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Arcos Dorados Holdings Inc. (ARCO) Q3 2025 Earnings Name Transcript

EditorialBy EditorialNovember 12, 2025No Comments2 Mins Read

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Luis Raganato
Chief Govt Officer

Thanks, Dan. Good morning, everybody, and thanks for becoming a member of us. In the present day, we are going to take you thru Arcos Dorados’ third quarter 2025 outcomes, which included balanced U.S. greenback income progress with strong profitability. We efficiently navigated difficult shopper dynamics in a few our largest markets in addition to persistent enter price stress, particularly in Brazil. As I discussed in August, we’re centered on exceeding visitor expectations in as we speak’s enterprise whereas modernizing and enhancing our progress processes to help increased returns on funding and to make sure Arcos Dorados maintains its management place nicely into the longer term. Within the near-term, working circumstances stay difficult, however we consider we’re nicely positioned to renew extra normalized prime line and EBITDA progress throughout the enterprise when the patron and macroeconomic environments enhance.

Let’s transfer now to the important thing highlights of consolidated outcomes for the third quarter. Complete income reached $1.2 billion, a brand new excessive for a single quarter with balanced U.S. greenback progress throughout the three divisions. System-wide comparable gross sales rose 12.7%, consistent with blended inflation for the interval. Comp gross sales progress was significantly sturdy in SLAD, particularly Argentina and chosen Northern markets corresponding to Mexico and the French West Indies. Common test progress drove the consequence, greater than offsetting a low single-digit decline in visitor visitors versus the prior 12 months.

Advertising and digital have been an vital differentiator for the McDonald’s model all through the Arcos Dorados footprint. This has allowed us to guard or broaden market share virtually with out exception within the markets the place we function, which ought to assist us

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