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CLAIM #39285 · McDonald’s Corporation (MCD) · 2025Q4 earnings call · Feb 11, 2026 · due Dec 31, 2027

And we're on track to reach our target of 250 million 90-day active 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: Loyalty program 90-day active users, system-wide

It came true if: >= 250 million

Where: Company-disclosed loyalty metrics (McDonald's investor materials / earnings call commentary)

In context

to life across the restaurant experience from food to operations, design and technology. When we started this journey, from a company standpoint, we didn't have a global business services function. Today, we do. We didn't have revenue growth management function. Now we do. We didn't have a standardized global tech stack. Today, we're close. The early benefits from these new capabilities gives us a clear line of sight into how they'll unlock growth and productivity moving forward. Loyalty is another great example. In November 2020, the McDonald's loyalty app was just beginning to launch in the U.S. In 2023, we had about $20 billion in system-wide sales to loyalty members across 50 markets. In 2025, we almost doubled those sales with nearly 210 million 90-day active users across 70 markets. And we're on track to reach our target of 250 million 90-day active users by the end of 2027. This matters because we know that loyalty increases visit frequency and opens the door to new ways to engage with our fans like multi-visit bonus games such as the Snack Wraps campaign in the U.S. or exclusive partnerships available only through the app. Another critical proof is the connection between the app and the deployment of Ready on Arrival in our top 6 markets. It's already driving faster service, reducing wait times and improving customer satisfaction, and we expect those benefits to compound as adoption grows across the system. These touch points simply didn't exist a few years ago. When we execute, we know we can outperform the competition in any environment. What's clear is that we've earned the right to look forward. We're excited to share what's next with our system at our

Verify independently

SEC filings for MCD · Claim quote is verbatim from the 2025Q4 earnings call.