Strength in Australia offset weakness in Europe for Collins Foods’ KFC business leading to a solid FY26, but margin pressure remains a prominent feature

Metcash’ FY26 result met consensus but earnings headwinds and a tougher environment in food and hardware lead to consensus downgrades for FY27

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is Quick Service Restaurants

A bold new strategy from Treasury Wine Estates seems familiar, and execution risk leads to a mostly cautious approach from brokers

Guzman y Gomez’s abrupt exit from Chicago ends a six-year US expansion push. The focus is now on stronger domestic growth and improving capital returns

In the wake of the war in Iran, Woolworths has elected to take a hit on margins rather than push up prices for struggling consumers

Guzman y Gomez silenced the naysayers with a more positive Australian sales update for the March quarter, sending shorters scrambling and brokers lifting forecasts

Michael Gable of Fairmont Equities suggests current consolidation in Woolworths shares points to another leg higher

Collins Foods produced record interim results in a difficult environment, prompting management to issue a ‘conservative’ upgrade to FY26 guidance

Following a surprisingly weak first half, Metcash’s early second half metrics suggest improvement, perhaps signalling a trough, although caution remains