Bob Ford's questions to Arcos Dorados Holdings Inc (ARCO) leadership • Q1 2025
Question
Bob Ford asked about the company's pricing strategy across its various markets and the net impact of the Argentine peso's real appreciation on G&A expenses and overall profitability.
Answer
CFO Mariano Tannenbaum reiterated the strategy of aligning price increases with inflation to protect traffic. He explained that while the Argentine peso's appreciation negatively impacts corporate G&A expenses based there, this is more than offset by the positive effect on the Argentine operation's profitability, resulting in a net positive impact for Arcos Dorados on a consolidated basis.