Guzman y Gomez (GYG) Q3 2026 TU earnings summary

Executive summary

• Achieved strong network sales growth in Q3 FY26, driven by robust guest demand and operational excellence.

• Opened five new restaurants in Australia, expanding the network and supporting growth.

• Launched a strategic partnership with Uber Eats, enhancing delivery sales and guest experience.

• Expanded pilot of proprietary order management system in drive thru locations, showing positive results.

Financial highlights

• Network sales reached $345.9 million in Q3 FY26, up 19.5% year-over-year.

• Australia segment sales grew to $320.4 million from $267.6 million year-over-year.

• US segment sales increased to $4.0 million from $3.2 million year-over-year.

• Comparable sales growth in Australia was 6.6% year-over-year; US segment comp sales grew 2.2%.

Outlook and guidance

• Reaffirmed FY26 guidance with Australia segment underlying EBITDA margin expected to expand to 6.0-6.2%, up from 5.7% in FY25.

• On track to open 32 new restaurants in Australia in FY26, including 23 drive thrus.