McDonald's presented its new strategy at its Investor Day yesterday, and the stock fell by more than 5%.

Shares of $MCD dropped to as low as $235 yesterday. The reason was the Investor Day, where the company presented its McDonald's > NEXT strategy and its goals for 2030.

What the company promised:

- $8.5 billion to support franchisees by 2036, including $5 billion by 2030

- The money will go toward restaurant modernization, technology, capital assistance, and rent discounts

- The goal is for the average US restaurant to generate $100,000 more in annual cash flow. The strategic plan comes as the US business is slowing.

Comparable sales in the US grew only 0.8% last quarter. That's the weakest pace since the beginning of 2025.