Over eight years since its rebranding as Golden Arches, McDonald’s China has achieved triple expansion through “deep localization”: store count grew from 2,400 to 7,100, with plans to cover all provincial administrative regions this year and reach 10,000 stores by 2028. A 450-person local IT team has driven digitalization, with the app surpassing 130 million downloads.

The CITIC consortium maintains controlling stake, with half the board consisting of Chinese members, and over 90% of ingredients sourced locally, with supply chain, digitalization, and talent fully “self-developed and controlled.” The company also released its first Positive Practices Report: launching 100 new menu items annually, operating 3,800 green restaurants with 100% FSC-certified paper packaging; the “Ronald McDonald House” has provided 77,000 nights of accommodation for over 1,700 families seeking medical care away from home; and 50% of its 200,000 employees are Gen Z, with Hamburger University training 70,000 people over eight years. Facing cautious consumer spending, McDonald’s adheres to a long-term vision paired with short-term value strategies, guided by customer demand as its North Star, continuously strengthening its moat of “China speed, China warmth.”

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