Arcos Dorados: Hold Until New Franchise Agreement With MCD Materializes [Seeking Alpha]
Arcos Dorados Holdings Inc. Class A Shares (ARCO)
Last arcos dorados holdings inc. class a shares earnings: 3/18 08:00 am
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US:NYSE Investor Relations:
arcosdorados.com/ir.html
Company Research
Source: Seeking Alpha
Follow Play 7min Summary Arcos Dorados' 2Q24 results show strong topline growth but flat operating income, with challenges in Argentina and increased delivery costs impacting margins. The company is negotiating a 20-year franchise agreement with McDonald's, which could significantly affect future profitability and capital allocation policies. Concerns about high CAPEX, rising depreciation, and potential changes in the Master Franchise Agreement led me to downgrade Arcos to a Hold rating. Current valuation appears attractive, but uncertainties around future margins and the new franchise agreement warrant a cautious approach until more details are revealed. M. Suhail Arcos Dorados ( NYSE: ARCO ) 2Q24 results were good on the top line and EBITDA lines, albeit more negative at the operating income level. The company's business is not showing meaningful deceleration except for the challenged Argentinian markets. On a longer-term basis, the company announced that it is
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ARCO
News
- Arcos Dorados Holdings Inc. Third Quarter 2024 Results Webcast Date and TimeBusiness Wire
- Company News for Oct 2, 2024 [Yahoo! Finance]Yahoo! Finance
- Arcos Dorados to exercise option to renew MFA with McDonald's [Seeking Alpha]Seeking Alpha
- Arcos Dorados Exercises Renewal Option for Its Master Franchise Agreement With McDonald’sBusiness Wire
- Are Options Traders Betting on a Big Move in Arcos Dorados (ARCO) Stock? [Yahoo! Finance]Yahoo! Finance
ARCO
Earnings
- 8/14/24 - In-Line
ARCO
Analyst Actions
- 9/13/24 - JP Morgan
ARCO
Sec Filings
- 10/9/24 - Form SC
- 10/1/24 - Form 6-K
- 8/30/24 - Form 144
- ARCO's page on the SEC website