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 7,398 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
39% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 44
9% more call options, than puts
Call options by funds: $332K | Put options by funds: $305K
5% less funds holding
Funds holding: 166 [Q3] → 158 (-8) [Q4]
5.84% less ownership
Funds ownership: 70.0% [Q3] → 64.17% (-5.84%) [Q4]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q3] → 5 (-1) [Q4]
17% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 36
24% less capital invested
Capital invested by funds: $800M [Q3] → $611M (-$189M) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for ARCO.
Financial journalist opinion
Based on 6 articles about ARCO published over the past 30 days
Positive
Seeking Alpha
2 weeks ago
Arcos Dorados Provided Little Data On Its Franchise Agreement, The Name Is Not Attractive
Arcos Dorados' 4Q24 revenue declined due to FX headwinds, but comparable sales rose 1.7x inflation, indicating healthy demand despite macroeconomic challenges. Margins remain weak despite revenue growth, with EBITDA margin expanding only 40bps, highlighting high reinvestment needs and rising costs. The new Master Franchise Agreement with McDonald's lacks transparency, with key details on marketing and CAPEX requirements still undisclosed.
Neutral
Business Wire
2 weeks ago
Arcos Dorados to Participate in Upcoming Investor Events
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, today announced its participation in the following investor events: BTG Latam Opportunities Conference 2025. This in-person event will be held in London on Tuesday, March 18 and Wednesday, March 19, 2025, and the Company will participate on both days. Morgan Stanley 17th Annual Latin.
Neutral
Seeking Alpha
2 weeks ago
Arcos Dorados Holdings Inc. (ARCO) Q4 2024 Earnings Call Transcript
Arcos Dorados Holdings Inc. (NYSE:ARCO ) Q4 2024 Earnings Conference Call March 12, 2025 10:00 AM ET Company Participants Dan Schleiniger - Vice President of Investor Relations Marcelo Rabach - Chief Executive Officer Luis Raganato - Chief Operating Officer Mariano Tannenbaum - Chief Financial Officer Conference Call Participants Dan Schleiniger Good morning, everyone, and thank you for joining our Fourth Quarter and Full-Year 2024 Earnings Webcast. With us today are Marcelo Rabach, our Chief Executive Officer; Luis Raganato, our Chief Operating Officer; and Mariano Tannenbaum, our Chief Financial Officer.
Positive
Zacks Investment Research
2 weeks ago
Arcos Dorados (ARCO) Q4 Earnings and Revenues Beat Estimates
Arcos Dorados (ARCO) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.27 per share a year ago.
Neutral
Business Wire
2 weeks ago
Arcos Dorados Reports Fourth Quarter and Full Year 2024 Financial Results
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”), Latin America and the Caribbean's largest restaurant chain and the world's largest independent McDonald's franchisee, today reported unaudited results for the three months, and audited results for the twelve months, ended December 31, 2024. Fourth Quarter 2024 Highlights Consolidated revenues totaled $1.1 billion, driven by strong local currency revenue growth. Systemwide comparabl.
Neutral
Business Wire
3 weeks ago
Arcos Dorados to Host Its 2025 Annual General Shareholders' Meeting
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, today announced that on March 7, 2025, its Board of Directors set the date for the Company's Annual Shareholders' Meeting (“AGM”). The AGM will be held on April 25, 2025, in Willemstad, Curaçao, at 4:00 p.m. (local time), for all shareholders of record as of March 31, 2025. Follow us.
Neutral
Business Wire
1 month ago
Arcos Dorados Announces Intent to Redeem All of Its Outstanding 5.875% Notes Due 2027 (CUSIP Nos. 03965U AC4 / G0457F AC1) (The “Redemption”)
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”) today announced its intent to redeem all of its outstanding 5.875% senior notes due 2027 (the “Notes”). A notice of redemption will be sent to the holders of the Notes in accordance with the requirements of the indenture governing the Notes (the “Indenture”). Pursuant to the terms of the Indenture, the Notes will be redeemed at a redemption price equal to 100% of the outstanding pri.
Neutral
Business Wire
1 month ago
Arcos Dorados Holdings Inc. Fourth Quarter 2024 Results Webcast Date and Time
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--You are invited to join the senior management of Arcos Dorados Holdings Inc. (NYSE: ARCO) on a webcast to discuss the Company's results for the fourth quarter and full year ended December 31, 2024, which will be released before the market opens on Wednesday, March 12, 2025. Marcelo Rabach, Chief Executive Officer, and senior management will host the webcast. Opening remarks will be followed by a question and answer period. Participants will be able to join.
Neutral
Business Wire
1 month ago
Arcos Dorados to Participate in Upcoming Investor Event
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, today announced its participation in the following investor event: BTG Brazil CEO Conference 2025. This in-person event will be held in São Paulo, from Tuesday, February 25 to Thursday, February 27, 2025, and the Company will participate on February 26 and 27. This information is als.
Negative
Zacks Investment Research
1 month 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.
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