What smart money is saying about Guzman y Gomez
1 fund in our archive has pitched Guzman y Gomez — most recently Flagship Investments Limited in September 2026.
Guzman y Gomez Limited operates and manages quick service restaurants in Australia, Singapore, and Japan. Its restaurants offer Mexican-inspired food through a chain of quick service restaurants, as well as delivery app, strip, and drive thru formats. It also manages the franchise operation of quick service restaurants. Guzman y Gomez Limited was founded in 2005 and is headquartered in Surry Hills, Australia.
Get an email when a fund buys, sells or pitches it
Position history
Between Q4 2024 and Q3 2026, 3 fund letters reported a position in Guzman y Gomez, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 1 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions
- HoldsECP Asset Management Emerging Growth LimitedSeptember 2026
“Guzman y Gomez reported FY2026 underlying net profit of A$53.4 million, well ahead of expectations, despite revenue falling slightly short of forecasts.”
Guzman y Gomez - HoldsFlagship Investments LimitedSeptember 2026
“Guzman y Gomez reported FY2026 net profit of A$53.4 million, well ahead of expectations, despite revenue falling slightly short of forecasts.”
Guzman y Gomez - December 2024
“The Fund remains invested in Guzman y Gomez (GYG) as we expect these key intersecting themes to also play out in Australia.”
Guzman y Gomez
Fund coverage · 1 thesis
- Flagship Investments LimitedSeptember 2026
Guzman y Gomez is a fast-growing restaurant chain whose strong profit growth, comparable sales momentum, and improved capital allocation support the investment case.
Read the full thesis
Read every full thesis on Guzman y Gomez
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→