Form 10-Q · Quarterly report
McDonald's 10-Q, filed Nov 6, 2026
- Filed
- CIK
- 0000063908
- Accession no.
- 0000063908-26-000083
Summary
McDonald's reported in its latest quarterly filing that as of September 30, 2026 it had 46,554 restaurants, about 95% franchised, and outlined its long-term McDonald's > NEXT strategy across menu, consumer, restaurant and people pillars. The strategy includes ambitions to gain about 1.5 percentage points of market share in chicken and beverages by the end of 2030, deploy the generative AI restaurant operating system ArchIQ, and provide roughly $8.5 billion in cash partnering support through 2036.
Key points
- As of September 30, 2026, McDonald's had 46,554 restaurants, approximately 95% of which were franchised.
- McDonald's reporting segments include the U.S. and International Operated Markets, while International Developmental Licensed Markets & Corporate includes results from over 75 countries.
- McDonald's > NEXT has four pillars — Menu, Consumer, Restaurant and People — and aims to gain about 1.5 percentage points of market share in chicken and beverages by the end of 2030 versus September 2026 share.
- The company plans approximately $8.5 billion in total cash partnering support through 2036, including about $5 billion by the end of 2030, and expects Restaurant > NEXT to deploy the generative AI restaurant operating system ArchIQ at scale and deliver roughly 250 basis points of gross restaurant-level efficiency gains.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2. Management’s Discussion Overview The Company franchises and owns and operates McDonald's restaurants, which serve a locally relevant menu of quality food and beverages in communities across more than 100 countries. Of the 46,554 McDonald's restaurants at September 30, 2026, approximately 95% were franchised. The Company's reporting segments are aligned with its strategic priorities and reflect how management reviews and evaluates operating performance. Significant reportable segments include the United States ("U.S.") and International Operated Markets. …
An excerpt of the text as filed with the SEC, cut for length.
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