This kind of press release/article is generated ahead of the regular earnings announcements. In this case, McDonald's will release Fourth Quarter 2025 and year-end results on February Eleventh.
Will they make the 8,000-store goal? No one knows, given McDonald's global scope. We do know one thing: stakeholders in McDonald's don't care. Stakeholders want earnings, not the number of locations. If PJB delivers the expected earnings, stakeholders will not fuss over whether he expanded the system by 8,000 stores or 2,000 stores.
This is just part of the ongoing corporate charade that McDonald's Corporation is still a growth company.
A company focused on the number of global locations is not concerned with the profitability of the individual unit.
2 comments:
A company focused on the number of global locations is not concerned with the profitability of the individual unit.
AMEN !!!!!
McDonald’s likely has strong strategic growth opportunities globally and in select areas of the U.S. However, from my perspective, domestic growth often feels too reactive rather than proactive.
It sometimes appears that Real Estate relies heavily on outside brokers bringing opportunities to them, reviews sites remotely through maps, traffic counts, and demographic data, then runs the numbers based on nearby restaurants. While data is important, it does not replace local market knowledge.
Franchisees live in their micro-markets every day. We understand traffic patterns, neighborhood shifts, redevelopment plans, customer behavior, and upcoming opportunities long before they show up in a broker’s pitch deck.
Instead of waiting for calls, Real Estate and Development teams should be actively engaging with franchisees, regularly reviewing trading areas together, and asking where we see growth potential. Those conversations would surface opportunities that no spreadsheet or map can capture.
If McDonald’s wants to maximize U.S. growth, partnering more closely with operators on site selection and market development is essential.
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