Collins Foods Ltd

CKF: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Collins Foods Earnings: Tentative Signs of Consumer Recovery

Johannes Faul

Dec 3, 2024

No-moat Collins Foods is battling soft demand and cost inflation. In first-half fiscal 2025, sales in the core KFC Australia segment increased 3% on last year. This was all store openings, with like-for-like sales essentially flat. Cost growth, namely rent and wages, is outstripping sales, and margins are under pressure. Underlying EPS in first-half fiscal 2025 fell 24% on last year, to AUD 20 cents.

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Collins Foods Ltd

Collins Foods Earnings: Tentative Signs of Consumer Recovery

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