I've been adding shares over the past year or so, and while the returns aren't there yet, I feel good about where it's going. It's very early in its growth and growth costs money. But their sales are BY FAR the best in the industry on a per unit basis, and once they can get margins where they should be, this stock will move nicely over time.
@randallmunson2098Ай бұрын
Very good product but they do need to watch their pricing. People will pay more for great taste but affordability is important if people are to keep buying.
@bhavikshah50164 ай бұрын
I like all your content and analysis. I just bought a few of Portillos and will build on it. Was hoping you can cover solar edges latest results and how much further could it fall? Sitting on huge losses on this one, would like add more if fed rates cuts could be catalyst for it to get back 90 levels
@vincenzobarbarulli59664 ай бұрын
Thanks, very interesting! But what do you say about telling us in detail about Portillo's big sister, Texas Roadhouse?
@maureencora12 ай бұрын
2024 Portillo's Will Soon Have 4 Locations in Houston Metro Area . YEA! I was Made in Chicago, IL. (southside) smile.
@Veketzuu4 ай бұрын
Buying a few shares now and will invest more heavily if it slides into the 9s again. Thanks for the video!
@GuyCo24 ай бұрын
Great video. Thanks! What do you think about the impact of the TRA (Tax Receivable Agreement) and the related payments that keep growing and growing?
@PainandSorrow2 ай бұрын
It looks like a unique brand with some of the best fast casual food you can get, but seems poorly mismanaged. Why didn't they expand in Illinois first? Or the Midwest?
@asymmetricinvesting2 ай бұрын
They have expanded all across the Chicago area. They've also expanded into Minnesota (where I live) and I don't think the stores do particularly well compared to the sunbelt. Go where the $$ is. They have a delivery service the guides where they expand because Chicago residents take their brand loyalty to new locations and give a head start when they launch in a new city.
@2533324 ай бұрын
I swing traded it for a while and now waiting on it to settle in on a bottom. I still have some right below 10.