Research analysts who have asked questions during Arcos Dorados Holdings earnings calls.
EH
Eric Huang
Banco Santander S.A.
3 questions for ARCO
Also covers: ASAI, ASAIY
FM
Froylan Mendez
JPMorgan Chase & Co.
3 questions for ARCO
Also covers: FMX
AG
Alvaro Garcia
BTG Pactual
2 questions for ARCO
Also covers: CCU, FMX, KOF +1 more
JR
Julia Rizzo
Morgan Stanley
2 questions for ARCO
Also covers: AGRO
Thiago Bortoluci
Goldman Sachs
2 questions for ARCO
Also covers: BRFS, FMX, JBS +3 more
BF
Bob Ford
Bank of America
1 question for ARCO
Also covers: MELI
IG
Ingrid Gosman
Inca Investments
1 question for ARCO
JG
Jack Gater
J.O. Hambro Capital Management
1 question for ARCO
Jeronimo de Guzman
Inca Investments
1 question for ARCO
LW
Lorena Wright
Luker Analytics
1 question for ARCO
Marisa Hernandez
TimesSquare Capital
1 question for ARCO
Melissa
Not Disclosed
1 question for ARCO
Also covers: RXRX
MB
Melissa Byun
Bank of America
1 question for ARCO
Melissa Ford
Bank of America
1 question for ARCO
Recent press releases and 8-K filings for ARCO.
Arcos Dorados Announces Capital Structure Efficiency Initiative
ARCO
Debt Issuance
- Arcos Dorados announced a financing transaction on January 30, 2026, aimed at increasing the efficiency of its capital structure.
- In December 2025, the Company's Brazilian subsidiary secured $150 million in new bank debt, due in 2029, with an estimated US dollar cost of 2.53%.
- The proceeds from this new debt will be used to fund a tender offer for up to $150 million of the Company’s 6.125% Sustainability-Linked Senior Notes due 2029.
- Arcos Dorados expects that a full acceptance of the tender offer would lower the average US dollar cost of its long-term debt by approximately 55 basis points.
5 days ago
Arcos Dorados Announces Financing Transaction to Increase Capital Structure Efficiency
ARCO
Debt Issuance
- Arcos Dorados announced a proposed financing transaction on January 30, 2026, designed to increase the efficiency of its capital structure.
- In December 2025, the company's Brazilian subsidiary secured $150 million in new bank debt, due in 2029, with an estimated US dollar cost of 2.53%.
- The proceeds from this new debt will be used to fund a tender offer for up to $150 million of the Company's 6.125% Sustainability-Linked Senior Notes due 2029.
- If the tender offer is fully accepted, the transaction is expected to lower the average US dollar cost of Arcos Dorados' long-term debt by approximately 55 basis points.
5 days ago
Arcos Dorados B.V. Announces Tender Offer for Senior Notes
ARCO
- Arcos Dorados B.V. has commenced a cash tender offer to purchase up to U.S.$150 million aggregate principal amount of its outstanding 6.125% Sustainability-Linked Senior Notes due 2029.
- The total principal amount outstanding for these notes is U.S.$350,000,000.
- Holders who tender their notes by the Early Tender Time of 5:00 p.m., New York City time, on February 12, 2026, will receive a Total Consideration of U.S.$1,030 per U.S.$1,000 principal amount, which includes an Early Tender Payment of U.S.$30.
- Notes tendered after the Early Tender Time but by the Expiration Time of 5:00 p.m., New York City time, on March 2, 2026, will receive a Purchase Price of U.S.$1,000 per U.S.$1,000 principal amount.
- The offer is subject to the Maximum Tender Amount and other conditions, with acceptance subject to proration if tendered amounts exceed the maximum.
7 days ago
Arcos Dorados Provides 2026 Guidance for Restaurant Openings and Capital Expenditures
ARCO
Guidance Update
New Projects/Investments
- Arcos Dorados opened 102 restaurants in 2025 and expects to open 105 to 115 restaurants in 2026 across its operating footprint.
- The company estimates total capital expenditures in 2025 were towards the low end of $300 million to $350 million.
- For 2026, Arcos Dorados projects total capital expenditures of $275 million to $325 million, which will fund openings, modernizations, optimizations, maintenance, and investments in information technology systems.
Jan 28, 2026, 12:35 PM
Arcos Dorados Provides 2026 Restaurant Openings and CAPEX Guidance
ARCO
Guidance Update
New Projects/Investments
- Arcos Dorados Holdings Inc. (ARCO) announced its guidance for 2026 restaurant openings and capital expenditures on January 28, 2026.
- For 2026, the company expects to open 105 to 115 restaurants and projects total capital expenditures of $275 million to $325 million.
- In 2025, Arcos Dorados opened 102 restaurants and estimated total capital expenditures were towards the low end of the $300 million to $350 million guidance range.
Jan 28, 2026, 12:30 PM
Arcos Dorados Reports Record Q3 2025 Revenue and Strong Digital Sales Growth
ARCO
Earnings
Guidance Update
Demand Weakening
- Arcos Dorados achieved record total revenue of $1.2 billion in Q3 2025, with systemwide comparable sales increasing 12.7%.
- Adjusted EBITDA surpassed $200 million for the quarter, though it saw an approximate 3% decline year-over-year when excluding a $85.6 million net federal tax credit in Brazil and prior year social contributions.
- The company opened 22 restaurants in Q3 2025, remaining on track to meet its full-year guidance of 90-100 new openings.
- Digital channel sales grew over 11% year-over-year, accounting for 61% of systemwide sales, and the loyalty program expanded to 23.6 million members.
- Despite challenging consumer dynamics and significant input cost pressures, such as a 35% increase in beef costs in Brazil over the year, the company aims to expand EBITDA margin in 2026.
Nov 12, 2025, 3:00 PM
Arcos Dorados Reports Third Quarter 2025 Financial Results
ARCO
Earnings
Revenue Acceleration/Inflection
- Arcos Dorados reported total revenues of $1.2 billion and systemwide comparable sales growth of 12.7% for the third quarter of 2025.
- Consolidated Adjusted EBITDA was $201.1 million and Net Income reached $150.4 million, resulting in $0.71 per share.
- These results included a $125.2 million net benefit from a federal tax credit in Brazil.
- The company's Net Debt to Adjusted EBITDA leverage ratio stood at 1.2x as of September 30, 2025.
Nov 12, 2025, 12:30 PM
Arcos Dorados Reports Strong Third Quarter 2025 Financial Results
ARCO
Earnings
Revenue Acceleration/Inflection
- Arcos Dorados Holdings Inc. reported total revenues of $1.2 billion and systemwide comparable sales growth of 12.7% for the third quarter of 2025.
- The company achieved Consolidated Adjusted EBITDA of $201.1 million and Net Income of $150.4 million, resulting in $0.71 per share for Q3 2025.
- These results included a $125.2 million net benefit from a federal tax credit in Brazil related to the period 2016-2023.
- The Net Debt to Adjusted EBITDA leverage ratio stood at 1.2x as of September 30, 2025.
Nov 12, 2025, 12:25 PM
Arcos Dorados Holdings Inc. Announces Q3 2025 Financial Results and Debt Restructuring
ARCO
Earnings
Debt Issuance
Legal Proceedings
- Arcos Dorados Holdings Inc. reported total revenues of $3,411,716 thousand and net income attributable to Arcos Dorados Holdings Inc. of $186,946 thousand for the nine-month period ended September 30, 2025, leading to basic and diluted net income per common share of $0.89.
- During the nine-month period ended September 30, 2025, the company issued 2032 Senior Notes for an aggregate principal amount of $600 million and fully redeemed its outstanding 2027 Notes totaling $379,265 thousand.
- On September 30, 2025, the company entered into a new $200 million Syndicated Revolving Credit Facility. As of that date, Arcos Dorados Holdings Inc. was in compliance with its consolidated net indebtedness to EBITDA ratio, reporting 1.23x against a requirement of less than 3.00x, and met its Master Franchise Agreement financial ratio requirements with a Fixed Charge Coverage Ratio of 2.26 and a Leverage Ratio of 3.24.
- The company disclosed potential losses from tax, customs, labor, and civil law contingencies ranging between $500 million and $547 million as of September 30, 2025.
Nov 12, 2025, 12:18 PM
Arcos Dorados Enters New $200 Million Syndicated Revolving Credit Facility
ARCO
Debt Issuance
New Projects/Investments
- Arcos Dorados Holdings Inc. and its subsidiary Arcos Dorados B.V. entered into a new $200 million syndicated revolving credit facility (RCF) on October 6, 2025.
- This RCF replaces the Company's existing revolving credit facilities, which totaled $75 million.
- The new facility has a four-year maturity, beginning September 30, 2025, with an optional one-year extension, and an interest rate of SOFR + 210 basis points up to SOFR + 240 basis points.
- As of October 6, 2025, the RCF remains undrawn.
Oct 6, 2025, 11:15 AM
Quarterly earnings call transcripts for Arcos Dorados Holdings.
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