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Dec 28, 2025
Portillo's Q4 2025 Earnings Report
Portillo's reported modest revenue growth in the fourth quarter of 2025, with declines in same-restaurant sales and profitability compared to the prior year.
Key Takeaways
Portillo's generated slight revenue growth in Q4 2025 driven by new restaurant openings, but experienced a decline in same-restaurant sales and lower operating income and net income year over year.
Total revenue increased 0.6% to 185745000 driven by new restaurant openings.
Same-restaurant sales declined 3.3% due to a 3.3% decrease in transactions.
Operating income decreased to 10331000 from 13833000 in the prior year quarter.
Adjusted EBITDA declined to 24669000 with margin compression year over year.
Forward Guidance
For fiscal 2026, Portillo's expects moderate unit growth, mid single-digit commodity inflation, flat Adjusted EBITDA year over year, and restaurant-level adjusted EBITDA margins between 20.5% and 21%.
Positive Outlook
- Plans to open 8 new units in fiscal 2026.
- Restaurant-level adjusted EBITDA margin expected between 20.5% and 21%.
- Adjusted EBITDA expected to be flat versus 2025.
- Capital expenditures projected between 55000000 and 60000000.
- General and administrative expenses expected between 80000000 and 82000000.
Challenges Ahead
- Mid single-digit commodity inflation expected.
- Labor inflation projected between 3% and 3.5%.
- Same-restaurant sales declined 3.3% in Q4 2025.
- Operating income declined year over year.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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