The Guzman y Gomez Ltd (ASX: GYG) share price is in focus today after the Mexican-inspired restaurant chain posted Q3 FY26 sales growth, with network sales up 19.5% to $345.9 million and five new Australian restaurants opening in the quarter.
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What did Guzman y Gomez report?
- Network sales rose 19.5% to $345.9 million, up from $289.5 million in Q3 FY25
- Australia Segment delivered $320.4 million in sales, up from $267.6 million
- Comparable sales growth: 6.6% in Australia and 2.2% in the US
- Five new Australian restaurants opened; global total now at 278 locations
- New strategic partnership with Uber Eats launched, strengthening delivery sales
What else do investors need to know?
GYG's growth in Australia was supported by ongoing demand for clean, fresh food and strong operational performance. The company expanded a pilot of its proprietary order management system in Australian drive-thru restaurants, with positive results leading to plans for a full rollout.
In the US, network sales increased compared to last year, driven by two new restaurant openings. While comparable sales improved over the previous quarter, the end of DoorDash deliveries in March slightly tempered growth. Brand awareness and execution also saw ongoing improvements overseas.
What's next for Guzman y Gomez?
GYG has reaffirmed its full-year guidance, expecting Australia Segment underlying EBITDA as a percentage of network sales to climb to 6.0–6.2% in FY26, versus 5.7% the prior year. The group remains on track to open 32 new Australian restaurants in FY26, with a focus on drive-thrus making up the bulk of planned launches.
Management is also planning a full rollout of its new order management system and will continue building brand awareness and operational excellence, especially in the growing US market.
Guzman y Gomez share price snapshot
Over the past 12 months, Guzman Y Gomez shares have declined 49%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 17% over the same period.
