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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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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($25.9B)

Données statiques (chargement des finances en temps réel…)

U.S. (40%)
International Operated Markets (45%)
International Developmental Licensed (12%)
Corporate & Other (3%)

Composition des segments et principaux clients

Détails du produit

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

Relations dans la chaîne d'approvisionnement

Concurrents

Yum! Brands, Inc.

Quick-service restaurants

Impact: Major competitor

Starbucks Corporation

Morning daypart and beverage sales

Impact: Competitor in breakfast/beverages

Fournisseurs clés

The Coca-Cola Company

Coca-Cola fountain beverages

Impact: High — exclusive beverage partner

Contexte macro et de marché

소비재 (경기민감)Actualités du secteur

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%

Prochains catalyseurs

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

Signaux institutionnels

InstitutionActionValeurTrimestreDate de dépôt
BlackRockaccumulating$342M2024.062024-08-13↑
BlackRockreducing$164M2024.062024-08-13↓
BlackRockreducing$164M2024.062024-08-13↓
BlackRockreducing$10M2024.062024-08-13↓
BlackRockreducing$26M2024.062024-08-13↓
BlackRockaccumulating$261M2024.062024-08-13↑
BlackRockreducing$109M2024.062024-08-13↓
BlackRockaccumulating$4.8B2024.062024-08-13↑
BlackRockaccumulating$4.0B2024.062024-08-13↑
BlackRockaccumulating$323M2024.062024-08-13↑
BlackRockaccumulating$464M2024.062024-08-13↑
BlackRockreducing$182M2024.062024-08-13↓
BlackRockaccumulating$331M2024.062024-08-13↑
BlackRockaccumulating$1.2B2024.062024-08-13↑
BlackRockreducing$43M2024.062024-08-13↓
BlackRockreducing$32M2024.062024-08-13↓
BlackRockreducing$67M2024.062024-08-13↓
BlackRockreducing$42M2024.062024-08-13↓
BlackRockreducing$9M2024.062024-08-13↓
BlackRockreducing$220K2024.062024-08-13↓
BlackRockreducing$248M2024.062024-08-13↓
Vanguard Groupaccumulating$1.2B2025.122026-01-29↑
Vanguard Groupaccumulating$474M2025.122026-01-29↑
Vanguard Groupaccumulating$2M2025.122026-01-29↑
Vanguard Groupaccumulating$406M2025.122026-01-29↑
Vanguard Groupaccumulating$103M2025.122026-01-29↑
Vanguard Groupaccumulating$19.9B2025.122026-01-29↑
State Streetaccumulating$11.0B2025.122026-02-13↑
Wellington Managementaccumulating$1.4B2025.122026-02-17↑
Wellington Managementaccumulating$10M2025.122026-02-17↑
Wellington Managementaccumulating$7M2025.122026-02-17↑
Wellington Managementreducing$281K2025.122026-02-17↓
Wellington Managementaccumulating$12M2025.122026-02-17↑
Wellington Managementaccumulating$4M2025.122026-02-17↑
Viking Global Investorsaccumulating$1.1B2025.122026-02-17↑
FMR (Fidelity)accumulating$634M2025.122026-02-17↑
FMR (Fidelity)reducing$1M2025.122026-02-17↓
FMR (Fidelity)accumulating$426M2025.122026-02-17↑
FMR (Fidelity)reducing$235K2025.122026-02-17↓
FMR (Fidelity)accumulating$23M2025.122026-02-17↑
FMR (Fidelity)reducing$866K2025.122026-02-17↓
FMR (Fidelity)reducing$0K2025.122026-02-17↓

Actualités récentes

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Informations sur l'entreprise

Siège social

Chicago, Illinois, USA

Fondée en

1955

Effectifs

150,000

Aperçu du secteur — 소비재 (경기민감)

Actualités du secteur

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%

Thèmes clés

  • •소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • •AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • •중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Prochains catalyseurs

  • ◆Amazon·Tesla Q1 실적 (2026.04~05)
  • ◆중국 5.4월 소매판매 데이터