Portillo's (PTLO)
Serves Chicago street food through company-owned fast-casual and QSR-style restaurants.
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Serves Chicago street food through company-owned restaurants built around Italian beef, hot dogs, burgers, salads, fries, desserts, and multichannel access. The business is concentrated in the United States and depends on restaurant traffic, service speed, convenient sites, and disciplined unit growth.
Serves Chicago street food through company-owned restaurants that blend fast-casual ordering with QSR speed. The menu centers on Italian beef sandwiches, Chicago-style hot dogs and sausages, char-broiled burgers, chopped salads, crinkle-cut fries, chocolate cake, and cake shakes.
Most restaurants remain in the United States, with Illinois still the core market and newer growth extending to Texas, Florida, Arizona, and other states. Guest access spans dine-in, drive-thru, takeout, delivery, catering, nationwide shipping, and a loyalty program.
Execution depends on restaurant traffic, menu pricing, product mix, service speed, labor, convenient sites, and the pace of company-owned unit expansion. Recent governance and leadership changes have focused on traffic, margins, unit economics, and operational fundamentals.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 21, 2026 | Stephens | Target | Target: $6 | Target: $5 |
| May 7, 2026 | Guggenheim | Downgrade | ||
| May 6, 2026 | Roth Capital | Target | Target: $9 | Target: $8 |
| May 6, 2026 | Robert W. Baird | Target | Target: $8 | Target: $5.25 |
| Apr 21, 2026 | Roth Capital | Target | Target: — | Target: $9 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 28, 2026Cash & short-term investments $21.3M · Total debt $691.4M · Total assets $1.62B · Shareholders' equity $480.1M
- Revenue
- $199.0M
- Operating income
- $13.8M
- Net income
- $6.9M
No dividends on record.
| Institutions | 60.46% | 45.91M shares | |
|---|---|---|---|
| 182 holders · as of Jun 30, 2026 | |||
| Insiders | 4.30% | 3.26M shares | |
| 20 holders · as of Sep 8, 2026 | |||
| Strategic holders | 5.08% | 3.86M shares | |
| 1 holder · as of Aug 13, 2025 | |||
| Other | 30.16% | 22.91M shares | |
| remainder | |||
75.94M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Orbis Investment Management LtdInstitution | 9.25% | 7.03M | filed May 15, 2026 |
BlackRock, Inc.Institution | 6.46% | 4.91M A | as of Jun 30, 2026 |
Orbis Allan Gray LtdInstitution | 5.49% | 4.17M A | as of Jun 30, 2026 |
Berkshire Partners Holdings LLCStrategic | 5.08% | 3.86M | filed Aug 13, 2025 |
Engaged Capital LLCInstitution | 4.53% | 3.44M A | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 12, 2026 | Eugene I. Jr Lee | director | +65,355 | $4.59 |
| May 11, 2026 | Eugene I. Jr Lee | director | +70,165 | $4.28 |
| Mar 13, 2026 | Eugene I. Jr Lee | director | +286,000 | $5.18 |
- McDonald's
QSR scale pressure across burgers, fries, value, and digital ordering
- Restaurant Brands International
Burger King and Firehouse Subs pressure QSR meals and hot sandwiches
- Wendy's
Direct burger, fries, Frosty, app, and drive-thru overlap
- Shake Shack
Premium fast-casual overlap in burgers, hot dogs, fries, and shakes
- Chipotle Mexican Grill
Fast-casual scale peer in throughput, digital pickup, catering, and value
- Jack-in-the-Box
Drive-thru QSR pressure in burgers, fries, chicken, tacos, and late night
- CAVA
Fast-casual growth peer in digital pickup, catering, and healthy bowls
- Wingstop
Off-premise QSR challenger in chicken, fries, delivery, and digital orders
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Portillo's | $3.76 | +0.53% | $270.0M | 20.0 | 17.4 | 0.4 | +5.6% |
| McDonald's | $250.83 | +0.19% | $176.12B | 20.1 | 18.9 | 6.4 | +3.7% |
| Restaurant Brands International | $72.50 | +0.78% | $25.17B | 21.4 | 16.9 | 2.6 | +4.6% |
| Wendy's | $6.81 | −0.06% | $1.28B | 10.2 | 13.9 | 0.6 | +1.7% |
| Shake Shack | $58.09 | −0.03% | $2.30B | 60.4 | 47.2 | 1.5 | +17.2% |
| Chipotle Mexican Grill | $32.73 | +0.34% | $42.48B | 30.4 | 25.7 | 3.4 | +9.3% |
| Jack-in-the-Box | $13.40 | +0.15% | $254.4M | 7.7 | — | 0.2 | −22.6% |
| CAVA | $52.81 | +0.22% | $6.06B | 94.3 | 85.7 | 4.4 | +31.3% |
| Wingstop | $102.95 | +0.59% | $2.92B | 25.5 | 21.5 | 4.1 | +6.4% |
| Median | 23.4 | 21.5 | 3.0 | +5.5% |