LOCO
El Pollo Loco Holdings, Inc.11.41
-0.30-2.56%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Key Stats
Market Cap
342.25MP/E (TTM)
12.97Basic EPS (TTM)
0.88Dividend Yield
0%Recent Filings
10-K
FY2025 results
El Pollo Loco delivered FY2025 revenue of $490M, up 3.6% y/y from $473M, with company-operated sales rising 2.4% to $406M on the 53rd week and 0.3% comps (2.1% check, -1.8% traffic); Q4 momentum stayed flat system-wide as franchise comps held even while company comps edged up. Restaurant contribution margin expanded to 17.8% from 17.4%, fueled by menu pricing and labor efficiencies despite California wage hikes. Opened nine units, remodeled 69; revolver drew down to $51M with $89M available. Plans call for 18-20 openings and 55-75 remodels in 2026. Q4 traffic stalls amid comps.
8-K
Q4 revenue beats, margins up
El Pollo Loco posted Q4 revenue of $123.5M, up from $114.3M, with system-wide comps +2.1% and restaurant margins expanding to 17.5% from 16.7%. Net income hit $6.5M ($0.22/share); debt fell to $46M post-paydown. Guidance eyes 1-3% comps, 18-20 new units, $66-68M Adjusted EBITDA in 2026. Margins improved sharply.
8-K
Garrido joins Loco board
El Pollo Loco announced Mark Buller's board resignation effective February 28, 2026, with no disagreements, appointing Domino's EVP-Chief Restaurant Officer Frank Garrido as independent director effective March 1 to fill the vacancy. Garrido joins the Compensation and Nominating Committees, bringing operations expertise to fuel expansion. His track record drove Domino's growth. CEO eyes value from his restaurant leadership amid growth push.
8-K
Board refresh adds restaurant vets
El Pollo Loco refreshed its board as William Floyd and Samuel Borgese retired December 31, 2025, with Douglas Babb stepping in as Chairman. Robert Wright, Potbelly CEO who drove expansion and a 2025 sale, and Tana Davila, Dutch Bros marketing exec fueling sales growth, join January 1, 2026, on audit committees. New blood bolsters restaurant expertise. Forward-looking growth claims carry execution risks.
8-K
COO Hollandsworth to depart
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