CLAIM #39240 · McDonald’s Corporation (MCD) · 2025Q2 earnings call · Aug 6, 2025 · due Aug 6, 2027
“I think you're going to see the restaurant and company platform benefits emerge over the next couple of years.”
Chris Kempczinski · CEO
How to check this claim
Look at: General & administrative (G&A) expenses as a percent of system-wide sales
It came true if: G&A as % of system-wide sales lower than the figure reported for fiscal year 2024
Where: Company quarterly/annual income statement and investor disclosures (10-K/10-Q, earnings releases)
In context
“ant experience for the customer. It's going to improve the restaurant experience for the crew person, and it needs to be able to deliver cost savings, productivity to the franchisee to ultimately enable the investment that goes behind these things. Lastly, on the company side, we've talked about -- we've rolled out our finance system. We've rolled out our HR system. We've set up a global business center in India. We have one that's also up and running in Mexico. That's going to give us better capabilities. It's going to mean that we can move faster. And yes, ultimately, it's going to deliver cost savings that's going to ultimately show up in our G&A line as a percent of system-wide sales. So all of those things are coming to fore. I'd say we're probably most advanced on the consumer side. I think you're going to see the restaurant and company platform benefits emerge over the next couple of years. Ian Frederick Borden: Maybe just a couple of builds to what Chris said, just maybe as reminders because I think as we laid these out, if you remember in the investor event at the end of '23, what we talked about is these would be tech-enabled platforms, as Chris has touched on, which means getting -- moving away because we've been a very decentralized business as we've grown over history. And so we've become very disaggregated. It's about how do we move from common platforms, standard infrastructure that allows us to scale innovation at speed, get the benefits of our size and scale, as I've talked about previously, starting to come to their full advantage because we can start leveraging scale to drive efficiency. And I think just a reminder on, I think as we've talked about before, '25 an”
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SEC filings for MCD ↗ · Claim quote is verbatim from the 2025Q2 earnings call.