Arcos Dorados Holdings (ARCON) Stock Price & Analysis
ARCON Stock Chart & Stats
- Day’s Range
- MXN 128.00 - MXN 128.00
- 52-Week Range
- MXN 119.66 - MXN 167.99
- Previous Close
- MXN 129.50
- Volume
- 0
- Average Volume (3M)
- 3,937
- Market Cap
- MXN 26.35B
- Enterprise Value
- MXN 3.63B
- Total Cash (Recent Filing)
- MXN 269.99M
- Total Debt (Recent Filing)
- MXN 2.20B
- Price to Earnings (P/E)
- 5.6
- Beta
- 0.39
- Next Earnings
- Nov 12, 2026 (Est.)
- EPS Estimate
- 2.88
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 3.65%
Bulls Say, Bears Say
Bulls Say
McDonald’s Brand And Market Position
The McDonald’s brand gives Arcos Dorados strong regional recognition and a substantial traffic advantage over competitors. A leading market position can support customer acquisition, pricing execution, franchise demand, and resilience as the company expands across Latin America and the Caribbean.
Digital And Loyalty Engagement
Rapid digital adoption and frequent loyalty-member visits strengthen customer retention while providing a scalable channel for ordering, promotions, and personalized engagement. This mix can raise guest lifetime value and support durable sales growth across operated and franchised restaurants.
Growth And Profitability Expansion
Management’s multi-year expansion framework combines planned restaurant additions with targeted revenue and EBITDA growth, indicating confidence in the region’s long-term demand. Continued investment could broaden the company’s footprint, increase scale, and strengthen future earnings capacity.
Bears Say
Elevated Leverage
Although leverage has improved from earlier periods, debt remains high relative to equity and increases the company’s financial sensitivity if restaurant operating conditions weaken. Interest and refinancing obligations can limit flexibility for expansion, shareholder returns, or absorbing regional economic shocks.
Uneven Free-Cash-Flow Conversion
Recent cash generation has improved, but the wide swings and modest conversion of earnings into free cash flow show that accounting profitability does not consistently become surplus cash. This can constrain debt reduction and make internally funded expansion less dependable over time.
Margin Pressure From Costs And Competition
Lower gross margin alongside rising payroll costs indicates persistent pressure on restaurant economics. Aggressive promotions and wages growing faster than average checks may require continued price and cost management, limiting the durability of margin expansion even when sales growth remains strong.
Arcos Dorados Holdings News
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Arcos Dorados Holdings Stock Smart Score
Company Description
Arcos Dorados Holdings
Arcos Dorados Holdings Inc. serves as the premier franchisee for McDonald's, holding exclusive rights to operate, own, and sub-franchise the fast-food chain's eateries. Its extensive domain covers 20 countries and territories throughout Latin America and the Caribbean, specifically encompassing nations like Argentina, Brazil, Mexico, Chile, Colombia, Peru, Uruguay, Panama, Ecuador, Costa Rica, and Venezuela, alongside island territories such as Aruba, Curacao, Guadeloupe, Martinique, French Guiana, Puerto Rico, Trinidad and Tobago, and the U.S. Virgin Islands (St. Croix and St. Thomas). As of the end of 2021 (December 31st), the company managed or franchised a total of 2,261 restaurant locations. This enterprise was established in 2007 and has its main offices situated in Montevideo, Uruguay.
- Sector
- Consumercyclical
- Industry
- Restaurants
- CEO
- Luis Raganato
- Employees
- 100,000
- Website
- www.arcosdorados.com
- Address
- RIo Negro 1338, Montevideo, MO, 11100, UY
Arcos Dorados Holdings (ARCON) Earnings & Revenues
ARCON Company Deck
ARCON Earnings Call
Earnings Call SentimentPositive
The call conveyed a predominantly positive message: the company delivered record revenue, adjusted EBITDA, net income and EPS growth, meaningful digital and market-share gains, strong Brazil outperformance, improved leverage (1.1x) and successful capital actions (sustainability-linked bond, note repayment). Headwinds remain—consumer pressure in parts of the footprint (Argentina, Mexico), NOLAD comparability and payroll cost pressure, earthquake disruptions, and an aggressive promotional environment—but management framed these as largely manageable and supported by ongoing revenue management, cost discipline, and operational initiatives. Overall the positive operational and financial momentum outweighs the listed challenges.
View all MX:ARCON earnings summariesARCON Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 5 | 3 | 14 |
| Technical Analysis | 5 | 3 | 2 |
| Moving Averages | 0 | 0 | 12 |










