The Guzman y Gomez Ltd (ASX: GYG) share price is in focus after the company announced a new multi-year exclusive delivery partnership with Uber Eats in Australia. Delivery now accounts for around 27% of the company's total sales, highlighting its growing importance to the business.
What did Guzman y Gomez report?
- Entered a multi-year exclusive delivery partnership with Uber Eats covering Australia, effective 22 February 2026
- Delivery sales made up approximately 27% of total Australian sales in 1H26
- GYG and Uber will jointly invest to enhance value, choice and convenience for customers
- Franchisees expected to benefit from improved commercial terms and sales support
- Exclusivity applies only to Australia, with international arrangements unchanged
What else do investors need to know?
The exclusive partnership is designed to strengthen the economics of GYG's delivery channel by driving growth for both corporate-owned and franchised restaurants. GYG's franchisees across Australia are expected to benefit through new initiatives supporting a smooth transition to Uber Eats exclusivity, aimed at protecting restaurant sales performance.
The company emphasised that while Uber Eats will become its sole delivery partner in Australia, existing partnerships in the United States, Singapore and Japan will not be impacted by this move.
What did Guzman y Gomez management say?
Steven Marks, Founder and Co-CEO of GYG, said:
Our guests love the convenience of delivery, and this exclusive partnership with Uber Eats means we can serve them even better.
"This isn't just about delivery, it's about creating an experience that reflects the quality and speed our guests expect, while driving innovation in how we connect with them. We're excited about what this partnership means for our guests today and for the future of GYG.
What's next for Guzman y Gomez?
GYG plans to launch the new exclusive partnership with Uber Eats from 22 February 2026, aiming to accelerate delivery sales and improve customer experience. The company said it will continue investing in growth and innovation within both its delivery and restaurant operations.
Investors should also note GYG's upcoming 1H26 results announcement, scheduled for 20 February 2026, when further financial details and outlook are expected.
Guzman y Gomez share price snapshot
Over the past 12 moths, Guzman Y Gomez shares have declined 43%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 6% over the same period.
