Systemwide Comparable Sales
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Arcos Dorados (ARCO) - 2025 Q3 - Earnings Call Presentation
2025-11-12 15:00
Financial Performance - Total revenue reached $1.2 billion[12] - Systemwide comparable sales increased by 12.7%[12] - Adjusted EBITDA was $201.1 million with a 16.9% margin[12] - Net income amounted to $150.4 million, or $0.71 per share[12] - Net income was boosted by a $125.2 million net benefit from a federal tax credit in Brazil[14] Digital Sales & Loyalty - Digital sales contributed approximately 61% of total sales[12] - Loyalty program registered members increased to 23.6 million[22] Divisional Performance - Brazil's revenue was $452.6 million[24] - NOLAD (Northern Latin America Division) revenue was $328.5 million[25] - SLAD (Southern Latin America Division) revenue was $411.8 million[25] Development & Capital Expenditure - Opened 22 restaurants during the quarter, with 19 being freestanding[12] - Capital expenditures totaled $75.8 million, including $44.2 million for new restaurant openings[17] Balance Sheet - Net debt stood at $474 million[43] - Leverage ratio is 1.2x[44]