Arcos Dorados - weltweit größter McDonalds Franchisee (Seite 5)

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

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23.03.17 09:42:53…

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
10.08.17 13:17:10…" target="_blank" rel="nofollow ugc noopener">…

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


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29.12.17 18:24:40
Antwort auf Beitrag Nr.: 52.864.750 von R-BgO am 19.07.16 13:23:26
heute short-put Aug18@10$
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)
1 Antwort
08.04.18 13:05:21…

Wiederaufnahme der Dividendenzahlung!

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15.06.18 19:48:01
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.…" target="_blank" rel="nofollow ugc noopener">…

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05.07.18 14:01:47
Antwort auf Beitrag Nr.: 56.569.846 von R-BgO am 29.12.17 18:24:40
Stücke wurden heute angedient

10$ statt 7$
29.10.18 18:02:47
Warum ist die Aktie in den letzten Tagen so gestiegen?
Etwa, weil Brasilien "rechts" gewählt hat?

Freue mich auf Eure Meinungen!

Freundliche Grüße
13.04.19 14:21:56
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

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07.07.20 10:47:18…

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.

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Arcos Dorados Holdings Registered (A) | 4,750 $

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Arcos Dorados - weltweit größter McDonalds Franchisee