Form 8-K · Current report
McDonald's 8-K, filed Sep 23, 2026
- Filed
- CIK
- 0000063908
- Accession no.
- 0000063908-26-000076
Summary
McDonald's detailed its McDonald's > NEXT strategy and set new targets, including gaining 1.5 percentage points of market share in both chicken and beverages by 2030, expanding operating margin to the low-to-mid 50% range and about 250 basis points of gross restaurant-level efficiency gains by 2030, supported by roughly $8.5 billion in partnering support through 2036. Chairman and CEO Chris Kempczinski said the strategy aims to make McDonald's the first choice for more customers, more often, and CFO Ian Borden said the financial targets are grounded in the expected economics of the Restaurant > NEXT pillar.
Key points
- McDonald's will provide about $5 billion of the roughly $8.5 billion in partnering support through 2030, through rent relief and capital support.
- The company targets about 2.5% contribution to Systemwide sales growth from unit expansion in 2027, moderating to about 2% by 2030.
- The multi-year Make It Golden customer-experience commitment begins October 5, Founder's Day.
- Restaurant > NEXT includes deploying GenAI-enabled ArchIQ at scale across U.S. and International Operated Markets.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 7.01Regulation FD Disclosure
- 9.01Financial Statements and Exhibits
From the filing
Item 7.01. Regulation FD Disclosure. On September 23, 2026, the Company issued an investor release announcing new targets to advance its McDonald’s > NEXT strategy. A copy of the related investor release is being filed as Exhibit 99.1 to this Form 8-K and is incorporated by reference in its entirety. Item 9.01. Financial Statements and Exhibits. (d) Exhibits. 99.1 Investor Release of McDonald's Corporation issued September 23, 2026: McDonald’s Advances NEXT Strategy to Become First Choice for More Customers, More Often; …
An excerpt of the text as filed with the SEC, cut for length.
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