Arcos Dorados HoldingsARCO
ARCO
About: Arcos Dorados Holdings Inc operates McDonald's-branded restaurants in approximately 20 countries and territories in Latin America and the Caribbean. It functions through two sources which include company-operated restaurants and franchised restaurants segment. Their menu includes hamburgers, McNuggets, salad, sandwiches, french fries and others.
Employees: 100,795
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
22% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 51
14% more call options, than puts
Call options by funds: $383K | Put options by funds: $336K
0% more funds holding in top 10
Funds holding in top 10: 6 [Q2] → 6 (+0) [Q3]
7% less funds holding
Funds holding: 179 [Q2] → 166 (-13) [Q3]
10.3% less ownership
Funds ownership: 80.3% [Q2] → 70.0% (-10.3%) [Q3]
15% less capital invested
Capital invested by funds: $944M [Q2] → $800M (-$144M) [Q3]
28% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 40
Research analyst outlook
We haven’t received any recent analyst ratings for ARCO.
Financial journalist opinion
Based on 7 articles about ARCO published over the past 30 days
Negative
Zacks Investment Research
1 hour ago
New Strong Sell Stocks for February 5th
NGLOY, ARCO and AHEXY have been added to the Zacks Rank #5 (Strong Sell) List on February 5, 2025.
Neutral
Business Wire
1 week ago
Arcos Dorados Announces Pricing of Its 6.375% Senior Notes Due 2032
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”) today announced the pricing of U.S.$600,000,000 aggregate principal amount of 6.375% Senior Notes due 2032 (the “Notes”) to be issued by its subsidiary Arcos Dorados B.V. (the “Issuer”). The Notes will be issued at a price of 99.583%. The Notes mature on January 29, 2032 and will be guaranteed on a senior unsecured basis by the Company and certain of the Company's subsidiaries. The.
Neutral
Business Wire
1 week ago
Arcos Dorados Announces Tender Results and Expiration Time of Cash Tender Offer for Any and All of Its Outstanding 5.875% Notes Due 2027 (CUSIP Nos. 03965U AC4 / G0457F AC1)
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”) today announced the tender results in connection with its offer to purchase for cash any and all of its outstanding 5.875% Notes due 2027 (the “Notes”) (the “Offer”). The Offer was made upon the terms and subject to the conditions (including the Financing Condition (as defined in the Offer to Purchase)) set forth in the offer to purchase dated January 15, 2025 (the “Offer to Purchas.
Neutral
Business Wire
1 week ago
Arcos Dorados Announces Extension of Cash Tender Offer for Any and All of Its Outstanding 5.875% Notes Due 2027
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”) today announced that it has extended the expiration deadline of its previously announced offer to purchase for cash any and all of its outstanding 5.875% Notes due 2027 (the “Notes”) (the “Offer”). The Offer was previously scheduled to expire at 8:00 a.m., New York City time, on January 23, 2025 and will instead expire at 5:00 p.m., New York City time, on January 23, 2025 (the “Expi.
Negative
Zacks Investment Research
1 week ago
New Strong Sell Stocks for January 23rd
ARCO, CAG and GSK have been added to the Zacks Rank #5 (Strong Sell) List on January 23, 2025.
Neutral
Business Wire
2 weeks ago
Arcos Dorados Announces Proposed Offering of Senior Notes
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”) today announced that its subsidiary Arcos Dorados B.V. (the “Issuer”) intends to offer senior unsecured notes (the “Notes”) in a private placement to qualified institutional buyers in accordance with Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and outside the United States to non-U.S. persons in accordance with Regulation S under the Securities Act.
Neutral
Business Wire
3 weeks ago
Arcos Dorados Announces Commencement of Cash Tender Offer for Any and All of Its Outstanding 5.875% Notes Due 2027 (CUSIP NOS. 03965U AC4 / G0457F AC1; ISINs US03965UAC45 / USG0457FAC17)
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”) today announced the commencement of an offer to purchase for cash any and all of its outstanding 5.875% Notes due 2027 (the “Notes”) (the “Offer”). The Offer is being made upon the terms and subject to the conditions (including the Financing Condition (as defined in the Offer to Purchase)) set forth in the offer to purchase dated January 15, 2025 (the “Offer to Purchase”) and the no.
Positive
Seeking Alpha
1 month ago
Arcos Dorados: MFA Renewal, Argentinian Recovery To Drive Earnings (Rating Upgrade)
Arcos Dorados renewed its franchise agreement with McDonald's, likely to reduce paid royalty fees slightly from 2025 forward. Earnings have remained turbulent due to economic uncertainty in Argentina and Venezuela, but the concerns should subside with better GDP growth expected in 2025. As the stock has continued to fall, I now estimate Arcos Dorados' stock to be valued attractively with 48% upside to a fair value of around $11.1.
Neutral
Business Wire
1 month ago
Arcos Dorados and McDonald's Renew Master Franchise Agreement for 20 Years
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”), Latin America's largest restaurant chain and the world's largest independent McDonald's franchisee announced that, on December 30, 2024, it renewed its Master Franchise Agreement (“MFA”) with McDonald's (NYSE: MCD). The parties have finalized a new, 20-year MFA, that became effective on January 1, 2025, and replaced the previous MFA. The new MFA also includes a renewal option, at M.
Positive
Seeking Alpha
2 months ago
Arcos Dorados Costs Are Delevering, Not A Great Sign, Maintain Hold
Arcos Dorados' 3Q24 earnings show revenue growth in local currencies but flat in USD, with Argentina facing significant challenges due to deep recession and high inflation. The new master agreement with McDonald's has not been explained in detail, particularly regarding CAPEX requirements, raising concerns about future profitability and operational margins. Arcos FY24E earnings yield of 10% could seem interesting, considering the company is also growing.
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