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McDonald's

2025 FDD Diligence Memo

5 Warnings
62/ 10

Score of 62/10 driven by: high financial transparency, strong franchisee support, limited territory protection.

Gov FDD ✓

Sys Health

6

Fin Strength

8

Econ Burden

4

Support

10

Contract

7

Change

+2

Red Flags & Key Signals

△ Warning
Active litigation — 7 casesItem 3

Review Item 3 narrative for claim types. Franchisee-vs-franchisor suits are a stronger red flag than third-party disputes.

△ Warning
Post-term non-compete — 1.5yr / 10miItem 17

After leaving the franchise, you cannot operate a competing business in this radius. Evaluate the real-world impact on your exit options.

△ Warning
No exclusive territoryItem 12

Franchisor is not obligated to protect your market area. Encroachment from company-owned units or other franchisees is possible.

△ Warning
Franchisor may compete in your territoryItem 12

The FDD explicitly reserves the franchisor's right to operate competing channels (e.g. online, other brands) within your market.

△ Warning
Recent leadership changes detectedItem 2

Item 2 shows multiple executives hired within 2 years of this FDD filing. Leadership instability can affect franchisee support quality during transitions.

✓ Positive
Revenue disclosed in FDDItem 19

Avg $4,002,000 from government-filed FDD. Transparent disclosure is a positive signal.

✓ Positive
Management has franchise system experienceItem 2

At least one key executive has disclosed prior franchise system experience — associated with better franchisee support and system discipline.

✓ Positive
Audited financials — no going concernItem 21

Franchisor financial statements are audited by Ernst & Young LLP with no going concern warning.

Investment Overview

Items 5, 6, 7

Total investment range: $1,471,000 – $2,728,000. Initial fee: $45,000. Royalty: 4% or 5%. Marketing fund: 4%.

Payback estimate: Investment-to-disclosed-revenue ratio: 0.52x. This is the ratio of midpoint investment ($2,099,500) to disclosed avg revenue ($4,002,000). No profit assumptions are applied.

Item 19 — Revenue

Item 19 — 2025 FDD (government-filed)

Item 19 discloses avg revenue of $4,002,000 (Calendar Year 2024).

Sample: Strong

12,572 units (93% of system) — highly representative sample. Average ($4,002,000) and median ($3,838,000) are close — the distribution appears relatively even. Investment-to-disclosed-revenue ratio: 0.52x ($2,099,500 midpoint investment vs $4,002,000 avg revenue).

Item 20 — System Health

Item 20 — 2025 FDD

System growing — net +102 units in reporting period.

↑ Growing

Strong expansion: 181 opened vs 32 closed/transferred. Closure/transfer rate of 3.4% is within normal range.

Total Units

13,559

Net Growth

+102

Turnover

3.4%

Year-over-Year Trends

2024 → 2025 FDD
Avg Revenue→ Flat+1%

2024 FDD

$3,966,000

2025 FDD (Current)

$4,002,000

Unit Count↑ Up

Opened

+181

Closed

-32

Net

+102

Turnover rate: 3.4%

Key Contract Terms

Item 17
Initial Term20 years
Royalty Rate4% or 5%
Marketing Fund4%
Mandatory ArbitrationNo
Post-term Non-compete1.5yr / 10mi
Exclusive TerritoryNo

Item 19 Data Quality Flags

Item 19

Gross sales

Figure represents gross sales — standard basis for cross-brand comparison.

Partial expenses disclosed

Some operating expenses are disclosed but not a complete P&L. Profit figures should be interpreted with caution.

Subset of units reported

Item 19 samples may be limited to defined subsets (subset meeting stated criteria), which affects comparability.

Strong sample (12572 of 13559 units)

93% of eligible units included — highly representative.

Data from 2024

Revenue covers 2024 — 2 years old. Reasonably current but worth confirming recent trends with existing franchisees.

Average and median close

Average ($4,002,000) and median ($3,838,000) are within 15% — reasonably even distribution.

Franchisee Interview Questions

Item 20 contacts

Use Item 20 to get current franchisee contact info. Call at least 3-5. Ask these questions:

criticalItem 20 — 2025 FDD

32 units closed in the most recent FDD period (29 were forced terminations). Ask franchisees: what actually drove those closures — was it market conditions, operations, or franchisor decisions?

Look for: Franchisees who left voluntarily vs. those terminated. Any pattern by region, years in system, or franchisee profile.

importantItem 11 — training & support

How responsive is your franchisor rep — do they actually help when you have a problem, or are they just checking boxes?

Look for: Specific stories (not just vague positives). Ask about a time they needed help urgently — response time matters.

importantItem 17 — 2025 FDD

If you decided to sell your franchise tomorrow, how easy would that be? Has the franchisor ever blocked or delayed a transfer you wanted?

Look for: Transfer fee surprises, right-of-first-refusal complications, or franchisor demanding upgrades before approving a sale.

importantItem 2 — 2025 FDD (Business Experience)

Item 2 shows recent leadership changes. Ask current franchisees: has the change in leadership affected support quality, speed of decisions, or the culture of the system?

Look for: Whether the new leadership has franchise operations experience. Disruption in field support after leadership transitions is common.

What did your revenue look like in year 1 vs. year 2 vs. now? When did you reach breakeven?

Look for: Year 1 revenue is typically well below Item 19 averages (which often exclude ramp-up units). Expect 12-24 months to reach average.

What did the training actually cover vs. what you needed on day 1? What do you wish you'd learned before opening?

Look for: Gap between training content and operational reality. New franchisees often report the training covered theory but not real-world situations.

Management Team — Item 2 (Business Experience)

9/10Strong Management Signal

Leadership has prior franchise system experience; long-tenured executives (5+ years); recent leadership changes detected; 37 senior roles identified.

37 senior execsfranchise exp.stable leadershiprecent changes

Item 2 · 2025 FDD · confidence: high

Territory — Item 12

0/10Critical Encroachment Risk

NO exclusive territory — encroachment risk exists; franchisor may operate competing channels in your market; franchisor reserves online/ecommerce sales; no defined territory type.

✗ No exclusive territoryFranchisor may competeOnline sales reserved

Item 12 · 2025 FDD

Supplier Dependence — Item 8

Critical Supplier Dependence · 9/10

Alternative suppliers may be approved with permission; mandatory purchases required from approved sources; defined approved supplier list exists; franchisor or affiliate receives revenue from supplier arrangements; mandatory categories: food_ingredients, packaging, equipment….

Required purchasesApproved supplier list⚠ Franchisor supplier revenueAlt suppliers allowedfood ingredientspackagingequipmenttechnologyinsurance

Item 8 · 2025 FDD

Data sources: 2025 Franchise Disclosure Document filed with a state franchise regulator (government record). Source: Full production extraction from 389-page 2025 FDD filed with WI DFI (file #638437). 120+ canonical fields, 15 tables, 20 exhibits, 30+ contract burden clauses extracted. Regression-checked against 1,215-field gold corpus.. · Payback estimates and margin assumptions are editorial — not from the FDD. This memo does not constitute legal or financial advice. Consult a franchise attorney and accountant before signing. Generated 2026-04-06 by Franchisel.com.

Important Notice:Franchisel provides franchise research and analysis for informational purposes only. This is not financial, legal, or investment advice. All financial data labeled “Estimated” is approximate and has not been verified against actual FDD filings. Data labeled “FDD Verified” or “State Filing” has been extracted directly from government-filed Franchise Disclosure Documents (MN CARDS, WI DFI, CA DFPI) but may not reflect the most recent filing. Unit counts, revenue figures, and other metrics change frequently. Always request and independently verify the current FDD from the franchisor before making any investment decision. Consult a qualified franchise attorney and accountant before investing. Franchisel is not affiliated with, endorsed by, or sponsored by any franchise system listed on this platform. Scores reflect our editorial analysis methodology and are not endorsed by any franchisor.