McDonald's targets 50,000 restaurants by 2027, 250M loyalty members, Google Cloud partnership

MCDONALDS CORP

Target 50,000 restaurants by 2027, fastest period of growth in brand history.
Expand loyalty from 150M to 250M 90-day active users by 2027, with $45B in annual sales to loyalty members.
Entered strategic partnership with Google Cloud to apply generative AI across restaurants worldwide starting 2024.
Preliminary 2024: capex ~$2.5B, operating margin mid-to-high 40% range, net restaurant unit expansion nearly 2%.
Long-term: 4-5% annual net unit growth, free cash flow conversion ~90%, expand to 50,000 units.

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