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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Baby Bunting Group
Baby Bunting Group (BBN) investor relations material
Baby Bunting Group AGM 2026 presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 presentation summary12 Oct, 2026
FY26 financial performance
FY26 sales were $556.0m, up 6.5% YoY; comparable sales grew 3.5%.
Gross margin reached 41.2%, up 100 bps YoY; 2H margin was 41.4%.
Pro forma EBITDA, excluding AASB 16 lease accounting, was $37.6m or 6.8% of sales, up 140 bps YoY; 2H was 8.1% of sales.
Pro forma NPAT was $16.1m, up 33.9% YoY and 54% in 2H; statutory NPAT was $11.2m, up 17.5%.
Net debt was $16.2m, with $60m debt headroom; cash conversion was 96%, versus 82% in FY25.
Strategy and operating progress
Long-range plan targets a return to more than 10% EBITDA margin, with gross margin above 43% and cost of doing business moving toward 31.6%.
Network ambition is more than 120 large-format stores across Australia and New Zealand; Store of the Future refurbishments target 10–12 annually.
FY26 network activity included 12 completed refurbishments, three large-format openings and three BabyBunting Junior pilot stores; 15 refurbished stores were open and trading.
Store of the Future sales growth was 18% in FY26 against a 15%–25% target range; the cumulative average later reached 20%.
BabyBuntingMedia generated $5.8m revenue in its first full year; in-store endless aisle launched across all stores and online delivery scaled to full store fulfilment.
FY27 priorities and outlook
FY27 targets include sales of $585m–$600m, comparable sales growth of 3%–5%, gross margin of 42% and capex of $33m–$37m.
FY27 pro forma NPAT is expected at $19.0m–$21.0m, assuming stated sales, comparable growth and gross margin targets; capex is expected to be fully funded by operating cash flow.
After the first 14 weeks to 4 October 2026, underlying comparable sales growth was 2.2% YTD; Australia was up 2.0% and New Zealand 8.7% on a constant-currency basis.
FY27 plans include 10–12 refurbishments, with six in 1H, and three new large-format stores; the small-format pilots remain under review.
Refurbished stores delivered an 18% sales uplift in FY26; payback remains under three years, with each project required to clear that hurdle before capital commitment.
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Latest events from Baby Bunting Group
- Record sales, margin expansion, and online growth drive strong profit and FY27 outlook.BBN
H2 2026 - FY26 NPAT up 32–40%, sales up 6%, and Store of the Future sales grew 18%.BBNTrading update
- Sales up 6.7%, gross margin at 41.0%, NPAT up 44%, no interim dividend.BBNH1 2026
- Record sales, margin expansion, and network growth drive strong profit and positive FY26 outlook.BBNAGM 2025 Presentation
- Record profit and margin growth achieved, with strong outlook and major upgrades ahead.BBNH2 2025
- FY25 guidance targets AUD 9.5–12.5m NPAT, 0–3% comp sales growth, and 40% gross margin.BBNH2 2024
- Targets 10%+ EBITDA, 40% margin, and growth via exclusives, private label, and digital upgrades.BBNInvestor Day 2024
- Pro forma NPAT up 37% to $4.8m, gross margin up 260 bps, and FY25 guidance reaffirmed.BBNH1 2025
Next Baby Bunting Group earnings date
H1 202715 Feb, 2027
Baby Bunting Group
Next Baby Bunting Group earnings date
H1 202715 Feb, 2027
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Frequently asked questions
Baby Bunting Group Limited is a specialty nursery retailer serving parents of newborns up to three years old and expectant parents. The company offers a wide range of products, including prams, cots, nursery furniture, car safety equipment, toys, babywear, feeding essentials, nappies, manchester, and associated accessories. Baby Bunting also provides services such as safety-accredited car seat fittings and the hire of certain nursery and travel-safe products. With a network of about 60 retail stores across Australia and an online store, the company is committed to supporting new and expectant parents in the early years of parenthood. Baby Bunting Group Limited is headquartered in ,Melbourne, Australia, and its shares are listed on the ASX.