Arcos Dorados reported record Q1 2026 adjusted EBITDA of $119 million, driven by 16% comparable sales growth and margin improvements.
Arcos Dorados (NYSE:ARCO) posted a 13% year-over-year revenue increase to over $1.2 billion in Q1 2026, marking its strongest first-quarter performance. Comparable sales rose 16%, supported by higher average checks and improved guest traffic across key markets, while adjusted EBITDA reached a record $119 million.
Margins expanded due to lower food and paper costs, particularly in Brazil, though management noted rising payroll and occupancy expenses. Digital sales surged 21%, accounting for 64% of system-wide sales, and the loyalty program surpassed 30 million members, now active in 10 countries.
The company remains cautiously optimistic about 2026, citing efficiency gains and sales growth drivers despite a mixed consumer environment in Latin America.