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Ingrid Gosman

Research Analyst at Inca Investments LLC

Ingrid Gosman is an analyst at Inca Investments, specializing in Latin American equities with in-depth coverage of consumer and industrial sectors. She is noted for her research on publicly traded companies across Brazil, Mexico, and Chile, consistently delivering insightful investment calls informed by rigorous market analysis. Gosman began her career in the financial services industry over a decade ago and has held roles at regional investment firms prior to joining Inca Investments, where she has been a key member since the early 2020s. She holds professional credentials including FINRA registration and relevant securities licenses, reinforcing her reputation for analytical rigor and commitment to compliance.

Ingrid Gosman's questions to Arcos Dorados Holdings (ARCO) leadership

Question · Q2 2025

Ingrid Gosman from Inca Investments asked for an update on the competitive environment in Brazil and whether there have been any significant changes given the softer consumer environment.

Answer

CEO Luis Raganato explained that reduced guest traffic across the sector has led competitors to focus on promotional activities. He contrasted this with Arcos Dorados's comprehensive plan that combines value offerings to drive traffic with aspirational campaigns to build the brand. This strategy has allowed the company to maintain its market share, which is 2.2 times that of its nearest competitor.

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