The earnings call conveyed a generally positive outlook with strong revenue growth, notably in digital sales and market expansion. However, challenges in Brazil due to high beef costs and a tough consumer environment were highlighted. Despite these challenges, the company demonstrated resilience with effective marketing strategies and market share gains.

Company Guidance -

Q3 2025

In the call, Arcos Dorados provided a comprehensive update on their financial performance and strategic outlook for the second quarter of 2025. The company reported total revenue of $1.1 billion, with a 12.1% increase in system-wide comparable sales that outpaced blended inflation. Notably, adjusted EBITDA reached $110.1 million, marking a growth of over 7% excluding the previous year's labor contingency reduction in Brazil, and the margin expanded by approximately 40 basis points. The company opened 20 new Experience of the Future restaurants in the quarter, bringing the first half total to 32, and maintained their target of opening 90 to 100 new sites for the year. Digital channels accounted for about 60% of sales, with loyalty program members representing almost 23% of total sales in six markets. Despite challenging macroeconomic conditions, particularly in Brazil, the company achieved strong market share gains, driven by effective marketing and digital initiatives. Arcos Dorados also highlighted their ongoing commitment to ESG initiatives through their Recipe for the Future framework. The balance sheet remains strong with a net debt to adjusted EBITDA ratio of 1.4x, and the company continues to focus on prudent capital investments to drive long-term growth.

Strong Revenue Growth

Total revenue reached $1.1 billion with system-wide comparable sales up by 12.1%, exceeding blended inflation.

EBITDA and Margin Improvement

Adjusted EBITDA grew by more than 7%, and margin expanded by about 40 basis points, excluding last year's labor contingency reduction in Brazil.

Successful Marketing and Digital Initiatives

Marketing and digital initiatives, including loyalty programs and campaigns like Big Fest and Minecraft Happy Meal, helped drive sales and brand preference.

Expansion in Saint Martin

Added a 21st market with the acquisition of 3 restaurants and exclusive franchise rights in Saint Martin.

Positive Market Share Trends

Market share gains in several markets, including Argentina and Chile, with brand attributes improving significantly.

Strong NOLAD Performance

NOLAD's total revenue rose 6.9% in constant currency, with Mexico showing 12.4% comparable sales growth, much higher than competitors.

Digital Sales Penetration

Digital sales accounted for about 60% of total sales, with strong contributions from loyalty programs.

Arcos Dorados Holdings (ARCO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ARCO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 12, 2025	2025 (Q3)	0.17 / -	0.17	―	―	―
Aug 13, 2025	2025 (Q2)	0.08 / 0.11	0.13	-15.38% (-0.02)
May 14, 2025	2025 (Q1)	0.12 / 0.07	0.14	-50.00% (-0.07)
Mar 12, 2025	2024 (Q4)	0.21 / 0.28	0.26	7.69% (+0.02)
Nov 13, 2024	2024 (Q3)	0.16 / 0.17	0.28	-39.29% (-0.11)
Aug 14, 2024	2024 (Q2)	0.13 / 0.13	0.13	0.00% (0.00)
May 15, 2024	2024 (Q1)	0.16 / 0.14	0.18	-22.22% (-0.04)
Mar 13, 2024	2023 (Q4)	0.32 / 0.26	0.26	0.00% (0.00)
Nov 16, 2023	2023 (Q3)	0.22 / 0.28	0.22	27.27% (+0.06)
Aug 17, 2023	2023 (Q2)	0.14 / 0.13	0.07	85.71% (+0.06)

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
Aug 13, 2025	$6.95	$7.63	+9.78%
May 14, 2025	$8.10	$7.64	-5.68%
Mar 12, 2025	$7.68	$8.09	+5.34%
Nov 13, 2024	$8.21	$8.40	+2.31%

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 Nov 12, 2025, Before Open (Confirmed).

What is Arcos Dorados Holdings Inc (ARCO) earnings time?

Arcos Dorados Holdings Inc (ARCO) earnings time is at Nov 12, 2025, Before Open (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 (Q3) is 0.17.

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