MCD · 10-Q · 2026Q3 · Full report

McDonald’s NEXT Strategy

MCDONALDS CORP · 2026-11-06 · Importance 58 · Surprise 42 · In source text

McDonald’s > NEXT is the company’s long-term strategy to generate demand and productivity through its Menu, Consumer, Restaurant and People pillars. The company aims to gain approximately 1.5 percentage points of market share in both chicken and beverages by the end of 2030, versus September 2026 share. Restaurant > NEXT is expected to deliver approximately 250 basis points of gross restaurant-level efficiency gains as it is fully deployed across the U.S. and International Operated Markets. To support implementation, McDonald’s plans approximately $8.5 billion in total cash partnering support through the end of 2036, including approximately $5 billion by the end of 2030.

Key facts

• McDonald’s plans approximately $8.5 billion in total cash partnering support through the end of 2036, including approximately $5 billion by the end of 2030, through rent relief and capital support. source
• McDonald’s > NEXT aims to gain approximately 1.5 percentage points of market share in chicken and beverage categories by the end of 2030 versus September 2026 share, while maintaining its beef-category leadership. source
• McDonald’s > NEXT includes introducing more flexible portion sizes and expanding high-protein and other menu options in response to changing dietary guidelines and use of weight-loss medications. source
• McDonald’s plans to deploy McDonald’s > NEXT over multiple years, with timing and sequencing varying by market according to customer needs, restaurant and technology readiness, local economic conditions, and franchisee capacity. source
• McDonald’s Make It Golden is a multi-year Systemwide commitment to improve customer experience through great food and hospitality and build capabilities that can be taught, measured, and scaled. source
• McDonald’s continues investments in restaurant development, technology, crew training, digital engagement and delivery to transform and enhance the customer experience. source
• McDonald’s states that strategy benefits may arrive later than expected or not at all, and that execution delays, greater-than-expected cost or difficulty, or failure to achieve desired results could harm its business, financial condition, and results. source
• McDonald’s > NEXT menu changes may not gain customer acceptance, may increase restaurant and supply-chain complexity, and may not offset reduced guest counts or average check from changing eating habits. source

Impact estimates