When was $PTLO first mentioned on Surfaced?

The earliest tracked mention of $PTLO in the Surfaced archive was on Jul 29, 2025.

How many voices track $PTLO?

2 FinTwit voices have mentioned $PTLO 14 times in the past 12 months.

What kind of voices mention $PTLO most?

$PTLO is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$PTLO

Q: Who mentions $PTLO most on Surfaced?

@tsoh_investing (Alex Morris (TSOH Investment Research)) mentions $PTLO most — 11 mentions in the past 12 months.

Portillos

$PTLO

Portillos

Past 12mo:14mentions2voices

All voices14 mentions since Jul 2025calls only

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About this stock

$PTLO has generated 14 mentions over the past 12 months from 2 distinct FinTwit voices, with the first mention appearing on 2025-07-29. The conversation is concentrated among two accounts, with @tsoh_investing (Alex Morris of TSOH Investment Research) contributing 11 mentions and @valuedontlie (Colin King) contributing 3 mentions. The dominant discussion theme falls under long research category.

AI-generated from tracked posts · updated Jul 21, 2026

Frequently asked

Who mentions $PTLO most on Surfaced?

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Recent mentions

14 mentions

@tsoh_investingMay 13, 2026 · 3:00 PM

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

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@tsoh_investingJan 12, 2026 · 4:45 PM

From $PTLO presentation at the 2026 ICR Conference https://t.co/JZJJJcQe03

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@tsoh_investingNov 27, 2025 · 6:32 PM

@SouthernValue95 Think these somewhat pass your test $SAM $SMG $STZ $BF.B $MTCH $DIS $ALLY $FEVR $PTLO

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@tsoh_investingOct 22, 2025 · 11:57 AM

20 years ago, in October 2005, $PTLO opened its first location in California https://t.co/FvwFXlLKi7

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@valuedontlieOct 4, 2025 · 12:54 PM

$PTLO https://t.co/UXF8IAabf5 https://t.co/sAI0STTpjK

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@valuedontlieOct 3, 2025 · 1:31 PM

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 https://t.co/HqRTmI9Y7L

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@valuedontlieOct 1, 2025 · 2:07 PM

$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 restaurant margins) 2) PE owned from 2014 until IPO in 2021 - shares down >80% since then 3) AUVs are $8-9m with >20% restaurant margins... these are large footprints (9000sf) so sales per sf comparable to other fast-casual and casual chains 4) Big runway for new locations - 94 today (52% in IL) and targeting >900 TAM + 10-15% unit growth annually 5) Expansion was slow and steady from 2004-2013, accelerated under PE (2014-2021), and ramped even more since IPO - newer locations struggling 6) Unit economics showing in "core vs. non-core" markets - Chicagoland stores ~$9m AUV vs. non-Chicago at $5-6m - newbuilds targeting $5-6m AUV go forward 7) To combat these lower AUVs, PTLO testing smaller footprints (9000+ -> 7700 -> 6250 -> ??) - results are early innings 8) In Sep 2025 - CEO resigned + lowered FY25 guidance - now expecting 2 straight years of negative comps... hmm... 9) Since 2021 - revenue +$200m but EBITDA ~/- with comps now declining - seems they are at a crossroads? 10) Valuation so-so at 8x EBITDA with >3x leverage - large footprint stores = high fixed costs... consensus expects them to return to growth in 2026+ Shares look fairly valued IMO... granted, if comps turn the corner and/or they slow store growth, it could do well It has potential as a "management change" situation depending on path taken there... Hmm...

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@tsoh_investingSep 10, 2025 · 1:40 PM

"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

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@tsoh_investingSep 10, 2025 · 1:13 PM

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 are now at ~$732 million https://t.co/eUslxF687I

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@tsoh_investingAug 18, 2025 · 1:48 PM

Portillo's: Texas Troubles $PTLO Thank you to @bizalmanac and @BillBrewsterTBB for their feedback! https://t.co/O3y7NLIpDm

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@tsoh_investingAug 11, 2025 · 7:58 PM

“I want slow, steady growth where every restaurant is a home run.” $PTLO https://t.co/z8GaDapXzX

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@tsoh_investingAug 9, 2025 · 3:45 PM

Some notable insider activity at $PTLO to close out the week h/t @BillBrewsterTBB https://t.co/NgqvTwZE4g

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@tsoh_investingAug 5, 2025 · 7:34 PM

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 about... Did we build too many restaurants too quickly in Dallas? I think that's a fair question." $PTLO https://t.co/UXtmMlhjtK

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@tsoh_investingJul 29, 2025 · 4:29 PM

$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 value to more than $2 billion." https://t.co/d3fULxZMST

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