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Arcos Dorados Holdings Inc (ARCO)
NYSE:ARCO
Earnings Data
Report Date
Aug 13, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.11Last Year’s EPS
0.13Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 14, 2025
|% Change Since: -8.82%
|Next Earnings Date:Aug 13, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted strong digital sales growth, positive performance in SLAD, and a robust market position in Brazil. However, these positives were offset by flat revenue, declining EBITDA, and margin pressures in Brazil due to rising costs and currency depreciation.Company Guidance
In the first quarter of 2025, Arcos Dorados reported total revenue of $1.1 billion, maintaining the same level as the previous year despite facing challenges such as lower QSR industry guest volumes, negative calendar comparisons, and currency depreciation. The company managed to achieve 11.1% higher system-wide compatible sales, in line with blended inflation, and reported a consolidated adjusted EBITDA of $91.3 million, which was down from the previous year due to weaker local currencies and margin pressure in Brazil. Digital sales contributed significantly, with a 6.3% increase, driven by almost 19 million monthly average mobile app users, and digital channels accounted for nearly 60% of system-wide sales. The Loyalty Program boasted 18.8 million registered members across five markets. Arcos Dorados remained focused on providing an omnichannel experience, with off-premise channels generating about 43% of total system-wide sales. Looking forward, the company aims to leverage its diverse sales channels, modernized restaurant base, and strong brand to navigate market challenges and improve profitability, expecting margins to stabilize and potentially improve as the year progresses.Strong Market Position
Arcos Dorados maintained a strong market position, with increased brand preference and market share in Brazil, reaching a record 47% of the country's QSR industry sales.
Digital Sales Growth
Digital sales rose 6.3%, with 60% of system-wide sales coming from digital channels. The Loyalty Program had 18.8 million registered members.
Positive Performance in SLAD
SLAD's comp sales rose 38.7%, driven by a strong rebound in Argentina and solid performance in Uruguay, Venezuela, Aruba, and Curacao.
Investment in Growth
Arcos Dorados added 12 new restaurants in the first quarter and invested $48.8 billion in capital expenditures, focusing on long-term growth.
ARCO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ARCO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2025 | $8.16 | $7.70 | -5.64% |
Mar 12, 2025 | $7.74 | $8.16 | +5.43% |
Nov 13, 2024 | $8.27 | $8.47 | +2.42% |
Aug 14, 2024 | $9.87 | $9.82 | -0.51% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Arcos Dorados Holdings Inc (ARCO) report earnings?
Arcos Dorados Holdings Inc (ARCO) is schdueled to report earning on Aug 13, 2025, TBA Not Confirmed.
What is Arcos Dorados Holdings Inc (ARCO) earnings time?
Arcos Dorados Holdings Inc (ARCO) earnings time is at Aug 13, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ARCO EPS forecast?
ARCO EPS forecast for the fiscal quarter 2025 (Q2) is 0.11.