Guzman y Gomez First Take US Exit and Australian EBITDA Guidance

Goldman Sachs maintains a Neutral rating on Guzman y Gomez as the company announces an immediate exit from the US market and provides FY26 Australian EBITDA guidance in-line with consensus.

Key Takeaways

• 1.Guzman y Gomez is exiting its US operations immediately due to performance failing to meet hurdles and significant management distraction.
• 2.FY26 guidance for the Australian Segment EBITDA is A$85m, which is in-line with market consensus and reflects a 29% YoY increase.
• 3.The company remains committed to long-term expansion in Japan and Singapore despite the US exit.

Table of Contents

• Key takeaways
• Price Target Risks and Methodology Guzman y Gomez
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures

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