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Arcos Dorados Holdings Inc. Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-03-19 16:47
Revenue growth of 10.7% was driven by disciplined pricing and digital platform strength, effectively matching blended inflation across 21 markets. Management attributed record adjusted EBITDA to net tax benefits and strong U.S. dollar growth in SLAD and NOLAD, which, along with payroll efficiencies, more than offset higher food and paper costs. Digital penetration reached a record 62% of sales, anchored by a loyalty program that now covers over 90% of the restaurant footprint. In Brazil, the company ...