McDonald's Rolls Out $8.5 Billion Franchisee Support Plan

McDonald's is launching its new growth strategy, called NEXT, which aims to modernize restaurants, improve operations, and win more visits. As part of this plan, the company will provide approximately $8.5 billion in support to franchisees through 2036, with about $5 billion expected by 2030.

This commitment includes rent relief and capital support, which is expected to produce roughly $100,000 in annual cash flow benefits for the average U.S. restaurant once the planned improvements are fully deployed. The company targets a 250 basis points gross restaurant-level efficiency gain across its U.S. and International Operated Markets.

McDonald's expects its operating margin to reach the low-to-mid 50 percent range by 2030, with sales from restaurant expansion contributing nearly 2.5 percent to systemwide sales growth in 2027, moderating to about 2 percent by 2030.