Portillo's
Siem te Hennepe- May 2
- 27 min read
What happens when a beloved local food chain decides to take on the nation? That’s the story of Portillo’s, a fast-casual restaurant born in a 12-foot trailer in suburban Chicago, now aiming to scale across the U.S. with some of the highest sales per store in the entire restaurant industry.
Known for its hot dogs, Italian beef, burgers, and chocolate cake, Portillo’s has built quite the cult following. But behind the nostalgia and neon lights is a company with serious ambitions, and a tricky challenge: can it keep its magic Chicago-style alive while going national?
This analysis was recorded with Brett Schafer from Chit Chat Stocks, who owns the stock himself. He takes us through the entire business model, what makes Portillo's a potentially interesting chain, and what we think of the valuation.
Give it a listen, you might walk away hungry and a little smarter.
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