Comment by xp84

I see it more like McDonald's can't produce burgers fast enough because of a meat shortage, but Burger King has their own supply chain that allows them to supply extra meat. McDonalds now needs to buy patties, possibly at a higher price than they usually pay, from BK just to be able to meet their burger demand.

Is BK in a bad position? They get to run their beef plant at 100% utilization regardless of how good they're doing at marketing hamburgers, and they can use that money to keep improving their hamburger quality or marketing.