McDonald's Corporation (MCD): Business Model Canvas

Die McDonald's Corporation hat die globale Fast-Food-Landschaft durch ein sorgfältig ausgearbeitetes Geschäftsmodell verändert, das betriebliche Effizienz, technologische Innovation und strategisches Franchising nahtlos miteinander verbindet. Durch die Nutzung einer leistungsstarken Kombination aus standardisierten Prozessen, digitaler Infrastruktur und lokalen Marktanpassungen hat McDonald's ein dynamisches Ökosystem geschaffen, das Milliardenumsätze generiert und gleichzeitig Millionen von Menschen auf der ganzen Welt stets schnelle, erschwingliche und vertraute Speiseerlebnisse bietet. Das Business Model Canvas des Unternehmens offenbart eine ausgeklügelte Strategie, die weit über den bloßen Verkauf von Hamburgern hinausgeht und zeigt, wie strategische Partnerschaften, robuste digitale Plattformen und kundenorientierte Ansätze McDonald's zu einem globalen Fast-Food-Kraftpaket gemacht haben.

McDonald's Corporation (MCD) – Geschäftsmodell: Wichtige Partnerschaften

Franchisenehmer, die ein globales Restaurantnetzwerk betreiben

Im Jahr 2024 betreibt McDonald's weltweit 40.275 Restaurants, 65 % davon sind Franchise-Restaurants. Franchiseverträge erwirtschaften jährlich etwa 11,8 Milliarden US-Dollar an Franchiseeinnahmen.

Region	Insgesamt Restaurants	Franchise-Prozentsatz
Vereinigte Staaten	13,500	93%
Internationale Märkte	26,775	55%

Lebensmittellieferanten

Zu den wichtigsten Lebensmittellieferanten von McDonald's gehören:

• Cargill: Liefert 40 % der Rindfleischprodukte
• Tyson Foods: Stellt 25 % der Hühnerlieferungen bereit
• Keystone Foods: Liefert Fleischprodukte in mehrere Regionen

Lieferant	Jährlicher Lieferwert	Produktkategorie
Cargill	2,3 Milliarden US-Dollar	Rindfleisch
Tyson Foods	1,7 Milliarden US-Dollar	Huhn

Technologiepartner

Zu den Partnerschaften bei digitalen Bestellplattformen gehören:

• Uber Eats: Lieferpartnerschaft in 25 Ländern
• DoorDash: Exklusiver Lieferpartner in den Vereinigten Staaten
• Google Cloud: Unterstützung der Technologieinfrastruktur

Marketing- und Werbeagenturen

Hauptvermarktungspartner:

• Omnicom Group: Globale Werbestrategie
• WPP plc: Digitale Marketingdienstleistungen
• Publicis Groupe: Regionale Marketingkampagnen

Immobilienentwicklungs- und -verwaltungsunternehmen

Die Immobilienstrategie von McDonald's umfasst Partnerschaften mit:

• CBRE Group: Globales Immobilienmanagement
• JLL (Jones Lang LaSalle): Standortauswahl und -entwicklung

Immobilienpartner	Jährlicher Immobilientransaktionswert	Erbrachte Dienstleistungen
CBRE-Gruppe	750 Millionen Dollar	Globales Immobilienmanagement
JLL	500 Millionen Dollar	Standortauswahl

McDonald's Corporation (MCD) – Geschäftsmodell: Hauptaktivitäten

Entwicklung von Lebensmittelprodukten und Menüinnovation

McDonald's investiert jährlich 150 Millionen US-Dollar in Forschung und Entwicklung für Menüinnovationen. Im Jahr 2023 führte das Unternehmen weltweit 17 neue Menüpunkte ein.

Produktkategorie	Jährliches Innovationsbudget	Neue Artikel eingeführt
Globale Menüinnovationen	150 Millionen Dollar	17 Artikel

Restaurantbetrieb und Servicestandardisierung

McDonald's betreibt im Jahr 2023 weltweit 40.275 Restaurants. Das Unternehmen hält in 119 Ländern strenge Betriebsstandards ein.

• Gesamtzahl der weltweiten Restaurants: 40.275
• Einsatzländer: 119
• Durchschnittliches Restaurantpersonal: 25–30 Mitarbeiter pro Standort

Globales Markenmarketing und Werbung

McDonald's gab im Jahr 2023 weltweit 1,62 Milliarden US-Dollar für Werbung aus, was 2,7 % des Gesamtumsatzes entspricht.

Marketingmetrik	Wert 2023
Globale Werbeausgaben	1,62 Milliarden US-Dollar
Prozentsatz des Umsatzes	2.7%

Supply Chain Management und Logistik

McDonald's verwaltet eine komplexe globale Lieferkette mit 13 Hauptvertriebszentren und 350 Lieferanten weltweit.

• Vertriebszentren: 13
• Globale Lieferanten: 350
• Täglich verarbeitete Lebensmittel: 68 Millionen

Digitale Technologie und Entwicklung mobiler Apps

Die mobile App von McDonald's hat monatlich 40 Millionen aktive Nutzer und generiert im Jahr 2023 25 % des digitalen Umsatzes.

Digitale Leistungsmetrik	Wert 2023
Aktive Benutzer der mobilen App	40 Millionen
Digitaler Vertriebsbeitrag	25%

McDonald's Corporation (MCD) – Geschäftsmodell: Schlüsselressourcen

Starke globale Markenbekanntheit

Markenwert von McDonald's im Jahr 2023: 197,4 Milliarden US-Dollar. Globales Markenranking: Nr. 9 von Interbrand. 196 Länder mit Restaurantpräsenz. Insgesamt 40.275 Restaurants weltweit (Stand 2023).

Markenmetrik	Wert
Globaler Markenwert	197,4 Milliarden US-Dollar
Globale Restaurantanzahl	40,275
Einsatzländer	196

Umfangreiches Franchise-Netzwerk

Franchise-Zusammensetzung: 93 % der weltweiten Restaurants sind Franchise-Unternehmen. Gesamtzahl der Franchise-Restaurants: 37.456. Franchise-Umsatz im Jahr 2022: 12,4 Milliarden US-Dollar.

• Franchise-Anteil: 93 %
• Gesamtzahl der Franchise-Restaurants: 37.456
• Franchise-Einnahmen: 12,4 Milliarden US-Dollar

Proprietäre Lebensmittelzubereitungssysteme

Jährliche Investition in Lebensmittelforschung und -entwicklung: 180 Millionen US-Dollar. 14 globale Lebensmittelinnovationszentren. 3.000 Lebensmittelwissenschaftler und kulinarische Experten beschäftigt.

F&E-Metrik	Wert
Jährliche F&E-Investitionen	180 Millionen Dollar
Globale Lebensmittelinnovationszentren	14
Lebensmittelwissenschaftler/-experten	3,000

Fortschrittliche digitale Bestellinfrastruktur

Digitaler Umsatz im Jahr 2022: 18,8 Milliarden US-Dollar. Downloads mobiler Apps: 100 Millionen. Die digitale Bestellung macht 35 % des Gesamtumsatzes aus.

• Digitaler Umsatz: 18,8 Milliarden US-Dollar
• Downloads mobiler Apps: 100 Millionen
• Anteil digitaler Bestellungen: 35 %

Effizientes globales Lieferkettennetzwerk

Investitionen in die Lieferkette: 500 Millionen US-Dollar pro Jahr. 14 globale Vertriebszentren. 4.000 Lieferantenbeziehungen in 50 Ländern.

Lieferkettenmetrik	Wert
Jährliche Investition in die Lieferkette	500 Millionen Dollar
Globale Vertriebszentren	14
Globale Lieferantenbeziehungen	4,000

McDonald's Corporation (MCD) – Geschäftsmodell: Wertversprechen

Konsistentes, erschwingliches Fast-Food-Erlebnis

Durchschnittliche Preisspanne für eine Mahlzeit: 5 bis 8 US-Dollar pro Person. Die Preise globaler Gerichte sind durchweg 20–30 % günstiger als bei Restaurantalternativen. Quartalsumsatz im Jahr 2023: 6,2 Milliarden US-Dollar.

Schnelle und bequeme Essensoptionen

Servicegeschwindigkeit	Durchschnittliche Wartezeit
Drive-Thru	180 Sekunden pro Bestellung
Schalterservice	120 Sekunden pro Bestellung

Standardisierte Qualität an globalen Standorten

Globale Lebensmittelsicherheitsstandards werden in über 40.000 Restaurants in 119 Ländern umgesetzt. Qualitätskontrollmetriken werden auf einem Konsistenzniveau von 99,5 % gehalten.

Familienfreundliches Speiseumfeld

• Spielbereiche an 65 % aller Standorte weltweit
• Umsatz mit Kindergerichten: 2,7 Milliarden US-Dollar pro Jahr
• Kinderfreundliche Menüoptionen in 95 % der Restaurants weltweit

Lokalisierte Menüanpassungen

Region	Einzigartiger Menüpunkt	Prozentsatz der lokalen Verkäufe
Indien	McAloo Tikki Burger	22 % des Menüumsatzes
Japan	Teriyaki-Burger	18 % des Menüumsatzes
Naher Osten	McArabia-Huhn	15 % des Menüumsatzes

McDonald's Corporation (MCD) – Geschäftsmodell: Kundenbeziehungen

Digitale Self-Service-Bestellplattformen

Die digitalen Bestellplattformen von McDonald's wickelten im Jahr 2023 70 % aller Transaktionen ab. Der digitale Umsatz des Unternehmens erreichte im Jahr 2022 13,5 Milliarden US-Dollar, was 35 % des gesamten systemweiten Umsatzes entspricht.

Digitale Plattform	Jährliches Transaktionsvolumen	Benutzerbasis
Mobile App	3,8 Milliarden Transaktionen	36 Millionen aktive Benutzer
Digitale Drive-Thru-Bestellung	2,5 Milliarden Transaktionen	In 95 % der US-Standorte integriert
Selbstbedienungskioske	1,2 Milliarden Transaktionen	Im Einsatz in 38.000 Restaurants

Treueprogramm (McDonald's Rewards)

Das McDonald's Rewards-Programm wurde im Juli 2021 gestartet und soll bis Dezember 2022 25 Millionen Mitglieder haben.

• Mitgliederwachstumsrate: 40 % im Jahresvergleich
• Durchschnittliche Ausgaben der Mitglieder: 7,25 $ pro Transaktion
• Das Treueprogramm trägt 15 % zum gesamten digitalen Umsatz bei

Personalisierte mobile App-Erlebnisse

Die mobile App von McDonald's erwirtschaftet mit 36 Millionen monatlich aktiven Nutzern einen Jahresumsatz von 4,2 Milliarden US-Dollar.

App-Funktion	Benutzerinteraktion	Personalisierungsrate
Personalisierte Empfehlungen	28 % der App-Nutzer	82 % Genauigkeit
Standortbezogene Angebote	22 % Rückzahlungsrate	95 % Relevanz

Konsistente Kundendienststandards

McDonald's gibt im Jahr 2023 eine durchschnittliche Durchfahrtszeit von 3,2 Minuten an.

• Kundenzufriedenheitswert: 76 von 100
• Verbesserung der Servicegeschwindigkeit: 12 % seit 2020
• Globales Schulungsbudget für den Kundenservice: 180 Millionen US-Dollar pro Jahr

Community-Engagement durch lokale Initiativen

McDonald's investierte im Jahr 2022 190 Millionen US-Dollar in lokale Gemeinschaftsprogramme.

Gemeinschaftsinitiative	Investition	Reichweite
Lokale Stipendien	45 Millionen Dollar	12.000 Studierende
Jugendbeschäftigungsprogramme	65 Millionen Dollar	25.000 junge Mitarbeiter
Lokale Wohltätigkeitspartnerschaften	80 Millionen Dollar	500 lokale Organisationen

McDonald's Corporation (MCD) – Geschäftsmodell: Kanäle

Physische Restaurantstandorte

Im Jahr 2023 betreibt McDonald's weltweit 40.275 Restaurants mit 13.590 Standorten in den Vereinigten Staaten.

Region	Anzahl der Restaurants	Prozentsatz der globalen Präsenz
Vereinigte Staaten	13,590	33.7%
Internationale Märkte	26,685	66.3%

Mobile Anwendung

Die mobile App von McDonald's hat im Jahr 2023 in den USA 40 Millionen aktive Nutzer.

• Downloadstatistik für mobile Apps: 120 Millionen Downloads weltweit
• Durchschnittliche monatlich aktive Nutzer: 25 Millionen weltweit

Online-Bestellplattformen

Der digitale Umsatz macht 35 % des Gesamtumsatzes in den Vereinigten Staaten aus und beläuft sich im Jahr 2023 auf etwa 13,5 Milliarden US-Dollar.

Plattform	Prozentsatz digitaler Bestellungen
Mobile App	45%
Website	30%
Plattformen von Drittanbietern	25%

Drive-Thru-Dienste

Drive-in-Dienste machen 70 % des gesamten McDonald's-Restaurantumsatzes in den Vereinigten Staaten aus.

• Durchschnittliche Drive-In-Transaktionszeit: 180 Sekunden
• Drive-in-Umsatz: 9,45 Milliarden US-Dollar pro Jahr

Lieferpartnerschaften mit Drittanbietern

McDonald's arbeitet mit mehreren Lieferplattformen zusammen und erwirtschaftet im Jahr 2023 Lieferumsätze in Höhe von 4,2 Milliarden US-Dollar.

Lieferpartner	Marktanteil
Uber isst	42%
DoorDash	35%
Grubhub	23%

McDonald's Corporation (MCD) – Geschäftsmodell: Kundensegmente

Kinder und Familien

McDonald's richtet sich mit spezifischen Strategien an Kinder und Familien:

• Happy Meal-Umsatz: 2,7 Milliarden US-Dollar pro Jahr
• Ungefähr 20 % des gesamten Kundenstamms von McDonald's
• Durchschnittliche Familienausgaben pro Besuch: 22,50 $

Altersgruppe	Prozentsatz des Kundensegments	Durchschnittliche Ausgaben
Kinder (0-12 Jahre)	12%	$8.75
Eltern	8%	$33.25

Junge Erwachsene und Studierende

Wichtige Zielgruppe für das Schnellservice-Modell von McDonald's:

• Altersspanne: 18–34 Jahre
• Repräsentiert 35 % des weltweiten Kundenstamms von McDonald's
• Durchschnittliche Ausgaben pro Besuch: 12,40 $

Bildungsniveau	Kundenprozentsatz	Besuchshäufigkeit
College-Studenten	22%	3-4 mal pro Monat
Junge Berufstätige	13%	2-3 mal pro Monat

Budgetbewusste Verbraucher

McDonald's-Wertversprechen für preissensible Kunden:

• Dollar-Menüartikel erwirtschaften jährlich 3,5 Milliarden US-Dollar
• Durchschnittliche Essenskosten: 5,99 $
• 40 % der Kunden legen bei der Lebensmittelauswahl Wert auf den Preis

Schnellrestaurant-Suchende

Ansprache zeiteffizienter Verbraucher:

• Durchschnittliche Bestellzeit: 3,5 Minuten
• Drive-in-Verkäufe: 70 % des gesamten Restaurantumsatzes
• Bestellungen über mobile Apps: 25 % der digitalen Transaktionen

Lokale marktspezifische demografische Gruppen

Maßgeschneiderte Angebote nach Region:

Region	Einzigartiges Kundensegment	Spezialisierter Menüpunkt
Indien	Vegetarische Verbraucher	McAloo Tikki Burger
Naher Osten	Halal-orientierte Kunden	McArabia-Huhn
Japan	Technikaffine Jugend	Digitale Bestellplattformen

McDonald's Corporation (MCD) – Geschäftsmodell: Kostenstruktur

Beschaffung von Lebensmittelzutaten

Jährliche Lebensmittel- und Verpackungskosten im Jahr 2022: 5,9 Milliarden US-Dollar

Zutatenkategorie	Jährliche Ausgaben	Prozentsatz der Lebensmittelkosten
Rindfleisch	1,8 Milliarden US-Dollar	30.5%
Geflügel	1,2 Milliarden US-Dollar	20.3%
Verpackung	850 Millionen Dollar	14.4%

Restaurantimmobilien und -wartung

Jährliche Gesamtkosten für Immobilien und Belegung im Jahr 2022: 3,4 Milliarden US-Dollar

• Durchschnittliche Wartungskosten für Restaurants: 175.000 USD pro Standort und Jahr
• Gesamtzahl globaler Restaurants: 40.275
• Weltweiter Immobilienportfoliowert: 22,3 Milliarden US-Dollar

Löhne und Schulung der Mitarbeiter

Gesamtarbeitskosten im Jahr 2022: 4,7 Milliarden US-Dollar

Kostenkategorie	Betrag
Stundenlohn der Mitarbeiter	3,2 Milliarden US-Dollar
Managementgehälter	980 Millionen Dollar
Schulung und Entwicklung	520 Millionen Dollar

Marketing- und Werbekosten

Gesamte Marketingausgaben im Jahr 2022: 1,6 Milliarden US-Dollar

• Digitale Werbung: 620 Millionen US-Dollar
• Traditionelle Medienwerbung: 680 Millionen US-Dollar
• Werbekampagnen: 300 Millionen US-Dollar

Investitionen in Technologie und digitale Infrastruktur

Gesamtausgaben für Technologie im Jahr 2022: 1,1 Milliarden US-Dollar

Kategorie „Technologie“.	Investition
Entwicklung mobiler Apps	280 Millionen Dollar
Digitale Bestellsysteme	420 Millionen Dollar
Cybersicherheit	180 Millionen Dollar
Cloud-Infrastruktur	220 Millionen Dollar

McDonald's Corporation (MCD) – Geschäftsmodell: Einnahmequellen

Verkauf von Restaurantlebensmitteln

Weltweiter Gesamtumsatz für 2023: 23,18 Milliarden US-Dollar

Geografische Region	Umsatzbeitrag
Vereinigte Staaten	8,31 Milliarden US-Dollar
Internationale Märkte	14,87 Milliarden US-Dollar

Franchise-Lizenzgebühren

Gesamtumsatz der Franchise im Jahr 2023: 5,86 Milliarden US-Dollar

• Die Franchise-Lizenzgebühren liegen zwischen 4 % und 5 % des Bruttoumsatzes
• Gesamtzahl der Franchise-Restaurants weltweit: 41.515 Standorte

Lizenzvereinbarungen

Jährlicher Lizenzumsatz: 372 Millionen US-Dollar

Lizenzkategorie	Einnahmen
Markenware	189 Millionen Dollar
Internationale Markenlizenzierung	183 Millionen Dollar

Transaktionsgebühren für digitale Plattformen

Digitaler Umsatz im Jahr 2023: 6,35 Milliarden US-Dollar

• Mobile-App-Transaktionen: 2,84 Milliarden US-Dollar
• Gebühren für Online-Lieferplattformen: 3,51 Milliarden US-Dollar

Mieteinnahmen aus Immobilien

Gesamteinnahmen aus der Immobilienvermietung im Jahr 2023: 2,19 Milliarden US-Dollar

Immobilientyp	Mieteinnahmen
Franchise-Standortvermietung	1,62 Milliarden US-Dollar
Firmeneigene Standortvermietung	570 Millionen Dollar

McDonald's Corporation (MCD) - Canvas Business Model: Value Propositions

McDonald's Corporation delivers value through a combination of global scale, digital integration, and focused affordability initiatives.

The core value proposition centers on providing meals that are fast, affordable, and consistent across its vast international footprint. In the third quarter of 2025, Global comparable sales increased by 3.6%, demonstrating this consistency across segments. Global Systemwide sales for that quarter alone exceeded $36 billion.

Segment performance in Q3 2025 illustrates the global reach and varied success:

Region	Q3 2025 Comparable Sales
U.S.	2.4%
International Operated Markets	4.3%
International Developmental Licensed Markets	4.7%

This performance underpins the promise of a reliable experience, whether you are in Chicago or in a Developmental Licensed Market.

Value-focused offerings like the 2025 McValue platform are a direct response to cost-conscious diners. The platform, which launched in early 2025, is designed to provide broad value access, supplementing digital offers. The components of this platform include:

• The extended $5 value meal choice.
• A new Buy One, Add One for $1 offer.
• Items for the $1 add-on include the Double Cheeseburger, McChicken sandwich, or 6-pc. Chicken McNuggets.

Management noted that the McValue platform is performing with take rates aligned to expectations. The company is focused on strengthening these value platforms to drive market share growth in 2025.

Personalized offers through the loyalty program drive deeper engagement and recurring business. As of the third quarter of 2025, the U.S. program boasts approximately 45 million 90-day active users. Across 60 loyalty markets, Systemwide sales to loyalty members reached over $9 billion in Q3 2025, contributing to approximately $34 billion for the trailing twelve-month period. The company has a stated goal of reaching 250 million 90-day active users by the end of 2027.

Extreme convenience via Drive Thru, Delivery, and Digital (3 D's) is a critical enabler of the value proposition. The digital ecosystem is scaling at speed. While specific 2025 digital penetration is not reported, digital sales contributed 35% of global sales in 2023. In the United States, drive-throughs account for 70 percent of sales. Delivery, supported by partnerships, accounted for up to 3% of all business as of 2019.

The familiarity and trust from a globally recognized brand is supported by its sheer scale. McDonald's Corporation is operating over 41,000+ restaurants in 2025. The brand serves over 65 million customers daily across more than 100 countries. The company is actively pursuing its fastest period of growth, targeting 50,000 stores by 2027.

Finance: draft 13-week cash view by Friday.

McDonald's Corporation (MCD) - Canvas Business Model: Customer Relationships

You're looking at how McDonald's Corporation keeps customers coming back, which is heavily weighted toward digital interaction as of late 2025. The relationship is built on speed, personalization, and high-volume transactions.

Automated self-service via mobile app and in-store kiosks

The push for digital convenience is clear in the numbers. Digital channels, which include app orders, kiosks, and delivery, accounted for 40% of total U.S. sales back in 2023, and that trend has only accelerated through 2025.

The McDonald's mobile app is a leading platform in the industry. As of October 2025, an estimated 45,000 people were downloading the app daily, outperforming industry peers in app downloads. For context on the platform's maturity, the app on the Apple App Store shows 6.9 million Ratings with a 4.8 score as of December 2025.

The company is actively scaling in-store technology, planning to expand the U.S. pilot of the Ready On Arrival system across its top six markets by the end of 2025.

Personalized engagement through MyMcDonald's Rewards

The MyMcDonald's Rewards program is central to driving repeat business. The goal is aggressive: grow from 150 million to 250 million 90-day active users by the end of 2027. As of the second quarter of 2025, McDonald's reported 185 million 90-day active users in the program.

The financial impact is substantial. Systemwide sales attributed to loyalty members reached approximately $33 billion over the trailing twelve-month period ending in Q2 2025, with the second quarter alone contributing about $9 billion.

Here's a quick look at the loyalty program's scale and targets:

Metric	Value	Context/Target
Active 90-Day Users (Q2 2025)	185 million	Goal is 250 million by end of 2027
Systemwide Loyalty Sales (TTM Q2 2025)	Approx. $33 billion	Goal is $45 billion by end of 2027
Loyalty Sales Growth (2024 YoY)	30% increase	From $30 billion in 2024 sales

High-frequency, transactional relationship for quick service

The data clearly shows that membership translates directly into more visits. This is the core of the frequency-led growth strategy.

The difference in visit cadence is stark:

• Non-loyalty U.S. customers visit McDonald's an average of 10.5 times annually.
• MyMcDonald's Rewards members visit an average of 26 times annually.

In the U.S. market specifically, roughly one-fourth of consumers are currently enrolled in the loyalty program, representing a major opportunity for further frequency capture.

Community-focused initiatives (e.g., Ronald McDonald House Charities)

The relationship extends beyond the transaction to community support, primarily through Ronald McDonald House Charities (RMHC). This builds brand affinity and trust.

For the Ronald McDonald House Global entity (EIN: 36-2934689), the 2024 financial snapshot shows:

• Operating Revenues: $144M
• Operating Expenses: $116M
• Total Assets: $303M

The efficiency of the charity is often highlighted; based on 2024 990 Financials, 86 cents of every dollar spent by Ronald McDonald House Global supports its programs around the world. Globally, RMHC provided 2.8 million overnight stays for families.

For a localized example, Ronald McDonald House Charities of Western Washington & Alaska reported $6,976,205 in Operating Revenues for FY 24.

McDonald's Corporation (MCD) - Canvas Business Model: Channels

You're looking at how McDonald's Corporation gets its food and experience into the hands of its customers. It's a multi-pronged approach, heavily leaning on physical presence but increasingly driven by digital integration. The sheer scale of the physical footprint is the foundation, but the digital channels are where the near-term growth acceleration is happening.

The core channel remains the physical restaurant. As of December 16, 2024, McDonald's Corporation operated more than 41,275 locations worldwide, pushing toward a goal of 50,000 by the end of 2027. The vast majority of these are franchised; for instance, in the United States, over 95% of locations are franchised. This asset-light model allows for rapid expansion, like the planned opening of over 1,500 locations globally by the end of 2025. The drive-thru remains a critical component of this physical network; at the end of 2023, the company reported having 27,000 locations globally equipped with drive-thrus. That channel is definitely still king for many transactions.

Here's a quick snapshot of the scale across the primary access points as of the latest reported figures:

Channel Component	Key Metric/Value	Context/Date
Total Global Restaurants	41,275+	As of December 16, 2024
Target Global Restaurants	50,000	Goal for end of 2027
Drive-Thru Locations	27,000	As of end of 2023
US Company-Operated vs. Franchised	>95% Franchised (US)	US Market Structure
Loyalty Program (90-day Active Users)	185 million	Q2 2025
Annualized Loyalty Sales	$33 billion	Trailing Twelve Months as of Q2 2025

The MyMcDonald's mobile app is central to the current strategy, driving frequency and personalization. The loyalty program, MyMcDonald's Rewards, is showing tangible results in customer behavior. For U.S. customers enrolled in the program, the average visit frequency jumps to 26 visits per year, significantly higher than the 10.5 times per year for non-loyalty customers. The company is aggressively pursuing growth here, aiming for 250 million 90-day active users by the end of 2027, having already reached 185 million in the second quarter of 2025. Systemwide loyalty sales hit approximately $9 billion in Q2 2025 alone. This digital ecosystem is a major revenue contributor; the TTM loyalty sales reached $33 billion as of that same quarter.

Third-party delivery services, like Uber Eats and DoorDash, are another established channel, though McDonald's Corporation is clearly pushing users toward its own app for delivery fulfillment. The growth in delivery has been substantial; global delivery sales grew from just $1 billion in 2017 to over $16 billion. The company is working to capture more of that delivery volume directly, predicting that 30% of its deliveries will originate from the MyMcDonald's app by 2027. Inside the physical restaurants, self-order kiosks are integrated into the digital channel strategy, helping to streamline in-store ordering and pickup, which supports the overall focus on convenience and speed.

Digital engagement, in general, is a major growth driver for McDonald's Corporation in 2025, with U.S. comparable sales growth in Q2 2025 being led by strong digital performance. That's where the future convenience is being built.

McDonald's Corporation (MCD) - Canvas Business Model: Customer Segments

You're looking at the core groups McDonald's Corporation is serving right now, late in 2025. It's a massive, diverse base, but the focus is clearly on specific value and convenience drivers.

Broad global audience, including families with children

McDonald's Corporation maintains a broad appeal across over 100 countries, serving over 70 million people daily. Families with children remain a cornerstone, evidenced by the sheer volume of Happy Meals sold. The company gives away around 1.5 billion toys yearly with these meals, and 1 out of 5 items sold includes a Happy Meal with a toy. This segment is targeted through family-friendly environments and promotions.

Here's a quick look at the age breakdown driving sales, based on recent data:

Age Group	Percentage of Sales (2024-2025 Estimate)
Adults aged 35-54	30%
Teens (13-17)	20%
Young Adults (18-34)	20%
Children under 12	20%
Seniors (55+)	10%

Value-conscious and middle-income consumers

The appeal to value-conscious customers is a major strategic focus in 2025, especially given inflationary pressures. McDonald's Corporation continues to attract customers across various income brackets, but it has more low- and middle-income diners compared to some competitors. To combat menu inflation, which has been around 40% since 2019, the company rolled out aggressive value initiatives. For example, in January 2025, the U.S. unveiled the new McValue menu. This included options like the $5 Meal Deal and a Buy One, Add One for $1 option. This focus resonates, as 39% of households earning $20,000 annually report eating at the restaurant once weekly.

Time-sensitive commuters seeking speed and convenience

Speed and convenience are functional benefits McDonald's Corporation addresses directly. While specific commuter sales figures aren't public, the emphasis on drive-thru and digital ordering speaks to this group. The company's global systemwide sales growth in Q2 2025 was 8% (or 6% in constant currency), supported by menu innovation and promotional campaigns that cater to quick transactions. The focus on efficiency helps capture those on the go.

Digital-first users, particularly the 18-34 age demographic

Digital engagement is a significant growth driver, building on successful technology investments. Systemwide loyalty sales reached approximately $33 billion over the trailing twelve months ending in Q2 2025, with $9 billion generated in that quarter alone across 60 loyalty markets. The digital platform is estimated to have 185 million users, driving $33 billion in annual sales. The younger demographic is heavily represented here. For digital service users, the breakdown shows strong adoption:

• 18-24 year olds: 26.90% of digital service users.
• 25-34 year olds: 28.96% of digital service users.

This means the 18-34 age bracket accounts for over 55% of the digital customer base. Finance: draft 13-week cash view by Friday.

McDonald's Corporation (MCD) - Canvas Business Model: Cost Structure

The Cost Structure for McDonald's Corporation is heavily influenced by its real estate ownership and the ongoing global expansion strategy, which necessitates significant investment in physical assets and digital infrastructure. You see this reflected in the major expense categories that drive the business.

The single largest component of direct operating cost, encompassing food, paper, and labor for company-operated restaurants, is reported as Cost of Revenue (food, paper, and labor) at -$11.2 billion (TTM Sep 30, 2025). This figure, presented with a negative sign, represents a major cash outflow before considering the high-margin revenue from the franchised base.

Significant capital expenditures are a core part of the cost structure, directly tied to the goal of reaching 50,000 restaurants by 2027. The latest reported Trailing Twelve Months (TTM) Capital Expenditures peaked in September 2025 at $3.113 billion. For the full year 2025, McDonald's Corporation expected capital expenditures to be between $3.0 and $3.2 billion, with the majority directed toward new restaurant unit expansion.

General and administrative expenses support the global operations, covering non-restaurant support staff payroll and corporate overhead. The Selling, General & Admin Expenses (SG&A) for the TTM ending September 2025 peaked at $2.498 billion. Looking forward, McDonald's Corporation expected full year 2025 Selling, general and administrative expenses to be about 2.2% of Systemwide sales.

Marketing and advertising costs are strategically managed, especially with the introduction of new digital funding mechanisms. The new Digital Marketing Fund, effective January 1, 2025, is intended to be funded at 1.2% of projected identified digital sales. This shift supports the investment of hundreds of millions of dollars into innovation and digital products like new ordering channels and personalization tools.

Rent and occupancy expenses are a critical, often fixed, cost, especially given McDonald's Corporation's real estate-heavy model. Occupancy costs are split between franchised and company-operated locations. Here is a breakdown of recent occupancy-related figures:

Expense Category	Amount (Millions USD)	Period Reference
Franchised restaurants-occupancy expenses	$1,274	Six Months Ended June 30, 2025
Company-owned and operated restaurant expenses (includes occupancy)	$8,334	Period referenced in 2024 Annual Report excerpt
Franchised restaurant margins	$3,559	Six Months Ended June 30, 2025 (Total)

The cost structure is also impacted by specific operational expenses, which vary based on the segment mix (company-operated vs. franchised). You should note the difference in margin measurement:

• Franchised restaurant margins are revenues less franchised restaurant occupancy costs (including lease expense and depreciation).
• Company-owned and operated restaurant margins are sales less costs for food & paper, payroll & employee benefits, and occupancy & other operating expenses necessary to run the restaurant.
• Company-owned and operated margins exclude costs like payroll for non-restaurant support staff, which are booked in Selling, general and administrative expenses.

For the six months ended June 30, 2025, the total Company-owned and operated restaurant expenses were $3,937 million.

The company also faces costs related to strategic shifts, such as restructuring charges connected to the Accelerating the Organization initiative, which totaled $43 million for the quarter ended June 30, 2025.

Finance: draft 13-week cash view by Friday.

McDonald's Corporation (MCD) - Canvas Business Model: Revenue Streams

You're looking at how McDonald's Corporation actually books its revenue, which is a critical distinction from the total sales that flow through its restaurants. The model is heavily weighted toward the high-margin, capital-light franchise side of the business. This structure is designed to generate stable, recurring income streams.

The primary revenue sources for McDonald's Corporation are clearly segmented between its directly managed stores and its vast network of franchisees. For the third quarter of 2025, the numbers show this split clearly:

Franchise Royalties and Rent: This is the bedrock of the model, representing income derived from the franchisee base, which is approximately 95% of all restaurants worldwide. For Q3 2025, this stream generated $4.36 billion.

Sales from Company-Operated Restaurants: This revenue comes directly from food and beverage sales at the restaurants McDonald's Corporation owns and runs itself. For the same period, Q3 2025, this segment contributed $2.56 billion.

The total consolidated revenues for McDonald's Corporation in Q3 2025 increased 3% (or 1% in constant currencies) over the prior year, which is a direct result of these revenue components plus other fees. Systemwide sales-which include all sales, franchised and company-owned-were over $36 billion for Q3 2025, an increase of 8% (6% in constant currencies).

Here's a quick look at the key revenue components and related metrics as of mid-2025:

Revenue Component / Metric	Period	Amount
Franchise Royalties and Rent	Q3 2025	$4.36 billion
Sales from Company-Operated Restaurants	Q3 2025	$2.56 billion
Systemwide Sales to Loyalty Members	TTM Q2 2025	Approximately $33 billion
Systemwide Sales to Loyalty Members	Q3 2025	Over $9 billion

Beyond the core sales and rent components, McDonald's Corporation captures revenue through fees associated with the franchise system and brand usage. These are less about daily sales and more about onboarding and licensing.

• Initial franchise fees: This is the upfront payment required to open a new franchised location. While the standard fee is often cited around $45,000 per unit, the total revenue recognized in this line item fluctuates based on the number of new openings and re-sales in the period.
• Other licensed market revenues: This covers income from developmental licensees and affiliates operating in specific markets.

The digital transformation is clearly showing up in how customers transact, creating a distinct revenue data point that management closely tracks. The focus on digital engagement is paying off in terms of sales volume channeled through members.

Systemwide Sales to Loyalty Members: This metric aggregates all sales where the customer identifies as a loyalty member across 60 markets. For the trailing twelve months ending with Q2 2025, this amounted to approximately $33 billion. By the time Q3 2025 results were reported, this TTM figure had already climbed to approximately $34 billion, with the quarterly contribution exceeding $9 billion.

Finally, the 'Other revenues' bucket captures income streams that support the overall system but aren't direct restaurant sales or standard rent/royalty payments. These streams help fund corporate infrastructure and brand expansion.

The components of Other Revenues include:

• Fees paid by franchisees to recover a portion of costs incurred by McDonald's Corporation for various technology platforms.
• Revenues from brand licensing arrangements to market and sell consumer packaged goods using the McDonald's brand.
• Income from financial investments, such as earnings from securities or real estate holdings not directly tied to restaurant leases.

Delivery services revenue is often integrated into the systemwide sales calculation and the subsequent royalty base, but direct fees related to technology supporting these channels fall into the 'Other revenues' category. Finance: draft 13-week cash view by Friday.