Collins Foods Limited (CLLFF) Shareholder/Analyst Call Transcript

SA Transcripts 162.06K Followers Follow Collins Foods Limited ( CLLFF ) Shareholder/Analyst Call August 31, 2026 7:30 PM EDT Company Participants Mark Hawthorne Xavier Marie Simonet - CEO, MD & Director Tracey Wood - Group Chief Legal & Risk Officer and Company Secretary Christine Holman Presentation Mark Hawthorne Well, good morning, everybody. How are you all? My name is Mark Hawthorne, and welcome to the Collins Foods Limited 2026 Annual General Meeting, which is my first AGM addressing you as Chairman. Having begun my QSR journey on my 15th birthday at McDonald's Coffs Harbour, this is a role that I feel very privileged to have. And I accepted this role mostly because of the confidence I have in the strength of the KFC brand and the company's strategy to convert that into sustainable growth and in the team we have to deliver it. I'd first like to acknowledge Robert Kaye SC, who led this Board as Chair with distinction for over 11 years. And in his time as Chair, the Collins share price increased by more than 4x. I was personally very grateful that Robert agreed to continue as a Non-Executive Director until his next election because his support and counsel has been truly invaluable. I'd like to thank Robert for his considerable contribution to the company over a long period of time and how -- what he has contributed to my leadership personally. Thank you, Robert. As a reminder, only shareholders, their appointed proxies, corporate representatives or attorney may ask questions, make comments or vote during the meeting, and all other attendees are very welcome to observe. I do note that a quorum is present in accordance with the company's constitution. And as it is now 9:30 a.m., I declare the 2026 Annual General Meeting of Collins Foods Limited open. I'd like to now introduce the members of