Investing.com — Latin American equities present compelling opportunities for investors seeking exposure to emerging markets, with several standout performers identified in Jefferies’ latest analysis. The region continues to show resilience despite varying macroeconomic conditions across different countries, with select companies demonstrating strong operational execution and growth potential.
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McDonald’s largest franchisee in Latin America is experiencing a stronger start to the year than anticipated. The company recently clarified its 1Q26 performance expectations, noting that systemwide comparable sales growth is projected to be higher in the first quarter compared to 4Q25, contrary to market commentary suggesting a decline due to regional economic pressures. Additionally, strengthening local currencies are expected to boost USD revenue in the quarter. Investors should mark their calendars for March 19, 2026, when Arcos will release its Q4 results before market open, with 1Q26 results following in mid-May 2026.
In other developments, Arcos Dorados announced plans to open between 105 and 115 new restaurants in 2026. The company also launched a cash tender offer for its 2029 notes, funded by new bank debt, as part of an effort to lower financing costs.
The Argentine real estate developer has signed a promising new barter agreement for a 2111 square meter lot within the extended first stage of the Ramblas del Plata project. The deal includes approximately 7,557 square meters of saleable area, valued at $6.35 million. This transaction implies a value of $1,140 per square meter, significantly above the company’s reported NAV of $850 per square meter. The agreement will be settled through an upfront cash payment plus additional saleable square meters to be transferred to IRSA over time, enhancing the company’s asset portfolio.
The Brazilian paper and packaging company is participating in Jefferies’ 2026 Pulp & Packaging Summit in London on March 3rd. Both the CEO and CFO will be present at this in-person event at Jefferies’ London offices. The summit will facilitate discussions between company management and institutional investors regarding 2026 trading and prospects. Meetings will be conducted in one-on-one and small group formats, providing investors with direct access to the company’s leadership.
The education provider is hosting a virtual group meeting with CEO Eilif Serck-Hanssen and CFO Rick Buskirk on February 20, 2026, at 9am ET. Laureate’s strategic focus on digital transformation and campus optimization, combined with its student-centric approach, has been driving consistent growth and margin expansion. The company has demonstrated a commitment to returning capital to shareholders, leveraging its cash-accretive business model to create value for investors.
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