Eduardo's questions to Arcos Dorados Holdings Inc (ARCO) leadership • Q4 2024
Question
Eduardo from an unknown firm asked for an update on business performance and the outlook for Panama and Mexico, given the current consumer environment.
Answer
COO Luis Raganato reported strong 2024 performance in Panama driven by affordability platforms. For Mexico, he acknowledged short-term headwinds in Q1 2025 from calendar effects but expressed long-term confidence due to brand strength, growing market share, and the 'Four D's' strategy, highlighting that 40% of restaurants in Mexico are now modernized.