Episode Details

McDonald’s is scaling back its global expansion target from 2027 to 2028 amid rising construction costs and tighter consumer spending, while U.S. sales barely rose 0.8%—far below expectations—due to chaotic menu changes, misfired marketing, and pricing errors. The company is pivoting toward digital deals and loyal customer rewards, with Skye Anderson stepping in as U.S. CEO. Meanwhile, international markets surged, lifting overall sales 4%, and a September investor day will reveal deeper plans to rebuild food quality, operations, and customer loyalty.

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