HomeConsumer DiscretionaryGuzman Y Gomez (ASX:GYG)

GYG Locks In Exclusive Uber Eats Deal to Boost Delivery Sales

Consumer Discretionary By Victor Sage 3 min read

Guzman y Gomez has secured a multi-year exclusive delivery partnership with Uber Eats in Australia, aiming to accelerate growth and enhance customer convenience. Delivery now accounts for over a quarter of GYG’s Australian sales, underscoring its strategic importance.

  • Exclusive multi-year delivery partnership with Uber Eats in Australia
  • Delivery sales represent approximately 27% of total Australian sales in 1H26
  • Partnership includes improved commercial terms and joint investment
  • Franchisees to benefit with initiatives ensuring smooth transition
  • Exclusivity applies only in Australia; international partnerships remain unchanged

Strategic Move to Strengthen Delivery Channel

Guzman y Gomez Limited (GYG) has announced a significant step in its delivery strategy by entering into a multi-year exclusive partnership with Uber Eats in Australia, effective from 22 February 2026. This move marks a deepening of the relationship between the fast-growing Mexican-inspired restaurant chain and one of the country’s leading food delivery platforms.

The exclusivity deal means that Australian customers will now only be able to order GYG delivery through Uber Eats, alongside GYG’s own white-label delivery service powered by Uber. This consolidation aims to streamline the delivery experience, offering guests greater convenience and a more consistent service.

Delivery’s Growing Role in GYG’s Sales Mix

Delivery has become a cornerstone of GYG’s growth, accounting for approximately 27% of total sales in Australia during the first half of fiscal 2026. This sizeable contribution highlights the channel’s importance not only as a revenue driver but also as a key element of the company’s customer engagement strategy.

By partnering exclusively with Uber Eats, GYG is looking to capitalise on Uber’s extensive delivery network and technology platform to accelerate sales growth further. The partnership also includes improved commercial terms, which are expected to enhance the economics of delivery for both GYG and its franchisees.

Supporting Franchisees and Future Growth

GYG has emphasised that its franchisees will benefit from this partnership, with several initiatives planned to ensure the transition to exclusivity does not negatively impact restaurant sales. This is a critical consideration given the franchise model’s central role in GYG’s Australian operations.

While the exclusivity applies solely to Australia, GYG will maintain its existing delivery partnerships in other key markets such as the United States, Singapore, and Japan. This selective approach allows GYG to tailor its delivery strategy to the dynamics of each region.

Looking Ahead to 1H26 Results

The announcement comes ahead of GYG’s half-year results release scheduled for 20 February 2026. Investors will be watching closely to see how the delivery channel’s performance and the new partnership impact the company’s financials and growth trajectory.

GYG’s leadership has framed the Uber Eats deal not just as a delivery arrangement but as a broader commitment to enhancing the guest experience through innovation and convenience. This partnership could well set the tone for how GYG navigates the increasingly competitive food delivery landscape in Australia.

Bottom Line?

GYG’s exclusive Uber Eats deal signals a strategic bet on delivery’s future as a growth engine in Australia.

Questions in the middle?

  • How will the exclusivity impact GYG’s delivery sales growth compared to previous multi-partner arrangements?
  • What specific initiatives will support franchisees during the transition to Uber Eats exclusivity?
  • Could this partnership influence GYG’s delivery strategies in other international markets?