Professional
Added to YB: 2025-10-08
Pitch date: 2025-10-02
PTLO [neutral]
Portillo's Inc.
-28.9%
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
$6.54
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 (trimmed position): Sold half position after disappointing Q2, lowered guidance, strategy change & slowing growth plans. Seeking new CEO amid unsteady management. Profitable concept but uncertain if it scales beyond Peoria/Chicago. Tariffs, inflation, McDonald's value pressure & ICE impact margins. Watching w/ reduced position.
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