FoodBud
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RankingsInsightsMixue SeriesArchiveMethodologyDataSearch中文
FoodBud

Global foodservice chain intelligence. Every figure should link back to a source.

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中文

Company card

McDonald's Holdings Company(Japan),Ltd.

Medium
Brand★Golden 50est. scale

JPX/TSE 2702 · Japan

Listing status
listed
Operating model
Direct / managed estate
Scale basis
GMV / system sales
Confidence
Medium
Segment
qsr snack fastfood

麦当劳日本是高频标准化 QSR 的强样本;优先看 system-wide sales、门店数、营业利润率和加盟/直营组合。

Scale basis note

Terminal transaction scale across the network. Useful for franchise reach, not the same as listed-company revenue.

Compare this operator
Every number has a source row

Metrics below keep source tier, quality, period, and source link visible at the metric level.

Source tiers
S1Official primary — filings, annual reports, prospectuses
S2Official secondary — IR decks, transcripts
S3Supplementary — vetted media, databases
S0Not usable — flagged, never published

Source tiers — S1 official primary · S2 official secondary · S3 supplementary · S0 not usable. Open “Provenance” on any number for its tier, basis, precision, and do-not-use note.

GMV is not revenue

GMV/system sales, revenue, and royalty pool sales are separate scale bases. Screening proxies are directional only.

MetricValuePeriod / basisQualitySource
Stores
Reported restaurant, coffee shop, tea shop, bakery, or comparable chain units.
3,025 stores
FY2025 (Jan–Dec 2025): expanding its footprint by opening 120 new stores, bringing its total network to 3,025 locations
Source-backed
S2 official secondary (opens in new tab)
Press Or Ir · expanding its footprint by opening 120 new stores, bringing its total network to 3,025 locations
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Scale
Terminal transaction scale across the network. Useful for franchise reach, not the same as listed-company revenue.
$5.94B
FY2025 (Jan–Dec 2025): system-wide sales of 888,649 million yen, supported by a 5.7% rise in same-store sales
GMV / system salesTerminal transaction scale across the network. Useful for franchise reach, not the same as listed-company revenue.
Source-backed
S2 official secondary (opens in new tab)
Press Or Ir · system-wide sales of 888,649 million yen, supported by a 5.7% rise in same-store sales
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Basis: GMV / system sales
Precision: Estimated
Scale per store
Screening proxy: scale divided by store count. It is not audited AUV or unit profit.
$1.96M
Screening proxyest.
Derived scale_per_store using scale ÷ store_count at the linked basis; not a separately reported company metric.
GMV / system salesTerminal transaction scale across the network. Useful for franchise reach, not the same as listed-company revenue.
Source-backed
S1 official primary (opens in new tab)
Operator Metric Source · Source used for operator metric extraction.
Provenance
Tier: S1 official primary
Source: Operator Metric Source
Basis: GMV / system sales
Precision: Derived
Profit signal
Profit signal from the source period. Read with local accounting and segment mix in mind.
$213.21M
FY2025 (Jan–Dec 2025): net income climbing 6.1% to 33,909 million yen
Profit-positiveScale basis not specified. Use as a screening signal until a source pack is attached.
Source-backed
S2 official secondary (opens in new tab)
Press Or Ir · net income climbing 6.1% to 33,909 million yen
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Basis: Profit-positive
Revenue
Source-backed operating metric from the locked research snapshot.
$2.62B
JPY 416,602 million
Revenue proxyRecognized company revenue. Useful for accounting scale, but not directly comparable with GMV/system sales.
Source-backed
S1 official primary (opens in new tab)
Operator Metric Source · Source used for operator metric extraction.
Provenance
Tier: S1 official primary
Source: Operator Metric Source
Basis: Revenue proxy
Precision: Manual override

Market data (listed companies)

Market valuation · fluctuates · not operational scale · do not compare with GMV / system sales. Listed companies only.

MetricValuePeriod / basisQualitySource
Market cap
Public market capitalization captured in the locked source snapshot.
$6.79B
Directional proxy
May 22, 2026: Unverified: no citable primary disclosure with a verbatim excerpt found. No S1/S2 source discloses market cap at a specific date. Aggregator data shows Dec 30 2025 market cap ¥849.61B and Jun 23 2026 ¥950.65B; May 22 2026 is interpolated. S
Market cap (USD)Scale basis not specified. Use as a screening signal until a source pack is attached.
Directional proxy
S3 supplementary (opens in new tab)
Media Or Aggregator · Unverified: no citable primary disclosure with a verbatim excerpt found. No S1/S2 source discloses market cap at a specific date. Aggregator data shows Dec 30 2025 market cap ¥849.61B and Jun 23 2026 ¥950.65B; May 22 2026 is interpolated. S
Provenance
Tier: S3 supplementary
Source: Media Or Aggregator
Basis: Market cap (USD)
Precision: Market snapshot · not operational scale
⚠ Do not use for: Market valuation · not operational scale · never compare with GMV/system sales

Operator profile

9/19 source-backed

Classification, firmographics, ownership and operating dimensions — source-backed where disclosed, marked as a gap (never inferred) where not.

Format & positioning
Cuisine (primary)
burgerS2 official secondary (opens in new tab)
Cuisine (secondary)
chickenS2 official secondary (opens in new tab)
Service model
QSRS4 (opens in new tab)
Price tier
value
Company
Founded
1,971S2 official secondary (opens in new tab)
HQ country
JapanS2 official secondary (opens in new tab)
CEO
Thomas KoS2 official secondary (opens in new tab)
Employees
2,808 headcountS2 official secondary (opens in new tab)
Ownership
Parent
McDonald's Corporation (US, NYSE:MCD) — largest shareholder ~35% (some sources ~49% incl. subsidiaries); McDonald's Japan is the JP master licensee/affiliate, not a wholly-owned subsidiaryS3 supplementary (opens in new tab)
PE / holding
not disclosed
Recent M&A
not disclosed
Growth
Revenue YoY
2.7%S2 official secondary (opens in new tab)
Pricing & digital
Avg check
not disclosed
Digital sales
60%~
Off-premise
not disclosed
Loyalty members
not disclosed
Franchise terms
Royalty
5%~
Franchise fee
not disclosed
By-market footprint
Japan
3,025 storesS2 official secondary (opens in new tab)

Store counts by market/region — footprint context, not a same-basis comparison.

Disclosed store model

disclosed6/7 source-backed

Company-operated vs franchised footprint, AUV and store-level economics — taken verbatim from each operator's own filing, never inferred. A separate axis from company scale and single-store economics.

Total stores
3,025 stores
FY2025, end of consolidated fiscal year, as of Dec 31 2025
Source-backedS1 official primary (opens in new tab)
Company-operated
705 stores
FY2025, end of consolidated fiscal year (Jan 1 2025 - Dec 31 2025), as of Dec 31 2025
Source-backedS1 official primary (opens in new tab)
Company-operated
787 stores
FY2024, end of consolidated fiscal year, as of Dec 31 2024 (prior-year reference)
Source-backedS1 official primary (opens in new tab)
Franchised
2,320 stores
FY2025, end of consolidated fiscal year (Jan 1 2025 - Dec 31 2025), as of Dec 31 2025
Source-backedS1 official primary (opens in new tab)
System sales
not numerically disclosed in the kessan tanshin store/operations section as a yen figure; defined and discussed qualitatively only
FY2025 (Jan 1 2025 - Dec 31 2025)
EstimatedS1 official primary (opens in new tab)
New units opened
120 stores
FY2025 (Jan 1 2025 - Dec 31 2025), total system new openings
Source-backedS1 official primary (opens in new tab)
Net refranchised
113 company-operated stores reclassified to franchise (区分移行減少 △113 on the 直営店舗数 row; 113 added to franchised row 区分移行増加); offset by 15 franchise stores reclassified to company-operated (15 added to 直営, △15 on franchise) → net 98 stores shifted from company-operated to franchised in FY2025
FY2025 (Jan 1 2025 - Dec 31 2025)
Source-backedS1 official primary (opens in new tab)

Single-store model

3/3 source-backed

Unit economics are a separate axis from company-level scale — never read as the same number. Each field keeps its source, period, and quality; derived/estimated rows and gaps are marked.

AUV / unit sales
Derived system-sales/store = unit-volume proxy; not a disclosed AUV.
Derived: gmv_or_system_sales_usd 5,587,562,909 / 3,025 stores = ~USD1,847,128/store.
FY2024_or_latest_L1
EstimatedNeeds source
Same-store sales
Official FY2025 results; franchised+company estate, existing-store basis.
McDonald's Japan existing-store sales +5.7% YoY FY2025 (Dec year-end); record system-wide sales JPY 888,649M.
FY2025/12
Source-backedS1 official primary (opens in new tab)
Company-operated share
Inferred ~100% company-operated from model tier; confirm exact split if disclosed.
Model tier "direct_or_managed_estate" -> inferred company-operated share 1.0.
current
EstimatedNeeds source

Cost structure

2/6 source-backed

Where each revenue dollar goes, latest disclosed year. Slices use each operator's reported base — % of revenue unless the row notes otherwise (% of GMV, restaurant-level, franchise goods-supply COGS). Grey = not separately disclosed. This is a separate axis from company scale and single-store economics.

Food / COGS80%
FYE2024-12· 売上原価合計 = ALL restaurant costs bundled (food+labor+rent+utilities direct + franchise)S2 official secondary (opens in new tab)Estimated
JGAAP. US-style breakout NOT disclosed. 売上原価 80.0 = full store-operating cost; SG&A 8.1 corporate only. Cannot isolate food/labor/rent/marketing -> gap. Op margin 11.8% group.
Labor—
FYE2024-12Gap
JGAAP. US-style breakout NOT disclosed. 売上原価 80.0 = full store-operating cost; SG&A 8.1 corporate only. Cannot isolate food/labor/rent/marketing -> gap. Op margin 11.8% group.
Rent / occupancy—
FYE2024-12Gap
JGAAP. US-style breakout NOT disclosed. 売上原価 80.0 = full store-operating cost; SG&A 8.1 corporate only. Cannot isolate food/labor/rent/marketing -> gap. Op margin 11.8% group.
Delivery commission—
FYE2024-12Gap
JGAAP. US-style breakout NOT disclosed. 売上原価 80.0 = full store-operating cost; SG&A 8.1 corporate only. Cannot isolate food/labor/rent/marketing -> gap. Op margin 11.8% group.
Marketing—
FYE2024-12Gap
JGAAP. US-style breakout NOT disclosed. 売上原価 80.0 = full store-operating cost; SG&A 8.1 corporate only. Cannot isolate food/labor/rent/marketing -> gap. Op margin 11.8% group.
Operating margin11.8%
FYE2024-12· groupS1 official primary (opens in new tab)Source-backed
JGAAP. US-style breakout NOT disclosed. 売上原価 80.0 = full store-operating cost; SG&A 8.1 corporate only. Cannot isolate food/labor/rent/marketing -> gap. Op margin 11.8% group.
Not separately disclosed8.2%

Supply chain

5 suppliers · 0 with S1 filing

Who supplies this brand — reverse-extracted from each supplier's own filing (top-customer / related-party disclosure). The % is the supplier's revenue share from this brand (supplier-side, not procurement spend), unless a note says otherwise. Each edge keeps its period, source tier, and audit link; named relationships without a disclosed % are shown as such.

Fujipan Co., Ltd. (フジパン株式会社 / Fujipan QSR)
Bakery
discloses as: McDonald's Holdings Company(Japan),Ltd.
—named (no % disclosed)S2 citedsource (opens in new tab)
HAVI Supply Chain Solutions Japan (ハヴィサプライチェーン・ソリューションズ・ジャパン)
Logistics
discloses as: McDonald's Holdings Company(Japan),Ltd.
—named (no % disclosed)S2 citedsource (opens in new tab)
Fujipan QSR Co., Ltd. (corroborating: McDonald's Japan customer-inquiry reply listing 3 suppliers / 7 factories)
Bakery
discloses as: McDonald's Holdings Company(Japan),Ltd.
—named (no % disclosed)S3 newssource (opens in new tab)
Ina Bakery (イナベーカリー, Saitama)
Bakery
discloses as: McDonald's Holdings Company(Japan),Ltd.
—named (no % disclosed)S3 newssource (opens in new tab)
Okiko Co., Ltd. (オキコ株式会社, Okinawa)
Bakery
discloses as: McDonald's Holdings Company(Japan),Ltd.
—named (no % disclosed)S3 newssource (opens in new tab)

Peers in this segment

Jollibee Foods CorporationGMV / system salesZENSHO HOLDINGS CO.,LTD.GMV / system salesYOSHINOYA HOLDINGS CO.,LTD.Company-operated revenue (proxy)MOS FOOD SERVICES,INC.GMV / system salesDPC DashRevenue proxy교촌에프앤비Revenue proxy

Same segment — each operator keeps its own scale basis; this is navigation, not a like-for-like comparison.