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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產品與營收

產品營收佔比

營收結構 ($25.9B)

靜態數據（加載即時財務…）

U.S. (40%)

International Operated Markets (45%)

International Developmental Licensed (12%)

Corporate & Other (3%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

Yum! Brands, Inc.

Quick-service restaurants

影響: Major competitor

Starbucks Corporation

Morning daypart and beverage sales

影響: Competitor in breakfast/beverages

主要供應商

The Coca-Cola Company

Coca-Cola fountain beverages

影響: High — exclusive beverage partner

宏觀與市場背景

소비재 (경기민감)行業新聞

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%

近期催化劑

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

AI 分析

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企業資訊

總部

Chicago, Illinois, USA

成立時間

1955

員工人數

150,000

官網

mcdonalds.com

行業概況 — 소비재 (경기민감)

行業新聞