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    Jack Gater

    Research Analyst at J.O. Hambro Capital Management

    Jack Gater is an Analyst on the Global Emerging Markets Opportunities team at J.O. Hambro Capital Management, having joined the team in 2025 after spending three years with the firm's Investment Risk team. His expertise lies in analyzing emerging markets equities, though specific companies under his coverage and quantitative performance metrics such as ranking or returns are not publicly disclosed. Gater began his career at J.O. Hambro Capital Management in the Investment Risk division in 2022 before advancing to his current analyst role in 2025. While detailed information on professional credentials, securities licenses, or notable industry recognition is not available, his progression within J.O. Hambro demonstrates a solid grounding in investment research and risk analysis.

    Jack Gater's questions to Arcos Dorados Holdings (ARCO) leadership

    Jack Gater's questions to Arcos Dorados Holdings (ARCO) leadership • Q2 2025

    Question

    Jack Gater from J.O. Hambro Capital Management requested an expansion on the changing competitive landscape in desserts, the margin profile of dessert centers, and their contribution to total sales.

    Answer

    CEO Luis Raganato stated that dessert centers accounted for almost 10% of total sales as of 2024 and carry significantly higher margins. He acknowledged increasing competition, particularly in Brazil, and said the company has implemented a solid plan involving aggressive pricing and product innovations like the Grimace Shake to counter it.

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