Arcos Dorados - weltweit größter McDonalds Franchisee

Bevorstehender Unternehmenstermin

Bei Arcos Dorados Holdings Registered (A) steht morgen der Termin "Quartalsmitteilung" nach Schluss an.
10 Nutzer haben Arcos Dorados Holdings Registered (A) im Portfolio und 16 unserer Nutzer haben Arcos Dorados Holdings Registered (A) auf der Watchlist.

Weitere Nachrichten zu Arcos Dorados Holdings Registered (A) finden Sie auf der Arcos Dorados Holdings Registered (A) Wertpapierdetailseite im Bereich "Neuigkeiten" und unter "Übersicht".
Eine Übersicht aller Unternehmenstermine finden Sie hier.

Bevorstehender Unternehmenstermin

Bei Arcos Dorados Holdings Registered (A) steht morgen der Termin "Quartalsmitteilung" vor Öffnung an.
10 Nutzer haben Arcos Dorados Holdings Registered (A) im Portfolio und 16 unserer Nutzer haben Arcos Dorados Holdings Registered (A) auf der Watchlist.

Weitere Nachrichten zu Arcos Dorados Holdings Registered (A) finden Sie auf der Arcos Dorados Holdings Registered (A) Wertpapierdetailseite im Bereich "Neuigkeiten" und unter "Übersicht".
Eine Übersicht aller Unternehmenstermine finden Sie <i>hier</i>.

https://www.wallstreet-online.de/nachricht/12695003-arcos-do…

...
In order to continue prioritizing the Company’s cash position during the unprecedented COVID-19 pandemic, on July 6, 2020, the Board of Directors cancelled the two remaining cash dividend payments of US$0.03 cents per share each, scheduled for August 13 and December 10, 2020.

Maintaining its commitment to provide shareholders an additional return in 2020, also on July 6, the Board of Directors approved a stock dividend distribution to all Class A and Class B shareholders. On August 12, 2020, the Company will distribute a dividend of one (1) share for every seventy-five (75) shares held by its shareholders of record at the close of business on August 3, 2020. The Company will pay cash in lieu of fractional shares and will use the Class A Shares’ closing price on the New York Stock Exchange on July 31, 2020 to calculate the cash payment.
...


Freundliche Grüße
supernova

Demnächst gibts Geld:

2019 Dividend
On March 22, 2019, the Board of Directors of Arcos Dorados Holdings Inc. approved dividend
payments for 2019. As such, the Company will pay a dividend of $0.11 per share to all Class A
and Class B shareholders of the Company in three installments, as follows: $0.05 per share on
April 12, 2019, $0.03 per share on August 14, 2019, and $0.03 per share on December 12, 2019.
The dividend will be paid to shareholders of record as of April 9, 2019, August 9, 2019, and
December 9, 2019, respectively.

4/2018 Quarterly Report
https://www.arcosdorados.com/ir.html

Freundliche Grüße
supernova

Warum ist die Aktie in den letzten Tagen so gestiegen?
Etwa, weil Brasilien "rechts" gewählt hat?

Freue mich auf Eure Meinungen!

Freundliche Grüße
supernova

Stücke wurden heute angedient

Antwort auf R-BgO 29.12.17 18:24:40 Uhr

schnüff!

10$ statt 7$

Why Arcos Dorados Holdings Inc. Stock Lost 19% Last Month

Shares of the Latin American McDonald's chain fell on a disappointing earnings report.
Jeremy Bowman (TMFHobo) Jun 13, 2018 at 3:28PM
What happened
Shares of Arcos Dorados Holdings Inc. (NYSE:ARCO) took a dive last month after the Latin American McDonald's (NYSE:MCD) franchisee reported disappointing first-quarter earnings. According to data from S&P Global Market Intelligence, the stock finished down 19%.
So what
Arcos Dorados, which is McDonald's largest franchisee, had its worst day of the month on May 8, as the stock fell 7% in anticipation of its first-quarter earnings report. The company said that revenue increased 5.5% in the quarter, or 10.7% on a currency neutral basis, to $802.8 million, excluding Venezuela. Comparable sales in the period increased 9.8%, but much of that was driven by inflationary pressure in parts of the region.
On the bottom line, earnings per share fell from $0.19 a year ago to $0.06, which missed estimates of $0.08, though that was mostly due to a change in other operating income that excludes core operations.
CEO Sergio Alonso said:
Our strategy of leveraging McDonald's core assets to expand volumes, reinvesting in our restaurants and enhancing operational excellence drove improved customer satisfaction together with topline growth. We solidified our capital structure with the completion of our tender offer and issuance of our 2027 Notes. This, along with the operational efficiencies we have built into our system, positions us to capitalize on improvements in our markets as we transition from a turnaround mindset to a growth strategy.
Later in the month, the company announced a $60 million stock repurchase program.
Now what
Considering that economies like Brazil's -- where half of Arcos' restaurants are -- are gradually improving, the stock should be a winner from a macroeconomic standpoint. McDonald's itself has been strong around the world, as many of the improvements made under CEO Steve Easterbrook are paying off.
The stock touched a 52-week low last month and is trading at a price-to-earnings ratio of 17.5, significantly cheaper than McDonald's. Considering the potential growth ahead, last month's sell-off may present an appealing buying opportunity.
Jeremy Bowman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

https://www.fool.com/investing/2018/06/13/why-arcos-dorados-…" target="_blank" rel="nofollow ugc noopener">https://www.fool.com/investing/2018/06/13/why-arcos-dorados-…


Freundliche Grüße
supernova

https://www.nasdaq.com/article/arcos-dorados-holdings-inc-ar…

Wiederaufnahme der Dividendenzahlung!

Freundliche Grüße
supernova

heute short-put Aug18@10$

Antwort auf R-BgO 19.07.16 13:23:26 Uhr

Zitat von R-BgO: strike 5$ bis Feb 2017 zu 50c;

geht's "schief" habe ich einen Einstand von $4,50,

ansonsten bekomme ich 10% Warteprämie für 7 Monate

dafür gab es diesmal leider nur 85c; allerdings läuft auch ein short-call bis Mai ebenfalls zu $10 (der aktuell damit deutlich im Geld ist)

https://www.fool.com/investing/2017/08/03/arcos-dorados-hold…" target="_blank" rel="nofollow ugc noopener">https://www.fool.com/investing/2017/08/03/arcos-dorados-hold…

Arcos Dorados Holdings Addresses Its Biggest Threat
Early last year, investors were fleeing the Latin American McDonald's franchisee en masse. No longer, however.
...


Freundliche Grüße
supernova

https://www.fool.com/investing/2017/03/16/3-top-stocks-under…

...
Arcos Dorados

The world's largest McDonald's (NYSE: MCD) franchisee, Arcos Dorados, has been more than a few fries short of a Happy Meal lately because of the woes of various Latin American economies. That includes Brazil, its largest market, representing almost half of its total revenue, but also Venezuela, due to financial pressures there. Finally, Argentina is doing Arcos no favors with its currency issues. On a GAAP basis, those factors caused the restaurant operator to report a 7% decline in revenue over the first nine months of its fiscal year, but on a constant-currency basis, they're up almost 14%.

Arcos Dorados, which means "golden arches," has been a volatile stock. But after hitting its all-time low in early 2016 following the cancellation of its dividend as it sought to shore up its finances in the face of recessionary Latin American markets, it has since climbed some 140% and should be able to continue its march higher.

McDonald's itself is in an appreciably stronger position than where it was a year ago, and Arcos Dorados was able to report a 6.3% increase in comparable sales in Brazil in the quarter; a 5.6% rise in comps in northern Latin American markets, particularly Mexico; and a 25% increase in southern Latin American markets.

Currency exchange rates are still going to wreak havoc with the fast-food chain's operations in the short term, but over the longer haul, Arcos Dorados should still be a golden opportunity.
...


Freundliche Grüße
supernova

Zahlen waren gut, Kurs um 20% rauf auf 7,50$

Nach den Kursen steigt nun auch die Stimmung der Analysten:


If You Love McDonald's, You Should Check Out Arcos Dorados
The Golden Arches' biggest franchisee could post a big comeback.

http://www.fool.com/investing/2016/09/29/if-you-love-mcdonal…

Price Action to Note: Arcos Dorados Holding Inc Stock Price Hits 52-Week High Today

http://presstelegraph.com/2016/10/05/price-action-to-note-ar…


Freundliche Grüße
supernova

Antwort auf R-BgO 19.07.16 13:23:26 Uhr

Q2 war super, aktuell $5,89

habe gestern mal einen short-put geschrieben:

Antwort auf supernova1712 03.06.16 11:16:18 Uhr

strike 5$ bis Feb 2017 zu 50c;

geht's "schief" habe ich einen Einstand von $4,50,

ansonsten bekomme ich 10% Warteprämie für 7 Monate

Lesenswert:

http://seekingalpha.com/article/3977979-arcos-dorados-fundam…

...Underperformance, mostly due to macroeconomic related issues, may be about to end.
Worst baked into expectations, while things, especially on a constant currency basis, starting to look up.
Steps to take care of leverage and operational weakness are showing some early signs of positive change. ...
... Now that most of the negatives are baked into expectations and the company seems to be working effectively on the comeback plan, this might be a good time to study the name as a contrarian play with extremely good market positioning for long-term success. ...
... Now that the stock is down 80% over the past five years and credit rating is four steps down from an investment grade, much of the fundamental weakness seems to be baked in, including things like currency weakness that may continue to bog down the performance, but factors like the company's leading market position, geographic footprint in Latin America, decent dynamics for the fast food restaurant segment and strategic alignment with McDonald's are being overlooked. The 80% increase over the past three months, off from the lows, may be just the beginning. ...
... From a revenue standpoint, currency, especially the Brazilian Real because Brazil is the biggest market, is one of the biggest problems, but looking at the various forecasts, expectations are leaning towards the viewpoint that the worst may be over for the Real. ...
... The combination of improved operating performance, better cash flow and efforts to improve credit as well as the liquidity profile of the business, may eventually help the business with credit rating too. ...
... Right now, the company's geographic presence in Latin America is a liability, but rather than a discount, there should be a premium for the strategic value offered by the assets in the geography. The demographics offered by the markets, e.g. 30-35 percent of population of most markets where the company is operating is between the age of 15-34 years, are such that the business should be among the top of the list for any investor looking for geographies that can support long-term organic growth.
Bottom Line: Things may look ugly right now, mostly due to the macro factors, but the downside risks seem to be baked in, while various initiatives, operational as well as financial, have started to show results.


Freundliche Grüße
supernova

Why Arcos Dorados Holdings, Inc. Tacked On Another 11% in April
The Latin America-based McDonald's franchisee maintained a strong uptrend that began in February of this year.

http://www.fool.com/investing/general/2016/05/16/why-arcos-d…

Freundliche Grüße
supernova

nette Woche der erste Quartalsgewinn seit Langem,

Antwort auf supernova1712 07.04.16 11:20:45 Uhr

Aktie hat sich seit dem Tief schon wieder verdoppelt...

http://www.fool.com/investing/general/2016/04/04/heres-why-s…

...
Arcos Dorados shares seem to have fallen so much that there is nowhere for them to go but up. Management has reduced the company's net financial debt by nearly 20% over the past year, and key ratios have improved as its EBITDA has increased, all signs that the company is on the path to recovery.

Despite posting a net loss for the past two years, Arcos Dorados is still sitting on a valuable asset: over 2,000 McDonald's restaurants, at a time when McDonald's seems to be in resurgence around the world. Assuming the recession in Brazil eventually breaks, over the long term the stock should recover at least some of its losses over the last five years.

Freundliche Grüße
supernova

vielleicht könnte man auch eine Anleihe kaufen?

Antwort auf R-BgO 18.03.16 12:59:41 Uhr

Es gibt neben der BRL auch eine in USD:

6,625% halbjährliche Zahlung, WKN A1HRN0, Kurs aktuell 93,26, Laufzeit bis 27.9.2023

=> 6,625/93,26 = 7,1% laufende Rendite
=> (100/93,26)^(1/7,5)-1 = 0,9% Ablaufrendite

Leider nur in 100.000er Stückelung handelbar.