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Investor Relations14 Oct 2025
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Arcos Dorados Holdings (ARCO) investor relations material
Arcos Dorados Holdings Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Systemwide comparable sales grew 12.1% year-over-year, driving total revenue to $1.1 billion for Q2 2025, with strong performance in NOLAD and SLAD and margin pressure in Brazil due to higher input costs.
Adjusted EBITDA was $110.1 million, up 7.1% year-over-year excluding prior-year labor contingency reduction, with a 9.6% margin.
Digital ecosystem accounted for over 60% of sales, with loyalty program members reaching 21.5 million and representing up to 26% of sales in key markets.
Opened 20 new Experience of the Future (EOTF) restaurants in Q2, expanding to 2,457 total units and adding Saint Martin as the 21st market.
Maintained strong market share and brand preference, with digital and loyalty initiatives driving higher frequency and sales.
Financial highlights
Total revenue for Q2 2025 was $1.1 billion, up 2.8% in US dollars and 14.9% in constant currency.
Adjusted EBITDA margin was 9.6%, down from 10.7% in Q2 2024; net income was $22.6 million ($0.11 per share), with a 2.0% net income margin.
Systemwide comparable sales grew 12.1%, outpacing blended inflation.
Digital sales penetration exceeded 70% in Brazil and 60% in SLAD.
Net cash from operating activities for the first half was $57.7 million; capex was $104.2 million.
Outlook and guidance
Growth plan for 2025 remains on target, with guidance to open 90–100 EOTF restaurants and CapEx of $300–$350 million.
Loyalty program expected to be available in all main markets by year-end 2025.
EBITDA margin for full year 2025 expected to be close to 2024 levels, excluding one-offs.
Management sees compelling long-term growth potential for the business and shareholders.
Continued investment in digital, loyalty, and restaurant modernization to drive future growth.
How did the Minecraft Happy Meal perform?
Explain the impact of labor contingencies.
Detail Saint Martin's integration plan.
How will loyalty program expansion impact sales?
Assess NOLAD's top line and margin drivers.
How does Arcos Dorados address beef cost pressures?
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Next Arcos Dorados Holdings earnings date
Q3 202512 Nov, 2025
Next Arcos Dorados Holdings earnings date
Q3 202512 Nov, 2025
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Eferix Drawings Google Play
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Frequently asked questions
Arcos Dorados Holdings Inc. is the world's largest independent McDonald's franchisee, operating the largest quick-service restaurant chain in Latin America and the Caribbean. The company has the exclusive right to own, operate, and grant franchises of McDonald's restaurants in 20 countries and territories within these regions. The company is headquartered in Montevideo, Uruguay, and its shares are listed on the New York Stock Exchange.
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