Guzman Y Gomez Ltd. · ASX:GYG
Guzman Y Gomez — 2025 Macquarie Australia Conference
19 slides from Guzman Y Gomez's conference presentation, May 8, 2025
Slide 1: 2025 Macquarie Australia Conference Presentation
8 MAY 2025 2025 Macquarie Australia Conference Presentation Guzman y Gomez Limited (“GYG”, “the Company”) provides the attached copy of GYG’s presentation to be delivered today at the 2025 Macquarie Australia Conference. For more information, please contact: Investor Enquiries: Helaina Raad - Invest
Slide 2: Slide 2
Slide 3: Vision, Mission and Values
VISION, MISSION AND VALUES 2 GYG | Macquarie Conference 2025
Slide 4: Fast Food for This Generation
DRAFT Design adding high-res image FAST FOOD FOR THIS GENERATION 3 GYG | Macquarie Conference 2025
Slide 5: Who is GYG?
WHO IS GYG? 4 GYG | Macquarie Conference 2025
Slide 6: GYG's Defining Moments
GYG’S DEFINING MOMENTS BESPOKE STICKER 1ST DRIVE THRU NERANG, QLD SYSTEM 5 GYG | Macquarie Conference 2025
Slide 7: GYG's Growth Strategies
GYG’S GROWTH STRATEGIES Values guide GYG’s growth strategy, which never compromises on food, real estate, or people. COMP SALES NEW RESTAURANT FRANCHISE RESTAURANT INTERNATIONAL GROWTH OPENINGS PARTNERS MARGIN EXPANSION INVESTMENT EXPANSION Variety of sales levers Driving restaurant Enabling shared
Slide 8: Comparable (Comp) Sales Growth Levers
COMPARABLE (COMP) SALES GROWTH LEVERS GYG is focused on driving Comp Sales Growth over the long term, with food and guest experience at its core FAST FOOD FOR INDUSTRY LEADING VOLUME FIRST, THIS GENERATION GUEST EXPERIENCE PRICE LAST EXCEPTIONAL DIGITAL DAYPART EXPANSION BRAND LOYALTY AND DELIVERY E
Slide 9: Consistent Comp Sales Growth Across Dayparts
CONSISTENT COMP SALES GROWTH ACROSS DAYPARTS Comp Sales Growth is a key feature of GYG, driven by daypart expansion, marketing, menu innovation and continued improvement of the guest experience Daypart 1,200 9.5% Comp Daypart 8.4% Comp 1,000 25% Daypart 17% 800 15.0% Comp 7% Z Daypart x 7% 18.4% 32%
Slide 10: New Restaurant Opening Strategy
NEW RESTAURANT OPENING STRATEGY 1,000+ network opportunity supports a long duration of growth, enabled by strong real estate and restaurant capability • Strong real estate capability generating a robust pipeline of 100+ AAA locations, adding 4-5 sites per month into the pipeline AAA pipeline • Real
Slide 11: New Restaurant Opening Cadence
NEW RESTAURANT OPENING CADENCE GYG expects to gradually increase its pace of new restaurant openings to 40 restaurants per annum in the medium term Gross restaurant openings in Australia FY26 gross openings 32 40+ Franchise : Corporate 20F 12C Drive thru : Strip 24DT 8S ~15% 31 32 25 8 22 10 GYG nev
Slide 12: Franchise Partners
FRANCHISE PARTNERS Franchise partnership is a core part of GYG’s business model, expected to generate two thirds of FY26 network sales Split of network sales by ownership type and implied royalty rate (%) 1400.0 9.0% 1200.0 8.2% 8.0% 7.8% 7.6% 1000.0 30% GYG’S FRANCHISING PHILOSOPHY 6.9% 7.0% 800.0
Slide 13: Restaurant Margin Expansion Strategy
RESTAURANT MARGIN EXPANSION STRATEGY GYG is positioned for ongoing restaurant margin expansion over the long term, underpinned by Comp Sales Growth • Revenue is the key driver of restaurant economics Sales • Focus on driving volume (primarily frequency) above price • No compromises on food quality,
Slide 14: Demonstrated Margin Expansion
DEMONSTRATED MARGIN EXPANSION Revenue focus, operational excellence and quality commitment enables restaurant margin expansion over time Median network drive thru restaurant economics in Australia¹ AUV ($m) Restaurant margin (%) 21.8% 6.8 +3.3pp 2.3x 18.6% 3.0 FY20 1H25 FY20 1H25 1. Based on perform
Slide 15: Long Term G&A Investment
LONG TERM G&A INVESTMENT Investment for the long term, with G&A infrastructure built for scale and operating leverage US segment performance FIXED VARIABLE Always investing 5 years ahead Volume-driven G&A to enable best-in- class restaurant execution • Infrastructure fundamentally in place for the n
Slide 16: Deliberate investment in the guest experience is delivering results
US Deliberate investment in the guest experience is delivering results, though sustained sales growth remains a key focus • Continue to target US$3m average unit volumes (AUVs) Proof of to achieve restaurant margins similar to Australia concept • Strong improvement in guest experience metrics • Real
Slide 17: Guidance Framework (Australia Segment)
GUIDANCE FRAMEWORK (AUSTRALIA SEGMENT) GYG expects to exceed its FY25 NPAT prospectus forecast, supported by the drivers set out in the framework below GUIDANCE UNCHANGED FY23 FY24 FY25F Target Gross openings1 22 25 31 40+ Franchise : Corporate 17F 5C 14F 11C 18F 13C ~60%F ~40%C Drive thru : Strip 1
Slide 18: GYG | Macquarie Conference 2025
17 GYG | Macquarie Conference 2025
Slide 19: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER This presentation is given on behalf of Guzman y Gomez Limited (GYG or Company) (ASX: GYG) (ACN 125 554 743). By accepting, accessing or reviewing this presentation, you acknowledge and agree to the terms set out in this Important Notice and Disclaimer. Summary inform