Professional
Added to YB: 2025-01-10
Pitch date: 2025-01-08
PTLO [bullish]
Portillo's Inc.
-49.19%
current return
Author Info
No bio for this author
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
$9.23
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
Middle Coast Investing Portfolio Holding: Portillo's Inc.
PTLO: Chicago-based restaurant chain expanding to Sun Belt. High AUV, FCF+, profitable. Negative SSS in 2024, -19% YTD. PE firm selling shares. New smaller restaurant format promising. Challenges: Chicago-centric, larger restaurants. Valuation doesn't reflect growth potential in AZ, TX. Kennedy nomination, tax-loss selling pressured stock.
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