LOCOEl Pollo Loco Holdings, Inc.
Retail-Eating Places
- Revenue
- $490M
- 3.6% YoY
- Operating margin
- 8.6%
- 1.4% YoY
- EBITDA
- $58M
- 2.0% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.0×
- $58M net debt
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear182% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowFired119% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired40% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $454M | $470M | $469M | $473M | $490M | 3.6% |
| Operating income | $41M | $30M | $40M | $41M | $42M | 2.1% |
| Net income | $29M | $21M | $26M | $26M | $26M | 3.1% |
| Operating cash flow | $52M | $39M | $41M | $47M | $48M | 2.8% |
| Capex | $17M | $20M | $21M | $19M | $23M | 19% |
| Stock-based comp | $3M | $3M | $3M | $4M | $5M | 37% |
| Buybacks | $0 | — | $59M | $21M | $2M | 91% |
| Dividends | — | $56M | — | — | — |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 66 | 136 |
| FY2024 | — | — | 75 | 140 |
| FY2023 | — | — | 57 | 130 |
| FY2022 | — | — | 63 | 112 |
| FY2021 | — | — | 77 | 123 |