Arcos Dorados Reports Strong Q3 2026 Growth Driven by Digital Sales and Brazil Expansion
Arcos Dorados (ARCO) delivered robust third-quarter 2026 results, headlined by an 11% year-over-year increase in total revenue to $1.3 billion. System-wide comparable sales rose by 15.5%, fueled by higher average checks and positive guest traffic. The company's digital transformation continues to accelerate, with digital sales growing 22% year-over-year and now accounting for approximately two-thirds of all system-wide sales. Regional performance was bolstered by a 15% revenue increase in Brazil, supported by the opening of 70 new restaurants. While wage inflation slightly pressured payroll expenses, improvements in food and paper costs helped maintain an adjusted EBITDA margin of 9.5%. Looking ahead, management has set ambitious development targets, planning between 550 and 600 restaurant openings through 2030.
Tickers: $ARCO
Topics: comparable sales EBITDA international expansion net income revenue growth