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Portillo's Inc. Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-02-24 21:32
Management is shifting from rapid expansion to a 'measured pace' of growth, focusing on healthy unit economics and separating new openings by more time and distance to avoid cannibalization. The Texas market remains a significant headwind, impacting consolidated restaurant-level margins by 180 basis points in Q4, though targeted labor management actions led to slightly positive results late in the quarter. The new 'Restaurant of the Future 1.0' format in Atlanta demonstrated strong initial performance ...