Portillo’s Q1 revenue misses estimates

Published 06/05/2025, 13:52
© Reuters

Investing.com -- Portillo’s Inc. reported first quarter 2025 revenue that fell short of analyst expectations, though earnings met estimates. The Chicago-style restaurant chain’s stock edged up 1% following the release.

Portillo’s posted revenue of $176.4 million for the quarter ended March 30, 2025, up 6.4% YoY but below the $181.01 million analyst consensus. Adjusted earnings per share came in at $0.05, in line with estimates.

Same-restaurant sales increased 1.8% YoY, driven by a 4.9% rise in average check partially offset by a 3.1% decline in transactions. The company opened no new restaurants during the quarter but plans to open 12 new locations in fiscal 2025.

"We’re proud of how our team performed through challenging macro conditions in Q1, driven by the launch of Portillo’s Perks and our marketing efforts," said Michael Osanloo, President and CEO of Portillo’s.

The company updated its fiscal 2025 guidance, now expecting revenue growth of 10-12% compared to its previous 11-12% forecast. Same-restaurant sales growth is projected at 1-3%, up from the prior flat to 2% outlook.

Portillo’s reported commodity inflation of 3.4% in Q1, down from 4.8% in the same quarter last year. The company implemented menu price increases of approximately 1.5% in January 2025 and 1.0% in April 2025 to address inflationary pressures.

Net income for the quarter decreased 25.3% YoY to $4.0 million, primarily due to higher income tax expenses.

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