Melissa Ford's questions to Arcos Dorados Holdings Inc (ARCO) leadership • Q2 2025
Question
Melissa Ford from Bank of America asked for a discussion on consumption dynamics in Brazil during the second quarter and into July/August, and whether weather was a significant factor in the period's deceleration.
Answer
CEO Luis Raganato confirmed a drop in visitor flow in the broader QSR market but noted Arcos Dorados achieved positive comparable sales. He acknowledged that weather had some impact, mainly on dessert centers, but emphasized that the strongest performance came from the front counter, demonstrating the brand's aspirational appeal.