Retail Food Group (DE:JUU)
FRANKFURT:JUU
Earnings Data
Report Date
Aug 26, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
0.06Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presents a mixed but challenging near-term picture: material declines in H1 profitability (underlying EBITDA down 43%, statutory NPAT down materially) and weaker operating cash flow and early 2026 trading are significant negatives. Management has offsetting positives — a completed refinancing, progress on the company-store reset, operational cost-savings already realized, product and format wins (Glorange, Donut King, Crust), the operational Turkiye hub and a funded Firehouse Subs rollout — and has reiterated FY26 EBITDA guidance that implies H2 improvement. However, H1 financial deterioration and several operational underperformance areas (coffee margins, new Beefy's ramp-up and company-store losses) are sizeable and dominant in the short term.Company Guidance
Core Brands: Positive Underlying Trading Signals
Core brands network sales +0.8%, same-store sales +0.2% and core brand average weekly sales +0.9%, demonstrating improving network quality and underlying brand resilience despite a reduction in store numbers.
Beefy's Strong Network Performance
Beefy's Pies delivered 19% network sales growth and 4.6% same-store sales growth in H1, with network average weekly sales of $28,000. Brand expansion and product innovation (e.g., Aussie Roast Lamb Pie >15,000 units sold) remain growth levers.
Gloria Jean's Glorange Refresh Early Success
Refurbished Glorange outlets recorded sales uplifts of +31% (Goulburn) and +25% (Robina); a new Gloria Jean's store (Shepparton) is trading +24% above the network average (ex-drive-thru). Five further refreshes planned in H2.
Product Innovation Driving Sales for Donut King and Crust
Donut King's premium Christmas program lifted campaign performance +15% and premium donut category +14%. Crust launched 5 new summer flavours generating >$1.0M incremental product sales (following prior meat deluxe $1.3M uplift in FY25).
Refinancing Provides Balance Sheet Certainty
Post-period refinancing completed: new $41.2M facility with WH Soul Pattinson (matures 31 Aug 2027) with an additional $7.5M drawdown capacity to support strategic priorities, providing short-term funding certainty.
Transformation / Cost-Out Program Progress
Transformation program (cost rationalization, operational enhancement, structural alignment) has delivered a current year cost reduction run rate of $1.2M–$1.8M already and targets ~$5.7M–$7.0M of annualised savings in FY27 (management also referenced $5.0M–$7.0M as a FY27 objective).
Company Store Strategy Progress
70% of the 50 targeted company-store transitions/exits are agreed or complete, progressing the company store reset designed to improve network quality and future cash flow.
International and Supply-Chain Advances
Turkiye international supply hub is now operational, expected to improve service levels, purchasing compliance and unlock freight options across the region; international outlets stable at 528 and management sees material upside for international EBITDA contribution long-term.
Firehouse Subs Rollout on Track
Progress on supplier selection, store design and marketing with target to open the first Australian Firehouse Subs restaurant in Q4 FY26; 20-year development agreement targets 15 company stores in first 3 years (RFG expects about half of that by end FY27).
Maintained FY26 Underlying EBITDA Guidance
Management reiterates FY26 underlying EBITDA guidance of $20.0M–$24.0M, implying a material improvement in H2 versus H1 performance.
DE:JUU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:JUU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | €0.71 | €0.69 | -3.52% |
Aug 19, 2025 | €1.14 | €0.97 | -14.91% |
Feb 18, 2025 | €1.08 | €1.18 | +9.26% |
Aug 20, 2024 | €1.56 | €1.46 | -6.41% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Retail Food Group (DE:JUU) report earnings?
Retail Food Group (DE:JUU) is schdueled to report earning on Aug 26, 2026, TBA (Confirmed).
What is Retail Food Group (DE:JUU) earnings time?
Retail Food Group (DE:JUU) earnings time is at Aug 26, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Retail Food Group stock?
The P/E ratio of Retail Food Group is N/A.
What is DE:JUU EPS forecast?
Currently, no data Available