NYSE$ARCO

Arcos Dorados Holdings Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

ARCO Q4 2023 — $4.1M revenue

We commenced operations on August 3, 2007, as a result of our purchase of McDonald’s operations and real estate in the Territories (except for Trinidad an. Arcos Dorados Holdings Inc reported Q4 2023 results. Headline numbers extracted from the Form 20-F press release; narrative is light because this row was processed without an LLM call.

  • Revenue: $4.1M.
  • Operating income: $314K.
  • Filed on Form 20-F (accession 0001628280-24-019077).

Headline financials

Total Revenue

$1.18B

Previous: $1.01B+16.0%
EPS (adj)

$0.26

Previous: $0.26+0.0%
Capital Expenditures

$360M

Previous: $217M+65.9%
Net Income

$55.8M

Previous: $54.5M+2.4%
Operating Income

$84.1M

Previous: $81.5M+3.2%
Gross Profit

$235M

Previous: $152M+54.7%

Revenue & EPS history

Arcos Dorados · Revenue · Quarterly

$1.18B

Q4 2023+16%vs Q4 2022
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Arcos Dorados · $1.22B total across 3 segments · Q1 2026

  • Brazil
    $471M
  • SLAD
    $422M
  • NOLAD
    $323M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+1.0%

Avg return

Earnings day

-0.3%

Avg return

5 days after

-0.6%

Avg return

30 days after

51%

30 / 59 earnings

Positive

+22.0%

Q4 2016

Best reaction

-19.0%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+12.0%+8.3%+5.7%
Q4 2026-0.4%+5.4%+0.1%
Q3 2025+5.3%+0.4%+3.7%
Q2 2025+9.8%+6.2%-2.3%
Q1 2025-5.6%-6.0%-7.4%
Q4 2024+5.4%+7.9%-7.4%
Q3 2024+4.8%+4.3%-6.0%
Q2 2024-5.2%-6.9%-16.0%
Q1 2024-6.7%-8.3%-18.7%
Q4 2023-1.3%-8.6%-7.9%
Q3 2023+7.1%+8.6%+15.6%
Q2 2023-6.6%-5.8%-4.0%
Q1 2023+8.7%+7.0%+8.2%
Q4 2022-1.1%-4.0%-3.9%
Q3 2022+2.9%-0.3%+3.3%
Q2 2022-6.7%-5.6%-4.2%
Q1 2022+1.9%+0.1%-6.4%
Q4 2021+2.9%+6.7%+3.5%
Q3 2021+10.2%+8.4%+12.1%
Q2 2021-1.5%-3.7%-9.0%
Q1 2021-5.6%-3.2%-2.1%
Q4 2020-2.7%-2.7%+3.2%
Q3 2020-0.7%+3.2%+14.3%
Q2 2020-0.4%-3.3%-14.0%
Q1 2020-10.1%-4.4%+21.7%
Q4 2019-19.0%-18.5%-5.9%
Q3 2019+4.4%+4.6%+7.6%
Q2 2019+2.6%-8.9%-13.9%
Q1 2019-4.2%-8.1%+4.9%
Q4 2018-3.3%-4.0%-9.0%
Q3 2018+4.8%+6.5%+12.2%
Q2 2018-1.5%-2.9%-2.9%
Q1 2018+4.9%-4.3%-9.3%
Q4 2017-0.5%-7.8%-3.1%
Q3 2017+5.4%+2.4%-3.1%
Q2 2017-2.2%+0.5%+0.0%
Q1 2017+7.0%+5.8%+4.1%
Q4 2016+22.0%+14.2%+26.0%
Q3 2016-0.8%+0.0%-1.7%
Q2 2016+8.2%+6.6%-11.1%
Q1 2016+1.1%
Q4 2015+16.7%
Q3 2015+2.0%
Q2 2015-10.1%
Q1 2015-9.8%
Q4 2014+13.9%
Q2 2014-15.2%
Q4 2013+6.5%
Q3 2013+11.3%
Q2 2013+2.0%
Q4 2012+7.4%
Q3 2012-0.5%
Q4 2010-2.9%
Q4 2009-2.9%
Q4 2011-2.9%
Q2 2012+2.6%
Q1 2012+2.6%
Q3 2011-5.4%
Q2 2011+1.2%
Q1 2011
Q3 2010
Q2 2010
Q1 2010

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