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El Pollo Loco LOCO Loyalty Reward Program — Deferred Revenue

Other product segments

Franchise
$6.15M-7.3%

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$118M+12.4%
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CHHLoyalty Points — Deferred Revenue
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WHDeferred loyalty program revenues — Contract Liabilities
$85M-4.5%

Other financials

Income statement

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Revenue$126.2M+5.9%
Operating income$12.2M+36.2%
Net income$8.2M+48.8%
EPS (diluted)$0.27+42.1%

Balance sheet

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Cash & equivalents$3.9M-9.8%
Total debt$189.1M+0.2%
Total equity$302.5M+13.8%
Total assets$609.1M+3.2%

Cash flow

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Operating cash flow$13.0M+175%
CapEx$10.2M+202%
Free cash flow$2.8M+105%

Valuation

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Market cap$494.9M+47.0%
Enterprise value$680.09M+30.5%
P/E17×+3.6×
P/S+0.3×

Profitability

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Operating margin9.1%+0.6pp
Net margin5.9%+0.6pp
FCF margin5.4%+0.8pp

Returns & leverage

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Return on equity10.3%+0.6pp
Debt / equity0.6×-0.1×
Current ratio0.3×0.0×

Where this comes from

Reported directly by El Pollo Loco in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiability.

The official record: El Pollo Loco’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is El Pollo Loco's loyalty reward program — deferred revenue?
El Pollo Loco (LOCO) reported loyalty reward program — deferred revenue of $1.18M in Q1 2026.
How has El Pollo Loco's loyalty reward program — deferred revenue changed year-over-year?
El Pollo Loco's loyalty reward program — deferred revenue increased by 30.5% year-over-year, from $905K to $1.18M.
What is the long-term trend for El Pollo Loco's loyalty reward program — deferred revenue?
Over 4 years (2021 to 2025), El Pollo Loco's loyalty reward program — deferred revenue has grown at a 10.0% compound annual growth rate (CAGR), from $2.77M to $4.05M.
What does loyalty reward program — deferred revenue mean?
This metric represents the deferred revenue balance associated with unredeemed loyalty points or rewards earned by customers. It reflects the company's obligation to provide future goods or services to customers who have accumulated rewards through the loyalty program. This liability is a key indicator of customer engagement and the potential future revenue embedded within the loyalty ecosystem.