MCD · 8-K · 20260923PR000076

Franchisee Economics

MCDONALDS CORP · 2026-09-23 · Importance 40 · Surprise 42 · In source text

McDonald’s plans to provide approximately $8.5 billion of total NEXT partnering support through 2036, including approximately $5 billion through 2030. The support will combine rent relief and capital support to accelerate restaurant modernization, technology deployment and operational improvements. The targeted 250 basis points of gross restaurant-level efficiency is equivalent to roughly $100,000 in annual cash-flow benefits for the average U.S. restaurant. McDonald’s estimates franchisees will achieve an approximately four-year payback after partnering support.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
cashnegativecommitted-12.1%McDonald’s plans to provide approximately $8.5 billion in total NEXT partnering support through 2036.