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Jun 30, 2025
Arcos Dorados Q2 2025 Earnings Report
Arcos Dorados delivered strong local currency revenue and digital sales growth in Q2 2025, despite foreign exchange headwinds affecting reported results.
Key Takeaways
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.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company expects continued momentum in digital, loyalty, and brand engagement to support growth, while monitoring FX volatility and inflationary pressures.
Positive Outlook
- Strong growth in digital and loyalty platforms
- Brazil and SLAD divisions showing robust momentum
- Operating leverage improving through cost control
- Net income remains solid despite macro headwinds
- Improved margins from efficiencies and mix
Challenges Ahead
- FX translation pressure on reported revenue
- Cost inflation remains a concern in some markets
- Interest expenses impacting net income
- Political/economic instability in certain regions
- QSR industry competition remains high
Historical Earnings Impact
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Avg. Return Before/After Earnings
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