公司表现 - Portillo's 股价在周二早盘大幅上涨 最高涨幅达 18.9% 截至下午 1:18 ET 股价仍上涨 13.3% [1] - 公司第四季度初步财务表现强劲 同店销售额同比增长 0.3% 远超分析师预期的下降 1.1% 也优于管理层预期的下降 0.8% [2] - 第四季度初步营收为 1.846 亿美元 略高于分析师预期的 1.844 亿美元 全年初步营收为 7.106 亿美元 同比增长 4.5% 略低于分析师预期的 7.109 亿美元 [3] - 公司提供 2025 年内部预测 预计同店销售额同比增长约 1% 营收增长约 11% 调整后 EBITDA 增长约 7% [4] 行业环境 - 过去几年餐饮行业面临挑战 高通胀推高食品价格和劳动力成本 消费者支出压力增大 [5] - 第三季度餐饮客流量同比下降 3% 较 2019 年同期下降 17% 客流量减少和成本上升对餐饮行业业绩造成压力 [5] 投资机会 - Portillo's 在艰难经济环境下实现同店销售额增长 表现优于行业同行 目前市盈率为 24 倍 具有吸引力 [6]

Portillo's has a chance to be a growth machine like Chipotle, and now it has a Chipotle leader on the board.Portillo's (PTLO -0.10%) added Chipotle (CMG -1.07%) veteran Jack Hartung to its board of directors last week, and the stock got a nice bounce. In this video, Travis Hoium explains why Hartung could help Portillo's optimize operations and expansion as it enters its new growth phase.*Stock prices used were end-of-day prices of Jan. 12, 2025. The video was published on Jan. 13, 2025. ...

Portillo's Inc. (PTLO) shares ended the last trading session 7.9% higher at $9.93. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 7.3% loss over the past four weeks.Shares of Portillo's appreciated following the announcement that Jack Hartung, President and Chief Strategy Officer at Chipotle, has been appointed to its Board of Directors, effective immediately. This company is expected to post quarterly earnings of ...

CHICAGO, Jan. 10, 2025 (GLOBE NEWSWIRE) -- Portillo's (NASDAQ:PTLO), the fast-casual restaurant concept known for its menu of Chicago-style favorites, today announced the appointment of Jack Hartung, President and Chief Strategy Officer at Chipotle, to Portillo's Board of Directors, effective immediately. "Jack Hartung has been a pioneer of the fast casual restaurant sector and an architect behind one of its greatest success stories. His experience driving operating excellence and developing restaurants wit ...

CHICAGO, Jan. 10, 2025 (GLOBE NEWSWIRE) -- Portillo’s (NASDAQ: PTLO), the fast-casual restaurant concept known for its menu of Chicago-style favorites, today announced the appointment of Jack Hartung, President and Chief Strategy Officer at Chipotle, to Portillo’s Board of Directors, effective immediately. "Jack Hartung has been a pioneer of the fast casual restaurant sector and an architect behind one of its greatest success stories. His experience driving operating excellence and developing restaurants wi ...

There's no doubt that Portillo's (NASDAQ: PTLO ) is a fast-casual restaurant chain that's growing very quickly. Not long ago, its footprint was limited to Chicagoland, but that changed threeI'm an Equity Analyst and Accountant specializing in restaurant stocks, with a strong foundation in Business Administration and Accounting, complemented by an MBA in Forensic Accounting and Controllership. As the founder of Goulart's Restaurant Stocks, I lead a company focused on analyzing restaurant stocks in the U.S. m ...

Restaurant industry veteran brings three decades of operational expertise to support Portillo's national growthCHICAGO, Dec. 2, 2024 /PRNewswire/ -- Portillo's (NASDAQ: PTLO), the fast-casual restaurant concept known for its menu of Chicago-style favorites, today announced the appointment of Tony Darden as Chief Operating Officer (COO). A seasoned industry leader with more than 30 years of experience with multi-unit restaurant concepts, Mr. Darden will play a pivotal role in enhancing operations as Portillo ...

OAK BROOK, Ill., Nov. 22, 2024 (GLOBE NEWSWIRE) -- Portillo’s Inc. (Nasdaq: PTLO) (“Portillo’s” or “The Company”), the fast-casual restaurant concept known for its menu of Chicago-style favorites, today announced that CEO Michael Osanloo and CFO Michelle Hook will appear at the following investor conferences: On Tuesday, November 26, 2024, CEO Michael Osanloo and CFO Michelle Hook will present at Furey Research Partners Hidden Gems Conference at 9:00 a.m. Eastern Time. A copy of the presentation to be used ...

The restaurant chain saw same-store sales drop just as expansion plans kicked into gear.Portillo's (PTLO -0.89%) has big growth plans as it expands in the Sun Belt. But as those restaurants are built, the company is seeing sales at existing stores slip. Travis Hoium digs into what's going on at Portillo's and in the restaurant industry broadly in 2024.*Stock prices used were end-of-day prices of Nov. 5, 2024. The video was published on Nov. 5, 2024. ...

业绩总结 - 2024年第三季度总收入为1.783亿美元，同比增长6.9%[7] - 第三季度营业收入为1600万美元[7] - 第三季度净收入为880万美元[8] - 第三季度餐厅级调整后EBITDA为4190万美元[9] - 2024年截至第三季度的总收入为5.259亿美元，同比增长6.9%[14] - 2024年截至第三季度的调整后EBITDA为7960万美元[13] - 2024年第三季度净收入为8,773千美元，较2023年同期的6,546千美元增长34.0%[28] - 2024年第三季度净收入率为4.9%，相比2023年同期的3.9%有所提升[48] - 2024年第三季度同店销售额为150,854千美元，较2023年同期的152,212千美元下降0.9%[30] - 2024年第三季度调整后EBITDA为27,911千美元，较2023年同期的27,285千美元增长2.3%[40] - 2024年第三季度调整后EBITDA利润率为15.7%，相比2023年同期的16.4%有所下降[42] - 2024年截至第三季度的净收入为22,647千美元，较2023年同期的15,171千美元增长49.3%[48] - 2024年截至第三季度的总收入为525,945千美元，较2023年同期的492,047千美元增长6.9%[32] 用户数据与市场表现 - 2024年第三季度同餐厅销售额下降0.9%[7] - 预计2024年同餐厅销售额将下降约1.0%[27] - 2024年第三季度餐厅数量为88家，较2023年的78家增加了10家[38] 未来展望与战略 - 2024年财年的单位增长目标为10个新单位[27] - 2024年9月29日的净收入为32,294万美元，净收入率为4.5%[50] - 2024年9月29日的调整后EBITDA为41,946万美元，调整后EBITDA率为23.5%[56] - 2024年9月29日的餐厅级调整后EBITDA为168,622万美元，餐厅级调整后EBITDA率为23.6%[58] - 2024年9月29日的运营收入为15,988万美元，运营收入率为9.0%[57] 成本与费用 - 2024年第三季度餐厅运营费用中的食品、饮料和包装成本为60,136千美元，占总收入的33.7%[29] - 2024年9月29日的一般和行政费用为18,305万美元[57] - 2024年9月29日的预开支为1,747万美元[57] - 2024年9月29日的折旧和摊销费用为6,679万美元[57] - 2024年9月29日的云计算软件实施成本为766万美元[51] - 2024年9月29日的税收应收协议负债调整为(4,382)万美元[51] - 2024年9月29日的权益基础补偿为12,721万美元[51]