Trading Update

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Stock Collins Foods Ltd (CKF.ASX)
Release Time 2 Sep 2025, 8:19 a.m.
Price Sensitive Yes
 Collins Foods Provides Trading Update
Key Points
  • Total company sales up 6.7% driven by KFC same store sales growth in all markets
  • Performance improved through the period, underpinned by a sharper focus on execution and product innovation
  • FY26 underlying NPAT growth guidance reaffirmed in low to mid-teens
Full Summary

Collins Foods Limited (ASX: CKF) has provided a trading update for the first 18 weeks of the 2026 financial year (28 April 2025 - 31 August 2025). The company reported total company sales up 6.7% on the prior corresponding period, driven by KFC same store sales growth in all markets. KFC Australia total sales increased by 5.1%, with same store sales growth of 2.3%. In the Netherlands, KFC total sales grew by 4.8% and same store sales increased by 1.2%. KFC Germany delivered the strongest performance, with total sales up 8.4% and same store sales growth of 5.8%. The company stated that performance improved through the period, underpinned by a sharper focus on execution in restaurants and impactful product innovation. Collins Foods reaffirmed its FY26 guidance, targeting year-on-year underlying NPAT growth in the low to mid-teens (percentage basis). The company also noted that new restaurant development remains on track, including the opening of a new store in Germany under the new arrangements with Yum! Brands to accelerate development in this key market. Additionally, Chris Johnson has been appointed as General Manager Europe on a permanent basis.

Guidance

FY26 underlying NPAT growth guidance reaffirmed in the low to mid-teens (percentage basis).