2026 AGM Chair's and MD & CEO's Addresses and Trading Update

Key points

• Record FY26 revenue and profit
• Exited Taco Bell, expected gain of $20-22m
• Strong growth in Germany, focus on profitability in the Netherlands
• Trading update: Australia sales up 6.4%, Europe sales up 44%
• Board changes: New Chair, retirement of two directors

Full summary

Collins Foods Ltd had an outstanding year in FY26 with record revenue and profit. The company exited Taco Bell, expecting a gain of $20-22m. Strategic growth priorities include growing Australia faster, building Germany profitably, and running every restaurant better. The company also announced a settlement regarding the class action concerning 10-minute rest pauses. FY26 saw strong growth in Germany and a focus on profitability in the Netherlands. The trading update shows total company sales up 6.6% in the first 17 weeks of FY27, with KFC sales up 6.4% in Australia, -2.5% in the Netherlands, and +44.0% in Germany. Board changes include the appointment of a new Chair and the retirement of two directors.

Guidance

FY27 total company sales up 6.6% in the first 17 weeks

Outlook

Collins Foods Ltd expects strong performance in Australia and Europe, with a focus on disciplined growth and profitability. The company aims to deliver outstanding experiences for its people and customers and strong shareholder returns.