Added to YB: 2025-08-08
Pitch date: 2025-08-06
PTLO [neutral]
Portillo's Inc.
-38.93%
current return
Author Info
Company Info
Portillo's Inc. owns and operates fast casual restaurants in the United States. The company offers Chicago-style hot dogs and sausages, Italian beef sandwiches, char-grilled burgers, chopped salads, crinkle-cut and cheese fries, homemade chocolate cakes, and chocolate cake shake.
Market Cap
$344.6M
Pitch Price
$7.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.26
P/E
13.57
EV/Sales
1.38
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Portillo's: Moving the Goalposts? (Q2 2025 Earnings Update) $PTLO
PTLO (earnings update): Stock down 20% post-Q2 with TX location underperformance; guided to low-end 1-3% comps vs 3-4% cost inflation despite 3.3% menu price increases. Raised concerns about national scalability beyond Chicago. Still strong in AZ/FL; best-in-class EBITDA margins. Holding at depressed 14x EV/EBITDA, awaiting proof of 10%+ growth targets.
Read full article (3 min)