Saturday, May 2, 2015

For Warren Buffett, a half century at Berkshire; When a million desert McDonald's; Tech and the future office

1 For Warren Buffett, a half century at Berkshire (Straits Times) Berkshire Hathaway shareholders on Saturday celebrated Warren Buffett's 50th anniversary running the conglomerate, as the billionaire fielded questions about the company and its future, and explained some business practices.

Berkshire owns more than 80 companies including the Burlington Northern railroad, Geico car insurance, Benjamin Moore paint, Dairy Queen ice cream, Fruit of the Loom underwear, and See's candies, and owns more than $115 billion of stocks.

But Buffett's status as an investing legend, and his plain talk and humour, are key reasons why people trek to Omaha for what Buffett calls "Woodstock for Capitalists." Berkshire's annual meeting is Omaha's top annual draw other than baseball's College World Series.

Buffett, 84, and his second-in-command Charlie Munger, 91, spend hours at the annual meeting in a downtown arena answering questions from shareholders, analysts and journalists about business, the economy, current events and life.

Buffett did offer a defence of Berkshire's partnerships with Brazil's 3G Capital, which critics say ruthlessly cuts jobs at companies it acquires. In 2013, Berkshire and 3G bought H.J. Heinz, which in turn is now buying Kraft Foods Group. "The 3G people have been successful in building marvellous businesses," Buffett said. "I don't know of any company that has a policy that says we're going to have a lot more people than they need."

Buffett as usual milled about the displays prior to the meeting, trailed by dozens of print and TV journalists, where he ate (and paid for) a Dairy Queen vanilla orange bar, and tossed newspapers as he once did as a boy. Bill Gates, Microsoft chairman and Berkshire director, tossed one too.


2 When a million desert McDonald’s (Rupert Neate in The Guardian) On Monday, Steve Easterbrook, the new British chief executive of McDonald’s will reveal his strategy to turn around the 60-year-old company which is rapidly losing customers. The Golden Arches are looking increasingly tarnished. After decades of expansion that saw McDonald’s march into China, Russia and expand around the world, the burger brand is no longer flavour of the month.

A million people have turned their back on McDonald’s in 2014, and profits went with them. Last year McDonald’s’ annual net income dropped 15% to $4.7bn - making 2014 one of the worst years in the company’s history.

Financial analysts and restaurant consultants reckon that McDonald’s main problem is that it has largely ignored the changing tastes and ideals of its core American customers - and thus backed itself into the stickiest of corners. Easterbrook will find it hard, they argue, to catch up with the new wave of hipper, rival fast-food chains like Shake Shack, Panera Bread and Chipotle, while at the same time staying cheap and fast enough to satisfy its remaining loyal customers.

Can it be done? I’m just not sure it can,” said Patty Johnson, global food analyst at market research firm Mintel. “McDonald’s is such a huge operation, it’s not easy to turn around the Queen Mary or even make slight changes in direction. “The consumer has evolved from wanting everything cookie-cutter. We are now all about innovation and individualisation. [People] want gluten-free, vegetables, hold-the-mayo, we want ‘this’ but we don’t want ‘that’, we’re very specific. But providing for that will push up costs and wait times, jeopardising McDonald’s’ core values of speed and time.”

Johnson said McDonald’s’ biggest challenge is winning over the most fought-over demographic: millennials (people who became teenagers around the year 2000). “These are the people having kids right now. They have a whole different value equation, it’s not just about price and quality. “It’s about morality and ethics and wanting a healthy lifestyle,” she said.


3 The future office (Padraig Belton on BBC) First, the technology sector gave us Google's bean bags and Facebook's feted ping-pong tables. Now these companies are raising jousting skyscrapers into the Silicon Valley skyline. Facebook has just this month moved into new headquarters designed by Frank Gehry, designer of Spain's Guggenheim Museum.

Its chief executive, Mark Zuckerberg, describes it as the largest open-floor plan in the world. Atop it lies a nine-acre rooftop park. Google, Amazon, and Apple are also creating their own new colossal headquarters. Google, searching for more space, will move shortly into its new "Googleplex".

Apple's "spaceship", a vast watchstrap fashioned like a flying saucer, has already attracted the moniker of 'death star' from the unkind. And Amazon's Seattle glass-dome biospheres, planned to open in 2016 and 2017, play none-too-subtly on its name. Each is a stab at capturing an imaginative futuristic high ground - and employees - from competitors.

But this brave new world of work has critics. For some, open plan spaces suggest managers on the room's sidelines, watching workers huddled in the middle like prey on the African savannah. Seattle architecture firm NBBJ is behind the Google and Amazon buildings, as well as the new Guangdong headquarters for Chinese internet titan Tencent. Offices are moving away from the idea that time at a desk is a measure of how productive you are, says Ryan Mullenix, an NBBJ design partner, and the chief designer of the new Google building.

And more broadly, away from ideals of industrial efficiency associated with early twentieth-century American mechanical engineer Franklin Taylor. Sometimes a longer walk to get coffee may be better than a shorter one. "It's who you see on the way to coffee, and movement which charges your brain, which is really valuable and part of work," says Mr Mullenix.

The social side of work may soon be the only reason we have office buildings, says Scott Wyatt, NBBJ's chairman. "Getting together with people in teams is where innovation happens, and makes us happy," he says. "You're not going to be happy holed up at home doing all your work. "The company which gives the employees the choice at any given moment to optimise their effectiveness is going to win," says Mr Wyatt.

Millennials "are used to different ways of working, sharing, and collaborating, even from an early age," says Elaine Rossall, head of London market research for property consultants Cushman & Wakefield. She thinks there has been a retreat from the last decade's enthusiasm for working from home, and points to growing so-called "worktivity" amenities, from running tracks to social, play, and eating areas, "to kind of keep people in the building".

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