Fast-food chain Arcos Dorados (NYSE: ARCO) will be reporting results this Thursday before the bell. Here’s what investors should know.

Arcos Dorados missed analysts’ revenue expectations last quarter, reporting revenues of $1.19 billion, up 5.2% year on year. It was a mixed quarter for the company, with a beat of analysts’ EPS estimates but a significant miss of analysts’ same-store sales estimates.

Is Arcos Dorados a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Arcos Dorados’s revenue to grow 11.2% year on year, a reversal from the 2.7% decrease it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Arcos Dorados has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Arcos Dorados’s peers in the traditional fast food segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Krispy Kreme’s revenues decreased 2.9% year on year, beating analysts’ expectations by 1%, and Yum China reported revenues up 8.8%, topping estimates by 3.9%. Krispy Kreme traded up 25.4% following the results while Yum China was also up 9.7%.

Read our full analysis of Krispy Kreme’s results here and Yum China’s results here.

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the traditional fast food stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.1% on average over the last month. Arcos Dorados is down 4.5% during the same time and is heading into earnings with an average analyst price target of $9.91 (compared to the current share price of $7.98).

ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you’re unstoppable.

These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE.