Arcos Dorados - weltweit größter McDonalds Franchisee

eröffnet am 07.02.12 12:05:35 von
neuester Beitrag 07.07.20 10:47:18 von

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 Ja Nein
07.02.12 12:05:35
...hauptsächlich in Südamerika tätig.

Bisher eher maue Profitabilität und Dividende, dafür aber noch schnell wachsend.
07.02.12 12:06:38
von der Webseite:

Arcos Dorados is the largest operator of McDonald's restaurants in Latin America and the world's largest McDonald's franchisee, in terms of systemwide sales and number of restaurants. The company's sales exceeded US$ 3.0 billion in 2010.

With more than 86,000 employees, it is recognized as one of the best companies to work for in Latin America and one of the region's leading employers of young, first-time job holders.

Arcos Dorados serves an average of over 4 million customers at more than 1,770 company operated restaurants, 1,300 dessert centers and 267 McCafé locations in 20 countries and territories (Argentina, Aruba, Brazil, Chile, Colombia, Costa Rica, Curacao, Ecuador, Guadeloupe, French Guiana, Martinique, Mexico, Panama, Peru, Puerto Rico, St. Thomas, St. Croix, Trinidad & Tobago, Uruguay and Venezuela).
1 Antwort
07.02.12 17:35:12
Antwort auf Beitrag Nr.: 42.711.394 von R-BgO am 07.02.12 12:06:38lesezeichen :) könnte interessant sein
10.02.12 03:00:20
Sieht doch nicht schlecht aus. Muss ma sich nur durch die Quartalsberichte usw. lesen. Zum aktuellen KGV usw. find ich aber leider nichts. Hat da jemand was?

kommt auf alle Fälle mal auf die WL.
21.03.12 17:17:38

Strong comparable sales growth and execution of ambitious restaurant opening program underpin fourth consecutive year of solid revenue expansion

Buenos Aires, Argentina, March 5, 2012 – Arcos Dorados Holdings Inc. (NYSE: ARCO) (“Arcos Dorados” or the “Company”), Latin America‟s largest restaurant chain and the world‟s largest McDonald‟s franchisee, today reported results for the fourth quarter and full year ended December 31, 2011.

Full Year 2011 Highlights
Revenues increased by 21.2% year-over-year, or by 17.7% on a constant currency basis, to US$ 3,657.6 million

Systemwide comparable sales increased by 13.7% year-over-year

Gross openings of 101 restaurants, led by an ambitious opening schedule culminating in a year-end restaurant base of 1,840

Adjusted EBITDA1 increased by 13.6% year-over-year, or by 7.6% on a constant currency basis, to US$ 339.8 million

Net income amounted to US$ 115.5 million, a 9% increase over one year ago

Capital expenditure for the year totaled US$ 319.9 million and is consistent with the Company‟s long-term growth strategy of boosting future growth through new and reimaged restaurants

Execution of three major capital markets transactions including an IPO, secondary follow-on and debt restructuring, which reduces ongoing funding costs
07.05.12 14:22:50

Why Arcos Dorados Shares Plunged
By Sean Williams | More Articles
May 4, 2012 | Comments (3)

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of the largest McDonald's (NYSE: MCD ) franchisee in Latin America, Arcos Dorados (NYSE: ARCO ) , plunged as much as 22% this morning following the company's first-quarter earnings report.

So what: For the quarter, Arcos Dorados extended a string of strong growth by reporting an 11.5% increase in sales with comparable restaurant sales up 11.6%. The company also noted that it opened 86 stores over the trailing-12-month period. The real news sending the stock lower is the 28.5% drop in net income to $25.4 million from $35.5 million. Arcos Dorados blamed lower operating results, higher foreign exchange losses, and higher tax charges as the primary reasons for the profit decline.

Now what: Without question -- to me, at least -- today's results look like a brutal overreaction by investors. The Golden Arches are an easily recognizable brand, and Arcos can do very little to control foreign currency trading. What the company can work on is controlling its expenses and continuing to grow at a double-digit pace. The other investable possibilities in this sector are: Wendy's, a company that has only been able to turn a marginal profit occasionally over the past few years; Jack in the Box, a considerably smaller company with comparable store growth that's only one-third of Arcos Dorados; and Yum! Brands, owner and operator of KFC, Pizza Hut, and Taco Bell, whose valuation is now much higher than Arcos Dorados. It's easy to see why Arcos Dorados shoots to the top of my list. I'll be taking a serious look at adding this to my personal portfolio after today's move lower.

Craving more input? Start by adding Arcos Dorados to your free and personalized watchlist so you can keep up on the latest news with the company.
2 Antworten
07.05.12 14:30:04
Antwort auf Beitrag Nr.: 43.130.350 von R-BgO am 07.05.12 14:22:50habe mine Startposition mal vorsichtig ver-5-facht und werde bei weiterem Absturz zukaufen
1 Antwort
17.07.12 06:39:41
Antwort auf Beitrag Nr.: 43.130.379 von R-BgO am 07.05.12 14:30:04…
09.03.14 13:00:22
10.03.14 19:32:30
Zitat von R-BgO: dehistorize

Danke für die "Wiederbelebung" des Threads :)

Bin selber z.Z. nicht investiert, aber nach einer Kursdrittelung der Aktie sollten das meiner Meinung nach derzeit eher Kauf- als Verkaufskurse sein.

Eine Dividendenrendite um die 2,5% und die anstehende Fußball-WM mit McD als Sponsor sollte auch mal wieder für Interesse an der Firma sorgen.

Andere Meinungen?

Freundliche Grüße

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Arcos Dorados - weltweit größter McDonalds Franchisee