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McDonald’s Unveils ‘McDonald’s > NEXT’ to Combine Automation, Menu Upgrades and New Restaurant Design

Company leaders say the plan is meant to win back customers lost to specialty rivals and will be explained with financial targets at an investor day in September.

Overview

  • The company announced McDonald’s > NEXT on Monday at its worldwide franchisee and supplier convention in Las Vegas, laying out a strategy focused on automation, a unified restaurant redesign, higher hospitality standards and better-tasting core menu items.
  • McDonald’s is already piloting ARCHY, an automated order-taking system, at five U.S. restaurants as part of a broader push to use AI and back-end tech to make stores easier to run.
  • Executives pointed to solid Q1 2026 results — including 3.8% global comparable sales growth and $1.98 billion in net income — as the financial runway to invest in automation, menu changes and experience upgrades.
  • The overhaul is a response to rising specialty competitors and weaker perceptions of value among U.S. customers, with UBS Evidence Labs data showing perceived value fell from about 55% in 2020 to roughly 40% by 2024.
  • Franchisees will help shape how the plan is executed locally and McDonald’s will publish full financial details and targets at an investor day in September, a rollout that could shift crew tasks toward hospitality as routine work is automated.