Brief: El Pollo Loco Q2 Revenue USD 125.8 Million Vs. IBES Estimate USD 124.2 Million

El Pollo Loco Holdings

31/07/2025 21:05

Overview

El Pollo Loco Q2 revenue rises to $125.8 mln, beating analysts' expectations

Adjusted EPS for Q2 beats consensus

Company saw modest sequential improvement in overall sales despite negative sales performance

Outlook

El Pollo Loco plans to open 10-11 new restaurants in 2025

Company expects capital spending of $31-34 mln in 2025

G&A expenses projected at $48-51 mln, excluding one-time costs

Effective tax rate estimated at 29%-29.5%

Result Drivers

MENU INNOVATIONS - Introduction of Fresca Wraps, Salads, and premium Quesadillas contributed to sales growth, per CEO Liz Williams

PRICE INCREASES - Company-operated restaurant revenue rose due to a 1.5% increase in average check size from menu price hikes

FRANCHISE IT REVENUE - Franchise revenue increased due to IT pass-through revenue from new POS system rollout

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$125.80 mln
$124.20 mln (5 Analysts)
Q2 Adjusted EPS
Beat
$0.28
$0.24 (4 Analysts)
Q2 EPS
$0.24
Q2 Adjusted Net Income
$8.20 mln
Q2 Net Income
$7.10 mln
Q2 Adjusted EBITDA
$18.50 mln
Q2 Operating Income
$11.30 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the restaurants & bars peer group is "buy"

Wall Street's median 12-month price target for El Pollo Loco Holdings Inc is $15.00, about 29.1% above its July 30 closing price of $10.63

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nGNX7PrKh4

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)