Portillo's Inc.

Annual Trend FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Net income $5.6m $12.3m ($13.4m) $17.2m $24.8m $35.1m $21.1m
Depreciation and amortization $24.4m $24.6m $23.3m $20.9m $24.3m $27.3m $29.1m
Amortization of debt issuance costs and discount $2.8m $3.9m $3.6m $2.8m $1.0m $873k $692k
Deferred income tax expense $1.8m $3.2m $6.8m $3.0m
Asset impairment $0 $0 $657k $2.2m
Loss on debt extinguishment $0 $0 $7.3m $0 $3.5m $0 $0
Operating lease assets $0 $0 $6.8m $7.4m $8.5m $9.7m
Operating lease liabilities $0 $0 ($2.4m) ($2.0m) ($3.2m) ($2.9m)
Loss on sales of assets $271k $98k $256k $398k $592k $528k $434k
Equity-based compensation $1.3m $960k $29.4m $16.1m $15.5m $11.2m $6.5m
Tax Receivable Agreement liability adjustment $0 $0 ($5.3m) ($3.3m) ($9.1m) ($2.9m)
Gift card breakage ($774k) ($700k) ($715k) ($798k) ($917k) ($852k) ($857k)
Accounts receivables $33k ($753k) ($777k) $191k ($679k) $862k ($1.5m)
Receivables from related parties $414k $280k ($152k) $96k ($82k) ($46k) $25k
Inventories ($141k) ($1.2m) ($1.0m) ($1.3m) ($1.3m) $818k ($292k)
Other current assets $1.8m ($416k) ($2.9m) $914k ($3.6m) $357k $221k
Accounts payable ($1.8m) $1.4m $1.8m ($3.6m) $209k $11.3m $316k
Accrued expenses and other liabilities $7.2m $6.6m ($4.5m) $1.6m $3.0m $1.8m $310k
Deferred lease incentives $400k $2.3m $690k $1.7m $1.5m $5.6m $5.3m
Other assets and liabilities ($1.0m) $5.5m ($128k) ($14k) ($2.3m) ($258k) $1.6m
Purchase of property and equipment ($22.0m) ($21.5m) ($36.2m) ($47.1m) ($87.9m) ($88.2m) ($90.4m)
Other $81k $77k $242k
Proceeds from equity offering, net of underwriting discounts $0 $0 $437.1m $365.0m $179.3m $115.0m $0
Repurchase of outstanding equity / Portillo's OpCo units $0 $0 ($57.0m) ($365.0m) ($179.3m) ($115.0m) $0
Proceeds from stock option exercises $0 $0 $1.9m $1.9m $4.3m $2.7m
Employee withholding taxes related to net settled equity awards $0 $0 ($2.6m) ($1.5m) ($1.4m) ($1.0m)
Proceeds from Employee Stock Purchase Plan purchases $0 $0 $129k $527k $508k $453k
Payments of Tax Receivable Agreement liability $0 $0 ($813k) ($4.4m) ($7.7m)
Payment of deferred financing costs ($13.3m) $0 $0 $0 ($3.6m) $0 ($1.3m)
Contributions from non-controlling interests $0 $0 $350k
Accrued capital expenditures $1.1m $5.0m $2.2m $9.8m $12.7m $13.5m $11.2m
Establishment of liabilities under Tax Receivable Agreement $0 $0 $156.6m $101.5m $51.2m $38.3m $38.5m
NET CASH PROVIDED BY OPERATING ACTIVITIES $43.3m $58.3m $42.9m $56.9m $70.8m $98.0m $71.9m
NET CASH USED IN INVESTING ACTIVITIES ($22.0m) ($21.4m) ($36.3m) ($47.0m) ($87.8m) ($88.1m) ($90.2m)
Proceeds from short-term debt, net $0 $0 $15.0m $10.0m $65.0m
Proceeds from long-term debt $464.1m $0 $0 $0 $300.0m $0 $0
Payments of long-term debt ($471.8m) ($13.3m) ($158.3m) ($3.3m) ($328.1m) ($5.6m) ($41.9m)
NET CASH PROVIDED BY (USED) IN FINANCING ACTIVITIES ($11.7m) ($18.0m) ($8.8m) ($4.7m) ($16.9m) $2.5m $15.4m
NET (DECREASE) INCREASE IN CASH AND CASH EQUIVALENTS AND RESTRICTED CASH $9.6m $18.8m ($2.2m) $5.2m ($34.0m) $12.4m ($2.9m)
CASH AND CASH EQUIVALENTS AND RESTRICTED CASH AT BEGINNING OF THE PERIOD $22.6m $41.4m $39.3m $44.4m $10.4m $22.9m $20.0m
Distributions paid to non-controlling interest holders $36.5m $34.3m $0 $0 ($399k) ($838k) ($1.3m)
Interest paid $36.5m $34.3m $43.5m $24.0m $28.3m $19.4m $22.9m
Income tax paid $0 $0 $0 $0 $0 $0 $0