Portillos Inc (PTLO)

[wiwineguy]

I'm in for the polish and egg croissant 

[Turbomunkey]

Portillos to test the waters on breakfast

https://www.restaurantbusinessonline.com/operations/portillos-plans-try-its-hand-breakfast

[Turbomunkey]

https://www.globenewswire.com/news-release/2025/03/03/3036120/0/en/Portillo-s-Affirms-Commitment-to-Shareholder-Value.html

[wiwineguy]

Activist at work.

[Turbomunkey]

PTLO Q4 out

https://finance.yahoo.com/news/portillos-nasdaq-ptlo-reports-q4-130804507.html

[wiwineguy]

This thing takeover candidate in a couple years

[wiwineguy]

Do not think it does

[jammy32]

How bad does the tariff hit portillo

[Turbomunkey]

Portillos beats McDonald's in customer survey. Superior food and service for same price, who woulda thunk?

https://abc7chicago.com/post/chicago-favorite-portillos-beats-mcdonalds-best-value-fast-food-william-blair-consumer-survey-says/15856864/

[Turbomunkey]

That's an interesting idea. We shall see.

[jammy32]

Will,Chipotle buy them out ?

[Turbomunkey]

PTLO appoints Chipotle President to board

https://www.stocktitan.net/news/PTLO/portillo-s-adds-industry-veteran-jack-hartung-to-board-of-z4npp0fx662m.html

[Turbomunkey]

PTLO hires new COO, formerly of Jack In The Box....

https://www.stocktitan.net/news/PTLO/portillo-s-appoints-tony-darden-as-chief-operating-m244i73956ib.html

[Turbomunkey]

PTLO quarterly is out

https://www.stocktitan.net/news/PTLO/portillo-s-inc-announces-third-quarter-2024-financial-g7qfwo3kqekf.html

[wiwineguy]

Hot dog!

[NOLA1961]

you too. enjoy a real italian beef sandwich for the holiday. maxwell street polish for me.

[Turbomunkey]

Thank you. Have a nice labor day weekend.

[NOLA1961]

hi wineguy didn't know you were here too!
how the he'll are you? when you coming back to nola?

[NOLA1961]

great post Turbo

[wiwineguy]

Very interesting

[Turbomunkey]

https://www.google.com/amp/s/www.cnbc.com/amp/2024/08/15/portillos-polo-engaged-capital-activist.html

[wiwineguy]

Wish I would have. Dont know why I didn't

[Turbomunkey]

I hope you grabbed 8s and 9s. I didn't lol.

[wiwineguy]

Interesting breakout in last 2 weeks

[Turbomunkey]

PTLO quarterly out

https://finance.yahoo.com/news/portillo-inc-announces-second-quarter-120000500.html

[wiwineguy]

Agreed, but outlook not exciting, plus spoke again of share dilution. Stock drops

[Turbomunkey]

Quarterly looked decent

[wiwineguy]

New issuance shows stock at $14.50 per share

[wiwineguy]

Great annual report!!

[wiwineguy]

Just heard great but dignal last night on Cramers lightning round. He said he wouldn't but at current PE ratio.
I'm buying more now, guaranteed to go higher now.

[wiwineguy]

Good luck to you also.

[Turbomunkey]

Agreed. Good luck

[wiwineguy]

Great entry point

[Turbomunkey]

This thing is getting back into the buy zone IMO.

[Panzer]

BINGO

[vegasopc]

$$$PTLO$$$ Best italian beef. $$$

[Turbomunkey]

Why is this forum so slow. Is Portillos under the radar still?

[Panzer]

Loading bigly here

[pistolpete]

PTLO on the move !

[Panzer]

Italian Beer with extra giardiera double dipped

[newmedman]

[Panzer]

Time for some double dogs Chicago style

[newmedman]

Trust me, if my freezer wasn't stocked I'd have talked myself into it by now too. I go like once a month and this month my birthday falls on the 30th so I'm going to wait and go score my free piece of chocolate cake with my beef sandwich. I've been doing it for over ten years now. LOL before the online crap came along and cluttered it up.


https://www.portillos.com/freecake/

[eastunder]

Seriously. You are making me hungry.

[newmedman]

No problem. The website doesn't really do them justice. The newer restaurants are massive and all decked out on the inside with memorabilia and neon. They staff probably 20 people inside most of the time but the kitchens are so large that everyone has room to move and do their job.

When I go next time I'll remind myself to snap some pictures inside for you. There's one a couple miles from my house that I drive by sometimes depending on where I'm working that day. I'll get you some drive thru shots too.

The only out of state location I've been to was in Wisconsin and it was the same routine there except, they had bratwurst and cheese curds on the menu along with all the other Chicago style goodies. It wasn't as busy as the ones around here but was still humming better than the McDonalds. That was also a couple years ago and the store was only a few months in so, who knows by now.

[eastunder]

Interesting. Thanks!

Since I have never seen one in person, I really appreciate the input!

[newmedman]

It's how it has always been. They started as a carry out place so they probably just kept the tradition.

Most of the smaller hot dog/beef places around here do the same thing, though nearly not on the scale that Portillos does it on.

[eastunder]

Is that the new norm because of Covid or is that how it's always been?

[newmedman]

yes. Even when you dine in the restaurant they wrap the sandwiches, serve the food in to go containers and bagged up just like it would be at the drive-thru. You could carry it right out the door if you changed your mind and decided not to sit.

[eastunder]

And you can get all of that thru a drive thru?