[ad_1]
We live in a brave new world.
We walk around with smartphones in our pockets that track our every movement.
Companies like Placer.ai collect this data from millions of people, anonymize it, and use it to figure out which restaurants you’re visiting—often weeks before those companies have to publicly report their numbers.
Case in point: Remember when McDonald’s brought back Snack Wraps this summer and it looked like absolute genius?
The comeback that maybe wasn’t
McDonald’s Snack Wraps returned on July 10 after nearly a decade. Customers had been begging for them—Facebook groups, Change.org petitions with nearly 19,000 signatures, constant social media campaigns. McDonald’s called it “the most requested item of all time.”
When they brought it back at $2.99, the response seemed phenomenal. Placer.ai foot traffic data showed visits jumped 15 percent on launch day. Double-digit increases continued throughout the first week. Lines out the door. An internal memo reported lettuce shortages.
“After nine years of pent-up demand, fans showed up in full force,” McDonald’s told Fox Business at the time. “We’ve been blown away by the response.”
The whole thing looked inevitable. A home run.
And then came August.
The honeymoon ends
New Placer.ai data tells a very different story.
During the first week of August, as compiled by Nation’s Restaurant News, McDonald’s weekly traffic fell 2.9 percent year-over-year—worse than the broader quick-service category at 1.5 percent down.
Then it got worse:
- Week of August 11: McDonald’s down 3.4 percent (QSR category down 1.9 percent)
- Week of August 18: McDonald’s down 4.8 percent (QSR category down 2.1 percent)
- Week of August 25: McDonald’s down 5.6 percent (QSR category down 4.3 percent)
September numbers remained down by mid-single digits, according to the same report.
No silver bullet
To be fair, McDonald’s is facing serious headwinds. The company saw two consecutive quarters of negative same-store sales in late 2024 and early 2025. CEO Chris Kempczinski warned about “choppiness ahead” even after a strong Q2 recovery.
And the Snack Wrap launch happened to coincide with the anniversary of strong 2024 promotions like the $5 Meal Deal, making year-over-year comparisons tough.
Still, it leads to the question of whether there can really be a silver bullet in this environment.
When people are genuinely struggling with inflation and economic anxiety, perhaps even beloved menu items at attractive price points only work for so long.
The tracking device economy
I asked McDonald’s for comment on this story, but haven’t heard back. I suspect it will be a topic of discussion during the next earnings report.
A generation ago, we would have waited months to learn whether the Snack Wrap comeback was working. Now we have a clue within weeks because millions of people walk around with tracking devices reporting their movements to data companies.
It’s pretty close to “reality in real-time.”
Is this better? I suppose it depends on your perspective. But looking at this more broadly, it could put enormous pressure on companies to generate immediate results—and give us a front-row seat when things don’t work out.
The Snack Wrap story isn’t over yet. Maybe traffic will rebound. Maybe the longer-term impact will be positive. Maybe the whole thing will fade into memory as just another limited-time offer that didn’t save the day.
But we won’t have to wait long to find out.
We’re all being tracked. The data will tell us soon enough.
The opinions expressed here by Inc.com columnists are their own, not those of Inc.com.
[ad_2]
Bill Murphy Jr.
Source link