Q3 FY26 Quarterly Sales Update

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Stock Guzman Y Gomez Limited (GYG.ASX)
Release Time 7 Apr 2026, 8:31 a.m.
Price Sensitive Yes
 GYG reports strong Q3 FY26 sales growth
Key Points
  • Accelerating momentum in Australia with 19.5% network sales growth
  • Successful launch of Uber Eats partnership enhancing delivery experience
  • Pilot of proprietary order management system expanded to drive-thru restaurants
Full Summary

Guzman y Gomez Limited ('GYG') today announced its Q3 FY26 results, reporting strong network sales growth of 19.5% during the quarter. This was driven by continued guest demand for GYG's clean, fresh food offerings and supported by operational excellence in its restaurants. The company also continued its restaurant network expansion, opening five new GYG restaurants in Australia. Key strategic and operational initiatives were delivered during the quarter, including the successful launch of a new partnership with Uber Eats in late February 2026, which has enhanced the delivery experience for GYG's guests. Operationally, a pilot of GYG's proprietary order management system was expanded into additional drive-thru restaurants with very positive results across the end-to-end order process, ahead of a full network roll-out in the coming months. In the Australia Segment, comparable sales growth accelerated in the third quarter as GYG's value proposition continued to resonate with guests, with transaction growth outpacing comparable sales growth. Delivery sales also contributed to growth, supported by the strong performance of the new Uber Eats partnership. In the US Segment, network sales increased on the prior corresponding period, driven primarily by two new restaurant openings, while comparable sales momentum improved relative to the preceding quarter, partially offset by the cessation of DoorDash deliveries from early March 2026.

Guidance

GYG reaffirms its updated guidance provided at its 1H26 results in February 2026. Australia Segment underlying EBITDA as a percentage of network sales is expected to expand to 6.0-6.2% in FY26, compared to 5.7% in FY25. GYG confirms it is on track to open 32 new restaurants in Australia in FY26, including 23 drive-thrus.