
"PTLO: Fast-casual chain w/ Chicago-style street food achieving $9M+ AUV (vs McDonald's $3.5M). 24% restaurant margins & 25-35% cash-on-cash returns. Key challenge: maintaining high volumes when expanding beyond Chicago. With strong unit economics, operational consistency, and scalability, could become major player nationally."
The best-in-class restaurant you've never heard of - Portillo's Inc.
The Dutch Investors
May 7, 2025
Stock Idea