Flowvium
Voltar ao explorador

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.

Compartilhar:
⇄ Compare

Produtos e receita

Participação de receita por produto

Composição de receita ($25.9B)

Dados estáticos (carregando finanças em tempo real…)

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

Composição de segmentos e principais clientes

Detalhes do produto

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

Relações da cadeia de suprimentos

Concorrentes

Yum! Brands, Inc.

Quick-service restaurants

Impacto: Major competitor

Starbucks Corporation

Morning daypart and beverage sales

Impacto: Competitor in breakfast/beverages

Principais Fornecedores

The Coca-Cola Company

Coca-Cola fountain beverages

Impacto: High — exclusive beverage partner

Contexto macro e de mercado

소비재 (경기민감)Notícias do setor

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%

Próximos catalisadores

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

Sinais institucionais

InstituiçãoAçãoValorTrimestreData de arquivamento
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↓

Últimas notícias

Carregando notícias...

Análise IA

Clique em "Obter análise IA" para uma análise da cadeia de suprimentos de McDonald's Corporation.

Info da empresa

Sede

Chicago, Illinois, USA

Fundada em

1955

Funcionários

150,000

Visão geral do setor — 소비재 (경기민감)

Notícias do setor

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%

Temas principais

  • •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

Próximos catalisadores

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