Added to YB: 2026-02-27
Pitch date: 2026-02-25
PTLO [neutral]
Portillo's Inc.
+3.98%
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
$416.5M
Pitch Price
$5.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.66
P/E
21.44
EV/Sales
1.50
Sector
Hotels, Restaurants and Leisure
Category
turnaround
2025 Q4 Earnings Update Part 2: $PTLO
PTLO (update): New CEO Brett Patterson hired (ex-Miller's Ale House CEO, Outback President) after 4-month search. Q4 same-store sales -3.3% (blizzards hit Chicago), but sunbelt stores positive. Mgmt guides flat 2026 (likely sandbagged post-tariff shock). Rewards program (2M members) just starting. Selloff on guidance, but macro tailwinds (tax refunds, lower rates) + marketing should drive 2026 growth.
Read full article (2 min)