Arcos Dorados Expects Q1 Comparable Sales Above Q4 Levels, Currency Upside
Arcos Dorados expects sequentially higher comparable sales growth in Q1 2026 versus Q4 2025, driven by constant currency gains across its markets. Strength in key local currencies is expected to boost US dollar revenue growth, with Q4 2025 audited results due March 19 and Q1 2026 earnings slated for mid-May.
1. Clarification on Q1 Performance
Arcos Dorados has issued a clarification stating that its systemwide comparable sales growth is expected to be higher in the first quarter of 2026 compared to the fourth quarter of 2025, reversing market speculation of a slowdown and reflecting ongoing momentum in its core restaurant operations.
2. Currency Impact on Revenue
The company notes that many local currencies in its primary Latin American markets have appreciated against the US dollar since early 2025, which, on top of constant currency growth, is projected to support total revenue growth in US dollar terms for Q1 2026.
3. Upcoming Financials Schedule
Arcos Dorados plans to publish its audited fourth-quarter and full-year 2025 financial results on March 19 before the market opens, with first-quarter 2026 results scheduled for release in mid-May.