Guzman y Gomez (GYG) Company Presentation summary

Vision, mission and values

• Aims to reinvent fast food and change the way people eat, focusing on clean menus and fresh Mexican flavors.

• Aspires to be the best and biggest restaurant company globally.

• Core values emphasize food quality, guest love, authenticity, teamwork, and accountability.

Growth strategies and business model

• Growth driven by comparable sales, new restaurant openings, franchise partnerships, and international expansion.

• Focus on operational excellence and long-term investment to expand restaurant margins.

• Franchise model expected to generate two-thirds of FY26 network sales, with a 60:40 franchise to corporate split.

• Real estate strategy prioritizes AAA locations, with 85% of new sites as drive-thrus.

Sales and margin performance

• Comp sales growth achieved through daypart expansion, menu innovation, and enhanced guest experience.

• Median drive-thru AUV grew from $3.0m (FY20) to $6.8m (1H25), with restaurant margins rising from 18.6% to 21.8%.

• Corporate restaurant margin improved from 14.4% (FY23) to 17.4% (FY24), with FY25F guidance at ~17.8%.