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. director Michael Chu filed an initial ownership report detailing his positions in the company’s securities. The filing shows 4,988 Phantom Restricted Stock Units, each tied to the value of one Class A common share and scheduled to vest on April 30, 2026, with settlement in cash after vesting. It also reports 10,796 Class A common shares held indirectly through The Michael Chu Trust, reflecting his current direct and indirect economic exposure rather than any new market transaction.
Arcos Dorados Holdings Inc. director Annette Franqui filed an initial statement of beneficial ownership. She reports direct ownership of 30,940 Class A common shares. She also holds Phantom Restricted Stock Units tied to 4,988 underlying Class A common shares, which vest and expire on April 30, 2026 and will be settled in cash based on the share price and any dividends.
This filing records her starting equity-linked position as a director and does not report any share purchases or sales.
Arcos Dorados Holdings Inc. director Cristina Presz Palmaka De Luca filed an initial ownership report showing she holds Phantom Restricted Stock Units linked to 4,988 Class A common shares. Each unit represents the cash equivalent of the closing price of one Class A 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. announced that its Board of Directors set the date for the 2026 Annual General Shareholders’ Meeting. The meeting will take place on April 10, 2026, in Montevideo, Uruguay, at 2:00 p.m. local time for shareholders of record as of March 16, 2026.
The company is the world’s largest independent McDonald’s franchisee, with exclusive rights to operate and sub-franchise McDonald’s restaurants in 21 Latin American and Caribbean markets. Together with its sub-franchisees, it operates more than 2,500 restaurants and employs more than 100,000 people as of December 31, 2025.
Lazard Asset Management LLC filed a Schedule 13G reporting beneficial ownership of 21,471,672 Arcos Dorados Holdings Inc shares, representing 16.4% of the equity class as of 12/31/2025. Lazard reports sole power to vote and dispose of these shares, with no shared voting or dispositive power.
The firm certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Arcos Dorados, nor in connection with any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 240.14a-11.
Arcos Dorados Holdings Inc., the largest McDonald’s franchisee in Latin America and the Caribbean, clarified its outlook for the first quarter of 2026. The Company states that, contrary to recent market comments, it expects sequentially higher systemwide comparable sales growth in Q1 2026 versus Q4 2025 on a constant currency basis.
Management also notes that many local currencies in its main markets are stronger so far this year compared with early 2025, which supports expected total revenue growth in US dollars for Q1 2026. Arcos Dorados plans to publish its Q4 and full-year 2025 results on March 19, 2026, and its Q1 2026 results in mid-May 2026.
Arcos Dorados B.V. reported early results for its cash tender offer to buy up to U.S.$150,000,000 aggregate principal amount of its 6.125% Sustainability-Linked Senior Notes due 2029. By the early tender deadline, holders had validly tendered U.S.$134,796,000 of Notes, representing approximately 38.51% of the outstanding U.S.$350,000,000 issue.
Holders who tendered by the early deadline are eligible to receive total consideration of U.S.$1,030 per U.S.$1,000 principal amount, including a U.S.$30 early tender payment, plus accrued interest on the expected early settlement date of February 17, 2026. The offer is scheduled to expire on March 2, 2026, and remains subject to conditions described in the Offer to Purchase.
Arcos Dorados Holdings Inc. is reshaping its capital structure by using new bank debt to refinance part of its bonds. Its Brazilian subsidiary borrowed $150 million in bank debt due 2029, and after derivatives the company estimates a US dollar cost of 2.53%.
The proceeds will fund a tender offer of up to $150 million of its 6.125% Sustainability-Linked Senior Notes due 2029. If the offer is fully accepted, Arcos Dorados expects to reduce the average US dollar cost of its long-term debt by about 55 basis points, while keeping overall debt maturity, foreign currency exposure and net financial leverage broadly unchanged. The company also believes it is on track to meet the Sustainability Performance Targets tied to these notes.
Arcos Dorados B.V., the main operating subsidiary of Arcos Dorados, has launched a cash tender offer for up to U.S.$150 million of its outstanding 6.125% Sustainability-Linked Senior Notes due 2029, out of a total principal amount outstanding of U.S.$350 million.
Holders who tender by 5:00 p.m. New York City time on February 12, 2026 can receive total consideration of U.S.$1,030 per U.S.$1,000 of notes, including an early tender payment of U.S.$30. Those tendering after that date but before the expiration at 5:00 p.m. New York City time on March 2, 2026 will receive U.S.$1,000 per U.S.$1,000 of notes, in each case plus accrued and unpaid interest if accepted.
The offer may be increased at the company’s sole discretion and is subject to customary conditions, without any minimum tender requirement. Notes not purchased will remain outstanding with all existing rights under the indenture.
Arcos Dorados Holdings Inc., the largest McDonald’s franchisee in Latin America and the Caribbean, reported that it opened 102 restaurants in 2025, including 88 free-standing units and 73 company-operated locations. Most growth came from Brazil with 64 openings, followed by 23 in the South Latin American Division and 15 in the North Latin American Division.
For 2026, the Company expects to open 105 to 115 restaurants across its markets. It estimates that 2025 capital expenditures were toward the low end of the prior $300 million to $350 million range and now projects 2026 total capital expenditures of $275 million to $325 million, covering new openings, remodels, optimizations, maintenance, and technology investments, funded with cash from operations and cash on hand.