Monitor the impact of G&A reductions on profitability and watch for margin recovery as beef costs stabilize. The strong digital adoption (61% of sales) and restaurant expansion (102 new locations) could drive future growth, but cost pressures in Brazil remain a concern.
Price Chart
Executive Summary
Arcos Dorados reported strong financial performance in 2025 with $575.2 million in Adjusted EBITDA and 12.3% EBITDA margin, driven by business efficiency and digital growth. However, underlying EBITDA margin contracted due to elevated beef costs in Brazil, and the company implemented G&A expense reductions. Digital sales reached 61% of systemwide sales.
Key Facts
- Adjusted EBITDA reached $575.2 million in 2025, a new high
- Adjusted EBITDA margin was 12.3%, but underlying margin contracted excluding a tax credit
- Digital sales accounted for 61% of systemwide sales in 2025
- Company opened 102 new McDonald's restaurants in 2025
- Elevated beef costs in Brazil pressured food and paper costs
- General and administrative expenses rose as a percentage of revenue
- Company completed G&A staff reductions in Q1 2026
Financial Impact
Adjusted EBITDA of $575.2 million with margin contraction in underlying operations
Risk Factors
- Continued food cost pressures in Brazil
- Potential impact of G&A reductions on operations
- Macro challenges in Brazil and North Latin America
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0000950103-26-004701 |
| Document: 0000950103-26-004701-index-headers.html | 0000950103-26-004701 |
| Document: 0000950103-26-004701-index.html | 0000950103-26-004701 |
| Document: 0000950103-26-004701.txt | 0000950103-26-004701 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 1, 2026 26d ago | 6-K | $6.91 $7.11 | ▲ +2.89% | ▲ +2.15% | $7.03 (+1.74%) |
Aug 13, 2026 10w ago | 6-K | $8.14 $7.91 | ▼ −2.83% | ▼ −2.63% | $7.03 (−13.64%) |
Aug 13, 2026 10w ago | 6-K | $8.14 $7.91 | ▼ −2.83% | ▼ −2.63% | $7.03 (−13.64%) |
May 20, 2026 22w ago | 6-K | $9.08 $9.15 | ▲ +0.77% | ▲ +0.58% | $7.03 (−22.58%) |
May 20, 2026 22w ago | 6-K | $9.08 $9.15 | ▲ +0.77% | ▲ +0.58% | $7.03 (−22.58%) |
Apr 30, 2026 25w ago | 20-F | $8.78 $8.65 | ▼ −1.48% | ▼ −1.14% | $7.03 (−19.93%) |
Mar 26, 2026 30w ago | 6-K | $8.00 $7.93 | ▼ −0.88% | ▼ −0.52% | $7.03 (−12.12%) |
US Market Status
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