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    Matt Curtis • William Blair & Company

    Matt Curtis is a Senior Analyst at William Blair & Company, specializing in equity research with a focus on specific sectors and companies, although explicit details about his coverage universe are not publicly listed. He has amassed 17 years of industry experience and is registered as a broker with FINRA, holding valid securities licenses and demonstrating a longstanding commitment to regulatory compliance. Curtis has built his career at William Blair with no reported regulatory disclosures and experience at another unnamed firm prior to joining. His record reflects deep sector knowledge and a reputation for professional integrity, but specific quantitative performance metrics or platform rankings remain undisclosed.

    Matt Curtis's questions to El Pollo Loco Holdings Inc (LOCO) leadership

    Matt Curtis's questions to El Pollo Loco Holdings Inc (LOCO) leadership • Q2 2025

    Question

    Matt Curtis from William Blair questioned whether the new menu items have driven a discernible transaction lift or caused a trade-off on average ticket. He also asked for color on the initial reaction to the brand relaunch, particularly in the core Los Angeles market.

    Answer

    CEO Liz Williams stated that the company is seeing increased frequency from existing customers and is also attracting new customers, attributing this to a combination of innovation, operational improvements, and value offers. Regarding the rebrand, she described it as part of a successful mix that is driving an uptick in new customers, but believes its full impact will build over time as more restaurants are remodeled and marketing efforts continue.

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    Matt Curtis's questions to Pinstripes Holdings Inc (PNST) leadership

    Matt Curtis's questions to Pinstripes Holdings Inc (PNST) leadership • Q2 2025

    Question

    Inquired about the company's liquidity runway, the updated timing for the Coral Gables location opening, and the specifics of recent marketing missteps and subsequent corrections.

    Answer

    The company believes current liquidity, combined with holiday cash flow and cost savings, is sufficient to get through most of calendar 2025, although they are still seeking to raise additional capital. The Coral Gables opening is now expected in Q4 of fiscal '25. The marketing issue was a reduction in paid digital spend which negatively impacted sales; this has since been reversed.

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