Today
‘Stretched valuation’: Dump GyG for KFC, says Goldman Sachs
It has initiated coverage on Guzman y Gomez with a “sell” rating, predicting its shares will drop 12 per over the next 12 months.
- Alex Gluyas
September
Guzman y Gomez IPO backers sell stake as stock joins ASX 200
The hottest IPO darling in recent memory has rallied hard since listing in June, but a few early investors have taken some money off the table.
- Joshua Peach
August
Tradies get a taste for Guzman y Gomez’s breakfast burritos
“Cafes are expensive,” says Guzman y Gomez co-CEO Steven Marks, who is tapping into the fast-growing drive-through breakfast rush.
- Simon Evans
Guzman y Gomez is nearly a $4b company
The Mexican-themed fast-food chain is outstripping rivals in delivering strong same-store sales growth and closed at a record on Tuesday.
- Updated
- Simon Evans
- Results Wrap
- Chanticleer
How Guzman y Gomez plans to keep winning over kids – and investors
Guzman y Gomez keeps its real for the kids, BHP takes a swing on IR and Coles steps into the brave new world of AI.
- Updated
- James Thomson and Anthony Macdonald
Mass CFMEU job walk-off; BHP cuts dividend; GyG’s burritos pay off
Read everything that’s happened in the news so far today.
Domino’s Pizza CEO scrambles to avoid ‘painful’ result
Shares in the pizza maker slumped again as it said same-store sales dropped 1.3 per cent in the first seven weeks of the new financial year.
- Simon Evans
Guzman y Gomez in ‘striking distance’ of joining ASX 200
The Mexican fast-food chain has a good shot at joining the major benchmark next month, potentially attracting millions in new investment.
- Sarah Jones
Inghams director warns: Guzman y Gomez store will attract ‘riff-raff’
Behind the minor fracas is a bigger question about whether the country’s biggest poultry producer can continue to squeeze big profits from fast food chains.
- Jemima Whyte
July
- Opinion
- Chanticleer
What Guzman y Gomez can learn from the Domino’s disaster
Domino’s’ latest downgrade tells a story about long-term growth plans that investors in Guzman y Gomez should take note of.
- James Thomson
Wilsons joins growing chorus of Guzman y Gomez bulls
Shares in the much-hyped Mexican fast-food chain are tipped to surge more than 10 per cent in the next year, fuelled by ‘significant and sustained earnings growth’.
- Alex Gluyas
Guzman y Gomez is a Morgans special with the lot
The Brisbane-based broker quietly co-led the company’s IPO, with its junior sell-side analyst even getting his slice.
- Myriam Robin and Mark Di Stefano
Morgans joins the Guzman y Gomez hallucination
New coverage from the Brisbane firm puts out a bull case of an imagined reality.
- Mark Di Stefano
Guzman y Gomez worth $62 if US dream succeeds: Morgans
The broker initiated coverage with a $30.80 price target, but says the Mexican fast-food chain could be valued at $62 with a successful push into the United States.
- Carrie LaFrenz
ASX dog Domino’s Pizza a timely reminder for GyG
The downward slide of Domino’s Pizza is a sobering reminder of just how tough it is in the fast food franchise market.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Investing
UniSuper’s John Pearce has a warning for this financial year
Super funds and portfolio managers have ruled off on a year that was powered by super stocks. As another begins, they’re looking for the obvious trades.
- Jonathan Shapiro
June
- Analysis
- IPO
Guzman y Gomez’s big challenge? Keeping its franchisees smitten
The growth of the Mexican-themed fast-food business is directly tied to its store owners. The experience of other companies shows managing this is no easy task.
- Carrie LaFrenz and Max Mason
Guzman y Gomez isn’t the only fast food giant with big plans
McDonald’s, Pizza Hut, Wendy’s. The race is on for who can grab the biggest slice of a $25 billion market, as big players scramble for sites and customers.
- Updated
- Simon Evans and Carrie LaFrenz
Why the Guzman y Gomez float is ‘the story with the lot’
This week on The Fin podcast, Chanticleer columnist Anthony Macdonald and senior reporter Primrose Riordan analyse the float and whether the hype is fair.
Short sellers target Guzman y Gomez days after $3b blockbuster listing
Prime brokers told hedge fund clients they were expecting around $50 million in shares to be made available to borrow, with strong levels of interest.
- Jonathan Shapiro and Joshua Peach