are going to study the ingredients and cooking techniques to improve food. interesting a new menu with fewer items. getting more involved in local communities. cutting the number of extra value meals from 16 to 11. some of the comments ring like this. the pace of change that's happened outside of mcdonald's has exceeded had pace of change internally. and basically an admission of sorts that the dollar menu hurts quality perception. stock hasn't done a whole lot but it does echo some of the actions they think they have to take in light of weak comp sales. >> some of the pushback is interesting. they are showing how chicken nuggets are really made, no beaks, like that in them. i think you are going to see a further push for organic chickens or maybe free range. >> you have the nestle executive. and he says water is going to be a bigger business than all othe

don thompson faced wthd a secular problem. the food is not rviewed as healthy and organic. e journal pointed out, it's very, very difficult. it's going to get more difficult for mr. thompson to justify -- i mean, these are horrendous numbers. these are horrendous numbers. >> all that said, it's been hard to knock this stock out of nine handle. >> exactly. i think there's always activists, a great balance sheet, flexiblibility. these numbers are so -- i mean it's rare you see these big double digit declines other than if you having that the people don't want. >> right. right. >> in the release they cited negative top line performance expected significantly pressure company operated in franchise margins. seven to ten cents from supplier issue in china and u.s. dollars strength against all foreign currencies. >> is burger king healthier? does wendy has a soy burger? does burger king have some tofu thing i don't know about? >> goldman resumes coverage of names, starbucks 95 target. >> i saw pictures that howard schultz was posting. quite a seattle weekend. i don't want to -- >>

and i can tell you now, first person top of the list, don thompson. >> mcdonald's ceo. >> and peoples been there for two years. >> rametti. >> yeah. i would not necessarily put thompson as one of my top three, even though the company had all of these issues. i think it was an inherited issue, situation. >> don thompson, well, he was the ops guy when mcdonald's was humming. >> those are old school blue chips and -- >> herb doesn't -- >> you know what, you're asking me a question. i haven't given it thought. >> can i give you one? >> sure. >> can i give you one? >> yeah, sure. >> jack moll. >> he's engaging. >> a heck of a job. >> giving it back to mark cuban, aren't you? >> putting aside the issue of chinese communist government, this guy -- >> the company shouldn't be allowed to list here, but he's the best ceo. >> that's right. >> we're listing it because of him. >> he's enabling the u.s. and the approach to chinese commerce. >> jack's not, it's our own government under republicans and democrats. >> he's a tremendous story. he's a classic. >> i watched the interviews with him. i wat

bobby flay, don thompson is someone i know well. he is the ceo of mcdonald's.you to construct a dish for him -- >> no problem. >> using the sweet-and-sour sauce at mcdonald's. >> ok. >> tom colicchio, warren buffett is someone that i have talked to quite often. he loves cherry coke. so, i want you to construct a dish using cherry coke. >> sure, i'm the coke guy, right? yeah. great. >> you signed that deal, buddy. >> rachael, i will give you a bit of a curveball. elon musk is a billionaire, founder of tesla, the electric carmaker. >> those are really cool. they are very cute. >> he is south african. so, a south african food is biltong, which is a kind of beef jerky. i want you to construct a dish using beef jerky. mario, you've had a second to think about it. what would you make lloyd blankfein? >> first of all, i would chop one of the hot dogs -- do i get more than one hot dog? i would chop one of them up and dredge it with flour and salt and pepper and some cayenne and make it nice and crispy and hot. i would take the other one, i would butterfly it open until

does don thompson, ceo, need to go. >> here is what i would tell you.ller brands are being a lot more innovative on their menu because they can source the product for a smaller set of restaurants. mcdonald's is too large. they can't be that innovative with something like a pretzel bun. they can't source that much product for their restaurants to be innovative. i think the smaller peers are taking advantage of their size to source products that are a little more difficult to get and being more innovative on their menu and doing limited time offers that mcdonald's can't do. >> talking about innovation at mcdonald's. the expansion of the customized sandwich. i don't know whether this is a game changer. the only thing i can think of is it will take jobs away. >> i don't think it is a game changer. i think it's an interesting nice to have for the consumer to be able to customize your sandwiches. i think it maybe brings them up to parwith some of their peers. but i don't know it will take a lot of share. we are still very early and don't know what the economi

>> for me it's mcdonald's and don thompson.hen you look at what's going on in that space, mcdonald's just getting their butt kicked, frankly. they've come out with a couple of new products that haven't worked. but in that particular space, there are all kinds of new start-ups that have really taken market share from them. and so, i think, you know, mcdonald's is the one for me. >> it has been pretty brutal since came in 2012. >> for me, it may not be him. but in the last six months, this company has stumbled dramatically twice and it makes you think they don't have a great handle on the business. the cfo leaving, but i think at some point, you've got to kick out the person upstairs. >> the stock down 40%. >> this is not the first time they've had a day down mid teens, i think. >> this is a david einhorn stock. >> it is a rare misstep for david. >> i like this guy, but he's been there since 2003, he's been there a long time. did great things early, but some of the moves later have not panned out. this stock made a six-year low t