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cover of episode 飯田浩司のLeader's Vision #03 「2025年の経済展望」その5

飯田浩司のLeader's Vision #03 「2025年の経済展望」その5

2025/1/14
logo of podcast 飯田浩司のOK! Cozy up! Podcast

飯田浩司のOK! Cozy up! Podcast

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日色保
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日色保:我认为2025年日本经济将保持坚挺,但美国经济政策的不确定性,例如关税和移民政策,将带来挑战。这些政策变化可能导致原材料价格上涨、劳动力短缺和日元贬值,对依赖进口和拥有大量员工的企业(如麦当劳)造成负面影响。 应对这些挑战,麦当劳将继续保持其物美价廉的品牌形象,并通过提升产品质量、提供便捷的移动点餐服务等方式来增强客户价值。同时,我们重视与当地社区的联系,积极参与地方活动,以提升品牌形象和顾客忠诚度。 在员工招聘和留住方面,我们面临着挑战,尤其是在人口减少的地区。我们将通过提高时薪、提供灵活的工作安排、营造积极的工作氛围等措施来吸引和留住员工。 理想情况下,希望日元汇率能稳定在130日元兑1美元左右。

Deep Dive

Key Insights

Why is the Japanese economy expected to face uncertainties in 2025?

The Japanese economy is expected to remain resilient but faces uncertainties primarily due to U.S. economic policies, particularly regarding tariffs and immigration. These factors could lead to fluctuations, such as sudden economic downturns or inflationary pressures.

How could U.S. immigration policies negatively impact Japan?

U.S. immigration restrictions could exacerbate Japan's labor shortage, similar to issues seen during the COVID-19 pandemic. This could lead to increased wages and higher production costs, which would ultimately raise product prices. For McDonald's, which imports many ingredients, this could significantly increase raw material costs.

What is McDonald's Japan's strategy to maintain customer loyalty despite potential price increases?

McDonald's Japan focuses on creating unique and exciting experiences, such as limited-time collaborations like the Evangelion Burger. These initiatives aim to make customers feel that the value they receive justifies any price increase, ensuring they continue to visit.

How does McDonald's Japan contribute to local communities?

McDonald's Japan emphasizes regional engagement by collaborating with local sports teams, hosting charity events like Ronald McDonald House Charities, and responding to local government requests to open new stores in underserved areas. This approach strengthens its presence and connection with local communities.

What challenges does McDonald's Japan face in maintaining its workforce?

McDonald's Japan struggles with labor shortages, especially in areas with declining populations. To retain employees, the company focuses on offering flexible schedules, a sense of purpose, and a fun work environment. It employs over 210,000 crew members, including students, housewives, and seniors.

What is McDonald's Japan's approach to maintaining affordability while improving quality?

McDonald's Japan aims to provide customers with a sense of value for money by enhancing product quality and introducing convenient tools like mobile ordering. The brand remains committed to being affordable and accessible, avoiding any shift toward becoming a premium brand.

What is the ideal exchange rate range for McDonald's Japan in terms of import costs?

McDonald's Japan finds an exchange rate of around 130 yen to the dollar to be comfortable. While 120 yen was ideal three years ago, the current economic conditions make that level difficult to achieve in the near future.

Chapters
2025年の日本経済を天気予報に例え、底堅いものの不確定要素が多いと指摘。アメリカの経済政策、特に関税と移民政策が大きな影響を与えると予想。マクドナルドの事例を通して、原材料価格の上昇や円安の圧力にどう対応していくか、商品開発や価格設定の難しさなどを語ります。
  • 日本経済は底堅いが不確定要素が多い
  • アメリカの経済政策(関税・移民政策)が日本経済に大きな影響
  • 円安が商品価格に影響
  • マクドナルドは価格に見合う価値を提供することに注力

Shownotes Transcript

「飯田浩司のLeader's Vision」

 

様々な業界の企業・団体のリーダーから

これからの時代、ビジネスパーソンに求められる知恵と知識を学ぶ、

「飯田浩司のOK!Cozy up!」ポッドキャスト限定コンテンツ。

 

今回は、1月7日(火)に東京都内で行われた

経済三団体の新年祝賀パーティに参加した企業のトップへのインタビューを

『OK! Cozy up!』で紹介できなかったパート含めフルサイズで

配信しています。

 

テーマは、「2025年の経済展望」

 

第5回目は

日本マクドナルドホールディングス株式会社 

日色保社長兼CEOです。

See omnystudio.com/listener) for privacy information.