Arcos Dorados Holdings Inc. achieved record quarterly revenue of $1.2 billion in Q3 2025 despite ongoing consumer challenges, while adjusted EBITDA surpassed $200 million, underscoring effective cost management amidst inflationary pressures.
- Total revenue grew 4.9%, driven by a 12.7% increase in system-wide comparable sales, maintaining strong market share across Latin American markets.
- Adjusted EBITDA was over $200 million, benefiting from a federal tax credit in Brazil, though underlying EBITDA saw a slight decline of 3%.
- Digital channel sales grew 11%, contributing to 61% of total sales, with continued strength in the loyalty program, which expanded to 23.6 million members.
- The company is on track to open 90 to 100 restaurants in 2025, with over half of the quarter's capital expenditures allocated to new growth initiatives.
- Strong performance in Argentina and selected NOLAD markets, particularly Mexico, indicates potential for normalized growth as macroeconomic conditions improve.
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