LOCO El Pollo Loco Holdings, Inc. - Common Stock
NASDAQ · Hotels, Restaurants & Leisure · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 7, 2026
$14.22
· of 52w range
· above low
· to high
$8.9952w low
$17.4052w high
Market Cap
$426M
P/E (TTM)
12.2
EPS (TTM)
$1.17
Revenue (TTM)
$501M
your badges
52W Range
$9–$17
Analyst Rating
BUY
Price Target
$20
P/E
12.2
ROE
9.4%
Net Profit Margin
7.0%
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LOCO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$14.22
Market Cap
$426M
P/E (TTM)
12.2
EPS (TTM)
$1.17
Revenue (TTM)
$501M
ROE
9.4%
52W Range
$9–$17
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$490M2016-12-28 → 2025-12-31
EPS$0.902016-12-28 → 2025-12-31
Free Cash Flow$25M2016-12-28 → 2025-12-31
Net margin7.0%2016-12-28 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | LOCO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 12.25Y avg ≈14.5 | ≈14.5 | 22.0 | Undervalued | |
| P/S | 0.95Y avg ≈0.8 | ≈0.8 | 0.8 | Pricier | |
| P/B | 1.55Y avg ≈1.3 | ≈1.3 | 1.2 | Fair value | |
| Price / FCF | 16.75Y avg ≈14.8 | ≈14.8 | · | · | |
| Price / Cash Flow | 8.95Y avg ≈8.1 | ≈8.1 | 10.2 | Undervalued | |
| Price / Tangible Book | 10.05Y avg ≈39.3 | ≈39.3 | · | · | |
| PEG Ratio | ≈2.1 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | LOCO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 10.5%5Y avg ≈8.3% | ≈8.3% | 4.8% | Top tier | |
| EBITDA Margin (TTM) | 13.8%5Y avg ≈11.5% | ≈11.5% | 5.1% | Top tier | |
| Pretax Margin (TTM) | 9.8%5Y avg ≈7.5% | ≈7.5% | 2.5% | Top tier | |
| Net Profit Margin (TTM) | 7.0%5Y avg ≈5.4% | ≈5.4% | 1.8% | Top tier | |
| ROA | 4.4%5Y avg ≈4.3% | ≈4.3% | 1.1% | Top tier | |
| ROE | 9.4%5Y avg ≈9.1% | ≈9.1% | -7.0% | Top tier | |
| ROIC | 10.2%5Y avg ≈10.2% | ≈10.2% | 4.3% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | LOCO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio | 0.35Y avg ≈0.4 | ≈0.4 | 0.8 | Low liquidity | |
| Quick Ratio | 0.15Y avg ≈0.2 | ≈0.2 | 0.3 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | LOCO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 3.6%5Y avg ≈2.9% | ≈2.9% | · | · | |
| Revenue CAGR 3Y | 1.4%5Y avg ≈2.0% | ≈2.0% | · | · | |
| Revenue CAGR 5Y | 2.8% | · | · | · | |
| EPS YoY | 4.7%5Y avg ≈7.9% | ≈7.9% | · | · | |
| Net Income YoY | 3.1%5Y avg ≈3.4% | ≈3.4% | · | · | |
| EPS CAGR 3Y | 16.4%5Y avg ≈7.2% | ≈7.2% | · | · | |
| EPS CAGR 5Y | 5.8% | · | · | · | |
| Net Income CAGR 3Y | 8.4%5Y avg ≈1.9% | ≈1.9% | · | · | |
| Net Income CAGR 5Y | 1.6% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | LOCO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.85Y avg ≈0.8 | ≈0.8 | 0.6 | Top tier | |
| Revenue / Employee | ≈$122.5K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Oct 21, 2022 | $1.50 | USD | ≈15.4% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
14.3%
Next Report
Oct 28, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 29, 2026 | $0.30 | $0.28 | 5.7% |
| March 31, 2026 | $0.28 | $0.22 | 27.6% | |
| Dec. 31, 2025 | $0.25 | $0.20 | 25.1% | |
| Sept. 30, 2025 | $0.27 | $0.22 | 23.7% | |
| June 30, 2025 | $0.28 | $0.25 | 13.2% | |
| March 31, 2025 | $0.19 | $0.21 | -9.1% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $490M | $473M | $469M | $470M | $454M | $426M | $442M | $436M | $402M | $380M | $355M | $345M | |
| SG&A Expense | $50M | $46M | $42M | $39M | $40M | $36M | $40M | $50M | $39M | $35M | $29M | $30M | |
| Operating Expenses | $448M | $432M | $429M | $440M | $413M | $393M | $404M | $445M | $395M | $346M | $306M | $298M | |
| Operating Income | $42M | $41M | $40M | $30M | $41M | $34M | $38M | $-9M | $7M | $35M | $49M | $49M | |
| Interest Expense | · | · | $5M | $2M | $2M | $3M | $4M | $4M | · | · | $4M | $18M | |
| Interest Income | · | · | · | · | · | · | · | $12.0K | $25.0K | $28.0K | $49.0K | · | |
| Pretax Income | $38M | $35M | $35M | $29M | $39M | $30M | $35M | $-12M | $9M | $31M | $45M | $-21M | |
| Income Tax | $11M | $10M | $9M | $8M | $10M | $6M | $10M | $-3M | $497.0K | $13M | $21M | $-63M | |
| Net Income | $26M | $26M | $26M | $21M | $29M | $24M | $25M | $-9M | $9M | $18M | $24M | $42M | |
| EPS (Basic) | $0.91 | $0.86 | $0.75 | $0.57 | $0.81 | $0.70 | $0.68 | $-0.23 | $0.22 | $0.48 | $0.63 | $1.32 | |
| EPS (Diluted) | $0.90 | $0.86 | $0.74 | $0.57 | $0.80 | $0.68 | $0.67 | $-0.23 | $0.22 | $0.47 | $0.62 | $1.24 | |
| Shares (Basic) | 29,178,940 | 29,850,256 | 34,253,542 | 36,350,579 | 35,973,892 | 35,193,325 | 36,739,209 | 38,574,553 | 38,453,347 | 38,357,805 | 37,949,316 | 32,285,484 | |
| Shares (Diluted) | 29,396,890 | 30,034,978 | 34,374,706 | 36,575,904 | 36,446,756 | 35,796,406 | 37,441,503 | 38,574,553 | 39,086,676 | 39,026,950 | 39,039,558 | 34,346,241 | |
| EBITDA | $58M | $57M | $55M | $45M | $57M | $50M | $56M | $8M | $25M | $51M | $49M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $6M | $2M | $7M | $20M | $30M | $13M | $8M | $7M | $9M | $2M | $6M | $11M | |
| Receivables | · | · | · | · | · | · | $9M | $10M | $7M | $7M | $6M | $6M | |
| Inventory | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Prepaid Expense | $6M | $6M | $6M | $4M | $4M | $4M | $6M | $3M | $3M | $3M | $3M | $5M | |
| Other Current Assets | $782.0K | $680.0K | $296.0K | · | · | · | · | · | · | · | · | · | |
| Current Assets | $26M | $20M | $25M | $37M | $50M | $32M | $25M | $22M | $21M | $14M | $39M | $44M | |
| PP&E (Net) | $97M | $86M | $84M | $79M | $76M | $80M | $92M | $104M | $103M | $118M | $102M | $82M | |
| PP&E (Gross) | · | · | · | · | · | · | $237M | $248M | $209M | $215M | $187M | $157M | |
| Accum. Depreciation | · | · | · | · | · | · | $145M | $144M | $107M | $96M | $84M | $75M | |
| Goodwill | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | |
| Other Non-current Assets | $4M | $3M | $3M | $3M | $2M | $1M | $2M | $1M | $1M | $1M | $2M | $2M | |
| Total Assets | $607M | $592M | $592M | $597M | $614M | $605M | $625M | $450M | $443M | $471M | $461M | $455M | |
| Accounts Payable | $16M | $12M | $13M | $13M | $11M | $7M | $6M | $10M | $12M | $12M | $11M | $6M | |
| Current Liabilities | $79M | $76M | $73M | $69M | $75M | $66M | $74M | $83M | $47M | $45M | $40M | $32M | |
| Capital Leases | $171M | $171M | $168M | $165M | $172M | $179M | $197M | $116.0K | $184.0K | $317.0K | $461.0K | $638.0K | |
| Deferred Tax | $8M | $6M | $9M | $9M | $5M | $5M | $2M | $0 | $0 | $18M | $2M | · | |
| Other Non-current Liabilities | $6M | $6M | $6M | $6M | $9M | $11M | $6M | $20M | $13M | $11M | $43M | $46M | |
| Total Liabilities | $316M | $331M | $342M | $316M | $303M | $328M | $379M | $185M | $168M | $206M | $216M | $245M | |
| Long-term Debt | $51M | $71M | $84M | $66M | $40M | $63M | · | · | · | · | $124M | $166M | |
| Common Stock | $299.0K | $298.0K | $313.0K | $370.0K | $365.0K | $364.0K | $351.0K | $390.0K | $387.0K | $385.0K | $383.0K | $374.0K | |
| Retained Earnings | $44M | $19M | $14M | $-12M | $-32M | $-62M | $-86M | $-111M | $-98M | $-107M | $-125M | $-149M | |
| AOCI | · | · | $0 | $126.0K | $-290.0K | $-833.0K | $253.0K | $0 | · | · | · | · | |
| Stockholders' Equity | $291M | $261M | $251M | $281M | $311M | $278M | $246M | $265M | $275M | $265M | $245M | $210M | |
| Liabilities + Equity | $607M | $592M | $592M | $597M | $614M | $605M | $625M | $450M | $443M | $471M | $461M | $455M | |
| Shares Outstanding | 29,957,385 | 29,839,721 | 31,353,223 | 37,008,061 | 36,601,648 | 36,423,505 | 35,126,582 | 39,009,451 | 38,661,850 | 38,473,772 | 38,284,435 | 37,420,450 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $16M | $16M | $15M | $14M | $15M | $17M | $18M | $18M | $18M | $16M | $13M | $12M | |
| Stock-based Comp | $5M | $4M | $3M | $3M | $3M | $3M | $2M | $2M | $1M | $1M | $539.0K | $1M | |
| Deferred Tax | $1M | $-3M | $906.0K | $5M | $957.0K | $4M | $10M | $-3M | $250.0K | $12M | $15M | $-67M | |
| Other Non-cash | $-1M | $4M | $-4M | $-5M | $4M | $-8M | $-19M | $38M | $26M | $1M | · | · | |
| Operating Cash Flow | $48M | $47M | $41M | $39M | $52M | $41M | $36M | $45M | $54M | $49M | $58M | $26M | |
| CapEx | $23M | $19M | $21M | $20M | $17M | $7M | $15M | $28M | $36M | $37M | $31M | $27M | |
| Investing Cash Flow | $-23M | $-19M | $-13M | $-19M | $-12M | $-7M | $-11M | $-28M | $-36M | $-35M | · | · | |
| Stock Issued | $1M | $2M | $1M | $2M | $866.0K | $6M | $1M | $2M | $93.0K | $978.0K | · | $112M | |
| Stock Repurchased | $2M | $21M | $59M | · | $0 | $0 | $48M | $981.0K | $0 | $0 | · | · | |
| Net Stock Activity | $-737.0K | $-19M | $-58M | $2M | $866.0K | $6M | $-47M | $856.0K | · | · | · | $112M | |
| Dividends Paid | · | · | · | $56M | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-22M | $-33M | $-40M | $-29M | $-23M | $-29M | $-24M | $-19M | $-11M | $-18M | · | · | |
| Net Change in Cash | · | · | · | · | · | · | $1M | $-2M | $6M | $-4M | $-5M | $-6M | |
| Taxes Paid | $10M | $10M | $8M | $5M | $6M | $4M | $558.0K | $183.0K | $336.0K | $171.0K | $18.0K | $156.0K | |
| Free Cash Flow | $25M | $28M | $19M | $19M | $35M | $34M | $21M | $18M | $17M | $12M | $27M | $-751.0K | |
| Levered FCF | · | · | $16M | $17M | $34M | $31M | · | · | · | · | $25M | $37M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 8.6% | 8.7% | 8.5% | 6.4% | 9.1% | 7.9% | 8.7% | -2.2% | 1.7% | 9.1% | 13.8% | · | |
| Net Margin | 5.4% | 5.4% | 5.5% | 4.4% | 6.4% | 5.7% | 5.6% | -2.1% | 2.1% | 4.8% | 6.8% | 12.3% | |
| Pretax Margin | 7.7% | 7.5% | 7.4% | 6.2% | 8.7% | 7.1% | 7.8% | -2.8% | 2.3% | 8.2% | 12.7% | -6.0% | |
| EBITDA Margin | 11.8% | 12.0% | 11.7% | 9.5% | 12.4% | 11.8% | 12.7% | 1.9% | 6.2% | 13.3% | 13.8% | · | |
| ROA | 4.4% | 4.3% | 4.3% | 3.4% | 4.8% | 4.0% | 4.6% | -2.0% | 1.9% | 3.9% | 5.2% | 9.7% | |
| ROE | 9.4% | 10.0% | 10.0% | 6.8% | 9.5% | 8.9% | 10.3% | -3.2% | 3.2% | 7.2% | 10.6% | 32.8% | |
| ROIC | 10.2% | 11.5% | 11.6% | 7.7% | 9.8% | 9.8% | 11.2% | -2.6% | 2.4% | 7.7% | 10.7% | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.3 | 0.3 | 0.3 | 0.5 | 0.7 | 0.5 | 0.3 | 0.3 | 0.4 | 0.8 | 1.0 | 1.4 | |
| Quick Ratio | 0.1 | 0.0 | 0.1 | 0.3 | 0.4 | 0.2 | 0.2 | 0.2 | 0.3 | 0.2 | 0.3 | 0.5 | |
| Interest Coverage | · | · | 8.3 | 18.0 | 22.7 | 10.2 | · | · | · | · | 13.2 | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.8 | 0.8 | 0.7 | 0.7 | 0.8 | 1.0 | 0.9 | 0.8 | 0.8 | 0.8 | |
| Receivables Turnover | · | · | · | · | · | · | 48.9 | 51.9 | 56.9 | 58.0 | 59.4 | 59.1 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $9.72 | $8.74 | $8.00 | $7.60 | $8.49 | $7.62 | $6.99 | $6.80 | $7.11 | $6.89 | $6.39 | $5.62 | |
| Revenue / Share | $16.67 | $15.75 | $13.63 | $12.85 | $12.47 | $11.90 | $11.81 | $11.30 | $10.28 | $9.74 | $9.09 | $10.04 | |
| Cash Flow / Share | $1.64 | $1.56 | $1.18 | $1.05 | $1.43 | $1.13 | $0.97 | $1.18 | $1.37 | $1.26 | $1.48 | $0.76 | |
| Cash / Share | $0.21 | $0.08 | $0.23 | $0.55 | $0.82 | $0.36 | $0.23 | $0.18 | $0.22 | $0.06 | $0.16 | $0.31 | |
| Dividend Paid / Share | · | · | · | $1.50 | · | · | · | · | · | · | · | · | |
| EPS (TTM) | $0.90 | $0.86 | $0.74 | $0.57 | $0.80 | $0.68 | $0.67 | $-0.23 | $0.22 | $0.47 | $0.62 | $1.24 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.6% | 0.93% | -0.28% | 3.4% | 6.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.4% | 1.4% | 3.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 4.7% | 16.2% | 29.8% | -28.7% | 17.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 16.4% | 2.4% | 2.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 5.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 3.1% | 0.51% | 22.9% | -28.6% | 19.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 8.4% | -4.1% | 1.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 1.6% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $490M | $473M | $469M | $470M | $454M | $426M | $442M | $436M | $402M | $380M | $355M | $345M | |
| Net Income TTM | $26M | $26M | $26M | $21M | $29M | $24M | $25M | $-9M | $9M | $18M | $24M | $42M | |
| Market Cap | $313M | $352M | $284M | $369M | $513M | $663M | $529M | $589M | $387M | $485M | $485M | $747M | |
| P/E | 11.6 | 13.7 | 12.2 | 17.5 | 17.5 | 26.8 | 22.5 | -65.7 | 45.5 | 26.8 | 20.5 | 16.1 | |
| P/S | 0.6 | 0.7 | 0.6 | 0.8 | 1.1 | 1.6 | 1.2 | 1.4 | 1.0 | 1.3 | 1.4 | 2.2 | |
| P/B | 1.1 | 1.4 | 1.1 | 1.3 | 1.7 | 2.4 | 2.2 | 2.2 | 1.4 | 1.8 | 2.0 | 3.6 | |
| P / Tangible Book | 7.4 | 29.4 | 140.3 | 11.4 | 8.3 | 22.9 | · | · | · | · | · | · | |
| P / Cash Flow | 6.5 | 7.5 | 7.0 | 9.6 | 9.8 | 16.4 | 14.6 | 13.0 | 7.2 | 9.8 | 8.4 | 28.6 | |
| P / FCF | 12.3 | 12.7 | 14.7 | 19.8 | 14.6 | 19.6 | 25.5 | 33.4 | 22.2 | 40.8 | 17.9 | -995.1 | |
| Dividend Yield | · | · | · | 15.1% | · | · | · | · | · | · | · | · | |
| Earnings Yield | 8.6% | 7.3% | 8.2% | 5.7% | 5.7% | 3.7% | 4.5% | -1.5% | 2.2% | 3.7% | 4.9% | 6.2% | |
| Payout Ratio | · | · | · | 267.2% | · | · | · | · | · | · | · | · | |
| Annual Payout | · | · | · | $56M | · | · | · | · | · | · | · | · |
Income Statement
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $130M | $126M | $124M | $122M | $126M | $119M | $114M | $120M | $122M | $116M | $112M | $120M | $121M | $115M | $116M | $120M | |
| SG&A Expense | $7M | $13M | $13M | $12M | $14M | $11M | $11M | $11M | $12M | $12M | $11M | $9M | $11M | $11M | $10M | $10M | |
| Operating Expenses | $111M | $114M | $113M | $110M | $115M | $110M | $105M | $110M | $110M | $106M | $105M | $107M | $111M | $107M | $106M | $113M | |
| Operating Income | $19M | $12M | $10M | $11M | $11M | $9M | $9M | $10M | $12M | $10M | $7M | $14M | $11M | $8M | $10M | $7M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $2M | · | $1M | $976.0K | $1M | · | $108.0K | |
| Pretax Income | $18M | $11M | $9M | $10M | $10M | $8M | $8M | $9M | $11M | $8M | $6M | $12M | $10M | $7M | $9M | $7M | |
| Income Tax | $5M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $3M | $2M | $2M | $3M | $3M | $2M | $2M | $2M | |
| Net Income | $13M | $8M | $7M | $7M | $7M | $5M | $6M | $6M | $8M | $6M | $4M | $9M | $7M | $5M | $7M | $5M | |
| EPS (Basic) | $0.43 | $0.28 | $0.23 | $0.25 | $0.24 | $0.19 | $0.21 | $0.21 | $0.25 | $0.19 | $0.13 | $0.28 | $0.20 | $0.14 | $0.17 | $0.14 | |
| EPS (Diluted) | $0.43 | $0.27 | $0.22 | $0.25 | $0.24 | $0.19 | $0.21 | $0.21 | $0.25 | $0.19 | $0.13 | $0.28 | $0.20 | $0.13 | $0.17 | $0.14 | |
| Shares (Basic) | 29,727,656 | 29,407,496 | · | 29,219,480 | 29,097,871 | 29,085,836 | · | 29,199,971 | 30,240,170 | 30,777,769 | · | 33,412,674 | 35,433,414 | 36,234,105 | · | 36,402,899 | |
| Shares (Diluted) | 30,093,260 | 29,691,297 | · | 29,406,754 | 29,272,394 | 29,337,906 | · | 29,423,649 | 30,378,048 | 30,937,226 | · | 33,490,004 | 35,534,104 | 36,478,158 | · | 36,507,050 | |
| EBITDA | $23M | $17M | · | $15M | $15M | $13M | · | $14M | $16M | $14M | · | $18M | $15M | $11M | · | $10M |
Balance Sheet
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $13M | $4M | $6M | $11M | $9M | $4M | $2M | $8M | $10M | $9M | · | $14M | $10M | $5M | · | $19M | |
| Inventory | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Prepaid Expense | $6M | $7M | $6M | $3M | $4M | $5M | $6M | $3M | $4M | $5M | · | $4M | $3M | $5M | · | $3M | |
| Other Current Assets | $792.0K | $859.0K | $782.0K | $1M | $1M | $1M | $680.0K | · | · | · | · | · | · | · | · | · | |
| Current Assets | $34M | $26M | $26M | $28M | $27M | $24M | $20M | $23M | $26M | $27M | · | $29M | $27M | $24M | · | $40M | |
| PP&E (Net) | $100M | $97M | $97M | $89M | $87M | $84M | $86M | $85M | $86M | $86M | · | $82M | $85M | $80M | · | $78M | |
| Goodwill | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | $249M | · | $249M | $249M | $249M | · | $249M | |
| Other Non-current Assets | $6M | $6M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $3M | |
| Total Assets | $619M | $609M | $607M | $603M | $597M | $590M | $592M | $590M | $594M | $598M | · | $593M | $597M | $590M | · | $602M | |
| Accounts Payable | $19M | $10M | $16M | $11M | $15M | $12M | $12M | $9M | $12M | $12M | · | $10M | $17M | $12M | · | $12M | |
| Current Liabilities | $85M | $76M | $79M | $70M | $77M | $75M | $76M | $76M | $75M | $75M | · | $70M | $74M | $64M | · | $70M | |
| Capital Leases | $170M | $171M | $171M | $173M | $165M | $165M | $171M | $166M | $166M | $170M | · | $167M | $170M | $171M | · | $168M | |
| Deferred Tax | $11M | $9M | $8M | $9M | $4M | $5M | $6M | $9M | $9M | $9M | · | $9M | $9M | $9M | · | $7M | |
| Other Non-current Liabilities | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | · | $7M | $6M | $6M | · | $6M | |
| Total Liabilities | $302M | $307M | $316M | $320M | $323M | $325M | $331M | $335M | $345M | $342M | · | $334M | $320M | $310M | · | $273M | |
| Long-term Debt | $30M | $44M | $51M | $61M | $69M | $73M | · | $76M | $87M | $80M | · | $80M | · | $58M | · | $20M | |
| Common Stock | $304.0K | $304.0K | $299.0K | $299.0K | $299.0K | $300.0K | $298.0K | $299.0K | $299.0K | $312.0K | · | $329.0K | $356.0K | $364.0K | · | $370.0K | |
| Retained Earnings | $65M | $52M | $44M | $37M | $30M | $23M | $19M | $34M | $28M | $20M | · | $10M | $382.0K | $-7M | · | $-18M | |
| AOCI | · | · | · | · | · | · | · | · | · | · | · | · | · | $63.0K | · | $190.0K | |
| Stockholders' Equity | $317M | $302M | $291M | $283M | $274M | $266M | $261M | $255M | $249M | $256M | $251M | $259M | $277M | $281M | $281M | $330M | |
| Liabilities + Equity | $619M | $609M | $607M | $603M | $597M | $590M | $592M | $590M | $594M | $598M | · | $593M | $597M | $590M | · | $602M | |
| Shares Outstanding | 30,440,266 | 30,455,298 | 29,957,385 | 29,999,694 | 30,008,692 | 30,059,485 | 29,839,721 | 29,950,476 | 29,988,771 | 31,179,519 | · | 32,957,470 | 35,643,747 | 36,450,477 | · | 37,053,405 |
Cash Flow
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Stock-based Comp | · | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $900.0K | $920.0K | $493.0K | $900.0K | $800.0K | $771.0K | $665.0K | $1M | |
| Deferred Tax | · | $1M | $-1M | $5M | $-659.0K | $-1M | $-3M | $70.0K | $263.0K | $-65.0K | $-232.0K | $889.0K | $-474.0K | $723.0K | $2M | $1M | |
| Other Non-cash | · | $-2M | · | · | · | $-4M | · | · | · | $545.0K | · | · | · | $-6M | · | · | |
| Operating Cash Flow | · | $13M | $14M | $15M | $14M | $5M | $6M | $13M | $17M | $11M | $8M | $11M | $18M | $4M | $17M | $10M | |
| CapEx | · | $10M | $9M | $5M | $5M | $3M | $5M | $4M | $7M | $4M | $6M | $6M | $3M | $6M | $7M | $4M | |
| Investing Cash Flow | · | $-10M | $-9M | $-5M | $-5M | $-3M | $-5M | $-4M | $-6M | $-4M | $-6M | $1M | $-3M | $-6M | $-6M | $-4M | |
| Stock Issued | · | $2M | $570.0K | $83.0K | $26.0K | $426.0K | $1.0K | $498.0K | · | · | $0 | $347.0K | $781.0K | $43.0K | $133.0K | $0 | |
| Stock Repurchased | · | · | $-1.0K | $0 | $68.0K | $2M | $1M | $1M | $17M | $1M | $13M | $29M | $12M | $6M | · | · | |
| Net Stock Activity | · | $2M | · | · | · | $-1M | · | · | · | $-1M | · | · | · | $-6M | · | · | |
| Financing Cash Flow | · | $-5M | $-10M | $-8M | $-4M | $493.0K | $-7M | $-12M | $-9M | $-5M | $-9M | $-9M | $-9M | $-14M | $-10M | $-21M | |
| Taxes Paid | · | · | $-194.0K | $3.0K | · | · | $3M | $2M | · | · | $8M | $9.0K | · | · | $0 | $3.0K | |
| Free Cash Flow | · | $3M | · | · | · | $1M | · | · | · | $7M | · | · | · | $-2M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $6M | · | · | · | $-3M | · | · |
Profitability
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 14.4% | 9.7% | · | 9.4% | 9.0% | 7.5% | · | 8.4% | 10.1% | 8.3% | · | 11.4% | 9.0% | 6.8% | · | 5.7% | |
| Net Margin | 9.9% | 6.5% | · | 6.0% | 5.7% | 4.6% | · | 5.1% | 6.2% | 5.1% | · | 7.7% | 5.8% | 4.3% | · | 4.2% | |
| Pretax Margin | 13.9% | 9.1% | · | 8.5% | 8.0% | 6.5% | · | 7.1% | 8.8% | 7.0% | · | 10.1% | 8.1% | 6.0% | · | 5.7% | |
| EBITDA Margin | 17.6% | 13.1% | · | 12.7% | 12.1% | 10.8% | · | 11.8% | 13.2% | 11.7% | · | 14.6% | 12.0% | 9.9% | · | 8.7% | |
| ROA | · | · | · | 1.2% | 1.2% | 0.92% | · | 1.1% | 1.3% | 0.99% | · | 1.5% | 1.2% | 0.82% | · | 0.83% | |
| ROE | · | · | · | 2.7% | 2.7% | 2.1% | · | 2.4% | 2.9% | 2.2% | · | 3.1% | 2.4% | 1.7% | · | 1.6% | |
| ROIC | · | · | · | 2.9% | 2.9% | 2.4% | · | 2.9% | 3.5% | 2.8% | · | 4.0% | 2.8% | 2.0% | · | 1.5% |
Liquidity & Solvency
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | 0.4 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.6 | |
| Quick Ratio | · | · | · | 0.2 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.1 | 0.1 | · | 0.3 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 6.2 | · | 9.9 | 11.2 | 7.7 | · | 63.6 |
Efficiency
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 |
Per Share
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | $9.43 | $9.14 | $8.84 | · | $8.52 | $8.29 | $8.22 | · | $7.85 | $7.77 | $7.70 | · | $8.89 | |
| Revenue / Share | $4.31 | $4.25 | · | $4.13 | $4.30 | $4.06 | · | $4.09 | $4.02 | $3.75 | · | $3.60 | $3.42 | $3.14 | · | $3.28 | |
| Cash Flow / Share | · | $0.44 | · | · | · | $0.16 | · | · | · | $0.36 | · | · | · | $0.10 | · | · | |
| Cash / Share | · | · | · | $0.36 | $0.30 | $0.14 | · | $0.26 | $0.35 | $0.29 | · | $0.42 | $0.29 | $0.13 | · | $0.52 | |
| EPS (TTM) | $1.17 | $0.98 | · | $0.89 | $0.85 | $0.86 | · | $0.78 | $0.85 | $0.80 | · | $0.78 | $0.64 | $0.64 | · | $0.57 |
Valuation (TTM)
| Metric | Trend | Q3 2026 | Q2 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $501M | $497M | · | $481M | $480M | $476M | · | $471M | $471M | $470M | · | $472M | $472M | $474M | · | $463M | |
| Net Income TTM | $35M | $29M | · | $26M | $25M | $25M | · | $24M | $27M | $27M | · | $28M | $24M | $24M | · | $20M | |
| Market Cap | · | · | · | $301M | $324M | $317M | · | $408M | $336M | $293M | · | $293M | $326M | $353M | · | $341M | |
| P/E | 14.7 | 14.2 | · | 11.3 | 12.7 | 12.3 | · | 17.4 | 13.2 | 11.8 | · | 11.4 | 14.3 | 15.1 | · | 16.1 | |
| P/S | 1.0 | · | · | 0.6 | 0.7 | 0.7 | · | 0.9 | 0.7 | 0.6 | · | 0.6 | 0.7 | 0.7 | · | 0.7 | |
| P/B | · | · | · | 1.1 | 1.2 | 1.2 | · | 1.6 | 1.4 | 1.1 | · | 1.1 | 1.2 | 1.3 | · | 1.0 | |
| P / Tangible Book | · | · | · | 8.8 | 12.7 | 18.6 | · | 62.4 | · | 38.5 | · | 29.3 | 11.5 | 11.1 | · | 4.2 | |
| P / Cash Flow | · | · | · | · | · | 66.9 | · | · | · | 26.3 | · | · | · | 92.5 | · | · | |
| Earnings Yield | 6.8% | 7.1% | · | 8.9% | 7.9% | 8.2% | · | 5.7% | 7.6% | 8.5% | · | 8.8% | 7.0% | 6.6% | · | 6.2% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-25 | 2023-12-27 | 2022-12-28 | 2021-12-29 |
|---|---|---|---|---|---|
| Revenue | $490M | $473M | $469M | $470M | $454M |
| Operating Margin % | 8.6% | 8.7% | 8.5% | 6.4% | 9.1% |
| Net Income | $26M | $26M | $26M | $21M | $29M |
| Diluted EPS | $0.90 | $0.86 | $0.74 | $0.57 | $0.80 |
| Metric | 2025-12-31 | 2024-12-25 | 2023-12-27 | 2022-12-28 | 2021-12-29 |
|---|---|---|---|---|---|
| Current Ratio | 0.3 | 0.3 | 0.3 | 0.5 | 0.7 |
| Quick Ratio | 0.1 | 0.0 | 0.1 | 0.3 | 0.4 |
| Metric | 2025-12-31 | 2024-12-25 | 2023-12-27 | 2022-12-28 | 2021-12-29 |
|---|---|---|---|---|---|
| Free Cash Flow | $25M | $28M | $19M | $19M | $35M |
Institutional owners (13F) 162 filers · $456.8M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
162
Value held
$456.8M
New positions
26
Exited positions
12
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 26 (-8 vs prior Q) | 12 (-11 vs prior Q) | 64 (+19 vs prior Q) | 41 (-1 vs prior Q) | +2.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BIGLARI CAPITAL CORP. | $64,064,704 | 3,777,400 | 14.02% | Shares |
| BlackRock, Inc. | $41,716,376 | 2,459,692 | 9.13% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $34,757,687 | 2,049,479 | 7.61% | Shares |
| GOLDMAN SACHS GROUP INC | $21,302,489 | 1,256,043 | 4.66% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $18,808,369 | 1,108,984 | 4.12% | Shares |
| First Eagle Investment Management, LLC | $16,888,751 | 995,799 | 3.70% | Shares |
| TWO SIGMA INVESTMENTS, LP | $15,377,378 | 906,685 | 3.37% | Shares |
| VANGUARD GROUP INC | $15,222,899 | 1,455,344 | 3.33% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $15,056,809 | 887,623 | 3.30% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $12,378,934 | 729,890 | 2.71% | Shares |
| Hillsdale Investment Management Inc. | $11,127,388 | 656,096 | 2.44% | Shares |
| STATE STREET CORP | $10,654,662 | 628,223 | 2.33% | Shares |
| BIGLARI, SARDAR | $8,297,629 | 489,247 | 1.82% | Shares |
| MONIMUS CAPITAL MANAGEMENT, LP | $7,733,455 | 455,982 | 1.69% | Shares |
| PRUDENTIAL FINANCIAL INC | $7,630,745 | 449,926 | 1.67% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7,271,023 | 428,716 | 1.59% | Shares |
| Archon Capital Management LLC | $7,134,902 | 420,690 | 1.56% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $7,096,064 | 418,400 | 1.55% | Shares |
| Divisadero Street Capital Management, LP | $6,952,328 | 409,925 | 1.52% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $6,298,486 | 371,373 | 1.38% | Shares |
| Rodgers Brothers Inc. | $5,975,008 | 352,300 | 1.31% | Shares |
| UBS Group AG | $5,708,600 | 336,592 | 1.25% | Shares |
| MORGAN STANLEY | $5,362,469 | 316,183 | 1.17% | Shares |
| Assenagon Asset Management S.A. | $5,113,525 | 301,505 | 1.12% | Shares |
| SEI INVESTMENTS CO | $5,027,621 | 296,440 | 1.10% | Shares |
| Qube Research & Technologies Ltd | $5,016,581 | 295,789 | 1.10% | Shares |
| D. E. Shaw & Co., Inc. | $4,876,950 | 287,556 | 1.07% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4,864,806 | 286,840 | 1.06% | Shares |
| Empowered Funds, LLC | $4,186,864 | 246,867 | 0.92% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3,783,725 | 223,097 | 0.83% | Shares |
| NORTHERN TRUST CORP | $3,765,205 | 222,005 | 0.82% | Shares |
| Trexquant Investment LP | $3,709,305 | 218,709 | 0.81% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $2,966,796 | 174,929 | 0.65% | Shares |
| BANK OF AMERICA CORP /DE/ | $2,550,072 | 150,358 | 0.56% | Shares |
| CITADEL ADVISORS LLC | $2,489,524 | 146,788 | 0.54% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $2,436,865 | 143,683 | 0.53% | Shares |
| Creative Planning | $2,348,621 | 138,480 | 0.51% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2,244,571 | 132,345 | 0.49% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $1,948,789 | 114,905 | 0.43% | Shares |
| MARSHALL WACE, LLP | $1,920,991 | 113,266 | 0.42% | Shares |
| Bank of New York Mellon Corp | $1,840,612 | 108,527 | 0.40% | Shares |
| NORGES BANK | $1,801,152 | 106,200 | 0.39% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,604,704 | 94,617 | 0.35% | Shares |
| Quantinno Capital Management LP | $1,447,417 | 85,343 | 0.32% | Shares |
| Informed Momentum Co LLC | $1,359,683 | 80,170 | 0.30% | Shares |
| Aristides Capital LLC | $1,353,968 | 79,833 | 0.30% | Shares |
| MILLENNIUM MANAGEMENT LLC | $1,303,698 | 76,869 | 0.29% | Shares |
| TUDOR INVESTMENT CORP ET AL | $1,241,726 | 73,215 | 0.27% | Shares |
| Boston Partners | $1,227,990 | 72,405 | 0.27% | Shares |
| SummerHaven Investment Management, LLC | $1,182,807 | 69,741 | 0.26% | Shares |
Activists & 5%+ owners 4 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| BIGLARI, SARDAR, BIGLARI CAPITAL CORP., LION FUND II, L.P., First Guard Insurance Company, Biglari Reinsurance Ltd., Biglari Insurance Group Inc., Biglari Holdings Inc. ×3 filings | July 2, 2026 | 13.50% | Amendment | · | SEC |
| CSIP VI Corporate Acquisitions, LP, CSFC Financing I, LLC, CSFC Management Company, LLC, CapitalSpring Finance Company, LLC, Richard Fitzgerald ×3 filings | April 10, 2026 | 3.80% | Amendment | · | SEC |
| FS Equity Partners V, L.P., FS Affiliates V, L.P., FS Capital Partners V, LLC, John M. Roth ×2 filings | Dec. 4, 2023 | · | Initial filing | Board campaign | SEC |
| FS Equity Partners V, L.P. (2), FS Affiliates V, L.P. (2), FS Capital Partners V, LLC (2), John M. Roth (2) | Sept. 2, 2022 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 30 insiders · 12 officers · 20 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Elizabeth Goodwin Williams | Chief Executive Officer | May 29, 2026 F | 248,091 | 0 | 0 | $0 |
| Laurance Roberts | CEO & PRESIDENT | Aug. 8, 2023 A | 219,969 | 0 | 0 | $0 |
| Bernard Acoca | PRESIDENT AND CEO | May 12, 2021 A | 267,700 | 0 | 0 | $0 |
| Stephen J. Sather | President and CEO | May 11, 2016 A | 0 | 0 | 0 | $0 |
| Ira Fils | CHIEF FINANCIAL OFFICER | Aug. 23, 2026 F | 115,600 | 0 | 0 | $0 |
| Maria Hollandsworth | CHIEF OPERATING OFFICER | May 29, 2025 F | 106,025 | 0 | 0 | $0 |
| Miguel Lozano | CHIEF OPERATING OFFICER | May 12, 2022 F | 85,788 | 0 | 0 | $0 |
| Kay Bogeajis | Chief Operating Officer | May 19, 2015 M | 0 | 0 | 0 | $0 |
| Hector A. Munoz | Chief Marketing Officer | Dec. 4, 2019 F | 45,590 | 0 | 0 | $0 |
| Gustavo Siade | Sr. VP, Operations | Dec. 17, 2018 F | 13,985 | 0 | 0 | $0 |
| Edward Valle | Chief Marketing Officer | May 10, 2017 A | 23,102 | 0 | 0 | $0 |
| John Dawson | Chief Development Officer | May 10, 2017 A | 17,924 | 0 | 0 | $0 |
| Tana Davila | Director | March 17, 2026 A | 8,258 | 0 | 0 | $0 |
| Cody Nancy Faginas | Director | March 17, 2026 A | 41,126 | 0 | 0 | $0 |
| Deborah Gonzalez | Director | March 17, 2026 A | 41,126 | 0 | 0 | $0 |
| Frank Garrido | Director | March 17, 2026 A | 8,258 | 0 | 0 | $0 |
| Joseph G Taylor | Director | March 17, 2026 A | 16,895 | 0 | 0 | $0 |
| Robert D. Wright | Director | March 17, 2026 A | 8,258 | 0 | 0 | $0 |
| Douglas J Babb | Director | March 17, 2026 A | 63,635 | 0 | 0 | $0 |
| Mark Buller | Director | June 6, 2025 S | 38,801 | 0 | 0 | $0 |
| William R Floyd | Director | March 11, 2025 A | 74,209 | 0 | 0 | $0 |
| Samuel N. Borgese | Director | May 15, 2024 S | 20,250 | 0 | 0 | $0 |
| John M Roth | Director | Aug. 7, 2023 S | 40,052 | 0 | 0 | $0 |
| Carol Lynton | Director | May 9, 2023 A | 41,870 | 0 | 0 | $0 |
| John M. Roth | Director | May 9, 2023 A | 36,974 | 0 | 0 | $0 |
| Michael G. Maselli | Director | May 9, 2023 A | 120,698 | 0 | 0 | $0 |
| Dean C Kehler | Director | May 10, 2022 A | 24,448 | 0 | 0 | $0 |
| Douglas K. Ammerman | Director | March 29, 2017 D | 3,101 | 0 | 0 | $0 |
| Trimaran Pollo Partners, L.L.C. | 10% owner | May 19, 2015 S | 16,746,544 | 0 | 0 | $0 |
| FS Capital Partners V, LLC | · | Aug. 7, 2023 S | 40,052 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 24 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| IWC · iShares Trust | 0.10% | 97,180 SH | Sept. 11, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.05% | 397 NS | July 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.04% | 175,755 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 25,093 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.03% | 249,038 NS | July 31, 2026 | N-PORT |
| VCR · VANGUARD WORLD FUND | 0.02% | 93,421 SH | Aug. 19, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.02% | 36,715 SH | Oct. 2, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.02% | 3,172 SH | Oct. 2, 2026 | Daily |
| RSSL · Global X Funds | 0.02% | 13,782 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.01% | 726,979 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.01% | 97,747 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 308,838 SH | Aug. 19, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 165,644 SH | Aug. 19, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.00% | 1,100 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 83,337 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 2,599 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 8,605 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 11,665 SH | Sept. 8, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.00% | 4,915 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 773,548 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,682 SH | Aug. 19, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.00% | 8 NS | July 31, 2026 | N-PORT |
| IWN · iShares Trust | · | 261,249 SH | Sept. 11, 2026 | Daily |
| SVAL · iShares Trust | · | 44,998 SH | Sept. 3, 2026 | Daily |
LOCO Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 12 analysts
BUY
Median target
$21.00
+47.7%
3 25.0%
Strong Buy
6 50.0%
Buy
3 25.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
5 analysts · 2026-09-28Mean target $20.30 +42.8%
← Below all targets
Current price $14.22
Low$17.00
Mean$20.30
High$22.50
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| LOCO | $313M | 11.6 | 3.6% | 5.4% | 9.4% | · |
| FWRG | $966M | 51.3 | 20.3% | 1.6% | 3.2% | · |
| DNUT | $734M | -1.4 | -8.6% | -33.9% | -57.8% | · |
| KRUS | · | -530.0 | 18.9% | -0.67% | -0.83% | · |
| NATH | · | 20.8 | 9.4% | · | · | · |
| SERV | $776M | -6.4 | 46.2% | -3823.5% | -36.3% | -580.2% |
| DIN | $454M | 30.7 | 8.2% | 1.9% | -7.0% | 40.9% |
| BRCB | · | · | 24.5% | -0.03% | 0.06% | · |
| PTLO | · | 17.4 | 3.0% | 2.6% | 4.5% | · |
| MCD | · | 25.6 | 3.7% | 31.9% | -376.3% | · |
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Source: SEC 10-Q filed Aug 7, 2026