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 -

Q2 2025

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.

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
Aug 13, 2025	2025 (Q2)	0.08 / -	0.13	―	―	―
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)
May 17, 2023	2023 (Q1)	0.14 / 0.18	0.12	50.00% (+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
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%
Aug 14, 2024	$9.80	$9.74	-0.61%

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 (ARCO) report earnings?

Arcos Dorados (ARCO) is schdueled to report earning on Aug 13, 2025, Before Open (Confirmed).

What is Arcos Dorados (ARCO) earnings time?

Arcos Dorados (ARCO) earnings time is at Aug 13, 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 (Q2) is 0.08.

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