Arcos Dorados Holdings vs Cracker Barrel OLD Country Store
Arcos Dorados Holdings is the larger business, with $4.68bn of revenue in fiscal 2025 against $3.32bn for Cracker Barrel OLD Country Store (1.4 times as much). Arcos Dorados Holdings grew faster (4.7% against -4.7%). Arcos Dorados Holdings kept more of each dollar of sales as profit: a net margin of 4.5% against 1.0%. Cracker Barrel OLD Country Store carries less debt relative to equity (70.5% against 149.1%).
| Latest fiscal year | Arcos Dorados HoldingsARCO, 2025 | Cracker Barrel OLD Country StoreCBRL, 2026 |
|---|---|---|
| Revenue | $4.68bn | $3.32bn |
| Revenue growth | 4.7% | -4.7% |
| Net income | $212m | $31.7m |
| Operating margin | 7.8% | -0.4% |
| Net margin | 4.5% | 1.0% |
| Return on equity | 33.2% | 6.7% |
| Free cash flow | $15.0m | $88.4m |
| Cash | $373m | $36.5m |
| Total debt | $1.15bn | $337m |
| Debt to equity | 149.1% | 70.5% |
| Dividend per share | — | $1.00 |
| Dividend yield | 3.5% | 1.5% |
| Share buybacks | — | — |
| Employees | — | 74,500 |
| Market value | $1.42bn | $1.51bn |
| Price vs our value range | — | Above our value range |
| Moat score | — | 55 (Moderate) |
| Insider trades, 12 months | 0 buys, 4 sales | 0 buys, 15 sales |