GYG Reports 19.5% Network Sales Growth in Australia Segment for Q3 FY26
Guzman y Gomez Limited (GYG) posted solid sales growth in Q3 FY26, driven by expanding restaurant network and enhanced delivery partnerships in Australia. The company reaffirmed its FY26 EBITDA margin guidance and plans for further network expansion.
- Network sales up 19.5% in Australia segment for Q3 FY26
- Five new restaurants opened in Australia during the quarter
- Strategic partnership with Uber Eats launched, enhancing delivery experience
- US segment sales growth supported by new openings despite DoorDash delivery cessation
- FY26 guidance reaffirmed with expected EBITDA margin expansion and 32 new Australian restaurants planned
Strong Sales Growth in Australia
Guzman y Gomez Limited (ASX:GYG) reported a 19.5% increase in network sales in its Australia segment for the third quarter of fiscal year 2026 (Q3 FY26), reaching $320.4 million compared to $267.6 million in the same period last year. This growth was supported by accelerating comparable sales growth of 6.6% and a continued rise in transaction volumes, reflecting sustained guest demand for the company's clean and fresh food offerings.
The company also expanded its restaurant network in Australia with five new openings during the quarter, bringing the total number of Australian restaurants to 242. This expansion included a focus on drive-thru locations, aligning with GYG's strategic growth plans.
Operational Enhancements and Delivery Partnership
Operationally, GYG advanced key initiatives including the rollout of its proprietary order management system pilot across additional drive-thru restaurants. Early results from this expansion were described as very positive, with a full network rollout planned in the coming months.
In late February 2026, GYG launched a strategic partnership with Uber Eats in Australia, aimed at enhancing the delivery experience for customers. Delivery sales contributed to the quarter's growth, supported by this new partnership. The company noted that transaction growth outpaced comparable sales growth, indicating an improvement in guest frequency and value perception.
US Segment Performance and Challenges
The US segment recorded network sales of $4.0 million for Q3 FY26, up from $3.2 million in the prior corresponding period. This increase was primarily driven by two new restaurant openings. Comparable sales momentum improved relative to the previous quarter, although growth was partially offset by the cessation of DoorDash deliveries from early March 2026.
GYG reported progress in building brand awareness and advancing culinary and supply chain initiatives in the US, alongside ongoing efforts to improve operational execution.
Guidance and Outlook
GYG reaffirmed its updated FY26 guidance provided at its half-year results in February 2026. The company expects the Australia segment's underlying EBITDA margin as a percentage of network sales to expand to between 6.0% and 6.2%, up from 5.7% in FY25. Additionally, GYG confirmed it remains on track to open 32 new restaurants in Australia for the full fiscal year, including 23 drive-thru locations.
The company’s ongoing focus on operational excellence, network expansion, and delivery partnerships will be key areas to monitor in subsequent updates.
Bottom Line?
GYG’s Q3 FY26 results reflect continued momentum in Australia and strategic progress, with delivery partnerships and operational upgrades poised to influence future performance.
Questions in the middle?
- How will the full rollout of GYG’s order management system impact operational efficiency and sales?
- What are the longer-term implications of ceasing DoorDash deliveries on GYG’s US segment growth?
- How will the planned expansion of drive-thru restaurants affect overall network profitability and guest experience?
