Story thread · 4 reports / 3 sources

McDonald's reveals major changes coming to menus, including a shift due to GLP-1s

nbcchicago.com · 6h · first reportShare

McDonald’s said Wednesday it will spend $8.5 billion over the next decade to modernize its restaurants globally. Fast-food traffic in many markets, including the U.S., is flat, so for McDonald’s to continue to grow it has to grab share from competitors and improve restaurant productivity, McDonald’s Chairman and CEO Chris Kempczinski said at a meeting with investors at the company’s Chicago headquarters. McDonald’s wants to automate more tasks, like inventory and scheduling, and improve kitchen operations. “The winners will be the companies that create more demand and deliver it more efficiently,” Kempczinski said. McDonald’s shares fell nearly 5% Wednesday, their largest percentage drop since April 2025, as investors shuddered at the eye-popping price of improving McDonald’s 46,000 global stores. On the product side, McDonald’s said hand-breaded chicken, which has rolled out at 10,000 restaurants in Asia and a handful of restaurants near Chicago, has boosted sales and quality ratings.