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El Pollo Loco Holdings, Inc. (LOCO) Q3 2024 Earnings Call Transcript Summary

El Pollo Loco Holdings, Inc. (LOCO) Q3 2024 Earnings Call Transcript Summary

El Pollo Loco Holdings, Inc. (LOCO) 2024年第三季度業績會議通話摘要
富途資訊 ·  11:12  · 電話會議

The following is a summary of the El Pollo Loco Holdings, Inc. (LOCO) Q3 2024 Earnings Call Transcript:

以下是el pollo loco控股有限公司(LOCO)2024年第三季度業績會成績單:

Financial Performance:

金融業績:

  • El Pollo Loco reported a Q3 2024 total revenue of $120.4 million, unchanged from Q3 2023.

  • Company-operated restaurant revenue decreased 1.5% to $101.2 million, impacted by a $5.3 million decrease from refranchised restaurants, somewhat offset by a 2.8% increase in comparable restaurant sales.

  • Franchise revenue grew 10.5% to $11.3 million, driven by 2.7% increase in franchise comparable restaurant sales and three new franchise openings.

  • Restaurant contribution margin improved to 16.7%, up from 14.4% in the previous year.

  • GAAP net income was $6.2 million, or $0.21 per diluted share.

  • El Pollo Loco報告2024年第三季度總營業收入爲$12040萬,與2023年第三季度持平。

  • 公司經營的餐廳營業收入下降1.5%,至$10120萬,受到轉爲特許經營餐廳的營業收入減少$530萬影響,部分抵消了可比餐廳銷售額增長2.8%。

  • 特許經營收入增長10.5%,至$1130萬,得益於特許經營餐廳銷售額增長2.7%以及開設三家新特許經營餐廳。

  • 餐廳貢獻率提高至16.7%,較上一年的14.4%有所增長。

  • 根據美國通用會計準則,淨利潤爲$620萬,每股攤薄收益爲$0.21。

Business Progress:

業務進展:

  • El Pollo Loco is committed to becoming a national fire-grilled chicken brand with plans to modernize and a strong emphasis on innovative menu items.

  • The brand has focused on a five-pillar strategy that includes: craveable products, hospitality mindset, digital-first approach, winning unit economics, and driving unit growth.

  • Significant investments in a more affordable and iconic restaurant prototype aiming at reducing new unit build costs and driving long-term growth.

  • Continuous development and remodeling plans include an anticipated 50% of the total system over the next four years.

  • el pollo loco致力於成爲一家全國性的火烤雞品牌,計劃現代化並且強調創新菜單項目。

  • 該品牌專注於一個五支柱策略,包括:令人垂涎的產品、以賓至如歸爲首要、數字優先的方法、獲勝的單元經濟學和推動單位增長。

  • 重要的投資用於更經濟實惠和標誌性的餐廳原型,旨在降低新單位建設成本並推動長期增長。

  • 持續發展和翻新計劃包括預計在未來四年內對總系統的50%以上進行改造。

Opportunities:

機會:

  • The brand's transition to a more digital-first customer interaction, including exclusive offers through the Loco Rewards app.

  • Using current economic pressures as an opportunity to innovate and add new value options like $5 Hoya Bowl and Taco Tuesday promotions.

  • Expansion efforts are geared toward both national growth and adaptations to existing locations via remodeling and new units that are cost-reduced and brand-consistent.

  • 該品牌向更數字化的客戶互動轉變,包括通過Loco Rewards應用提供獨家優惠。

  • 利用當前的經濟壓力作爲創新和增加新價值選項的機會,例如5美元的Hoya Bowl和Taco Tuesday促銷。

  • 擴張努力旨在實現國家範圍的增長,並通過翻新和新單位的成本降低和品牌一致性來適應現有地點。

Risks:

風險:

  • Current economic pressures and competitive landscape necessitate deeper focus on value offerings to keep pace with customer expectations for affordable dining options.

  • Noted variability in same-store sales, with a recent decrease in Q4 2024, underscores potential vulnerability to economic and competitive fluctuations.

  • 當前的經濟壓力和競爭環境要求更加深入地關注價值優惠,以跟上顧客對價格實惠餐飲選擇的期望。

  • 同店銷售額的波動性較大,最近第四季度2024年出現下降,凸顯了對經濟和競爭波動的潛在脆弱性。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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