FoodBud
RankingsInsightsMixue SeriesArchiveMethodologyDataSearch中文
RankingsInsightsMixue SeriesArchiveMethodologyDataSearch中文
FoodBud

Global foodservice chain intelligence. Every figure should link back to a source.

RankingsInsightsMixue SeriesArchiveMethodologyDataSearchAboutPrivacyDisclaimer

FoodBud is for information and research workflow support only. Nothing on this site is investment advice. Privacy practices and data limitations are described in the Privacy Policy and Disclaimer.

中文

Company card

Guzman y Gomez Limited

High
Brandest. scale

ASX GYG.AX · Australia_NZ

Listing status
listed
Operating model
Franchise / master franchise
Scale basis
GMV / system sales
Confidence
High
Segment
mexican qsr fast casual

澳洲本土高增长 QSR 标杆。最有价值字段是 network sales、comparable sales、franchise ROI、drive-thru 新店 pipeline。

Scale basis note

Terminal transaction scale across the network. Useful for franchise reach, not the same as listed-company revenue.

Compare this operator
Every number has a source row

Metrics below keep source tier, quality, period, and source link visible at the metric level.

Source tiers
S1Official primary — filings, annual reports, prospectuses
S2Official secondary — IR decks, transcripts
S3Supplementary — vetted media, databases
S0Not usable — flagged, never published

Source tiers — S1 official primary · S2 official secondary · S3 supplementary · S0 not usable. Open “Provenance” on any number for its tier, basis, precision, and do-not-use note.

GMV is not revenue

GMV/system sales, revenue, and royalty pool sales are separate scale bases. Screening proxies are directional only.

MetricValuePeriod / basisQualitySource
Stores
Reported restaurant, coffee shop, tea shop, bakery, or comparable chain units.
256 stores
FY2025 (year ended 30 June 2025): 256 [restaurants at FY25, per bar chart label 'FY25' on global restaurant network chart showing progression 62,76,93,116,127,138,158,169,194,220,256]
Source-backed
S1 official primary (opens in new tab)
Regulatory Filing · 256 [restaurants at FY25, per bar chart label 'FY25' on global restaurant network chart showing progression 62,76,93,116,127,138,158,169,194,220,256]
Provenance
Tier: S1 official primary
Source: Regulatory Filing
Scale
Terminal transaction scale across the network. Useful for franchise reach, not the same as listed-company revenue.
$764.19M
FY2025 (year ended 30 June 2025): $1,180.7m +23.0% vs FY24 [listed among 'Strong growth across key financial metrics' on slide 4 of FY25 Results Presentation]
GMV / system salesTerminal transaction scale across the network. Useful for franchise reach, not the same as listed-company revenue.
Source-backed
S1 official primary (opens in new tab)
Regulatory Filing · $1,180.7m +23.0% vs FY24 [listed among 'Strong growth across key financial metrics' on slide 4 of FY25 Results Presentation]
Provenance
Tier: S1 official primary
Source: Regulatory Filing
Basis: GMV / system sales
Precision: Estimated
Scale per store
Screening proxy: scale divided by store count. It is not audited AUV or unit profit.
$2.99M
Screening proxyest.
Derived scale_per_store using scale ÷ store_count at the linked scale basis; not a separately reported company metric.
GMV / system salesTerminal transaction scale across the network. Useful for franchise reach, not the same as listed-company revenue.
Source-backed
S1 official primary (opens in new tab)
Operator Metric Source · Source used for operator metric extraction.
Provenance
Tier: S1 official primary
Source: Operator Metric Source
Basis: GMV / system sales
Precision: Derived
Profit signal
Profit signal from the source period. Read with local accounting and segment mix in mind.
$9.39M
FY2025 (year ended 30 June 2025): 14500000 AUD. USD=estimated via DEXUSAL period-average 0.6478756 (usd_per_currency, FRED DEXUSAL; daily mean 2024-07-01..2025-06-30; obs=250); AUD 14500000 authoritative. (A2 stale-FX/FY refresh, Cowork-approved; basis unchanged).
Profit-positiveScale basis not specified. Use as a screening signal until a source pack is attached.
Source-backed
S1 official primary (opens in new tab)
Regulatory Filing · Latest disclosed FY2025 (year ended 30 June 2025): NPAT 14.5 [FY25 column] ... +151.8% [vs FY24, per Group Results table on slide 9: Revenue 436.0, EBITDA 65.1, EBIT 25.4, PBT 29.2, Income tax (14.7), NPAT 14.5] | stored scale/profit USD...
Provenance
Tier: S1 official primary
Source: Regulatory Filing
Basis: Profit-positive
Revenue
Source-backed operating metric from the locked research snapshot.
$310.47M
AUD 436M FY2025 revenue
Revenue proxyRecognized company revenue. Useful for accounting scale, but not directly comparable with GMV/system sales.
Source-backed
S1 official primary (opens in new tab)
Operator Metric Source · Source used for operator metric extraction.
Provenance
Tier: S1 official primary
Source: Operator Metric Source
As of: AUD 436M FY2025 revenue
Basis: Revenue proxy
Precision: Source-backed

Market data (listed companies)

Market valuation · fluctuates · not operational scale · do not compare with GMV / system sales. Listed companies only.

MetricValuePeriod / basisQualitySource
Market cap
Public market capitalization captured in the locked source snapshot.
$1.43B
May 21, 2026 (market close): A$18.63 market cap 1.87B [Google Finance, May 21 2026; approximately 101.23M shares outstanding × price]
Market cap (USD)Scale basis not specified. Use as a screening signal until a source pack is attached.
Source-backed
S3 supplementary (opens in new tab)
Media Or Aggregator · A$18.63 market cap 1.87B [Google Finance, May 21 2026; approximately 101.23M shares outstanding × price]
Provenance
Tier: S3 supplementary
Source: Media Or Aggregator
Basis: Market cap (USD)
Precision: Market snapshot · not operational scale
⚠ Do not use for: Market valuation · not operational scale · never compare with GMV/system sales

Operator profile

14/20 source-backed

Classification, firmographics, ownership and operating dimensions — source-backed where disclosed, marked as a gap (never inferred) where not.

Format & positioning
Cuisine (primary)
mexican latinS2 official secondary (opens in new tab)
Cuisine (secondary)
not disclosed
Service model
fast casualwikipedia (opens in new tab)
Price tier
midmenu_data (opens in new tab)
Company
Founded
2,006secondary (opens in new tab)
HQ country
Australiasecondary (opens in new tab)
CEO
Steven Markssecondary (opens in new tab)
Employees
13,000 headcount~
Ownership
Parent
Public-standalone (ASX-listed June 2024); board/management/substantial holders ~62% on fully-diluted basis at listing. No single controlling shareholdertier1_filing (opens in new tab)
PE / holding
TDM Growth Partners (invested 2018) and Barrenjoey Private Capital (~10%) are large institutional growth-equity holders retained post-IPOtier2_press (opens in new tab)
Recent M&A
not disclosed
Growth
System sales YoY
23%S2 official secondary (opens in new tab)
Revenue YoY
28%S2 official secondary (opens in new tab)
Net new units
39 unitsS2 official secondary (opens in new tab)
Pricing & digital
Avg check
not disclosed
Digital sales
40%ASX results presentation (opens in new tab)
Off-premise
23%ASX results presentation (opens in new tab)
Franchise terms
Royalty
8 (sales ≤A$60k/wk) / 15 (above)%Official GYG 2024 Franchising Information Pack (opens in new tab)
Franchise fee
$90,000Official GYG 2024 Franchising Information Pack (AUD amount, no USD conversion) (opens in new tab)~
By-market footprint
Australia
237 stores◑derivedS1 official primary (opens in new tab)
Japan
5 storesS1 official primary (opens in new tab)
Singapore
22 storesS1 official primary (opens in new tab)
United States
8 storesS1 official primary (opens in new tab)

Store counts by market/region — footprint context, not a same-basis comparison.

Disclosed store model

disclosed14/15 source-backed

Company-operated vs franchised footprint, AUV and store-level economics — taken verbatim from each operator's own filing, never inferred. A separate axis from company scale and single-store economics.

Total stores
256 stores
256 restaurants at FY2025 year end; 39 new restaurants opened in FY25.
Source-backedS1 official primary (opens in new tab)
Operational scale
$764M
AUD 1.1807B global network sales; Australia segment network sales AUD 1.1685B in results presentation.
Source-backedS1 official primary (opens in new tab)
Revenue
$310M
AUD 436M FY2025 revenue
Source-backedS1 official primary (opens in new tab)
Company-operated
see brand drilldown
Franchised
see brand drilldown

Brand drilldown

non-additive

Per-brand detail — NOT additive (brands may use different bases / periods) and NOT counted in rankings. Listed for transparency only.

ax guzman y gomez limited
Direct vs franchise split
35.7% corporate of australian restaurants
FY25 (as at 30 Jun 2025)
Source-backedS1 official primary (opens in new tab)
AUV — average unit volume
6.7 AUD million/yr (drive-thru)
FY25 (year ended 30 Jun 2025)
Source-backedS1 official primary (opens in new tab)
Same-store sales
9.6% yoy
FY25 (year ended 30 Jun 2025)
Source-backedS1 official primary (opens in new tab)
Unit / store-level profit
17.9% of restaurant sales (au corporate)
FY25 (year ended 30 Jun 2025)
Source-backedS1 official primary (opens in new tab)
Net store movement
36 net new restaurants (global)
FY25 (year ended 30 Jun 2025)
Source-backedS1 official primary (opens in new tab)
Franchise fee
8.3% implied royalty rate (net of delivery commissions)
FY25 (implied rate); royalty structure ongoing
Source-backedS1 official primary (opens in new tab)
Initial investment
2.15 AUD million (net of landlord contributions)
FY25 (and IPO prospectus FY24)
Source-backedS1 official primary (opens in new tab)
Payback period
50% median franchisee roi p.a. (~2yr payback)
FY25 (year ended 30 Jun 2025)
Source-backedS1 official primary (opens in new tab)
Guzman y Gomez Limited
Operating margin
5.8%
FYE2025-06
Source-backedS1 official primary (opens in new tab)
Food cost %
26.1%
FYE2025-06
Source-backedS1 official primary (opens in new tab)
Labor cost %
42.4%
FYE2025-06
Source-backedS1 official primary (opens in new tab)
Marketing cost %
4.9%
FYE2025-06
Source-backedS1 official primary (opens in new tab)

Single-store model

8/8 source-backed

Unit economics are a separate axis from company-level scale — never read as the same number. Each field keeps its source, period, and quality; derived/estimated rows and gaps are marked.

AUV / unit sales
Excludes in-period openings + SA master franchisee.
FY25 Australia existing-restaurant AUV: drive thru A$6.7m (117 restaurants), strip A$5.0m (68), other A$4.0m (39); median franchise AUV A$5.4m. Top decile avg A$9.6m. FY24: drive-thru A$6.3m / strip A$4.5m / franchise A$5.1m.
FY25 (year ended 30 Jun 2025)
Source-backedS1 official primary (opens in new tab)
Single-store profit
Franchise margin dipped FY25 (20% vs 21.4%) as GYG prioritised guest value.
FY25 AU corporate restaurant margin 17.9% (FY24 17.4%, FY23 14.4%); franchise margin 20% (FY24 21.4%). By format: drive thru 21.5%, strip 18.4%. Top-decile corporate ~24%. US corporate margin (57.5)% (loss-making).
FY25 (year ended 30 Jun 2025)
Source-backedS1 official primary (opens in new tab)
Initial investment
A$28m net includes refurb + in-progress; per-unit approximate. Prospectus per-restaurant line not captured (PDF >10MB).
FY25: A$28m net (A$37m gross) to construct 13 new corporate restaurants ~ A$2.15m net/restaurant; 'in line with target restaurant economics flagged in our prospectus'. Prospectus all-in build cost A$1.8-2.2m (secondary). FY24: A$27.4m net / A$33.5m gross.
FY25 (and IPO prospectus FY24)
Source-backedS1 official primary (opens in new tab)
Franchise fee / royalty
8%/15% tiers + A$90k fee from secondary sources, not the prospectus; filings disclose only blended implied rate.
Implied AU franchise royalty rate FY25 8.3% (FY24 7.8%, FY23 7.6%); expected >10% within 4 years as franchisees transition to tiered structure. Tiered: 8% of net weekly sales below A$60k, 15% above (secondary); upfront franchise fee A$90,000/restaurant (secondary) + marketing levy.
FY25 (implied rate); royalty structure ongoing
Source-backedS1 official primary (opens in new tab)
Payback period
GYG reports ROI, not a payback line; 2-yr is an inference. 20% target ROI = floor for royalty relief.
FY25 median franchisee ROI 50% (FY24 53%, FY23 47%), i.e. ~2-year cash payback. GYG supports franchisees below 20% target ROI via royalty relief (6 on relief FY25). Secondary: prospectus payback 3-4yr / cash-on-cash 25-35% for corporate.
FY25 (year ended 30 Jun 2025)
Source-backedS1 official primary (opens in new tab)
Same-store sales
FY25 group figure = AU-segment comp; US small base.
FY25 Australia comp sales growth 9.6% (FY24 8.1%, FY23 15.0%). US FY25 comp ~2.8% (Q4 +57.3%). FY26 opened at 6.6% (first 7 weeks). Quarterly FY25 AU: 8.7%/10.2%/11.1%/8.3%.
FY25 (year ended 30 Jun 2025)
Source-backedS1 official primary (opens in new tab)
Store open / close
Global net +36 (220->256); AU openings headline = 32.
FY25 global: 256 restaurants (FY24 220), +36 net / 39 gross openings. Australia gross new: 13 corporate + 19 franchise = 32; closures 1 corp + 1 franchise; transfers +5 corp/-5 franchise (acquired from franchisees). Plus Singapore 21, Japan 5, US 6.
FY25 (year ended 30 Jun 2025)
Source-backedS1 official primary (opens in new tab)
Company-operated share
Singapore (21) & Japan (5) franchised; US (6) corporate. Value = Australia-only corporate share.
FY25 Australia: 81 corporate + 143 franchised = 224 (corporate ~36%, franchise ~64%). Singapore 21, Japan 5 (franchised), US 6 (corporate). FY24: 64 corp / 130 fr Australia. Future openings target ~60% franchise / ~40% corporate.
FY25 (as at 30 Jun 2025)
Source-backedS1 official primary (opens in new tab)

Cost structure

4/6 source-backed

Where each revenue dollar goes, latest disclosed year. Slices use each operator's reported base — % of revenue unless the row notes otherwise (% of GMV, restaurant-level, franchise goods-supply COGS). Grey = not separately disclosed. This is a separate axis from company scale and single-store economics.

Food / COGS26.1%
FYE2025-06· AUD436.0m rev (corporate sales + franchise royalties mixed)S1 official primary (opens in new tab)Source-backed
GYG: labor 42.4% overstates store labor (incl HQ); food% understated by franchise rev mix. Rent in IFRS16 D&A.
Labor42.4%
FYE2025-06· AUD436.0m rev (corporate sales + franchise royalties mixed)S1 official primary (opens in new tab)Source-backed
GYG: labor 42.4% overstates store labor (incl HQ); food% understated by franchise rev mix. Rent in IFRS16 D&A.
Rent / occupancy—
FYE2025-06· AUD436.0m rev (corporate sales + franchise royalties mixed)Gap
GYG: labor 42.4% overstates store labor (incl HQ); food% understated by franchise rev mix. Rent in IFRS16 D&A.
Delivery commission—
FYE2025-06· AUD436.0m rev (corporate sales + franchise royalties mixed)Gap
GYG: labor 42.4% overstates store labor (incl HQ); food% understated by franchise rev mix. Rent in IFRS16 D&A.
Marketing4.9%
FYE2025-06· AUD436.0m rev (corporate sales + franchise royalties mixed)S1 official primary (opens in new tab)Source-backed
GYG: labor 42.4% overstates store labor (incl HQ); food% understated by franchise rev mix. Rent in IFRS16 D&A.
Operating margin5.8%
FYE2025-06· AUD436.0m rev (corporate sales + franchise royalties mixed)S1 official primary (opens in new tab)Source-backed
GYG: labor 42.4% overstates store labor (incl HQ); food% understated by franchise rev mix. Rent in IFRS16 D&A.
Not separately disclosed20.8%

Supply chain

4 suppliers · 0 with S1 filing

Who supplies this brand — reverse-extracted from each supplier's own filing (top-customer / related-party disclosure). The % is the supplier's revenue share from this brand (supplier-side, not procurement spend), unless a note says otherwise. Each edge keeps its period, source tier, and audit link; named relationships without a disclosed % are shown as such.

Gruma S.A.B. de C.V. (Mission tortillas brand)BMV:GRUMAB
Ingredients
discloses as: Guzman y Gomez Limited
—named (no % disclosed)S2 citedsource (opens in new tab)
Morco Fresh
Ingredients
discloses as: Guzman y Gomez Limited
—named (no % disclosed)S2 citedsource (opens in new tab)
Baiada Poultry (Lilydale Free Range brand)
Protein
discloses as: Guzman y Gomez Limited
—named (no % disclosed)S2 citedsource (opens in new tab)
Crunchtime Information Systems
Technology
discloses as: Guzman y Gomez Limited
—named (no % disclosed)S3 newssource (opens in new tab)