McDonald’s (MCD) Investor presentation summary

Strategic evolution and leadership

• Expanded from a single U.S. location to over 45,000 restaurants in 100+ countries, serving 72 million customers daily.

• Innovations include iconic menu items, drive-thru service, and global marketing campaigns.

• Leadership team and board bring diverse experience from various industries.

Business model and segment performance

• Operates primarily through franchised restaurants, with ~95% of locations locally owned.

• Revenue streams include rent, royalties, and profits from company-operated units.

• U.S. and International Operated Markets (IOM) segments account for ~90% of revenue and adjusted operating income.

• High average unit volumes: $5.5M in U.S., $6.5M in IOM, $5.5M in IDL.

Strategic pillars and growth initiatives

• Accelerating the Arches strategy focuses on marketing, core menu, digital, delivery, drive-thru, and development.

• Loyalty program has nearly 210M active users, generating ~$37B in sales in 2025.

• On track to reach 50,000 restaurants by 2027, marking the fastest unit growth period in company history.