FEAR & GREED | Business News Q+A: The driving force behind Guzman y Gomez
Aug 26, 2025
In this discussion, Steven Marks, Co-CEO of Guzman y Gomez, shares insights into the fast food chain's notable financial success, with a 23% rise in network sales and its first-ever dividend. He candidly addresses investor concerns following their ASX listing, particularly about US expansion and market conditions. Marks dives into the innovative franchise model and strategies that define Guzman y Gomez, emphasizing their commitment to customer experience and future menu innovations despite economic obstacles.
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Celebrating A Record Year
- Marks thanks the GYG team and franchisees for a record FY25 with over $1 billion revenue.
- He highlights drive-thru margins hitting record highs as proof of execution.
Ignore Short-Term Market Noise
- Steven Marks frames short-term market reactions as noise and focuses on long-term business building.
- He cites consistent comp growth and a multi-year perspective as justification for ignoring seven-week dips.
Scale By Hitting Unit Economics First
- Build brand deliberately and invest in hospitality to capture saturated markets.
- Aim for AUV targets (USD 3m) and focus on consistent guest experience before scaling aggressively.