Guzman y Gomez Ltd

GYG: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	A$84.00	Kjxb	Gymynvk

Initiating on Australian QSR Operator With Attractive Business Model and Growth Prospects

Johannes Faul

Jun 20, 2024

Business Strategy and Outlook

Guzman y Gomez operates a hybrid store ownership model, running corporate-owned restaurants and licensing its brand to franchisees. The company expects around one-third of stores will be corporate-owned by the end of fiscal 2024, approaching 40% over the long run. Most stores are in Australia, but Guzman also has a nascent presence in Singapore and Japan through master franchisee agreements and runs a handful of corporate stores in the United States.

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