HIGHOutside partySupplier
97%
top-3 poultry suppliers
“10-K Item 1: 'During fiscal 2025, we sourced poultry from five suppliers, with three accounting for approximately 97% of our purchases for fiscal 2025.'”
LOCO · Concentration risk · 10-K extracted
El Pollo Loco Holdings (LOCO) concentration risks
Updated
The most significant concentration El Pollo Loco Holdings discloses is top-3 poultry suppliers at 97%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: El Pollo Loco Holdings’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH3
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHBuilt-inGeographic
71.9%
greater Los Angeles area
“10-K Item 1A: 'Our company-operated and franchised restaurants in the greater Los Angeles area generated, in the aggregate, approximately 71.9% of our revenue in fiscal 2025'”
HIGHOutside partySupplier
primary distributor (PFG Customized)
“10-K Item 1: 'Performance Food Group Customized Distribution (“PFG Customized”) was our new primary distributor for substantially all of our food and supplies'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06El Pollo Loco's concentration risk spans both its supply chain and its geographic footprint, and both are pronounced. On the supply side, three of five poultry suppliers accounted for approximately 97% of purchases in fiscal 2025 — a dependency exposure on the company's single most important input, given the chain's chicken-centric menu. Distribution carries a related dependency: Performance Food Group Customized Distribution became the new primary distributor for substantially all of the company's food and supplies, concentrating a critical logistics function in one partner. Geographically, the greater Los Angeles area generated approximately 71.9% of revenue in fiscal 2025 — a structural concentration that ties the bulk of the business to a single metropolitan market's economic conditions, competitive dynamics, and consumer demand. Netting these out, all three exposures are significant and mutually reinforcing: a poultry supply disruption or a distributor issue would hit hardest in the very market — greater Los Angeles — where the company already derives the large majority of its revenue. There is no single exposure here that is clearly larger than the others; rather, the combination of concentrated poultry sourcing, concentrated distribution, and concentrated geography means idiosyncratic shocks in any one area could compound with the structural reliance on the LA market.
For the engine’s reasoning on LOCO’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Restaurants
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| LOCO● | El Pollo Loco Holdings, Inc. | 3 | 0 | 0 | 3 |
| BJRI | BJ's Restaurants, Inc. | 1 | 1 | 0 | 2 |
| BLMN | Bloomin' Brands, Inc. | 1 | 0 | 0 | 1 |
| BH | Biglari Holdings Inc. | 0 | 1 | 0 | 1 |
| BH-A | Biglari Holdings Inc. | 0 | 1 | 0 | 1 |
| BROS | Dutch Bros Inc. | 0 | 1 | 0 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.