Guzman y Gomez Data Update

Goldman Sachs maintains its Neutral rating and A$21.10 price target for Guzman y Gomez after the company announced its US market exit, noting the impact is limited to one-off non-operational costs.

Key Takeaways

• 1.Guzman y Gomez announced its exit from the US market, prompting a revision of FY26 earnings estimates to reflect one-off costs.
• 2.The 12-month price target remains unchanged at A$21.10 with a maintained Neutral rating, as operational earnings (Adjusted EBITDA) are unaffected.
• 3.The valuation methodology is a 50/50 blend of a 10-year DCF and an EV/EBITDA multiple based on peer QSR high-growth brands.

Table of Contents

• Forecast changes
• Disclosure Appendix
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures

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