Ingrid Gosman's questions to Arcos Dorados Holdings Inc (ARCO) leadership • Q2 2025
Question
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.