Latin American markets are starting to look attractive for investors who want exposure to emerging economies. Even though economic conditions differ from country to country, some companies are standing out. According to Jefferies, a few names in the region are showing strong execution and solid growth potential.
One of them is Arcos Dorados, the largest McDonald’s franchisee in Latin America. The company says it has started the year better than expected. It recently updated its outlook for the first quarter of 2026. Systemwide comparable sales are expected to grow faster than they did in the fourth quarter of 2025. This goes against earlier market talk that sales would slow due to economic pressure in the region.
Stronger local currencies are also helping. A firmer currency means the company’s revenue looks better when converted into US dollars. Investors will get more clarity on March 19, 2026, when Arcos releases its fourth quarter results. First quarter 2026 numbers are expected in mid May.
The company is also expanding. It plans to open between 105 and 115 new restaurants in 2026. On top of that, it has launched a cash tender offer to buy back its 2029 notes. This move will be funded by new bank debt and is aimed at reducing financing costs.
Another company drawing attention is IRSA, a major real estate developer in Argentina. It recently signed a new barter agreement for a 2,111 square meter lot in the Ramblas del Plata project. The deal includes around 7,557 square meters of saleable space valued at $6.35 million. That works out to about $1,140 per square meter. This is well above the company’s reported net asset value of $850 per square meter. The agreement includes an upfront cash payment and additional saleable area that will be transferred to IRSA over time. This strengthens its asset base.
In Brazil, Klabin is also in focus. The paper and packaging company will attend the 2026 Pulp and Packaging Summit in London on March 3. The CEO and CFO will both be present. The event gives institutional investors a chance to speak directly with management. Discussions will center on trading conditions and the company’s outlook for 2026.
Meanwhile, Laureate Education is hosting a virtual group meeting on February 20, 2026. CEO Eilif Serck Hanssen and CFO Rick Buskirk will speak with investors. The company has been focusing on digital transformation and improving campus operations. This strategy has helped drive steady growth and better margins. Laureate has also been returning capital to shareholders, supported by strong cash generation.
Overall, while Latin America faces mixed economic conditions, these companies are showing that solid strategy and disciplined execution can still create meaningful opportunities for investors.