快餐连锁企业Portillo's Inc.（股票代码：PTLO）今日盘中股价大幅下挫20.39%，引发市场关注。这一跌幅主要源于公司发布的第二季度财报未能达到市场预期，同时下调了2025财年的业绩指引。
根据公司公布的财报，Portillo's第二季度收入为1.8846亿美元，同比增长3.6%，但低于分析师预期的1.9578亿美元。同店销售额增长0.7%，平均客单价增长2.1%，但交易量下降1.4%。尽管调整后每股收益为12美分，符合分析师预期，但公司面临的增长压力引发了投资者的担忧。
公司管理层在财报电话会议中指出，德州等新市场的餐厅启动较慢，对整体收入造成压力。为应对这一挑战，Portillo's计划增加广告投入并聘请现场营销人员以提高品牌知名度。此外，公司更新了2025财年的业绩指导，预计全年收入增长在5%-7%之间，调整后的EBITDA增长为"持平到低个位数"，这一保守预期进一步打击了投资者信心。尽管如此，公司仍计划在2025年开设12家新餐厅，并在2026年推出新的餐厅设计以降低成本和提高效率。
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