ARCO Research | Milton Maxwell

ARCO

Arcos Dorados Holdings Inc.

7.26

-0.14-1.89%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q4 '25

Cost savings quantified; Brazil share intact

3/18/26Mar 18, 2026

Q&A fleshed out cost discipline, pinning G&A savings at $10M annualized from completed headcount cuts across divisions and corporate. Brazil margins ticked up—gross by 10bps despite beef hikes, payroll leveraged 90bps—yet traffic stays weak, offset by EconoMaki value platform shielding 2x competitor share lead. NOLAD faced F&P pressures but early 2026 signals relief; ETR holds ~38%. CapEx per unit dropped via supplier tweaks and FX tailwinds. Traffic lags, but share holds firm. Management eyes comps aligning inflation mid-year; investors track Brazil consumption normalization.

Key Stats

Market Cap

1.53B

P/E (TTM)

6.21

Basic EPS (TTM)

1.17

Dividend Yield

0.03%

About

Arcos Dorados Holdings Inc. operates as a franchisee of McDonald's restaurants. The company has the exclusive right to own, operate, and grant franchises of McDonald's restaurants in 20 countries and territories in Latin America and the Caribbean, including Argentina, Aruba, Brazil, Chile, Colombia, Costa Rica, Curacao, Ecuador, French Guiana, Guadeloupe, Martinique, Mexico, Panama, Peru, Puerto Rico, Trinidad and Tobago, Uruguay, the U.S. Virgin Islands of St. Croix and St. Thomas, and Venezuela. The company was founded in 2007 and is based in Montevideo, Uruguay.

CEO

Mr. Woods W. Staton

IPO

4/14/2011

Website

https://www.arcosdorados.com

Sector

Consumer Cyclical

Industry

Restaurants