NASDAQ$LOCO
El Pollo Loco Holdings Inc · Q4 2023 earnings
Q4 2023 earnings · · Investor relations
Briefing
El Pollo Loco's financial performance declined in Q4 2023, with revenue and net income decreasing compared to the same period last year, but system-wide comparable restaurant sales increased slightly.
El Pollo Loco Holdings, Inc. reported a decrease in total revenue to $112.2 million compared to $115.9 million in Q4 2022. Net income also decreased to $4.4 million, or $0.14 per diluted share, from $6.5 million, or $0.18 per diluted share, in the prior year. However, system-wide comparable restaurant sales increased by 0.9%. The company's restaurant contribution was $14.8 million, representing 15.8% of company-operated restaurant revenue.
- Total revenue decreased to $112.2 million from $115.9 million.
- System-wide comparable restaurant sales increased by 0.9%.
- Net income decreased to $4.4 million, or $0.14 per diluted share, from $6.5 million, or $0.18 per diluted share.
- Adjusted EBITDA increased to $13.6 million from $13.3 million.
Headline financials
Revenue & EPS history
El Pollo Loco · Revenue · Quarterly
$112M
Revenue by segment
El Pollo Loco · $121M total across 3 segments · Q2 2023
- Company-operated restaurants$104M+55266389.4%85.5%
- Franchise revenue$10.1M+0.5%8.3%
- Franchise advertising fee revenue$7.47M-1.6%6.2%
Forward guidance
The Company is providing the following expectations for the remainder of 2024:
Tailwinds
- The opening of two new company-owned restaurants
- The opening of five to seven new franchised restaurants.
Headwinds
- Capital spend of $25.0 - $28.0 million.
- G&A expense between $45.0 and $47.0 million.
- Adjusted income tax rate of 27.0 – 28.0%.
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 Q4 2023
-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
| Quarter | Report date | Reaction (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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