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Dec 29, 2024

Portillo's Q4 2024 Earnings Report

Portillo's reported a decrease in total revenue but an increase in net income for Q4 2024.

Key Takeaways

Portillo's Inc. reported a slight decrease in total revenue by 1.7% to $184.6 million for the fourth quarter of 2024, while same-restaurant sales increased by 0.4%. The company's net income increased by $2.8 million to $12.4 million. They opened three new restaurants in the Houston, Texas market during the quarter.

Total revenue decreased by 1.7% to $184.6 million.

Same-restaurant sales increased by 0.4%.

Operating income decreased by $0.6 million to $13.8 million.

Net income increased by $2.8 million to $12.4 million.

Total Revenue
$185M
Previous year: $188M
-1.7%
EPS
$0.17
Previous year: $0.13
+30.8%
Same-Restaurant Sales Change
0.4%
Previous year: 4.4%
-90.9%

Portillo's

Portillo's

Forward Guidance

Portillo's provided financial targets for fiscal year 2025, including unit growth, same-restaurant sales, revenue growth, commodity and labor inflation, restaurant-level adjusted EBITDA margin, general and administrative expenses, pre-opening expenses, adjusted EBITDA growth, and capital expenditures.

Positive Outlook

  • Unit growth of 12 new units
  • Same-restaurant sales flat to +2%
  • Revenue growth of 11% to 12%

Challenges Ahead

  • Commodity inflation of 3% to 5%
  • Labor inflation of 3% to 4%
  • Restaurant-level adjusted EBITDA margin of 22.5% to 23%
  • General and administrative expenses of $82 - $84 million
  • Pre-opening expenses of $11 - $12 million