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Breakfast all day: why a health nut might buy McDonald's

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sarah gilbertI love breakfast.

But I'm not a morning person. And when I happen to be out and about, garage saling or running errands or recovering from what I like to call a "mommy hangover," I find myself at a McDonald's. And all I want is breakfast. Somehow the Sausage McMuffin satisfies that need I have for protein, salt, and iron, without making me feel as if I've given my soul to the demons of empty calories.

If it's after 10:30 a.m., though, I'm sunk. And given that I (a health-conscious adult who tends to steer clear of partying 'til the wee hours) want breakfast past 10:30, I can only imagine how much the considerable teenager and, umm, hungover demographics would appreciate being able to eat Sausage McMuffins and hashbrowns and all kinds of other deliciousness at 11 a.m., or 12:30, or even four in the afternoon. I know. Shocking, right?

I've thought since my own teenage years that McDonald's and fast food restaurants of every kind were ignoring a huge consumer need by cutting off breakfast in mid-morning. Now, it seems that McDonald's finally agrees; the news from Jim Skinner's presentation at the Bank of America 36th Annual Investment Conference: breakfast, all day, will soon be here. All that's needed is a change to a new "flexible operating system."

If I were the CEO of McDonald's Corporation (NYSE:MCD), I'd be slapping myself on the forehead. Doh! Why didn't they figure this out sooner? Hello? Customers don't like to be told, "no, you can't have that which you most desire. We made a rule. Breakfast 'til 10:30, not a moment later!" Customers don't come to fast food restaurants because they're looking for discipline, limits, lessons in punctuality. They come to fast food restaurants to satisfy a desire, to indulge their longings for fat, crispy, sweet, bacony sausagey eggy...

That's why I, a health nut, a disbeliever in fast food, might now buy MCD stock. Because offering breakfast all day is an indication that management gets it. McDonald's stock was up 37 cents to $38.15, a 1% increase and a few cents from its 52-week high, on the news today.

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Last updated: November 25, 2009: 01:29 PM

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