McDonald’s is trading 4.08% down at $240.14 after unveiling its McDonald’s > NEXT strategy at the September 23, 2026 Investor Day. - The plan commits approximately $8.5 billion through 2036, including $5 billion by 2030, for franchisee rent relief, restaurant modernization, technology and training. - Management targeted low-to-mid-50% operating margins and market-share gains in chicken and beverages by 2030. - The decline indicates investors are reassessing the turnaround’s scale and execution demands; broader markets are only modestly lower.