Analyst
Bank of America
Equibles does not estimate personal net worth.
Aisling is recorded as Analyst at Bank of America. Aisling has spoken on 11 earnings calls across 8 companies, most recently for Portillo's Inc. on November 5, 2026. Those appearances were for Portillo's Inc. (PTLO), Krispy Kreme, Inc. (DNUT), Sensata Technologies Holding plc (ST), Cava Group, Inc. (CAVA), First Watch Restaurant Group, Inc. (FWRG) and 3 other companies. The companies whose calls Aisling spoke on are classified in the Consumer Cyclical, Consumer Defensive and Technology sectors.
“Restaurant margins, you know, they were up 40 bps on the 1.4% comp, and beef was still inflationary. So overall, very impressive. Could you just help us unpack what drove that between the labor model changes in the lower volume units and the early supply chain savings?”
“So you raised the fiscal 26 revenue guide by $100 million at the midpoint, but you held the adjusted EBITDA flat. Can you just walk through kind of what drove the higher revenue outlook and why it doesn't carry through to EBITDA?”
“You know, just in the updated guidance, pre-opening moved roughly $7 million higher, but only one unit was added to the opening guide.”
“Our next question comes from Sarah Senator of Bank of America.”
“My question is just on free cash flow priorities. After CapEx and any remaining transition or Maple Street cash costs, how are you thinking about 2027 free cash flows, specifically shareholder returns?”
Bank of America
Analyst
Transcript header (unverified)
PTLO
Restaurants · Consumer Cyclical
DNUT
Grocery Stores · Consumer Defensive
Scientific & Technical Instruments · Technology
CAVA
Restaurants · Consumer Cyclical
JACK
Restaurants · Consumer Cyclical
