<p>El Pollo Loco Holdings 最近的财报电话会议透露出总体积极的情绪，数字销售增长、利润率改善以及新餐厅成功开业等方面取得了显著成就。然而，公司也面临一些挑战，例如公司直营餐厅的收入略有下降和运营费用上升。</p>
<h2>系统整体流量增长</h2>
<p>El Pollo Loco 报告称第三季度系统整体流量增长，这归因于针对性的创新和价值产品，如 9.99 美元的玉米饼组合和仅限应用程序的促销活动。这些举措成功吸引了更多客户，增强了公司的市场存在感。</p>
<h2>餐厅贡献利润率改善</h2>
<p>公司餐厅贡献利润率有所改善，从去年的 16.7% 上升至 18.3%。这一改善得益于成本节约措施和劳动生产率的提升，展示了公司对运营效率的关注。</p>
<h2>数字业务增长</h2>
<p>El Pollo Loco 的数字业务经历了显著增长，占系统销售的 27%，而去年为 20%。忠诚度交易同比增长 28%，突显了公司数字转型努力的成功。</p>
<h2>特许经营收入增长</h2>
<p>第三季度特许经营收入增长了 13.5%，这得益于新销售点系统的推出和新特许经营餐厅的开业。这一增长凸显了 El Pollo Loco 特许经营模式的强大。</p>
<h2>新餐厅成功开业</h2>
<p>公司庆祝其第 500 家餐厅的开业，新地点的年化销售额平均达到 200 万美元。这一里程碑反映了强劲的单位增长和公司扩张战略的成功执行。</p>
<h2>公司直营餐厅收入下降</h2>
<p>公司直营餐厅的收入略微下降 0.5%，总计 1.007 亿美元。这是由于可比餐厅销售下降 1.1%，主要是由于平均消费额下降 1.3%。</p>
<h2>第三方配送成本上升</h2>
<p>运营费用增加，主要是由于第三方配送相关费用和软件维护费用上升。这突显了在管理与配送服务相关的成本方面所面临的挑战。</p>
<h2>一般和行政费用增加</h2>
<p>一般和行政费用上升至 1230 万美元，主要是由于股票补偿、法律和专业费用，以及与新 ERP 系统和办公室搬迁相关的费用。这些费用反映了公司在基础设施和人才方面的投资。</p>
<h2>前瞻性指导</h2>
<p>展望未来，El Pollo Loco 预计总收入为 1.215 亿美元，特许经营收入预计增长 13.5%。公司计划在 2025 年开设至少 10 家新餐厅，资本支出预计在 2800 万至 3000 万美元之间。重点将继续放在菜单创新、数字增长和运营卓越上，以推动可持续增长和盈利能力。</p>
<p>总之，El Pollo Loco 的财报电话会议反映出积极的前景，数字销售增长强劲，利润率改善，扩张努力成功。尽管公司直营餐厅收入和费用上升面临挑战，但公司仍致力于其战略举措，以确保持续增长和盈利能力。</p>

LOCO

<p>El Pollo Loco 最近的财报电话会议强调了数字销售的积极增长、餐厅贡献利润的改善以及成功的新餐厅开业，包括其第 500 家门店。然而，公司面临着公司运营餐厅收入略微下降和运营费用上升的挑战。数字销售现在占系统销售的 27%，特许经营收入增长了 13.5%。展望未来，公司预计总收入为 1.215 亿美元，并计划在 2025 年开设至少 10 家新餐厅，重点关注创新和运营卓越</p>

<p>The recent earnings call for El Pollo Loco Holdings revealed a generally positive sentiment, with notable achievements in digital sales growth, improved margins, and successful new restaurant openings. However, the company faced challenges such as a slight dip in revenue from company-operated restaurants and rising operating expenses.</p>
<div class="lb-trans"><p>El Pollo Loco Holdings 最近的财报电话会议透露出总体积极的情绪，数字销售增长、利润率改善以及新餐厅成功开业等方面取得了显著成就。然而，公司也面临一些挑战，例如公司直营餐厅的收入略有下降和运营费用上升。</p>
</div><h2>Positive System-Wide Traffic Growth</h2>
<div class="lb-trans"><h2>系统整体流量增长</h2>
</div><p>El Pollo Loco reported positive system-wide traffic growth in the third quarter, attributed to targeted innovation and value offerings like the $9.99 quesadilla combos and app-only promotions. These initiatives have successfully attracted more customers, enhancing the company’s market presence.</p>
<div class="lb-trans"><p>El Pollo Loco 报告称第三季度系统整体流量增长，这归因于针对性的创新和价值产品，如 9.99 美元的玉米饼组合和仅限应用程序的促销活动。这些举措成功吸引了更多客户，增强了公司的市场存在感。</p>
</div><h2>Restaurant Contribution Margin Improvement</h2>
<div class="lb-trans"><h2>餐厅贡献利润率改善</h2>
</div><p>The company saw an improvement in restaurant contribution margins, which rose to 18.3% from 16.7% in the previous year. This improvement was driven by cost savings measures and enhanced labor productivity, showcasing the company’s focus on operational efficiency.</p>
<div class="lb-trans"><p>公司餐厅贡献利润率有所改善，从去年的 16.7% 上升至 18.3%。这一改善得益于成本节约措施和劳动生产率的提升，展示了公司对运营效率的关注。</p>
</div><h2>Digital Business Growth</h2>
<div class="lb-trans"><h2>数字业务增长</h2>
</div><p>El Pollo Loco’s digital business experienced significant growth, accounting for 27% of system sales compared to 20% last year. Loyalty transactions increased by 28% year-over-year, highlighting the success of the company’s digital transformation efforts.</p>
<div class="lb-trans"><p>El Pollo Loco 的数字业务经历了显著增长，占系统销售的 27%，而去年为 20%。忠诚度交易同比增长 28%，突显了公司数字转型努力的成功。</p>
</div><h2>Franchise Revenue Increase</h2>
<div class="lb-trans"><h2>特许经营收入增长</h2>
</div><p>Franchise revenue saw a 13.5% increase during the third quarter, fueled by the rollout of a new point-of-sale system and the opening of new franchise-operated restaurants. This growth underscores the strength of El Pollo Loco’s franchise model.</p>
<div class="lb-trans"><p>第三季度特许经营收入增长了 13.5%，这得益于新销售点系统的推出和新特许经营餐厅的开业。这一增长凸显了 El Pollo Loco 特许经营模式的强大。</p>
</div><h2>Successful New Restaurant Openings</h2>
<div class="lb-trans"><h2>新餐厅成功开业</h2>
</div><p>The company celebrated the opening of its 500th restaurant, with new locations averaging $2 million in annualized sales. This milestone reflects strong unit growth and the successful execution of the company’s expansion strategy.</p>
<div class="lb-trans"><p>公司庆祝其第 500 家餐厅的开业，新地点的年化销售额平均达到 200 万美元。这一里程碑反映了强劲的单位增长和公司扩张战略的成功执行。</p>
</div><h2>Decrease in Company-Operated Restaurant Revenue</h2>
<div class="lb-trans"><h2>公司直营餐厅收入下降</h2>
</div><p>There was a slight decrease of 0.5% in revenue from company-operated restaurants, totaling $100.7 million. This was due to a 1.1% decrease in comparable restaurant sales, primarily driven by a 1.3% decrease in average check size.</p>
<div class="lb-trans"><p>公司直营餐厅的收入略微下降 0.5%，总计 1.007 亿美元。这是由于可比餐厅销售下降 1.1%，主要是由于平均消费额下降 1.3%。</p>
</div><h2>Higher Third-Party Delivery Costs</h2>
<div class="lb-trans"><h2>第三方配送成本上升</h2>
</div><p>Operating expenses increased, mainly due to higher third-party delivery-related expenses and software maintenance fees. This highlights the challenges faced in managing costs associated with delivery services.</p>
<div class="lb-trans"><p>运营费用增加，主要是由于第三方配送相关费用和软件维护费用上升。这突显了在管理与配送服务相关的成本方面所面临的挑战。</p>
</div><h2>G&amp;A Expenses Increase</h2>
<div class="lb-trans"><h2>一般和行政费用增加</h2>
</div><p>General and administrative expenses rose to $12.3 million, driven by stock compensation, legal and professional fees, and costs related to a new ERP system and office relocation. These expenses reflect the company’s investment in infrastructure and talent.</p>
<div class="lb-trans"><p>一般和行政费用上升至 1230 万美元，主要是由于股票补偿、法律和专业费用，以及与新 ERP 系统和办公室搬迁相关的费用。这些费用反映了公司在基础设施和人才方面的投资。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, El Pollo Loco expects total revenue of $121.5 million, with franchise revenue projected to grow by 13.5%. The company plans to open at least 10 new restaurants in 2025, with capital spending estimated between $28 million to $30 million. The focus will remain on menu innovation, digital growth, and operational excellence to drive sustainable growth and profitability.</p>
<div class="lb-trans"><p>展望未来，El Pollo Loco 预计总收入为 1.215 亿美元，特许经营收入预计增长 13.5%。公司计划在 2025 年开设至少 10 家新餐厅，资本支出预计在 2800 万至 3000 万美元之间。重点将继续放在菜单创新、数字增长和运营卓越上，以推动可持续增长和盈利能力。</p>
</div><p>In conclusion, El Pollo Loco’s earnings call reflected a positive outlook with strong digital sales growth, improved margins, and successful expansion efforts. Despite challenges in company-operated restaurant revenue and rising expenses, the company remains committed to its strategic initiatives to ensure continued growth and profitability.</p>
<div class="lb-trans"><p>总之，El Pollo Loco 的财报电话会议反映出积极的前景，数字销售增长强劲，利润率改善，扩张努力成功。尽管公司直营餐厅收入和费用上升面临挑战，但公司仍致力于其战略举措，以确保持续增长和盈利能力。</p>
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El Pollo Loco 的财报电话会议：在挑战中实现的增长