United Arab Emirates · Delayed Price · Currency is AED Americana Restaurants International Earnings Call Transcripts
Fiscal Year 2025
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Double-digit revenue and profit growth were achieved in 2025, driven by innovation, disciplined expansion, and operational efficiency. The business expanded its footprint, entered the Arabic QSR segment, and delivered strong cash returns, with 2026 guidance targeting further margin and earnings growth.
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Double-digit revenue and profit growth in H1 2025 driven by strong LFL sales, new store openings, and digital innovation. Margins remain robust despite higher delivery costs and new taxes, with guidance for 150–160 net new stores unchanged.
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Q1 2025 saw 16.2% revenue growth and 17.4% EBITDA growth, driven by strong like-for-like sales, new store openings, and digital initiatives. Guidance for 150-160 net new stores is reaffirmed, with margin stability expected despite higher delivery costs and tax rates.
Fiscal Year 2024
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Revenue and profit declined year-on-year due to ongoing geopolitical conflict and softer consumer demand, but transaction growth and digital initiatives are driving gradual recovery. Management remains cautious, focusing on cost control, value offerings, and disciplined expansion, with no expectation of a rapid rebound.
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H1 2024 saw revenue fall 15.2% year-over-year to $1.05 billion, with like-for-like sales down 20.3% due to geopolitical conflict, macro pressures, and increased competition. Adjusted EBITDA margin was 22.1%, and 81 new stores opened, with guidance revised to 175-185 net new stores for 2024.