Arcos Dorados Q4 Revenues Rise 10.7%; Net Income Falls to $25.2m
Arcos Dorados generated Q4 2025 revenues of $1.3bn, up 10.7% year-on-year, while net income declined to $25.2m from $58.4m due to tax and restructuring charges. Systemwide comparable sales rose 16%, digital channels grew 18.7% to 62% of sales, and 48 restaurants opened in Q4.
1. Q4 Financial Results
In Q4 2025 Arcos Dorados reported revenues of $1.3bn, marking a 10.7% increase year-on-year. Net income attributable dipped to $25.2m from $58.4m, driven by tax and restructuring-related costs.
2. Full-Year 2025 Performance
For the full year ended December 31, 2025, Arcos Dorados generated revenues of $4.7bn, up 4.7% in US dollar terms, and net income rose to $212.1m from $149.3m in 2024.
3. Digital and Comparable Sales Growth
Systemwide comparable sales grew 16% in Q4 and 13% for the full year, roughly matching blended market inflation. Digital sales climbed 18.7% in the quarter, accounting for 62% of systemwide sales.
4. 2026 Expansion and CapEx Plan
The franchisee opened 48 restaurants in Q4, including 41 freestanding units, bringing 2025 total to 102 locations. It plans to open 105–115 restaurants in 2026 with estimated capital expenditure of $275m–$325m funded by operating cash flow.