PORTILLO S INC CLASS A (PTLO)
Consumer Discretionary · Quick-service / fast-casual restaurants · NASDAQ
A regional quick-service restaurant operator specializing in Italian beef sandwiches and made-to-order casual dining with expansion into digital delivery and new markets.
What PORTILLO S INC CLASS A does
Portillo's Inc is a fast-casual restaurant operator that serves made-to-order sandwiches, Italian beef, hot dogs, and other casual dining fare. The company operates company-owned and franchised restaurant locations across multiple states. Portillo's generates revenue from food and beverage sales at its restaurants, as well as third-party delivery services. The company focuses on expanding its footprint and brand presence in existing and new markets.
Themes: Quick-service / fast-casual restaurants, Digital ordering, Third-party delivery, Multi-unit expansion
Fundamentals
- Price$4.97 as of 2026-08-21 close
- Market cap$307M as of 2026-08-21
- 1-year return-30.3% 2025-08-21 close $7.13 → 2026-08-21 close $4.97
- P/E27.51 as of 2026-08-24
- Net margin+1.9% as of 2026-08-24
- Gross margin+65.3% as of 2026-08-24
- ROE+2.9% as of 2026-08-24
- Debt / equity0.70 as of 2026-08-24
- Revenue growth (YoY)-23.8% as of 2026-08-24
- Revenue CAGR (3y)+7.6% SEC XBRL
- Beta1.58 as of 2026-08-24
- Last reported earnings2026-08-05 SEC EDGAR Form 8-K (Item 2.02)
How PTLO compares in its sector
- price-to-earnings ratiomiddle range 266 covered Consumer Discretionary peers, as of 2026-08-24
- net profit marginmiddle range 334 covered Consumer Discretionary peers, as of 2026-08-24
- operating marginmiddle range 334 covered Consumer Discretionary peers, as of 2026-08-24
- gross margintop 25% 331 covered Consumer Discretionary peers, as of 2026-08-24
- return on equitymiddle range 334 covered Consumer Discretionary peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 325 covered Consumer Discretionary peers
- free cash flow (absolute dollars, latest fiscal year)bottom 25% 311 covered Consumer Discretionary peers, as of FY2025
Position among covered Consumer Discretionary companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
How PORTILLO S INC CLASS A looks technically
PORTILLO S INC CLASS A (PTLO) is trading 0.6% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed below its 200-day average about 317 trading days ago — a "death cross", a bearish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 18, below the 25 that marks a real trend), though buyers have been pushing harder than sellers lately — pressure, not a trend. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 57, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bullish about 8 trading days ago (its momentum flipped positive). It made a new 20-day high about 6 trading days ago. It is 37.5% below its highest point of the past year.
Trend
7
| Distance from the 200-day | it is trading 0.6% below its 200-day average, the long-term trend line — a long-term downtrend | -0.6% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $4.60 | $4.60 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $5.00 | $5.00 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing high 7 calendar days ago — the swings before that are what the structure reading is measured on | 7 sessions |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 317 trading days ago — a "death cross", a bearish long-term signal | 317 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 18, below the 25 that marks a real trend), though buyers have been pushing harder than sellers lately — pressure, not a trend | 17.8 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 57, neither overbought (above 70) nor oversold (below 30) | 57.1 |
|---|---|---|
| Position in its 14-day range | it is trading in the upper half of its 14-day range ($4.21 to $5.24) — its "stochastic" reading is 74 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 73.8 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 8 trading days ago (its momentum flipped positive) | 8 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $7.95 | $7.95 |
|---|---|---|
| From the 52-week high | it is 37.5% below its 52-week high (its highest price of the past year) | -37.5% |
| Above the 52-week low | it is 30.4% above its 52-week low (its lowest price of the past year) | +30.4% |
| Below the 52-week high | it is 37.5% below its highest point of the past year | 37.5% |
| Since a 20-day breakout | it made a new 20-day high about 6 trading days ago | 6 sessions |
| Since a 55-day breakout | it made a new 55-day high about 6 trading days ago | 6 sessions |
| All-time high | its highest closing price on record is $57.72 (set on 2021-11-17) | $57.72 |
| Given back of the 52-week move | over the past year its closes ranged ($3.90 to $7.70), and it has recovered roughly a quarter of its fall from last year’s high — 28% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $6.25 to $6.37. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 28.2% |
| From the all-time high | it is 91.4% below its all-time high | -91.4% |
| Nearest price level | it is trading 2.6% below a resistance level at $5.10 — a price it turned at twice since 2026-03-30, most recently on 2026-07-01. Since 2024-08-21 it has 5 such levels below the current price and 10 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +2.6% |
| All-time low | its lowest closing price on record is $3.81 (set on 2026-05-21) | $3.81 |
| Above the all-time low | it is 30.4% above its all-time low | +30.4% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 47th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $0.253 between its high and its low — about 5.1% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $0.253 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $4.29 and $5.12 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $4.29 – $4.71 – $5.12 |
| Typical daily range (% of price) | its price moves about 5.1% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 5.1% |
| Stretch from the 200-day average | it is trading 0.1 daily ranges below its 200-day average price (0.6% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 0.1 daily ranges below its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.33× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Price gaps
3
| Gap at the open | it opened on 2026-08-21 1.3% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and had not traded back through that level by the close | +1.3% |
|---|---|---|
| Open gap | it gapped 7.7% above the previous close 49 sessions ago and has not traded back through the level it left behind at 3.91 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +7.7% |
| Gap filled | a 2.0% gap down opened on 2026-08-20 has been "filled" today — price traded back through the level the gap left behind, and it took 1 session to close | today |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 8.6 percentage points (the stock gained 10.9% while the market gained 2.3%) | +8.6% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 18.1 percentage points (the stock gained 21.2% while the market gained 3.1%) | +18.1% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 23.3 percentage points (the stock lost 12.2% while the market gained 11.1%) | -23.3% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 50.8 percentage points (the stock lost 30.3% while the market gained 20.5%) | -50.8% |
Signal agreement
2
| Bullish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bullish state: MACD momentum is positive — these describe past price behaviour, not a forecast | 1 of 9 |
|---|---|---|
| Bearish technical signals | 3 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, trading below its 200-day average, lagging the market over 6 months — these describe past price behaviour, not a forecast | 3 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading inside the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the zone traders read as unresolved — neither side has established a trend, and the band is where that gets settled. The band itself is thick, spanning 12.6% of the share price, which is taken to mean a barrier that has held for a while and takes effort to cross. | 0.0% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 1% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $5.03 — a volume-weighted average of daily closes over 155 sessions, not a true tick-by-tick VWAP. | -1.2% |
|---|---|---|
| Vs the average paid since it last reported | the price is 5% above the average price paid since it last reported on 2026-08-05 (its 10-Q), so the typical buyer over that stretch is showing a gain. That average is $4.74 — a volume-weighted average of daily closes over 13 sessions, not a true tick-by-tick VWAP. | +4.8% |
Price levels it has turned at before
PTLO last closed at $4.97 on 2026-08-21. Since 2024-08-21 it has turned at 5 prices below its last close and 10 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $5.10 | Resistance | 2.6% above the last close | turned there twice · 2026-03-30 to 2026-07-01 |
| $4.80 | Support | 3.3% below the last close | turned there twice · 2026-03-09 to 2026-07-29 |
| $5.29 | Resistance | 6.5% above the last close | turned there three times · 2025-11-28 to 2026-08-14 |
| $4.57 | Support | 8.2% below the last close | turned there three times · 2025-11-20 to 2026-06-15 |
| $4.41 | Support | 11.2% below the last close | turned there three times · 2026-01-09 to 2026-07-09 |
| $6.07 | Resistance | 22.1% above the last close | turned there five times · 2025-09-10 to 2026-03-17 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading below the 200-day moving average · Pulled back from the 12-month high · trendless / choppy (low ADX) · lagging the market · Trading at this year’s average price paid (anchored VWAP) · Trading inside the Ichimoku cloud | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (2.46 mean, 1=Strong Buy…5=Strong Sell) — 10 analysts
- Mean price target$6.23 range $5.00 – $11.00; median $5.50
Analyst estimates, as of 2026-08-23. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for PTLO
- Consensus EPS estimate$0.02393 next reporting period, as of 2026-08-23
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Food safety and foodborne illness risks that could damage reputation and operations","Labor market tightness and unionization activities impacting labor costs and operations","Macroeconomic headwinds including inflation, consumer sentiment weakness, and recession concerns affecting sales"]
What changed in the latest 10-Q
AI-assisted comparison of PTLO's 10-Q filed 2026-05-05 against the prior one filed 2025-11-04.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing mentions Brett Patterson appointed President and CEO effective February 23, 2026
- Newer filing mentions Eugene I. Lee, Jr. appointed Chair of Board effective March 10, 2026
- Newer filing mentions Jennifer Pecoraro-Striepling appointed Chief Development Officer effective March 16, 2026
- Newer filing mentions Michelle Hook departure as CFO effective May 5, 2025
- Newer filing describes three strategic priorities: operational excellence, integrated marketing, disciplined development strategy
- Newer filing reports negative same-restaurant sales trends in April driven by negative transaction and mix trends
- Newer filing discloses expectation of continued headwinds in May from lapping prior year buy-one-get-one beef promotion
- Newer filing states menu prices increased approximately 2.0% in April 2026
- Newer filing mentions first airport location at Dallas-Fort Worth International Airport
- Newer filing mentions second in-line location in Chicago
- Newer filing lists five restaurants opened in fiscal 2026 with specific opening months and locations (Fort Worth, Humble, Dallas, El Paso, Frisco)
- Removed:
- Older filing mentions Michael Osanloo departure as President and CEO effective September 21, 2025
- Older filing mentions Mike Miles appointment as CEO effective September 21, 2025
- Older filing references September 10, 2025 strategic reset announcement with four goals
- Older filing mentions discontinuation of Chicago breakfast pilot
- Older filing reports three quarters ended September 28, 2025 financial highlights (removed as reporting period changed)
- Older filing mentions menu price increases of 1.5% in January 2025, 1.0% in April 2025, and 0.7% in June 2025
- Older filing states plan to open three more restaurants in fourth quarter (incomplete statement in older filing)
- Reworded:
- Reference to fiscal year end date changed from December 29, 2024 to December 28, 2025
- Restaurant count changed from 98 to 106 restaurants as of the respective filing dates
- States reference changed from 'ten states' to 'eleven states'
- Overview section: 'called' changed to 'that Dick Portillo called' for 'The Dog House' attribution
- Financial highlights comparison period changed from quarter ended September 28, 2025 vs September 29, 2024 to quarter ended March 29, 2026 vs March 30, 2025
- Total revenue changed from $181.4 million to $182.6 million with different growth rate (1.8% to 3.5%)
- Same-restaurant sales changed from -0.8% to -0.1%
- Operating income changed from $5.4 million decrease to $4.5 million decrease
- Net income/loss changed from $0.8 million income to $0.5 million loss
- Restaurant-Level Adjusted EBITDA changed from $36.7 million to $34.8 million
- Adjusted EBITDA changed from $21.4 million to $18.5 million
- Commodity inflation changed from 6.3% to 1.8% for respective quarters
- Labor percentage of revenue increased from 0.8% to 0.3% for respective quarters
- Notes:
- The two filings report results for different fiscal quarters and periods, making some comparisons reflect period changes rather than operational changes
- The older filing contains incomplete final sentence regarding restaurant opening plans that is cut off in the source text
Risk Factors
- Added:
- Reference to onboarding new members of management, including the Chief Executive Officer (newer filing, 2026-05-05)
- Reference to fiscal year ended December 28, 2025 filed February 24, 2026 in forward-looking statements disclosure (newer filing, 2026-05-05)
- Removed:
- Reference to 'recently announced search for a new Chief Executive Officer and the related transition' (older filing, 2025-11-04)
- Reference to 'new enterprise resource planning system' in IT systems risk disclosure (older filing, 2025-11-04)
- Reference to fiscal year ended December 29, 2024 filed February 25, 2025 in forward-looking statements disclosure (older filing, 2025-11-04)
- Reference to 'Subsequent Events' note (Note 16) in table of contents (older filing, 2025-11-04)
- Reworded:
- Risk factor changed from 'risks associated with our recently announced search for a new Chief Executive Officer and the related transition' to 'risks associated with onboarding new members of management, including the Chief Executive Officer' (reflects shift from transition search to active onboarding phase)
- Removed specific reference to 'including our new enterprise resource planning system' from IT systems risk, now reads only 'risks associated with our reliance on certain information technology systems'
- Changed 'increases in food and other operating costs' to 'fluctuation in food and other operating costs' (broader language, includes both increases and decreases)
- Changed 'team members' to 'Team Members' (capitalization change in unionization risk factor)
- Artificial intelligence reference changed from 'artificial intelligence technologies' to 'artificial intelligence ("AI") technologies' (addition of abbreviation)
- Notes:
- The comparison is limited to the Risk Factors and Cautionary Note sections and table of contents provided; the actual Item 1A Risk Factors section content may extend beyond what was included in these excerpts
- Financial statement balance sheet data differs between filings due to different reporting dates (March 29, 2026 vs September 28, 2025 and December 29, 2024), but these are not Risk Factors changes
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
1 open-market purchase and 0 open-market sales by insiders in the last 90 days.
- Last 30 days1 buy ($299979) · 0 sells — 1 buying insider
- Last 90 days1 buy ($299979) · 0 sells — 1 buying insider
- Last 180 days2 buys ($600286) · 0 sells — 1 buying insider
Activity heuristic: net buying (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-08-12. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about PTLO's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
5 institutional 13F filers reported holding PTLO as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 8,183,416
- Reported value $43,290,273
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 3 increased, 2 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
PTLO had 10,691,384 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
Short interest as a percent of shares outstanding is not shown for PTLO because the newest share count we hold predates that settlement by more than 180 days, and a buyback or issuance in between would move the base. The reported figures above are unaffected.
- Reported short interest (shares) 10,691,384
- Prior settlement (shares) 10,118,549
- Reported change 5.66%
- Days to cover (reported) 10.51
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Chipotle Mexican Grill (CMG)
- Shake Shack (SHAK)
- Wingstop (WING)
- Culver's
- Smashburger
- Five Guys
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare PTLO vs…
Frequently asked questions
What does PORTILLO S INC CLASS A (PTLO) do?
Portillo's Inc is a fast-casual restaurant operator that serves made-to-order sandwiches, Italian beef, hot dogs, and other casual dining fare. The company operates company-owned and franchised restaurant locations across multiple states. Portillo's generates revenue from food and beverage sales at its restaurants, as well as third-party delivery services. The company focuses on expanding its footprint and brand presence in existing and new markets.
What sector is PORTILLO S INC CLASS A (PTLO) in?
PORTILLO S INC CLASS A (PTLO) is classified in the Consumer Discretionary sector. Its industry is Quick-service / fast-casual restaurants. It trades on NASDAQ.
Who are PORTILLO S INC CLASS A's (PTLO) competitors?
Notable peers of PORTILLO S INC CLASS A (PTLO) include Chipotle Mexican Grill, Shake Shack, Wingstop, Culver's and Smashburger. This peer set is informational only — not financial advice.
Is PORTILLO S INC CLASS A (PTLO) overbought or oversold right now?
PORTILLO S INC CLASS A (PTLO) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 57, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on PTLO come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.