Earnings Call Summary | Arcos Dorados(ARCO.US) Q1 2024 Earnings Conference
Earnings Call Summary | Arcos Dorados(ARCO.US) Q1 2024 Earnings Conference
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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译文内容由第三方软件翻译。