Arcos Dorados Holdings (STU:AD8) Tariff Resilience Score: 6/10 (As of Jul. 21, 2026)

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STU:AD8 Arcos Dorados Holdings Inc STU:AD8
89 GF Score
Price €7.16
GF Value €8.32
Valuation Modestly Undervalued
! 6 Warning Signs
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What is Arcos Dorados Holdings Tariff Resilience Score?

Arcos Dorados Holdings STU:AD8 -0.14% 89 Tariff Resilience Score is 6 as of Jul. 21, 2026. GuruFocus rates STU:AD8 with a GF Score™ of 89/100 and a GF Value™ of €8.32 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 363 Restaurants companies, Arcos Dorados Holdings ranks better than 90.08% on this metric.

Arcos Dorados Holdings has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

Arcos Dorados Holdings has As a McDonald's franchisee in Latin America, Arcos Dorados faces some tariff risks on imported food products. However, local sourcing and strong brand pricing power mitigate these risks.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Arcos Dorados Holdings might have Average Resilient.

Arcos Dorados Holdings  (STU:AD8) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Arcos Dorados Holdings Tariff Resilience Score Related Terms

STU:AD8 vs WEN, BH, BJRI: Tariff Resilience Score Comparison

For the Restaurants subindustry, Arcos Dorados Holdings's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Arcos Dorados Holdings Tariff Resilience Score vs Restaurants Industry

For the Restaurants industry and Consumer Cyclical sector, Arcos Dorados Holdings's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Arcos Dorados Holdings's Tariff Resilience Score falls into.


STU:AD8
89GF Score
Arcos Dorados Holdings Inc STU:AD8
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 6 mean?
Arcos Dorados Holdings (STU:AD8) has a Tariff Resilience Score of 6 as of Jul. 21, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Arcos Dorados Holdings ranks #36 out of 363 companies in the Restaurants industry, placing it in the top 9.9%.
Is Arcos Dorados Holdings' Tariff Resilience Score too high?
Arcos Dorados Holdings' current Tariff Resilience Score is 6. Based on the distribution chart, Arcos Dorados Holdings ranks #36 out of 363 companies in the Restaurants industry, which is in the top quartile — a strong position relative to peers. Overall, Arcos Dorados Holdings has a GF Score™ of 89/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Arcos Dorados Holdings' Tariff Resilience Score compare to WEN and BH?
According to the Restaurants industry distribution chart, Arcos Dorados Holdings ranks #36 out of 363 companies for Tariff Resilience Score. This places Arcos Dorados Holdings in the top 10% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Restaurants company?
A good Tariff Resilience Score depends on the Restaurants industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Arcos Dorados Holdings's current Tariff Resilience Score is 6. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Arcos Dorados Holdings stock overvalued right now?
Based on GuruFocus' analysis, Arcos Dorados Holdings (STU:AD8) is currently considered Modestly Undervalued. The stock's GF Value™ is €8.32, compared to a current price of €7.16 — trading 14% below its estimated fair value. The current Tariff Resilience Score is 6. Arcos Dorados Holdings' overall GF Score™ is 89/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Arcos Dorados Holdings (STU:AD8), the current Tariff Resilience Score is 6 as of Jul. 21, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Arcos Dorados Holdings (STU:AD8) Overvalued in 2026?

Based on GuruFocus' analysis, Arcos Dorados Holdings stock appears to be undervalued. The current stock price of €7.16 is trading 14% below its estimated GF Value™ of €8.32. GuruFocus considers Arcos Dorados Holdings to be Modestly Undervalued.

Key valuation signals for STU:AD8:

  • Tariff Resilience Score: 6
  • GF Value™: €8.32 vs. price of €7.16 (14% below fair value)
  • GF Score™: 89/100 with 6 warning signs

No single metric tells the full story. See the STU:AD8 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Arcos Dorados Holdings Business Description

Address Rio Negro 1338, First Floor, Montevideo, URY, 11100
Arcos Dorados Holdings Inc operates McDonald's branded restaurants in various countries and territories in Latin America and the Caribbean. The Company manages its business as distinct geographic segments and its operations are divided into three geographic divisions, as follows: Brazil, the North Latin American division, or NOLAD, which is comprised of Costa Rica, Mexico, Panama, Puerto Rico, Martinique, Guadeloupe, French Guiana and the U.S. Virgin Islands of St. Croix and St. Thomas and the South Latin American division, or SLAD, which is comprised of Argentina, Chile, Ecuador, Peru, Uruguay, Colombia, Venezuela, Trinidad and Tobago, Aruba and Curacao. Its menu includes hamburgers, McNuggets, salad, sandwiches, French fries, and others. It generates maximum revenue from Brazil.
89GF Score

Get the complete analysis for STU:AD8

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€7.16
Price
€8.32
GF Value