McDonald's Corporation

MCDleader

McDonald's is the world's largest restaurant chain by revenue, serving approximately 69 million customers daily through more than 40,000 restaurants in over 100 countries. About 95% of restaurants are franchised.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($25.9B)

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U.S. (40%)

International Operated Markets (45%)

International Developmental Licensed (12%)

Corporate & Other (3%)

Segment Breakdown & Key Customers

Product Details

Franchised Restaurants60%

Franchise fees, royalties, and rent from 95% of McDonald's restaurants worldwide

Company-Operated Restaurants35%

Sales from McDonald's owned-and-operated locations

Other Revenue5%

Technology fees, licensing, and brand partnerships

Supply Chain Relationships

Competitors

Yum! Brands, Inc.

Quick-service restaurants

Impact: Major competitor

Starbucks Corporation

Morning daypart and beverage sales

Impact: Competitor in breakfast/beverages

Key Suppliers

The Coca-Cola Company

Coca-Cola fountain beverages

Impact: High — exclusive beverage partner

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

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AI Analysis

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Company Info

Headquarters

Chicago, Illinois, USA

Founded

1955

Employees

150,000

Website

mcdonalds.com

Sector Overview — 소비재 (경기민감)

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