Collins Foods (CKF) Investor Day 2025 Presentation summary

Growth priorities

• Focus on same store sales growth in Australia through product and service innovation, cost discipline, and digital investment; Taco Bell exit completed.

• Accelerated expansion in Germany with 40–70 new KFC restaurants targeted over five years, leveraging acquisitions and Yum! brand investments.

• Operational excellence prioritized via sales performance, productivity, and customer service improvements in both Australia and Europe.

Core market performance: Australia

• Operates 35% of KFC restaurants in Australia, with 7–10 new stores planned annually and over 50 in the development pipeline.

• Ongoing investment in modernizing stores, including 41 remodels and 4 supercharged remodels by end of 2025.

• Digital sales mix reached 42%, up 8% year-on-year, with app-driven personalized offers and lower delivery fees boosting transactions.

• KFC remains the most loved QSR brand in Australia, leading in chicken market share at 39%.

International expansion: Germany and Europe

• Germany identified as a large, underpenetrated market with over 80 million consumers and QSR growth outpacing GDP.

• Store economics in Germany comparable to Australia, with average annual revenue of $4.4m and EBITDA margin of 21.3%.

• Key initiatives include building local teams, developing a store pipeline, and exploring acquisitions in populous states like North Rhine Westphalia and Baden-Württemberg.

• Operational improvements in the Netherlands and Germany include digital investments, menu innovation, and efficiency gains.