财务数据和关键指标变化 - 公司第三季度收入为1.783亿美元，同比增长6.9%，其中新开餐厅贡献了1360万美元的收入 [16][19] - 同店销售下降0.9%，导致收入减少140万美元，交易量下降3.5%，但平均消费增加2.6% [16][19] - 调整后的EBITDA为2790万美元，同比增长2.3% [24][25] 各条业务线数据和关键指标变化 - 餐厅级调整EBITDA为4190万美元，餐厅级调整EBITDA利润率为23.5%，同比下降160个基点 [22] - 食品、饮料和包装成本占收入的比例从33.3%上升至33.7% [19] - 劳动力成本占收入的比例从25.5%上升至25.8% [20] 各个市场数据和关键指标变化 - 公司在德克萨斯州的扩展取得成功，第一家休斯顿餐厅的销售表现超出预期 [11][57] - 预计2025年将新增12%至15%的餐厅数量 [11][60] 公司战略和发展方向和行业竞争 - 公司将继续专注于长期成功而非短期利益，避免参与价格战 [27][28] - 计划在德克萨斯州和达拉斯地区进行广告宣传，以提升品牌知名度 [10][35] - 公司正在优化餐厅建设模型，减少餐厅面积以提高投资回报率 [12][40] 管理层对经营环境和未来前景的评论 - 管理层对当前宏观经济环境表示担忧，认为行业内的价格战对公司造成压力 [6][27] - 尽管面临挑战，管理层对未来的现金流和盈利能力保持乐观 [15][26] 其他重要信息 - 公司计划在2024年继续开设新餐厅，预计全年同店销售将下降约1% [18] - 预计2024年G&A费用将在7800万至8000万美元之间 [24] 问答环节所有提问和回答 问题: 关于忠诚度计划的进展 - 管理层表示正在积极推进忠诚度计划，预计将在明年初发布相关公告 [30] 问题: 第四季度的展望 - 管理层指出，尽管自助服务机的推广带来了一些积极影响，但整体同店销售仍面临宏观经济和折扣环境的压力 [34] 问题: 休斯顿市场的表现 - 管理层对休斯顿市场的表现表示满意，并计划在该地区开设更多餐厅以分散销售压力 [57] 问题: G&A费用的变化 - 管理层解释了G&A费用下降的原因，主要是由于可变薪酬和股权激励的减少 [73]

文章核心观点 - 公司本季度每股收益0.11美元,超出市场预期0.07美元,同比增长57.14% [1] - 公司过去4个季度中有3次超出市场每股收益预期 [2] - 公司本季度收入1.7825亿美元,低于市场预期2.27% [2] - 公司股价今年以来下跌14.3%,低于标普500指数19.8%的涨幅 [3] 行业和公司分析 行业分析 - 公司所属的餐饮零售行业目前在250多个Zacks行业中排名前29% [8] - 排名前50%的行业相比后50%的行业业绩通常好2倍以上 [8] 公司分析 - 公司未来业绩表现主要取决于管理层在财报电话会议上的评论 [3] - 公司最新的盈利预期有所变化,目前为Zacks评级3级(中性),预计未来表现与大盘持平 [6] - 下个季度每股收益预期为0.04美元,全年每股收益预期为0.27美元 [7]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10- Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED September 29, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO COMMISSION FILE NUMBER: 001-40951 PORTILLO'S INC. (Exact name of registrant as specified in its charter) Delaware 87-1104304 (State or other jurisdiction of incorpo ...

Portillo's Inc. Announces Third Quarter 2024 Financial Results Chicago, IL— November 5, 2024—Portillo's Inc. ("Portillo's" or the "Company") (NASDAQ: PTLO), the restaurant concept known for its menu of Chicago-style favorites, today reported financial results for the third quarter ended September 29, 2024. Michael Osanloo, President and Chief Executive Officer of Portillo's, said, "While our top line results for the quarter fell short of expectations, I'm proud of how our team protected margins and drove ca ...

CHICAGO, Nov. 05, 2024 (GLOBE NEWSWIRE) -- Portillo’s Inc. (“Portillo’s” or the “Company”) (NASDAQ: PTLO), the restaurant concept known for its menu of Chicago-style favorites, today reported financial results for the third quarter ended September 29, 2024. Michael Osanloo, President and Chief Executive Officer of Portillo’s, said, “While our top line results for the quarter fell short of expectations, I’m proud of how our team protected margins and drove cash flow. We’re profitable, we’re controlling the l ...

With the stock market continuing to chase new all-time highs every day, investors who want to remain exposed to equities face a tough choice: buy in at a huge valuation and hope for the best, or sit on the sidelines and wait for With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor o ...

OAK BROOK, Ill., Oct. 08, 2024 (GLOBE NEWSWIRE) -- Portillo's Inc. ("Portillo's") (Nasdaq: PTLO), the fast-casual restaurant concept known for its menu of Chicago-style favorites, today announced that it will report third quarter 2024 financial results on Tuesday, November 5, 2024, before the market opens. A live audio webcast is scheduled for 10:00 AM ET that same day. Michael Osanloo, President and Chief Executive Officer, and Michelle Hook, Chief Financial Officer, will host the webcast. The webcast will ...

文章核心观点 - 该文章介绍了一家名为Portillo's的隐藏餐厅公司,该公司主要在美国中西部地区运营 [1] - 作者是一名拥有30年航海经验的资深投资者,对科技股有浓厚兴趣 [1] - 作者表示自己没有持有该公司股票,也没有未来72小时内的投资计划,文章为自己的独立观点 [1] 公司概况 - Portillo's是一家隐藏的餐厅公司,主要在美国中西部地区运营 [1] - 作者表示如果读者不住在中西部地区,可能之前没有听说过这家公司 [1] 投资者披露 - 作者表示自己没有持有该公司股票,也没有未来72小时内的投资计划 [1] - 作者表示文章为自己的独立观点,没有从任何机构获得报酬 [1] - Seeking Alpha表示过往业绩不代表未来表现,不对任何投资建议负责 [2]

Joe Hendrickson Founded in 1963, Portillo's Inc. (NASDAQ:PTLO) operates restaurants that serve Chicago-style hot dogs, as well as grilled burgers, beef sandwiches, and other food items. The company has continued expanding its restaurant chain nationwide across the United States, showing constant good revenue growth. The company's post-IPO stock performance after the 2021 IPO has been poor, as the stock has lost over two thirds of the value from its initial trading. After the stock has had such a weak run am ...

OAK BROOK, Ill., Aug. 30, 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 present and host investor meetings at the Piper Sandler Growth Frontiers Conference on September 10-11, 2024. All interested investors will be able to access a live audio webcast of the Company's presentation at 12:00pm ET on Wednesday, September ...