Portillo's Inc. · NASDAQ:PTLO

Portillo's — Investor Presentation (June 2024)

19 slides from Portillo's's investor presentation, Jun 4, 2024

  1. Slide 1: reserved | Do not share or

    © 2024 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 1

  2. Slide 2: reserved | Do not share or

    © 2024 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 2

  3. Slide 3: reserved | Do not share or

    © 2024 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 3

  4. Slide 4: reserved | Do not share or 21% 17% 14% 12% 11% 8% 8% %

    © 2024 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 4 21% 17% 14% 12% 11% 8% 8% 5% 4%

  5. Slide 5: Qualtrics Customer Experience Benchmarks

    © 2024 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 5 Source: Qualtrics Customer Experience Benchmarks (CXB) – Proprietary benchmark survey fielded monthly. Results represent Q4 2023 to Q1 2024 Portil o’s Hot Do

  6. Slide 6: Portillo's doesn't prompt for tips, but these brands do

    © 2024 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 6 • • • • • • • • • • • • • • • • • • • With suggested tip Portillo’s doesn’t prompt for tips, but these brands do…

  7. Slide 7: 2023

    © 2024 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 7 2023

  8. Slide 8: reserved | Do not share or

    © 2024 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 8 3 4 1 6 1 8 2 48 8 5

  9. Slide 9: reserved | Do not share or

    © 2024 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 9

  10. Slide 10: reserved | Do not share or 1022 Tucson, AZ (1) Pickup locations will be

    © 2019 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 1022 Tucson, AZ (1) Pickup locations will be excluded from the class analysis • • • •

  11. Slide 11: Illustrative Honeymoon Curves

    © 2019 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 1122 Illustrative Honeymoon Curves • • • • Note: not all restaurants fit neatly into one of these categories but these are the four most common shapes observed

  12. Slide 12: Class of 2022 and Class of 2023

    © 2019 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 1222 • • • • • • • • • Class of 2022 Class of 2023

  13. Slide 13: Class Specific Factors

    © 2019 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 1322 • • • Class Specific Factors

  14. Slide 14: reserved | Do not share or 1422

    © 2019 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 1422

  15. Slide 15: reserved | Do not share or 1522

    © 2019 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 1522

  16. Slide 16: Appendix

    © 2019 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 1623 A P P E N D I X

  17. Slide 17: Class of 2022 and Class of 2023

    © 2019 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 1722 Class of 2022 Class of 2023

  18. Slide 18: reserved | Do not share or 1822

    © 2019 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 1822

  19. Slide 19: reserved | Do not share or 1922

    © 2019 Portillo’s Hot Dogs | All rights reserved | Do not share or duplicate confidential content, in whole or part, without written consent 1922

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