NASDAQ$LOCO

El Pollo Loco Holdings Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

El Pollo Loco's financial performance was announced for the first quarter of 2022, with revenue increasing slightly but net income decreasing compared to the same period last year.

El Pollo Loco Holdings, Inc. reported a slight increase in total revenue for Q1 2022, reaching $110.1 million compared to $107.7 million in Q1 2021. However, net income decreased to $2.1 million, or $0.06 per diluted share, from $4.0 million, or $0.11 per diluted share, in the same period last year. System-wide comparable restaurant sales increased by 7.8%.

  • Total revenue increased to $110.1 million from $107.7 million year-over-year.
  • System-wide comparable restaurant sales increased by 7.8%.
  • Net income decreased to $2.1 million, or $0.06 per diluted share, from $4.0 million, or $0.11 per diluted share, year-over-year.
  • Company-operated restaurant revenue decreased to $94.0 million from $94.2 million year-over-year.

Headline financials

Total Revenue

$110M

Previous: $108M+2.2%
EPS (adj)

$0.07

Previous: $0.13-46.2%
System-wide comparable sales

7.8%

No prior period
Capital Expenditures

-$3.77M

Previous: -$5.26M+28.2%
Free Cash Flow

-$1.66M

Previous: -$1.29M-28.2%
Net Income

$2.12M

Previous: $3.96M-46.6%
Operating Income

$3.32M

Previous: $6M-44.7%
Gross Profit

-$59.2M

Previous: -$54.2M-9.1%
Cash & Equivalents

$25.5M

Previous: $6.67M+281.6%
Total Assets

$609M

Previous: $599M+1.8%
Stock-Based Comp

$826K

Previous: $853K-3.2%

Revenue & EPS history

El Pollo Loco · Revenue · Quarterly

$110M

Q1 2022+2.2%vs Q1 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

El Pollo Loco · $16.1M total across 3 segments · Q1 2022

  • Franchise revenue
    $9.26M+21.6%
  • Franchise advertising fee revenue
    $6.84M+14.9%
  • Company-operated restaurants
    $188-100.0%

Forward guidance

El Pollo Loco provided expectations for 2022, including new restaurant openings and capital expenditures.

Tailwinds

  • Opening of three to six new company-owned restaurants.
  • Opening of six to ten new franchised restaurants.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-0.2%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+0.5%

Avg return

30 days after

48%

25 / 52 earnings

Positive

+27.8%

Q3 2019

Best reaction

-18.4%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.7%-2.7%+2.3%
Q4 2025+16.8%+27.8%+27.6%
Q3 2025+13.6%+17.4%+20.4%
Q1 2025-3.8%-5.8%+11.3%
Q4 2024-0.1%-1.1%-12.5%
Q3 2024-4.7%-3.9%+1.4%
Q2 2024-0.8%-2.2%+14.9%
Q1 2024+18.6%+21.0%+26.5%
Q4 2023-3.3%-4.2%+1.4%
Q3 2023+2.7%-1.6%+0.6%
Q2 2023+2.4%+5.9%-5.5%
Q1 2023-6.5%-8.0%-5.8%
Q4 2022-10.3%-6.8%-26.0%
Q3 2022+11.1%+11.3%+8.7%
Q2 2022-7.4%-7.3%-11.5%
Q1 2022+0.9%-2.8%-2.2%
Q4 2021-11.3%-14.7%-12.1%
Q3 2021+4.0%+2.1%-14.9%
Q2 2021+1.8%-1.0%-1.5%
Q1 2021+4.6%+3.4%+0.0%
Q4 2020-2.6%-4.2%-15.4%
Q3 2020-18.4%-15.1%-8.6%
Q2 2020+16.0%+1.2%+7.3%
Q1 2020+10.3%+0.7%+12.1%
Q4 2019-12.4%-21.2%-41.5%
Q3 2019+27.8%+29.6%+37.3%
Q2 2019+12.8%+11.8%+3.8%
Q1 2019-10.1%-12.5%-20.1%
Q4 2018-16.2%-13.8%-15.2%
Q3 2018+23.3%+31.7%+22.1%
Q2 2018+0.0%-0.4%+4.4%
Q1 2018+6.6%+6.1%+8.7%
Q4 2017+7.3%+10.9%-0.5%
Q3 2017-13.7%-15.0%-8.8%
Q2 2017-8.7%-9.1%-13.2%
Q1 2017+12.1%+12.5%+10.9%
Q4 2016-6.4%-7.6%+4.2%
Q3 2016-9.6%-10.8%+4.6%
Q2 2016+2.7%+3.2%+4.3%
Q1 2016-16.9%
Q4 2015-6.8%
Q3 2015-15.6%
Q2 2015-18.4%
Q1 2014-16.5%
Q1 2015-12.5%
Q4 2012-0.7%
Q4 2014+15.5%
Q3 2013-1.9%
Q3 2014+0.7%
Q2 2013+2.1%
Q4 2013+2.1%
Q2 2014+5.4%
Q1 2013

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