Business description: Arcos Dorados Holdings Inc.

Arcos Dorados Holdings Inc. is a McDonald's franchisee. The Company operates or franchises over 2,140 McDonald's-branded restaurants. It divides its operations into four geographical divisions: Brazil; the Caribbean division, consisting of Aruba, Colombia, Curacao, French Guiana, Guadeloupe, Martinique, Puerto Rico, Trinidad and Tobago, the United States Virgin Islands of Saint Croix and Saint Thomas, and Venezuela; the North Latin America division (NOLAD), consisting of Costa Rica, Mexico and Panama, and the South Latin America division (SLAD), consisting of Argentina, Chile, Ecuador, Peru and Uruguay. Its menus feature over three tiers of products: entry-level options, such as its Big Pleasures, Small Prices offerings and Almuerzos Colombianos (Colombian Lunches) in Colombia; core menu options, such as the Big Mac, Happy Meal and Quarter Pounder, and premium options, such as Big Tasty or Angus premium hamburgers and chicken sandwiches and low-calorie or low-sodium products.

Number of employees: 100,000

Sales by Activity: Arcos Dorados Holdings Inc.

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Restaurants

2.66B 3.62B 4.33B 4.47B 4.68B

Geographical breakdown of sales: Arcos Dorados Holdings Inc.

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Brazil

1B 1.43B 1.7B 1.77B 1.77B

South Latin America Division (SLAD)

876M 1.27B 1.5B 1.48B 1.64B

North Latin America Division (NOLAD)

781M 920M 1.13B 1.23B 1.27B

Executive Committee: Arcos Dorados Holdings Inc.

Manager TitleAgeSince
Chief Executive Officer 56 2025-06-30
Director of Finance/CFO 52 2017-01-31
Chief Tech/Sci/R&D Officer 51 2021-10-30
Corporate Officer/Principal 45 2018-03-31
Investor Relations Contact 52 2013-12-31

Composition of the Board of Directors: Arcos Dorados Holdings Inc.

Director TitleAgeSince
Chairman 76 2011-03-27
Director/Board Member 62 2009-12-31
Director/Board Member 64 2007-08-02
Director/Board Member 61 2007-08-02
Director/Board Member 77 2011-03-31
Director/Board Member 76 2011-06-05
Director/Board Member 64 2013-09-30
Director/Board Member 56 2019-07-31
Director/Board Member 45 2018-03-31
Director/Board Member 58 2019-11-11

Shareholders: Arcos Dorados Holdings Inc.

NameEquities%Valuation
Lazard Asset Management LLC
17.74 %
23,174,841 17.74 % 207 M $
Pzena Investment Management, Inc.
8.221 %
10,741,166 8.221 % 96 M $
7.258 %
9,483,394 7.258 % 85 M $
SPX Gestão de Recursos Ltda.
4.553 %
5,949,286 4.553 % 53 M $
Moerus Capital Management LLC
3.263 %
4,263,589 3.263 % 38 M $
NameEquities%Valuation
SFA Investimentos Ltda.
0.1508 %
197,051 0.1508 % 2 M $
NameEquities%Valuation
100 %
80,000,000 100 % 714 M $

Company details: Arcos Dorados Holdings Inc.

Arcos Dorados Holdings, Inc.

Río Negro 1338

11100, Montevideo

+598 2626 3000

http://www.arcosdorados.com
address Arcos Dorados Holdings Inc.(ARCO)

Group companies: Arcos Dorados Holdings Inc.

NameCategory and Sector
Restaurants
Restaurants
Restaurants

Quick Service Restaurants

Change 5d. change 1-year change 3-years change Capi.($)
-0.73%-5.75%+9.04%-6.29% 1.73B
+2.61%+0.23%-9.43%-2.98% 199B
+1.88%+1.97%+5.59%+12.45% 41.58B
+4.12%-7.91%-44.22%-29.28% 37.64B
+1.16%-2.73%+1.78%-3.47% 25.21B
+1.13%-4.52%+2.08%-0.50% 24.1B
+0.07%+1.06%-0.28%-25.68% 14.61B
+2.11%+1.10%-31.75%+5.43% 10.44B
+0.68%-5.52%+22.46%+28.22% 6.11B
-0.52%-2.54%-8.13%-50.39% 4.39B
Average +0.59%-2.85%-5.29%-7.25% 36.46B
Weighted average by Cap. +0.38%-1.64%-9.41%-4.54%
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
9
Last Close Price
8.200USD
Average target price
11.04USD
Spread / Average Target
+34.62%

Quarterly revenue - Rate of surprise

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