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.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。