Portillos. Every tracked FinTwit mention of $PTLO, newest first. 14 mentions since the first on Jul 29, 2025. See the price chart.
May 2026 · 1 mention
May 13
Alex Morris (TSOH Investment Research) — Another ~70k shares of $PTLO for Eugene Lee Jr.
He's bought ~486k shares in the past 12 months
h/t @StoneHillWealth https://t.co/GqfH2nOk92↗
Colin King — $PTLO
https://t.co/UXF8IAabf5 https://t.co/sAI0STTpjK↗
Oct 3
Colin King — Does anyone prefer these longer format quick value recap posts?
Recent ones:
$PTLO
https://t.co/UXF8IAabf5
$AXTA
https://t.co/FmJQ7wU671
$NATL
https://t.co/632K3fPe1N
$PBI
htt…↗
Oct 1
Colin King — $PTLO quick value
I'm more of a skeptic on the idea for now, but open to other views...
1) Fast-casual restaurant chain with casual-dining unit economics (huge AUVs and decent re…
September 2025 · 2 mentions
Sep 10
Alex Morris (TSOH Investment Research) — "With new restaurant formats, new states, the rollout of a loyalty program, and testing breakfast, I think $PTLO may be stretching itself too thin." https://t.co/upnLJKkgoS↗
Sep 10
Alex Morris (TSOH Investment Research) — Across the board FY25 guidance cuts at $PTLO this morning
In early August (prior to Q2 earnings), FY25e revenues were expected +11% YoY to ~$789 million; updated FY25e revenues ar…↗
August 2025 · 4 mentions
Aug 18
Alex Morris (TSOH Investment Research) — Portillo's: Texas Troubles $PTLO
Thank you to @bizalmanac and @BillBrewsterTBB for their feedback! https://t.co/O3y7NLIpDm↗
Alex Morris (TSOH Investment Research) — Portillo's CEO Michael Osanloo: "We were lulled into a false sense of security with the success of The Colony... The pace of unit growth is something that we continue to think abou…
July 2025 · 1 mention
Jul 29
Alex Morris (TSOH Investment Research) — $PTLO IPO (October 2021): "Investors feasted on the shares of Portillo’s, bidding up the value of the stock by almost 50% [to $29 per share]... Thursday’s trading pushed its market…↗