CLAIM #39324 · McDonald’s Corporation (MCD) · 2026Q1 earnings call · May 7, 2026 · due Dec 31, 2027
“I don't think we're expecting a kind of a shift in the mix. I mean, as you know, IDL already makes up the majority of our openings just because of the size of the opportunity in a lot of those developing markets.”
Ian Borden · CFO
How to check this claim
Look at: IDL segment share of total net restaurant openings, annual
It came true if: IDL net openings remain > 50% of total net new restaurant openings each year through 2027
Where: Company-disclosed restaurant unit counts by segment (10-K / Q4 earnings materials)
In context
“ere's enough data at this point to really give you a definitive answer on that. But certainly, consumer sentiment is heightened anxiety, let's just say, and it may have an impact. But our focus, again, is on controlling what we can control and our expectation for continuing momentum around share growth, we're expecting that to continue. Dexter Congbalay: Next question is from Andrew Charles over at TD Cowen. Andrew Charles: Ian, you talked about the commitment to get to 50,000 restaurants by 2027. But I'm curious, given the state of cash flows in the U.S. and IOM that you've talked about, is it right to think that [ ILD ] is going to really be driving a lot more and pulling a lot more of its weight than you originally expected at the Investor Day a few years ago? Ian Borden: Andrew, well, I don't think we're expecting a kind of a shift in the mix. I mean, as you know, IDL already makes up the majority of our openings just because of the size of the opportunity in a lot of those developing markets like China or elements of Asia and Latin America, et cetera. And I think our partners continue to be optimistic about the opportunity for growth. And in those markets, a lot of them, you already have conditions where you've got to be very, very sharp to get good returns. So I don't think there'll be a significant shift. I think for all of us, though, a bit to what Chris and I talked to earlier, it's just -- we just have to stay sharp on making sure we feel confident in our ability to deliver returns. And that's, I think, ultimately what will be any shorter-term adjustment. I think the long-term opportunities in all of our markets, we still remain very optimistic about, and we're going to stay focused on that. Christopher Kempczinski: Yes. The only thing I would add, I think sort of implied”
Verify independently
SEC filings for MCD ↗ · Claim quote is verbatim from the 2026Q1 earnings call.