Arcos Dorados delivered strong Q3 2025 results with a notable surge in net income, primarily supported by a $125M tax credit in Brazil. Revenue climbed to $1.2B and adjusted EBITDA rose significantly year-over-year. Digital channels and loyalty programs continued contributing significantly to performance.

Arcos Dorados achieved $1.14B in revenue in Q2 2025, with solid operational execution across all divisions. Net income reached $22.6M, supported by margin expansion and over 60% digital sales share of systemwide sales.

The company maintained steady revenue in U.S. dollars despite FX headwinds, with strong growth in digital engagement and loyalty members. Profitability declined year-over-year due to margin pressures, particularly in Brazil, although SLAD showed notable recovery.

Arcos Dorados posted total revenues of $1.1 billion for Q4 2024, driven by a 21.5% increase in systemwide comparable sales. Adjusted EBITDA reached $147.4 million, up 11.1% year-over-year. Net income stood at $58.4 million with an EPS of $0.28. The company continued expanding its digital sales channels, with 57% of systemwide sales coming from digital platforms.