winefan
$WATT McDonald’s $MCD
Energous’s Q2 transcript says:
“national QSRs often require that their suppliers implement new operational infrastructure to augment traceability.”
That’s potentially extremely important.
Because McDonald’s doesn’t operate in isolation. Its system includes:
McDonald’s → distributors → food processors → refrigerated transportation → distribution centers → restaurants
If WATT gets into the McDonald’s ecosystem, the opportunity isn’t necessarily limited to the restaurants.
It could potentially propagate into the supplier network.
Energous itself explicitly highlighted this possibility, saying that gaining access to the QSR’s suppliers could create an additional commercial opportunity.
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