Arcos Dorados Reports Q2 2025 Financial Results

TL;DR

Arcos Dorados dropped its Q2 2025 earnings report on 8/13, check the numbers.

AI Summary

Arcos Dorados Holdings Inc. reported its second quarter 2025 financial results on August 13, 2025. The company, a major McDonald's franchisee in Latin America, filed a Form 6-K to disclose these results. The filing includes a press release detailing the financial performance for the quarter ending in August 2025.

Why It Matters

This filing provides investors with the latest financial performance data for Arcos Dorados, a significant player in the Latin American quick-service restaurant market, allowing for assessment of its operational health and market position.

Risk Assessment

Risk Level: low — This is a routine financial results disclosure (6-K) with no new material events or significant changes indicated.

Key Players & Entities

• Arcos Dorados Holdings Inc. (company) — Registrant
• Juan David Bastidas (person) — Chief Legal Counsel
• August 13, 2025 (date) — Filing Date
• August 2025 (date) — Reporting Period

FAQ

Key Financial Figures

• $1.1 billion — ntributing to total company revenues of $1.1 billion in the second quarter of 2025. •
• $110.1 million — ull; Consolidated Adjusted EBITDA 1 was $110.1 million and Net Income was $22.6 million, or $0
• $22.6 m — 1 was $110.1 million and Net Income was $22.6 million, or $0.11 per share, in the secon
• $0.11 — on and Net Income was $22.6 million, or $0.11 per share, in the second quarter of 202
• $1.1 b — s Dorados’ total revenues reached $1.1 billion, up 2.8% in US dollars versus the
• $22.6 million — ome attributable to the Company totaled $22.6 million in the second quarter of 2025, which re
• $0.13 — the second quarter of 2025 compared to $0.13 per share in the prior year period. Tot
• $16.0 million — n the second quarter of 2024 included a $16.0 million positive impact from the reduction of l
• $6.9 million — n the second quarter of 2025 included a $6.9 million gain in Mexico and the second quarter o
• $4.2 million — d the second quarter of 2024 included a $4.2 million gain in Chile, both related to restaura
• $68.0 million — set portion of derivatives amounting to $68.0 million and $80.3 million as a reduction of fin
• $80.3 million — ivatives amounting to $68.0 million and $80.3 million as a reduction of financial debt as of
• $57.7 million — rovided by operating activities totaled $57.7 million with total property and equipment expen
• $104.2 million — property and equipment expenditures of $104.2 million. This compares with net cash provided b
• $63.7 million — in the same period of the prior year of $63.7 million and total property and equipment expend

Filing Documents

• dp232939_6k.htm (6-K) — 236KB
• image_001.jpg (GRAPHIC) — 25KB
• image_002.jpg (GRAPHIC) — 67KB
• image_003.jpg (GRAPHIC) — 2KB
• image_004.jpg (GRAPHIC) — 1KB
• image_005.jpg (GRAPHIC) — 1KB
• image_006.jpg (GRAPHIC) — 1KB
• image_007.jpg (GRAPHIC) — 2KB
• image_008.jpg (GRAPHIC) — 2KB
• 0000950103-25-010213.txt ( ) — 374KB

From the Filing

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of August, 2025 Commission File Number: 001-35129 Arcos Dorados Holdings Inc. (Exact name of registrant as specified in its charter) Río Negro 1338, First Floor Montevideo, Uruguay, 11100 (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F: Form 20-F X Form 40-F ARCOS DORADOS HOLDINGS INC. TABLE OF CONTENTS ITEM 1. Press Release dated August 13, 2025 titled “Arcos Dorados Reports Second Quarter 2025 Financial Results” SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. Arcos Dorados Holdings Inc. By: /s/ Juan David Bastidas Name: Juan David Bastidas Title: Chief Legal Counsel Date: August 13, 2025 Item 1 Arcos Dorados Second Quarter 2025 Results August 13, 2025 ARCOS DORADOS REPORTS SECOND QUARTER 2025 FINANCIAL RESULTS • Systemwide Comparable Sales 1 grew 12.1% versus the prior year, contributing to total company revenues of $1.1 billion in the second quarter of 2025. • Digital channel sales (from Mobile App, Delivery and Self-order Kiosks) rose 7.9% year-over-year in US dollars and contributed more than 60% of total systemwide sales in the quarter. • The Loyalty Program had 21.5 million registered members at the end of the second quarter of 2025, across six available markets. • Consolidated Adjusted EBITDA 1 was $110.1 million and Net Income was $22.6 million, or $0.11 per share, in the second quarter of 2025. • Net Debt to Adjusted EBITDA leverage ratio was a comfortable 1.4x as of June 30, 2025, which was among the factors cited in S&P’s ‘BBB-’ investment grade rating of Arcos Dorados debt. • The Company opened 20 Experience of the Future (EOTF) restaurants in the quarter. Montevideo, Uruguay, August 13, 2025 – Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”), Latin America and the Caribbean’s largest restaurant chain and the world’s largest independent McDonald’s franchisee, today reported unaudited results for the three and six months ended June 30, 2025. Message from Luis Raganato, Chief Executive Officer The results we are reporting today demonstrate the strength of the Arcos Dorados business model. Each of our markets faced a unique set of operating conditions and each delivered strong results within the context of their individual environments. By staying true to our Purpose, we strengthened our bond with guests and expanded our brand preference throughout Latin America and the Caribbean, Making Every Day an Opportunity to Feed People and Build Dreams. Brazil remained resilient despite challenging consumer dynamics, NOLAD showed that the first quarter calendar effects were only temporary and SLAD continued the strong positive trajectory that began at the end of last year. Combined, the three divisions drove local currency revenue almost 15% higher versus the prior year quarter. Systemwide comparable sales growth was particularly strong in NOLAD and SLAD, rising 1.8x and 1.4x blended inflation, respectively. Market share saw robust gains across the region according to our research, thanks to marketing and digital initiatives focused on value and Brand strength, together with an ever-growing Loyalty Program that is successfully increasing guest visit frequency. The Big Fest digital campaign, Minecraft Happy Meal (for both kids and adults) and the limited-time Formula One promotion all helped strengthen the brand attributes that keep guests coming back to our restaurants. The diversified nature of our business model also drove strong profitability in the quarter, despite important cost pressures in some markets. Consolidated Adjusted EBITDA declined as reported, but was up 7.1% in US dollars with a 40 basis point margin expansion, when we adjust last year’s result for a reduction of labor contingencies due to a favorable judgement in Brazil. Finally, our growth plan remains intact, and we opened 20 new EOTF restaurants in the period. This year’s growth trajectory also includes the addition of our 21 st market: Saint Martin. We believe the choice of Arcos Dorados as the new operator in Saint Martin is a testament to our operational excellence and commitment to growth in the region. We remain convinced there is compelling growth potential for our business and our shareholders for many years to come. 1 For definitions, please refer to page 7 of this document. 2 AD Holdings Inc. – Consolidated Key Financial Res

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View this 6-K filing on SEC EDGAR