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El Pollo Loco (LOCO) investor relations material
El Pollo Loco Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 2025 revenue reached $121.5M, up 0.9% year-over-year, with net income rising to $7.4M and adjusted net income at $7.8M; adjusted EBITDA increased to $17.4M.
System-wide comparable restaurant sales declined 0.8%, with company-operated comparable sales down 1.1% and franchise comparable sales down 0.6%; franchise traffic grew 2.5%.
Opened the 500th restaurant, with new locations performing above system average and a strong pipeline to nearly double unit openings in 2026.
Digital sales accounted for 27% of system sales, and loyalty transactions increased 28% year-over-year.
Launched successful new products and brand campaigns, driving engagement and positive customer response.
Financial highlights
Company-operated restaurant revenue was $100.7M for Q3, down 0.5% year-over-year; franchise revenue rose 13.5% to $12.9M, driven by IT pass-through and new openings.
Restaurant contribution margin improved to 18.3% from 16.7% year-over-year; restaurant contribution was $18.5M.
GAAP net income was $7.4M ($0.25/share), up from $6.2M ($0.21/share); adjusted net income was $7.8M ($0.27/share).
Food and paper costs as a percentage of sales decreased 40 bps to 24.7%; labor costs decreased 200 bps to 30.4%.
G&A expenses increased to $12.3M (10.2% of sales), up 70 bps year-over-year, due to higher legal, professional, and stock compensation costs.
Outlook and guidance
At least 10 new system-wide restaurant openings expected in 2025, with plans to nearly double development pace in 2026.
Full-year 2025 restaurant-level contribution margin expected at 17.5%-17.75%.
Capital spending guidance for 2025 is $28M-$30M; G&A expenses $47.5M-$49.5M, excluding one-time charges.
Effective tax rate estimated at 29%-29.25% for 2025.
Company plans to complete at least 55 remodels in 2025, with an average investment of $0.4M per restaurant.
Explain comp sales decline despite traffic growth?
Impact of shareholder activism on G&A expenses?
How will unit openings almost double next year?
Detail new unit investment cost savings.
Explain value vs. check protection strategy.
Future labor and COGS efficiency opportunities?
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Next El Pollo Loco earnings date
Q4 20256 Mar, 2026
Next El Pollo Loco earnings date
Q4 20256 Mar, 2026
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Frequently asked questions
El Pollo Loco Holdings Inc operates a chain of fast-casual restaurants specializing in fire-grilled chicken and Mexican-inspired cuisine. The company serves a range of menu items through company-owned and franchised locations across the United States. It focuses on dine-in, drive-thru, and digital ordering channels. The company is headquartered in Costa Mesa, California, and its shares are listed on the NASDAQ.
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