PTLO
Portillo's Inc.4.6300
-0.0200-0.43%
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
Texas tweaks positive; Perks traction firm.
Q&A drilled into Texas turnaround progress, with labor tweaks yielding slight EBITDA positivity in the final period—beyond prepared remarks' headwind focus. Kennesaw's sales hit $3.8 million in first 100 days but should settle under $200k weekly, buoyed by distant next openings unlike clustered Texas stores. Perks boosted value scores via offers, held tickets steady at $23.60, and won't pivot to points accrual. Regional comps trended even; always-on marketing eyes low-awareness Texas. Analysts pressed on maturity curves and levers—management touted ops gains, pricing roll-offs. Texas sales acceleration matters next.
Key Stats
Market Cap
333.05MP/E (TTM)
12.86Basic EPS (TTM)
0.36Dividend Yield
0%Recent Filings
8-K
Lee named Portillo's Board Chair
Portillo's appointed Eugene I. Lee, Jr. as Board Chair effective March 10, 2026, replacing Michael A. Miles, Jr., who along with Joshua A. Lutzker won't seek reelection at the 2026 Annual Meeting. Lee, ex-Darden CEO with deep restaurant experience, steps in amid strategic reset. Board shrinks to seven. Smooth transition bolsters oversight.
10-K
FY2025 10-K
Portillo's 10-K for FY2025 ended December 28, 2025 lacks financial statements or MD&A, so topline, profitability, and quarterly results not disclosed. No Q4 metrics, y/y deltas, or segment trends available. Non-GAAP metrics not disclosed in the 10-K. Liquidity and capital allocation details omitted. No annual guidance provided. Leadership change underway with new CEO offer dated January 29, 2026. Q4 hiring accelerates executive transition. Supply chain disruptions pose key risk to momentum.
8-K
Q4 sales up, comps down
Portillo's reported Q4 revenue up 0.6% to $185.7M yet same-restaurant sales fell 3.3% on fewer transactions; full-year revenue rose 3.0% to $732.1M but net income dropped to $21.1M from $35.1M amid commodity and labor pressures. New CEO Brett Patterson starts February 23 with $400K RSU grant vesting over two years. Reset growth to eight 2026 units; Adjusted EBITDA flat.
8-K
Portillo's appoints new CEO
Portillo's named Brett Patterson, ex-CEO of Miller's Ale House, as President and CEO effective February 23, 2026, succeeding interim leader Michael Miles, who stays as Chairman. Patterson's package includes $800,000 base, 100% bonus target, $400,000 sign-on RSUs, and $3M annual equity. New leader eyes operations and growth. No related arrangements disclosed.
8-K
Portillo's ICR update
Portillo's presented at the 2026 ICR Conference on January 12, highlighting fan devotion with NPS of 64 and AUVs of $3.7M drive-thru, $3.4M dine-in. Q4 2025 same-restaurant sales fell 3.3% on transaction and mix declines, yet full-year Restaurant-Level Adjusted EBITDA hit $158.4M. Growth resets to fewer units first; 2026 outlook flags flat Adjusted EBITDA amid CEO search risks.
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