Q3 2025 El Pollo Loco Holdings Inc Earnings Call Transcript

Oct 30, 2025 / 08:30 PM GMT

Release Date Price: MXN297.73

Transcript 10-Q8-K

Key Points

Positve

El Pollo Loco Holdings Inc (LOCO) reported positive system-wide traffic growth during the third quarter, driven by targeted innovation and value offerings.
The company achieved a 160 basis point growth year over year in restaurant level operating profit margins to 18.3%.
Digital business, including kiosks, grew to 27% of system sales compared to 20% in the same period last year.
El Pollo Loco Holdings Inc (LOCO) successfully opened its 500th restaurant, with new locations showing strong starts and volumes above the system average.
The company is making progress in modernizing existing restaurants, with completed remodels showing a mid single-digit sales lift on average.

Negative

Company operated restaurant revenue decreased by 0.5% compared to the same period last year.
Comparable restaurant sales saw a 1.1% decrease, driven by a 1.3% decrease in average check size.
Occupancy and other operating expenses increased by 70 basis points year over year, primarily due to higher third-party delivery-related expenses.
General and administrative expenses increased, driven by stock compensation, legal fees, and restructuring costs.
The company faces ongoing challenges with immigration policies impacting traffic, particularly in Southern California.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LOCO.OQ - El Pollo Loco Holdings Inc
Q3 2025 El Pollo Loco Holdings Inc Earnings Call
Oct 30, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day ladies and gentlemen and thank you for standing by. Welcome to the El Pollo Loco Third quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode, and there will be an opportunity to ask questions following the presentation. Please note that this conference is being recorded October 30, 2025.

And now I would like to turn the conference over to Ira Fields, the company's Chief Financial Officer. Please go ahead, sir.

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Unidentified_2 [2]
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Thank you, operator, and good afternoon. By now,

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