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USA Today

McDonald’s to test in-store ad network at 450 company-owned U.S. restaurants starting August 2026

AI Market Summary
McDonald's is piloting a McDonald's Media Network at 450 company-owned U.S. stores, enabling third-party ads on drive-thru and potentially broader in-store digital screens. Management targets eventual ~$1B revenue, leveraging ~220M active loyalty members and first-party data, aligning with fast-growing commerce media trends seen at Amazon and Walmart. Near-term market impact hinges on pilot rollout pace, franchisee adoption, and customer experience outcomes.
Impact level
● Low
Affected assets
NCSKMCD2USD/USDT+0.57%
AI Insight · NCSKMCD2USD/USDTAI Insight
● Neutral
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McDonald’s said it will pilot the McDonald’s Media Network in the U.S., allowing other companies to buy ads across its digital platforms and restaurant screens. The company began testing the concept in August 2026 at 450 company-owned U.S. restaurants, excluding independently operated franchisees. Global Chief Marketing Officer Morgan Flatley said the company aims to build the business into a $1 billion revenue stream. McDonald’s said it has about 220 million active loyalty members worldwide.
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