Arcos Dorados HoldingsARCO
ARCO
About: Arcos Dorados Holdings Inc operates McDonald's-branded restaurants in approximately 20 countries and territories in Latin America and the Caribbean. It functions through two sources which include company-operated restaurants and franchised restaurants segment. Their menu includes hamburgers, McNuggets, salad, sandwiches, french fries and others.
Employees: 100,795
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
19% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 52
14% more call options, than puts
Call options by funds: $383K | Put options by funds: $336K
0% more funds holding in top 10
Funds holding in top 10: 6 [Q2] → 6 (+0) [Q3]
7% less funds holding
Funds holding: 179 [Q2] → 166 (-13) [Q3]
10.31% less ownership
Funds ownership: 80.3% [Q2] → 69.99% (-10.31%) [Q3]
15% less capital invested
Capital invested by funds: $944M [Q2] → $800M (-$144M) [Q3]
28% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 40
Research analyst outlook
We haven’t received any recent analyst ratings for ARCO.
Financial journalist opinion
Based on 4 articles about ARCO published over the past 30 days
Neutral
Business Wire
5 days ago
Arcos Dorados Announces Proposed Offering of Senior Notes
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”) today announced that its subsidiary Arcos Dorados B.V. (the “Issuer”) intends to offer senior unsecured notes (the “Notes”) in a private placement to qualified institutional buyers in accordance with Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and outside the United States to non-U.S. persons in accordance with Regulation S under the Securities Act.
Neutral
Business Wire
1 week ago
Arcos Dorados Announces Commencement of Cash Tender Offer for Any and All of Its Outstanding 5.875% Notes Due 2027 (CUSIP NOS. 03965U AC4 / G0457F AC1; ISINs US03965UAC45 / USG0457FAC17)
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”) today announced the commencement of an offer to purchase for cash any and all of its outstanding 5.875% Notes due 2027 (the “Notes”) (the “Offer”). The Offer is being made upon the terms and subject to the conditions (including the Financing Condition (as defined in the Offer to Purchase)) set forth in the offer to purchase dated January 15, 2025 (the “Offer to Purchase”) and the no.
Positive
Seeking Alpha
2 weeks ago
Arcos Dorados: MFA Renewal, Argentinian Recovery To Drive Earnings (Rating Upgrade)
Arcos Dorados renewed its franchise agreement with McDonald's, likely to reduce paid royalty fees slightly from 2025 forward. Earnings have remained turbulent due to economic uncertainty in Argentina and Venezuela, but the concerns should subside with better GDP growth expected in 2025. As the stock has continued to fall, I now estimate Arcos Dorados' stock to be valued attractively with 48% upside to a fair value of around $11.1.
Neutral
Business Wire
2 weeks ago
Arcos Dorados and McDonald's Renew Master Franchise Agreement for 20 Years
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”), Latin America's largest restaurant chain and the world's largest independent McDonald's franchisee announced that, on December 30, 2024, it renewed its Master Franchise Agreement (“MFA”) with McDonald's (NYSE: MCD). The parties have finalized a new, 20-year MFA, that became effective on January 1, 2025, and replaced the previous MFA. The new MFA also includes a renewal option, at M.
Positive
Seeking Alpha
1 month ago
Arcos Dorados Costs Are Delevering, Not A Great Sign, Maintain Hold
Arcos Dorados' 3Q24 earnings show revenue growth in local currencies but flat in USD, with Argentina facing significant challenges due to deep recession and high inflation. The new master agreement with McDonald's has not been explained in detail, particularly regarding CAPEX requirements, raising concerns about future profitability and operational margins. Arcos FY24E earnings yield of 10% could seem interesting, considering the company is also growing.
Positive
Zacks Investment Research
2 months ago
Arcos Dorados Q3 Earnings and Revenues Surpass Estimates
ARCO's Q3 top-line benefits from strong performances in the Mobile App and Delivery services, along with the continued expansion of the Loyalty Program.
Neutral
Seeking Alpha
2 months ago
Arcos Dorados Holdings Inc. (ARCO) Q3 2024 Earnings Call Transcript
Arcos Dorados Holdings Inc. (ARCO) Q3 2024 Earnings Call Transcript
Positive
Zacks Investment Research
2 months ago
Arcos Dorados (ARCO) Tops Q3 Earnings and Revenue Estimates
Arcos Dorados (ARCO) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.30 per share a year ago.
Neutral
Business Wire
2 months ago
Arcos Dorados Reports Third Quarter Financial Results
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--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 nine months ended September 30, 2024. Third Quarter 2024 Highlights Consolidated revenues totaled $1.1 billion, rising in US dollars despite weaker local currencies. Systemwide comparable sales1 rose 32.1% versus th.
Negative
Zacks Investment Research
2 months ago
Arcos Dorados to Report Q3 Earnings: What's in the Offing?
ARCO's third-quarter 2024 results are likely to be hurt by high costs and weakened consumer demand.
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