McDonald's unveiled new long-term targets ahead of its Wednesday investor day, aiming for an operating margin in the low-to-mid 50% range by 2030, up from 46.1% in 2025. The company committed as much as $8.5 billion through 2036 to help franchisees fund restaurant upgrades, with about $5 billion of that franchisee support landing by 2030 through rent relief and direct capital. That comes alongside $1.5 billion to $2 billion in extra capital spending from 2027 to 2030, on top of roughly $3 billion a year in routine capex. The upgrades cover new equipment, technology and an AI-powered restaurant operating system called ArchIQ, which McDonald's projects will add about $100,000 in annual cash flow at the average U.S. restaurant and pay back the investment in around four years. General and administrative spending is expected to fall to about 1.9% of systemwide sales by 2030 from a forecast 2.2% this year, and the company is targeting roughly 1.5 percentage points of added global market share in both chicken and beverages by 2030.
McDonald’s CorporationMcDonald's set a 2030 operating margin target of low-to-mid 50% and pledged up to $8.5B in franchisee support plus $1.5-2B extra capex, with G&A falling to ~1.9% of systemwide sales.
