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Earnings Call Summary | Arcos Dorados(ARCO.US) Q1 2024 Earnings Conference

Earnings Call Summary | Arcos Dorados(ARCO.US) Q1 2024 Earnings Conference

财报电话会议摘要 | Arcos Dorados (ARCO.US) 2024 年第一季度财报会议
富途资讯 ·  05/16 03:40  · 电话会议

The following is a summary of the Arcos Dorados Holdings Inc. (ARCO) Q1 2024 Earnings Call Transcript:

以下是阿科斯多拉多斯控股公司(ARCO)2024年第一季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Arcos Dorados reported a rise in total revenue by 9.1% in Q1 2024, indicating a robust performance.

  • The revenue rise was powered by system-wide comparable sales which increased above inflation in nearly all markets.

  • The company's digital channel sales contributed significantly as they grew by 30% in U.S. dollars, constituting 55% of system-wide sales.

  • The Q1 adjusted EBITDA growth went hand in hand with revenue growth, demonstrating a resilient business model and cost structure.

  • The EBITDA for the first quarter experienced a nearly 27% growth from $59.5 million in Q1 2023 to $75.4 million in Q1 2024.

  • Gross margin improvement was witnessed in multiple areas, primarily in Food, Paper and G&A.

  • 阿科斯多拉多斯报告称,2024年第一季度的总收入增长了9.1%,这表明了强劲的表现。

  • 收入的增长是由全系统的可比销售额推动的,几乎所有市场的增长都超过了通货膨胀。

  • 该公司的数字渠道销售额做出了重大贡献,以美元计算增长了30%,占全系统销售额的55%。

  • 第一季度调整后的息税折旧摊销前利润增长与收入增长齐头并进,显示出弹性的商业模式和成本结构。

  • 第一季度的息税折旧摊销前利润增长了近27%,从2023年第一季度的5,950万美元增至2024年第一季度的7,540万美元。

  • 毛利率在多个领域都有所改善,主要是食品、造纸和并购领域。

Business Progress:

业务进展:

  • Arcos Dorados continued its focus on the 3D strategy (Digital, Delivery Drive-thru), with digital channels contributing to the majority of system-wide sales.

  • They inked a regional sponsorship agreement with Formula One to enhance their brand presence across Latin America.

  • Mobile app, delivery, and self-order kiosks contributed enormously to sales growth, making up 55% of company-wide sales.

  • The company witnessed an acceleration in restaurant openings with 22 units added during the first quarter.

  • The Arcos Dorados Loyalty Program has seen a significant gain in registered members, going from 3.2 million at the end of 2023 to over 8 million by April 2024.

  • Delivery services have outperformed expectations, constituting approximately 20% of system-wide sales in Brazil while growing by 27% in the US.

  • The company plans to spur further growth through operational execution, innovations in digital capabilities and targeted marketing initiatives.

  • The CapEx expansion has accelerated with the opening of 22 new restaurants in the first quarter compared to 8 in the previous year.

  • Arcos Dorados继续将重点放在3D战略(数字化、直通交付)上,数字渠道为全系统销售做出了大部分贡献。

  • 他们与一级方程式赛车签署了区域赞助协议,以增强其在拉丁美洲的品牌影响力。

  • 移动应用程序、配送和自助点餐亭为销售增长做出了巨大贡献,占全公司销售额的55%。

  • 该公司见证了餐厅开业的加速,第一季度增加了22个单位。

  • Arcos Dorados忠诚度计划的注册会员数量显著增加,从2023年底的320万增加到2024年4月的800多万。

  • 配送服务的表现超出预期,约占巴西全系统销售额的20%,而美国增长了27%。

  • 该公司计划通过运营执行、数字能力创新和有针对性的营销举措来刺激进一步的增长。

  • 资本支出扩张加速,第一季度开设了22家新餐厅,而去年同期为8家。

More details: Arcos Dorados IR

更多详情: Arcos Dorados IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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