Capgemini Extends Its Global Strategic Agreement with McDonald's for Five More Years
On March 5, 2026, Capgemini announced a five-year extension of its global strategic agreement with McDonald's Corporation. The partnership focuses on deploying modern and scalable platforms to enhance customer and employee experiences within the global restaurant system.
The renewed partnership between Capgemini and McDonald's continues a collaboration that has spanned over a decade. This multi-year global agreement aims to support McDonald's in deploying modern and scalable platforms, as well as modernizing its restaurants and enriching digital experiences. Over the next five years, McDonald's will begin a new phase of transformation, focusing on modernizing its technological infrastructures, accelerating the market launch of products and services, and adopting more profitable models by leveraging artificial intelligence.
Scope of the Agreement
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Under this agreement, Capgemini will provide engineering, deployment, and support services for some of McDonald's customer-oriented digital channels, as well as for the technological solutions used in restaurants within the global McDonald's system. The group will employ a multidisciplinary approach combining strategy, design, innovation, and engineering. Capgemini will also leverage its capabilities in artificial intelligence and advanced analytics through its Applied Innovation Exchange platform, as well as its expertise in public cloud.
Strategic Goals
McDonald's aims to reach 250 million active users of its loyalty program over 90 days and aspires to generate $45 billion in annual sales through this program by the end of 2027. The restaurant chain also intends to connect thousands of restaurants to cloud services as part of its global 'Accelerating the Arches' strategy.
SectorLogiciels et services numériques›Services IT et conseil
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Context
Period
Period: S1 2026
Key reported figures
Revenue: 12 082 millions d'euros
Quarterly revenue: 12 082 millions d'euros
Revenue growth: 8,8 %
EBITDA margin: 12,5 %
Net income: 498 millions d'euros
Free cash flow: 37 millions d'euros
6 454 millions d'euros
Guidance from the release
Forts de cette dynamique, nous relevons notre objectif de croissance à taux de change constants pour l'ensemble de l'année à environ +8,5 % à +9,0 %
Outlook / guidance
Expected revenue: 24 431 millions d'euros
Management commentary: Perspectives pour l'exercice 2026 : pour l'exercice 2026, le Groupe vise désormais les objectifs financiers suivants : une croissance à taux de change constants du chiffre d'affaires de l'ordre de +8,5 % à +9,0 % (contre précédemment de +6,5 % à +8,5 %) ; une marge opérationnelle comprise entre 13,6 % et 13,8 % (inchangée).
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
