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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

業績電話會議摘要 | Arcos Dorados (ARCO.US) 2024 年第一季度業績會議
富途資訊 ·  05/16 03:40  · 電話會議

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年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • 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.

  • 阿科斯多拉多斯報告稱,2024年第一季度的總收入增長了9.1%,這表明了強勁的表現。

  • 收入的增長是由全系統的可比銷售額推動的,幾乎所有市場的增長都超過了通貨膨脹。

  • 該公司的數字渠道銷售額做出了重大貢獻,以美元計算增長了30%,佔全系統銷售額的55%。

  • 第一季度調整後的息稅折舊攤銷前利潤增長與收入增長齊頭並進,顯示出彈性的商業模式和成本結構。

  • 第一季度的息稅折舊攤銷前利潤增長了近27%,從2023年第一季度的5,950萬美元增至2024年第一季度的7,540萬美元。

  • 毛利率在多個領域都有所改善,主要是食品、造紙和併購領域。

Business Progress:

業務進展:

  • 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繼續將重點放在3D戰略(數字化、直通交付)上,數字渠道爲全系統銷售做出了大部分貢獻。

  • 他們與一級方程式賽車簽署了區域贊助協議,以增強其在拉丁美洲的品牌影響力。

  • 移動應用程序、配送和自助點餐亭爲銷售增長做出了巨大貢獻,佔全公司銷售額的55%。

  • 該公司見證了餐廳開業的加速,第一季度增加了22個單位。

  • Arcos Dorados忠誠度計劃的註冊會員數量顯著增加,從2023年底的320萬增加到2024年4月的800多萬。

  • 配送服務的表現超出預期,約佔巴西全系統銷售額的20%,而美國增長了27%。

  • 該公司計劃通過運營執行、數字能力創新和有針對性的營銷舉措來刺激進一步的增長。

  • 資本支出擴張加速,第一季度開設了22家新餐廳,而去年同期爲8家。

More details: Arcos Dorados IR

更多詳情: 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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譯文內容由第三人軟體翻譯。


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