Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of MCD revenue | Skew |
|---|---|---|---|
| PARPar Technology Corp | 21.00% | 0.36% | 59× |
| LWLamb Weston Holdings, Inc. | 15.00% | 3.69% | 4.1× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Our largest customer, McDonald's Corporation, accounted for approximately 15%, 15%, and 14% of our consolidated net sales in fiscal 2026, 2025, and 2024, respectively.”
$992M relationship4.1× more of LW’s book than MCD’s
basisLW fy2026 · closed 2026-05 $6.6BMCD fy2025 · closed 2025-12 $26.9B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001679273-26-000026cik 0001679273disclosed by LW
“McDonald's Corporation 21 % 15 % 12 %”
$96M relationship59× more of PAR’s book than MCD’s
basisPAR fy2025 · closed 2025-12 $456MMCD fy2025 · closed 2025-12 $26.9B
FILING10-K0000708821-26-000027
“Quick-service restaurant customers include Chick-fil-A, McDonald's, Wendy's, Panda Express, Dairy Queen, Chipotle, Panera and KFC.”
FILING10-K0001408075-26-000009cik 0001408075disclosed by GPK
“Our sales efforts are largely targeted towards the foodservice industry, principally chain restaurants and food processors, such as Chick-fil-A® and retail customers, including grocery store chains and wholesale clubs, such as Kroger ® , Costco ® , Publix ® and H-E-B ® in the U.S., chain restaurants such as McDonald's ® and grocery store chains such as Sainsbury's, Tesco and Waitrose in the U.K. and Europe, and grocery store chains such as Wal-Mart ® in Mexico.”
FILING10-K0000802481-26-000011cik 0000802481disclosed by PPC
“Third Amended and Restated Master Franchise Agreement for McDonald's Restaurants in All of the Territories, except Brazil, dated as of April 28, 2025”
FILING20-F0001628280-26-028950cik 0001508478disclosed by ARCO
“Due to the success Brag House was able to achieve, the partnership with McDonald's and Coca-Cola grew stronger as Brag House was contracted by Coca-Cola, in collaboration with McDonald's, for the third consecutive year to host a nationwide Fortnite tournament with student”
FILING10-K0001213900-26-036715cik 0001903595disclosed by HODO
Watchlist prices, news filtered to it, and its next report on your desk.
McDonald's Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Retail-Eating Places
Prev close 252.90 · gapped above the open, never looked back. High/low 257.91 at 6:30 am ET, 252.90 at 3:45 pm ET.
McDonald's Corp has 5 disclosed suppliers and 1 disclosed customer. Each one is named in an SEC filing, either McDonald's Corp’s own annual report or the counterparty’s, and carries the sentence that discloses it.
MCD (McDonald's Corp) has 5 disclosed suppliers and 1 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: PAR −6.58%, in hardware.