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, KOF
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 Clarifies Expected Q1 2026 Performance
ARCO
Guidance Update
Revenue Acceleration/Inflection
Demand Weakening
- Arcos Dorados issued a clarification stating that it expects sequentially higher systemwide comparable sales growth in the first quarter of 2026 compared to the fourth quarter of 2025, contrary to recent market comments.
- This positive outlook for Q1 2026 is based on the company's performance to date and is further supported by stronger local currencies in its main markets, which are expected to drive total revenue growth in US dollars.
- The company plans to publish its audited financial results for the fourth quarter and full year ended December 31, 2025, on March 19, 2026, and its first quarter 2026 results in mid-May 2026.
Feb 13, 2026, 12:00 PM
Arcos Dorados Clarifies Expected Q1 2026 Performance
ARCO
Guidance Update
Revenue Acceleration/Inflection
- Arcos Dorados Holdings Inc. has issued a clarification regarding its expected first quarter 2026 performance, addressing market comments about a potential decrease in systemwide comparable sales growth.
- The company expects sequentially higher systemwide comparable sales growth in the first quarter of 2026 compared with the fourth quarter of 2025, based on performance to date.
- Stronger local currencies in its main markets are anticipated to support total revenue growth in US dollars in the first quarter of 2026.
- Arcos Dorados will publish its earnings press release and audited financial results for the fourth quarter and full year ended December 31, 2025, on March 19, 2026.
Feb 13, 2026, 11:45 AM
Arcos Dorados Announces Early Results of Tender Offer for Senior Notes
ARCO
- Arcos Dorados B.V. announced the early results of its tender offer to purchase up to U.S.$150,000,000 aggregate principal amount of its 6.125% Sustainability-Linked Senior Notes due 2029.
- As of the Early Tender Time on February 12, 2026, U.S.$134,796,000 in aggregate principal amount of the Notes, representing approximately 38.51% of the outstanding Notes, had been validly tendered.
- Holders who validly tendered their Notes at or prior to the Early Tender Time are eligible to receive the Total Consideration of U.S.$1,030 per U.S.$1,000 principal amount, which includes an Early Tender Payment of U.S.$30.
- The Early Settlement Date is expected to be February 17, 2026, and the offer is scheduled to expire on March 2, 2026.
Feb 13, 2026, 2:35 AM
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.
Feb 2, 2026, 12:30 PM
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.
Feb 2, 2026, 12:30 PM
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.
Jan 30, 2026, 9:18 PM
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
Quarterly earnings call transcripts for Arcos Dorados Holdings.
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