Arcos Dorados Holdings (ARCO) Stock News

Arcos Dorados (NYSE:ARCO), Latin America's largest restaurant chain and McDonald's largest independent franchisee, reported strong Q2 2025 results with total revenues of $1.1 billion, up 2.8% year-over-year. The company achieved 12.1% growth in systemwide comparable sales and significant digital success, with digital channels contributing over 60% of systemwide sales.

Key highlights include Adjusted EBITDA of $110.1 million and net income of $22.6 million ($0.11 per share). The company's Loyalty Program reached 21.5 million members across six markets, driving 22.6% of total sales. Arcos Dorados maintained a strong financial position with a net debt to Adjusted EBITDA ratio of 1.4x and received a 'BBB-' investment grade rating from S&P.

Notable developments include the appointment of Luis Raganato as CEO, the acquisition of operations in Saint Martin (their 21st market), and the opening of 20 new Experience of the Future restaurants during the quarter.

Arcos Dorados (NYSE:ARCO), McDonald's largest franchisee in Latin America, has achieved full investment grade status after receiving a 'BBB-' rating with Stable Outlook from S&P Global Ratings. This follows Fitch Ratings' upgrade to 'BBB-' in January 2025.

The rating agencies highlighted ARCO's strong financial metrics, including S&P-adjusted debt to EBITDA of 2.0x and Funds from Operations to Debt near 35%. The company's recently renewed Master Franchise Agreement with McDonald's, valid through 2044 with a 20-year renewal option, covers exclusive rights across 20 countries.

S&P emphasized ARCO's sound liquidity position, broad geographic footprint, and ability to withstand potential Brazilian market stress, supported by prudent financial management and access to committed credit facilities.

Arcos Dorados Holdings (NYSE:ARCO), the world's largest independent McDonald's franchisee, has scheduled its Second Quarter 2025 earnings webcast for Wednesday, August 13, 2025, at 10:00 AM New York time.

The company, which operates over 2,400 restaurants across 20 Latin American and Caribbean countries with more than 100,000 employees, will have CEO Luis Raganato and senior management hosting the webcast. The earnings results will be released before market opening, followed by a Q&A session.

Arcos Dorados (NYSE: ARCO), Latin America's largest restaurant chain and the world's largest independent McDonald's franchisee, has announced significant leadership changes effective July 1, 2025. Luis Raganato, who started as a crew member in 1991 and served as COO since 2019, has been appointed as the new CEO, succeeding Marcelo Rabach. Rabach will step down from the CEO position but remain on the Board of Directors. Additionally, Carlos Gonzalez, current President of the South Latin American Division, will become the new COO. Raganato's appointment follows his successful track record, including guiding the company through the 2020 pandemic and contributing to the company's digital transformation. The company operates over 2,400 restaurants across 20 Latin American and Caribbean countries, employing more than 100,000 people.

Arcos Dorados (NYSE: ARCO), Latin America's largest McDonald's franchisee, reported Q1 2025 financial results with systemwide comparable sales growth of 11.1% and total revenues of $1.1 billion. Digital sales grew 6.3% year-over-year, contributing nearly 60% of systemwide sales. The company's Loyalty Program reached 18.8 million members across six markets. Financial highlights include Adjusted EBITDA of $91.3 million (8.5% margin) and net income of $13.9 million ($0.07 per share). Performance was impacted by currency depreciation in major markets and margin pressures in Brazil, though SLAD division showed improvement driven by Argentina. The company maintained strong digital engagement with nearly 19 million monthly app users and expanded its Experience of the Future restaurants with 12 new openings in Q1.

Arcos Dorados, the McDonald's franchisee trading on the NYSE under symbol ARCO, has announced the filing of its Annual Report on Form 20-F for fiscal year 2024 with the Securities and Exchange Commission.

The 2024 Annual Report is now accessible through two main channels: the SEC's website (www.sec.gov) and the SEC Filings section of the company's investor relations website (ir.arcosdorados.com). Shareholders can also request a complimentary hard copy of the complete audited financial statements.

For inquiries and additional information, stakeholders can contact:

• Dan Schleiniger, VP of Investor Relations
• David Grinberg, VP of Corporate Communications

Arcos Dorados Holdings Inc. (NYSE: ARCO), the world's largest independent McDonald's franchisee, has scheduled its First Quarter 2025 earnings webcast for Wednesday, May 14, 2025, at 10:00 a.m. New York / 11:00 a.m. Montevideo time.

The company's Q1 2025 financial results, covering the period ended March 31, 2025, will be released before market opening on the same day. CEO Marcelo Rabach and senior management will host the webcast, which will include opening remarks followed by a Q&A session.

Arcos Dorados operates the largest quick-service restaurant chain in Latin America and the Caribbean, with exclusive McDonald's franchise rights in 20 territories. The company manages over 2,400 restaurants through direct operations and sub-franchises, employing more than 100,000 people as of December 31, 2024.

Arcos Dorados Holdings (NYSE: ARCO), Latin America's largest restaurant chain and the world's largest independent McDonald's franchisee, has announced its participation in three major upcoming investor events in 2025:

• BTG Latam Opportunities Conference in London (March 18-19, 2025)
• Morgan Stanley 17th Annual Latin America Executive Conference in New York (April 2-3, 2025)
• Bradesco BBI 10th Brazil Investment Forum in São Paulo (April 8-9, 2025)

All events will be held in-person, with the company participating on all scheduled days. Detailed information about these events is available in the Events section of Arcos Dorados' investor relations website.

Arcos Dorados (NYSE: ARCO), Latin America's largest McDonald's franchisee, reported strong financial results for Q4 and full year 2024. Total revenues reached $1.1 billion in Q4 and $4.5 billion for FY2024, marking its highest annual result in USD.

Key highlights include:

• Digital sales grew 18% YoY, contributing 57% of systemwide sales in 2024
• Loyalty Program reached 15.8M members, up from 3.2M in 2023
• Adjusted EBITDA hit $147.4M in Q4 and $500.1M for the full year
• Net Income was $58.4M ($0.28 per share) in Q4 and $148.8M ($0.71 per share) for 2024
• Restaurant expansion included 85 new units, with 79 free-standing locations

The company maintained strong performance despite currency headwinds in Brazil and Mexico, achieving systemwide comparable sales growth of 21.5% in Q4. The Board declared a cash dividend of $0.24 per share for 2025.