Welcome to our dedicated page for Arcos Dorados Holdings SEC filings (Ticker: ARCO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Arcos Dorados Holdings Inc. filings document the company's foreign private issuer reporting, McDonald's franchise operations and governance matters. Annual Form 20-F reporting and related financial statements cover consolidated income, cash flows, equity, balance sheet items and notes for a restaurant business organized around Brazil, the North Latin American Division and the South Latin American Division.
Form 6-K reports record material updates such as operating and financial results, shareholder meeting notices and results, proxy materials, auditor appointments and board elections. The filings also disclose capital-structure matters involving subsidiary borrowings, derivative instruments, long-term debt and Sustainability-Linked Senior Notes due 2029, along with the risks and reporting topics associated with operating a franchised quick-service restaurant network across Latin America and the Caribbean.
Arcos Dorados Holdings Inc. reports the results of its 2026 Annual General Shareholders’ Meeting held in Montevideo, Uruguay, on April 10, 2026. All proposals presented at the meeting were approved by the required majority of shareholders, confirming shareholder support for the company’s agenda.
Arcos Dorados Holdings Inc. provides a shareholder letter and calls its 2026 Annual General Shareholders’ Meeting. The CEO highlights that 2025 delivered some of the company’s best financial results, with Adjusted EBITDA of $575.2 million and an Adjusted EBITDA margin of 12.3%, helped by a significant tax credit in Brazil expected to support cash flow for five years.
Systemwide comparable sales grew in line with blended inflation, led by the South Latin American Division, while Brazil and NOLAD were pressured by macro and social disruptions and higher beef costs. Digital channels were strong, with digital sales representing 61% of systemwide sales in 2025 and a loyalty program reaching more than 27 million members.
The company opened 102 new McDonald’s restaurants in 2025 and kept total capital expenditures below its guidance range, while later streamlining G&A staff in early 2026 to improve efficiency. The filing also gives notice of the April 10, 2026 annual meeting, where shareholders will vote on the election and re‑election of several directors.
Arcos Dorados, McDonald’s master franchisee in Latin America and the Caribbean, reported strong 2025 results with total revenues of $4.68 billion, up from $4.47 billion, and record Adjusted EBITDA of $575.2 million, compared with $500.1 million. Full-year net income attributable to the company rose to $212.1 million from $148.8 million.
Systemwide comparable sales grew in line with blended inflation for the year and 16.0% in the fourth quarter. Digital channels generated 61% of 2025 systemwide sales, supported by 27.2 million loyalty members. The company opened 102 restaurants in 2025, ending the year with 2,520 locations, and plans 105–115 openings in 2026. It also launched a tender offer retiring $135.2 million of 2029 notes and approved a 2026 cash dividend of $0.28 per share, payable in four quarterly installments.
Arcos Dorados Holdings Inc., McDonald’s largest franchisee in Latin America and the Caribbean, reported solid 2025 results. Total revenues reached $4.68 billion, up from $4.47 billion in 2024, driven mainly by higher sales at company-operated restaurants.
Net income attributable to the company rose to $212.1 million from $148.8 million, lifting basic and diluted EPS to $1.01 from $0.71. Operating income improved to $364.4 million, while net interest expense and other financing results fell sharply to $13.7 million.
Operating cash flow was strong at $296.3 million. Cash and cash equivalents increased to $373.4 million and total assets to $3.89 billion. The company refinanced its capital structure by issuing $600 million of 2032 notes, fully retiring its 2027 notes, and ending 2025 with long-term debt of $1.15 billion and a net debt-to-EBITDA ratio of 1.15x.
Arcos Dorados Holdings Inc. filed an initial Form 3 for director Karla Paola Berman Martin, showing a holding of 4,988 Phantom Restricted Stock Units. Each Phantom RSU mirrors the closing price of one Class A common share on the vesting date, plus any dividends since grant, and will be settled in cash promptly after vesting on April 30, 2026.
Arcos Dorados Holdings Inc. director Hernandez Artigas Carlos filed an initial ownership report showing his current stake in the company. He holds 49,774 Class A common shares directly, 291,211 Class A shares indirectly through Marlies Capital LLC, and 2,569 Class A shares in a Simplified Employee Pension account.
He also holds Phantom Restricted Stock Units tied to 4,988 Class A shares. These Phantom RSUs are cash-based awards that pay the cash equivalent of the closing price of one Class A share on the vesting date, plus any dividends since grant, and are settled in cash rather than stock.
Arcos Dorados Holdings Inc. director Jose Alberto Velez Cadavid filed an initial ownership report showing a holding of Phantom Restricted Stock Units tied to 4,988 underlying Class A common shares. This is a compensation-related position rather than a market trade.
Each Phantom Restricted Stock Unit represents the cash equivalent of the closing price of one Class A common share on the vesting date, plus any dividends since the grant date. The units vest on April 30, 2026, when they will be settled in cash rather than in shares.
Arcos Dorados Holdings Inc. Chief Financial Officer Mariano Tannenbaum filed an initial ownership report showing direct holdings of 64,537 Class A common shares. He also holds Phantom Restricted Stock Units tied to 22,526, 19,385 and 32,224 underlying Class A shares, vesting on May 10, 2026, May 10, 2027, and May 10, 2028. These Phantom RSUs are cash-settled based on the closing share price at vesting plus any dividends since grant.
Arcos Dorados Holdings Inc. director and Executive Chairman Staton Woods filed an initial ownership report showing significant economic exposure to the company. He holds 106,129 Class A common shares directly and indirect ownership of 80,000,000 Class B common shares through Los Laureles Ltd., each convertible into one Class A share subject to McDonald’s prior written approval and certain ownership thresholds. He also holds Phantom Restricted Stock Units tied to 58,207, 49,505 and 72,007 underlying Class A shares that vest in 2026, 2027 and 2028, respectively, and are settled in cash based on the Class A share price plus dividends.
Arcos Dorados Holdings Inc. director Francisco Alberto Staton filed an initial ownership report showing holdings of cash-settled Phantom Restricted Stock Units linked to the company’s Class A common shares. These instruments track share value but are paid in cash rather than delivering stock.
He reports Phantom RSUs tied to 13,033 underlying Class A common shares vesting on May 10, 2026, and additional Phantom RSUs tied to 12,905 underlying Class A common shares vesting on May 10, 2027. Each unit pays the closing share price on the vesting date plus any dividends since grant.