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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.
Bubs Australia
Bubs Australia (BUB) investor relations material
Bubs Australia Q1 2027 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 TU earnings summary28 Oct, 2026
Executive summary
Q1 FY27 net revenue was $23.1m, down 9.8% YoY; trading improved through the quarter after a slower July as regulatory-reset impacts eased.
Permanent FDA authorisation for three infant formula products and distribution in 12,000+ US stores support further growth; US retail scan sales rose 46.5% YoY and 10.6% QoQ.
Financial highlights
Group net revenue was $23.1m versus $25.6m in Q1 FY26; US translation reduced reported revenue by $1.2m, with exchange rates of $0.71 versus $0.65.
Operating cash outflow was $6.006m versus $4.4m in Q1 FY26; receipts from customers were $24.193m.
Cash and cash equivalents were $6.376m at quarter-end; total available liquidity, including $7.0m of undrawn facilities, was $13.376m.
Outlook and guidance
Targeted marketing investment is intended to build awareness and convert consumer interest into sales, particularly in the US; inventory was built to support growth.
China channel sell-in and sell-through normalised, with modest revenue growth; Australia showed early signs of stabilising and Rest of World trading was recovering.
Initial resupply shipment to Vietnam supported the brand relaunch; work continued toward re-entry into remaining affected markets, including Singapore.
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Latest events from Bubs Australia
- Permanent FDA approval enables U.S. expansion, innovation, and contract manufacturing opportunities.BUB
FDA announcement - Revenue up 9.2% to AUD 112m ($111.9m), U.S. leads growth, margins to normalize as one-offs subside.BUBH2 2026
- FY26 revenue expected at $105–115 million, with US expansion and strong liquidity supporting growth.BUBTrading update
- FY26 revenue guidance raised to AUD 120–125m, targeting 22–27% growth and strong EBITDA.BUBStatus update
- US-driven 14% revenue growth, 48% US surge, strong margin, but cash and regulatory risks persist.BUBH1 2026
- Revenue up 29% to $102.5M, first after-tax profit, and strong US-led growth.BUBH2 2025
- Strong growth, margin gains, and US/China expansion set up for FY25 profitability.BUBAGM 2024
- Revenue up 33–34% to AUD 80m, with strong US/China growth and FY25 EBITDA breakeven targeted.BUBH2 2024
- First-ever half-year net profit and 23% revenue growth, led by US and China, with risks ahead.BUBH1 2025
Next Bubs Australia earnings date
AGM 202617 Nov, 2026
Bubs Australia
Next Bubs Australia earnings date
AGM 202617 Nov, 2026
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Frequently asked questions
Bubs Australia Limited produces and markets infant nutrition products, including organic infant formula, baby food, and goat milk-based products. The company distributes its products domestically and internationally through retail and online channels. Bubs Australia focuses on the premium infant nutrition segment with an emphasis on quality and traceability. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.