Arcos Dorados Holdings Inc Stock Price, News & Analysis

Arcos Dorados (NYSE:ARCO) entered into a new $200 million syndicated revolving credit facility that replaces prior revolving facilities totaling $75 million. The facility has a four-year maturity starting September 30, 2025, with an optional one-year extension, and an interest spread of SOFR +210–240 bps. As announced, the RCF is currently undrawn. A seven-bank syndicate arranged the facility, with JPMorgan Chase as sole lead arranger and bookrunner. The company said the RCF supports its capital‑management strategy, leverages its investment‑grade credit rating, and provides liquidity and flexibility for operations and strategic initiatives.

Arcos Dorados (NYSE:ARCO), Latin America's largest restaurant chain and the world's largest independent McDonald's franchisee, has announced its participation in two upcoming investor events. The company will attend the 26th Santander Brazil Conference in São Paulo on August 19, 2025, and the 28th Annual Morgan Stanley Latin America Conference in London on September 9-10, 2025.

Arcos Dorados operates over 2,400 restaurants across 21 Latin American and Caribbean countries and territories, employing more than 100,000 people as of June 30, 2025. The company holds exclusive rights to operate and grant McDonald's franchises in these regions.

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.