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Management attributed the 13% revenue growth to a balanced strategy of monetizing significant market share advantages while navigating a challenging consumer environment across Latin America.

The 120-basis-point consolidated EBITDA margin expansion was primarily driven by a 60-basis-point improvement in Food and Paper costs, particularly benefiting from lower beef prices in Brazil.

In Brazil, the team responded to a post-Carnival volume slowdown by deploying the 'EconoMeki' affordability platform to recapture guest traffic without sacrificing long-term profitability.

Digital channels now contribute 64% of system-wide sales, with management focusing on the loyalty program to increase visit frequency and identified sales data.

Strategic positioning in Mexico and other NOLAD markets focused on localized menu innovation and affordability to rebalance traffic and average check growth.

Operational efficiency was bolstered by a G&A restructuring process completed in early 2026, which contributed 60-basis-points to margin leverage.

The company maintained a dominant competitive position, with visit share in Brazil reaching its highest level since 2022 despite industry-wide volume corrections.

Management is 'cautiously optimistic' regarding Food and Paper costs for the remainder of 2026, expecting beef prices in Brazil to remain dynamic but relatively stable.

The company aims to reach 90% Experience of the Future (EOTF) restaurant modernization within the next couple of years, up from the current 75%.

Second quarter performance is reportedly off to a strong start, with April guest volume and comparable sales in Brazil reaching their best growth levels in 20 months.

Capital allocation will prioritize high-return markets and freestanding units, with a focus on reducing the average investment cost per new restaurant opening.

The loyalty program, now at 30 million members, is expected to grow rapidly as the rollout phase is nearly complete across 94% of the store base.

Adjusted EBITDA included $5.8 million from sub-franchisee restaurant transactions in SLAD and NOLAD, which management described as routine portfolio management.

G&A expenses were impacted by the appreciation of local currencies against the U.S. Dollar, making dollar-denominated costs appear higher despite structural headcount reductions.

The company introduced 'Adjusted Free Cash Flow' as a new reporting metric to provide a clearer picture of its ability to service debt and fund organic growth.

Management flagged limited disposable income among consumers as a persistent headwind, necessitating a continued focus on national value platforms.

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Management confirmed that beef cost reductions in Brazil were the primary driver of margin improvement for the second consecutive quarter.

They remain cautiously optimistic for the rest of the year, noting that while global demand shapes prices, Brazil's costs remain lower than many other global regions.

The loyalty program has reached 30 million members and accounts for 25% of total sales, driving a 20% to 25% increase in visit frequency.

Redeemed products carry higher average margins, and the increased frequency more than compensates for any minimal impact on average check.

The company reduced total CapEx in Q1 2026 compared to the prior year despite opening nine more restaurants, driven by construction efficiencies and supplier localization.

Management intends to maintain a mix of 70% company-operated and 30% sub-franchised locations while focusing on freestanding units for the best returns.

Following a restructuring that created a leaner cost structure, the company is beginning to adopt AI tools to further drive administrative efficiency.

Management plans to provide a detailed roadmap for AI-driven value generation during their Investor Day in October.