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Big Yellow Group (BYG) investor relations material
Big Yellow Group Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Delivered resilient Q1 performance with revenue up 3% year-over-year and like-for-like store revenue up 2%.
Achieved stronger occupancy growth than the same period last year, with new store openings contributing to increased occupied space.
Continued disciplined cost control and focus on customer service amid challenging fiscal and budgetary environment.
Financial highlights
Total revenue for the quarter ended 30 June 2026 was £53.2 million, up 3% year-over-year.
Like-for-like store revenue reached £52.2 million, a 2% increase from the prior year.
Average achieved net rent per sq ft rose 3% to £36.68; closing net achieved rent per sq ft up 2% to £36.45.
Outlook and guidance
Expect a first half increase in store operating expenditure of 4% like-for-like, with a full-year increase of 3%.
Anticipate continued challenging operating environment due to fiscal and budgetary uncertainties.
Four new stores scheduled to open in the current financial year, with further openings planned through March 2028.
- Revenue and profit up 2% YoY, with strong pipeline and sustainability progress despite lower occupancy.BYG
H2 2026 - Revenue and adjusted EPS up 2% year-over-year, with improved occupancy and new store growth.BYG
Q3 2026 TU - Adjusted profit before tax rose 9% as rental growth and new store openings offset lower occupancy.BYG
H1 2026 - Revenue and occupancy grew, with expansion and strong domestic demand driving future value.BYG
Q1 2025 TU - Revenue up 3% year-over-year, with rent growth offsetting lower occupancy.BYG
Q1 2026 TU - Revenue and profit before tax rose, costs increased, and the London-focused pipeline expanded.BYG
H1 2025 - Revenue and profit rose, with strong pipeline, cost control, and sustainability progress.BYG
H2 2025 - Revenue and EPS growth continue as Big Yellow invests in expansion and maintains strong leverage.BYG
Q3 2025 TU
Next Big Yellow Group earnings date
Next Big Yellow Group earnings date
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