El Pollo Loco (LOCO) 28th Annual ICR Conference 2026 summary
Event summary combining transcript, slides, and related documents.
28th Annual ICR Conference 2026 summary
12 Jan, 2026Brand turnaround and marketing
Launched the Let's Get Loco campaign to highlight food quality and attract younger consumers.
Refreshed the menu with new items like burritos, bowls, and salads while maintaining core chicken offerings.
Increased marketing windows from five to six in 2026 to support a richer innovation pipeline.
Leveraged targeted app-based discounting and loyalty programs, increasing visit frequency by 6%.
Enhanced digital and social media engagement, including viral campaigns and delivery aggregator partnerships.
Menu innovation and product development
Introduced new salads and plans to launch chicken tenders with unique sauces later this year.
Expanding into new categories like quesadillas, chicken sandwiches, and beverages such as horchata coffee.
Ongoing focus on both handheld innovations and core bone-in chicken flavors, including Mango Habanero and barbecue.
Operational improvements and margin expansion
Achieved restaurant-level margins back to 17%, aiming for 18%-20% long-term.
Improved COGS by rebidding supply chain contracts and switching distributors.
Enhanced labor efficiency with new scheduling systems, equipment, and in-store kiosks.
Future plans include shifting more prep to suppliers and further simplifying back-of-house operations.
Latest events from El Pollo Loco
- Q2 2026 saw 3.9% sales growth, margin expansion, and raised full-year guidance.LOCO
Q2 2026 - All proposals, including a shareholder voting reform, were approved amid strategic growth updates.LOCO
AGM 2026 - Revenue and net income grew strongly in Q1 2026, prompting raised full-year guidance.LOCO
Q1 2026 - Board recommends all management proposals, opposes majority voting, and highlights governance and ESG.LOCO
Proxy filing - Strong Q4 results and 2026 guidance underscore ongoing growth and margin improvement.LOCO
Q4 2025 - Key proposals include board declassification, equity plan expansion, and enhanced ESG oversight.LOCO
Proxy Filing - Flat revenue, higher margins, and debt reduction amid rising labor costs and value promotions.LOCO
Q3 2024 - Q2 revenue and margins rose as comparable sales grew and cost controls offset inflation.LOCO
Q2 2024 - Brand modernization, menu innovation, and operational upgrades drive growth and franchise expansion.LOCO
27th Annual ICR Conference 2025