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CLAIM #39226 · McDonald’s Corporation (MCD) · 2025Q2 earnings call · Aug 6, 2025 · due Dec 31, 2027

In 2023, we set a goal to reach 250 million 90-day active loyalty users by the end of 2027.

Chris Kempczinski · CEO

PENDING
graded after results covering Dec 31, 2027 are reported

How to check this claim

Look at: 90-day active loyalty users (global, across all loyalty markets)

It came true if: >= 250 million

Where: Company-disclosed loyalty program metrics (earnings release / investor presentation / quarterly call commentary)

In context

Google, we're developing edge computing, which extends the cloud to our restaurants. Edge is the digital foundation for the next generation of restaurant innovation that powers AI and Internet of Things enabled restaurants. The expected benefits are many. Increased restaurant uptime and enhanced customer and crew experience, improved food quality and cost savings opportunities. We're currently live with edge in hundreds of U.S. restaurants and are beginning to deploy it internationally. Running great restaurants is just one component of serving up great customer experience. Our fans want greater personalization, convenience and value. And bringing millions more consumers into the McDonald's digital universe is how we're ensuring customers feel seen and satisfied with each and every visit. In 2023, we set a goal to reach 250 million 90-day active loyalty users by the end of 2027. As of this quarter, we've reached more than 185 million 90-day active users across 60 loyalty markets. In the U.S. alone, on average, the same customer visits 10.5 times in the year before joining the loyalty program and then 26 times in the year after joining. They are earning points in the app and using them to unlock exclusive deals. And thanks to our recent partnership in the U.S., customers were able to extend rewards to new experiences like the Snapchat+ subscription with premium features. Fans ordering on the app are already saving time with ready on arrival. Our geofencing technology can let our restaurants know when to start your order. In the U.S., restaurants with ready on arrival can reduce wait times for food pickup by more than 50%, and in many cases, eliminate them all toge

Verify independently

SEC filings for MCD · Claim quote is verbatim from the 2025Q2 earnings call.