Guzman y Gomez (GYG) Q1 2026 TU earnings summary

Executive summary

• Achieved strong global network sales growth in Q1 FY26, supported by comp sales and new restaurant openings.

• Opened 5 new restaurants globally, with no closures; operational progress in Australia included digitised food safety and recipe systems.

• Launched new Caesar menu items, contributing to improved comp sales growth post quarter end.

Financial highlights

• Global network sales reached $330.6 million in Q1 FY26, up from $278.8 million in Q1 FY25.

• Network sales growth was 18.6% year-over-year; Australia segment comp sales grew 4.0%, US segment 6.7%.

• Australia network sales were $305.5 million, Asia $20.8 million, US $4.3 million for the quarter.

Outlook and guidance

• Expects sales momentum to improve further in FY26, driven by menu innovation and operational excellence.

• Reaffirms FY26 guidance: Australia segment underlying EBITDA as a percentage of network sales to expand to 5.9%-6.3% from 5.7% in FY25.

• Plans to open 32 new restaurants in Australia in FY26, with 12 expected in Q2 FY26.