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Story summary
- CEO Chris Kempczinski announced an $8.5 billion, 10-year plan to provide franchisees capital support and rent relief.
- McDonald’s reported U.S. comparable sales rose 0.8% while restaurant visits fell 4.5% in H1 2026.
- Only 60%-65% of U.S. restaurants adopted the “under $3 menu” after franchisee resistance.
- McDonald’s pushed its 50,000-restaurant remodel deadline from 2027 to 2028.
- Beef prices rose 5.9% YoY in August, and overall costs have nearly doubled over five years.
