Arcos Dorados Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-1.2%projected annual EPS growth
Analyst Coverage
9analysts covering
FY Revenue (est.)
$5.3Bnext fiscal year
FY EPS (est.)
$0.82next fiscal year
Monitoring Framework
Key Performance Indicators
Systemwide Comparable Sales Growth Quarterly1,600.0%Target: Maintain positive growth in line with or above blended inflation across operating footprint
Consolidated Adjusted EBITDA Margin Quarterly970.0%Target: Sustain margin expansion through digital efficiencies and cost controls
Digital Channel Sales Contribution Quarterly64.0Target: Continue leveraging Mobile App, Delivery, and Self-order Kiosks to drive sales share
Loyalty Program Registered Members Quarterly30MTarget: Expand membership and increase the percentage of identified sales across active markets
New Restaurant Openings Annually102.0Target: 105 to 115 restaurant openings
Watch Items
- Foreign Exchange Volatility (Brazilian Real and Argentine Peso)Trigger: Significant currency devaluations against the U.S. DollarAction: Monitor constant currency vs. as-reported revenue growth and adjust local menu pricing to offset headwinds
- Capital Expenditure ExecutionTrigger: CapEx exceeding the projected range of $275 million to $325 millionAction: Review development process optimization and assess return on capital investments
- Food and Paper Costs (particularly beef in Brazil)Trigger: Unanticipated spikes in agricultural commodity pricesAction: Engage with local suppliers to optimize sourcing and manage margins
Research as of 20 Jun 2026