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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产品与营收

产品营收占比

营收构成 ($25.9B)

静态数据（加载实时财务…）

U.S. (40%)

International Operated Markets (45%)

International Developmental Licensed (12%)

Corporate & Other (3%)

业务板块构成与主要客户

产品详情

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

供应链关系

竞争对手

Yum! Brands, Inc.

Quick-service restaurants

影响: Major competitor

Starbucks Corporation

Morning daypart and beverage sales

影响: Competitor in breakfast/beverages

主要供应商

The Coca-Cola Company

Coca-Cola fountain beverages

影响: High — exclusive beverage partner

宏观与市场背景

소비재 (경기민감)行业新闻

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%

近期催化剂

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

AI 分析

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企业信息

总部

Chicago, Illinois, USA

成立时间

1955

员工人数

150,000

官网

mcdonalds.com

行业概况 — 소비재 (경기민감)

行业新闻