In the following video, analyst Austin Smith discusses three Arcos Dorados (NYSE: ARCO) story lines for investors to track. The Brazilian economy drives a huge percentage of Arcos' revenue, so positive macro developments there could cause the company to soar. It also could see huge gross margin increases if it realizes its goals of expanding its beverage line. However, Arcos Dorados could stumble if well-run rival Burger King (NYSE: BKW) captures a large market share, particularly in the attractive Brazilian economy. If you're still on the sideline with Arcos, these are must-watch trends for you today.

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