McDonald's unveils NEXT strategy: gains in chicken/beverage, margin to low-mid 50% by 2030

MCDONALDS CORP

Targets +1.5pp chicken share and +1.5pp beverage share by 2030; maintains beef leadership.
Expands operating margin to low-to-mid 50% range by 2030; ~250 bps gross restaurant efficiency gains.
$8.5B total NEXT partnering support through 2036 (~$5B by 2030) via rent relief and capital.
Efficiency gains = ~$100K annual cash flow per average U.S. restaurant; ~4-year franchisee payback.
Sales from unit expansion: ~2.5% contribution to Systemwide sales growth in 2027, ~2% by 2030.

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