McDonald's unveiled its long-term growth strategy, McDonald's > NEXT, at the company's investor day. The plan includes approximately $8.5 billion in franchisee support through 2036 and aims to accelerate restaurant modernization, technology deployment, and operational improvements.
The company estimates efficiency gains will add about $100,000 in annual cash flow for an average U.S. location. It is targeting an operating margin in the low-to-mid 50% range by 2030.
McDonald's plans to revamp its loyalty program into a tiered system to better engage its large user base. It also aims to gain 1.5 percentage points of market share in both chicken and beverages by 2030.
The company has pushed its target of reaching 50,000 restaurants globally from 2027 to 2028, citing the consumer environment and development costs.