Retail Food Group Limited (RFGPF) Q4 2026 Earnings Call Transcript

Retail Food Group Limited (RFGPF) Q4 2026 Earnings Call August 25, 2026 8:01 PM EDT Company Participants Peter George - Executive Chairman Ryan Chellingworth - CFO & Joint Company Secretary Presentation Peter George Executive Chairman Good morning, everyone, and thank you for joining the Retail Food Group FY '26 Results Presentation. My name is Peter George, and I'm the Executive Chairman of RFG. I'm joined today by Ryan Chellingworth, our Chief Financial Officer and Joint Company Secretary. Today, we will begin with an update on the business and the progress made across our transformation program. Ryan will then take you through the FY '26 financial results in more detail. I'll then return to discuss current trading, the FY '27 outlook and our priorities for the year ahead before we open for questions. Just to remind you, RFG is a multi-brand food franchisor and supply chain operator, owner of 9 brands across approximately 1,200 outlets in 29 countries, including 665 outlets in Australia. We manufacture and distribute pie and coffee products and hold the exclusive license to develop the Firehouse Subs business in Australia. The partnership with our franchise partners is the core of our business. RFG's support of its franchise partners helps their stores succeed through improving store-level sales, increased store level profitability, which drives shared growth for the mutual benefit of franchise partners, RFG and our shareholders. Improving franchise partner profitability remains RFG's core focus. RFG performs best when our franchise partners operate healthy and sustainable businesses. Our priorities are profitable core brand growth, stronger customer engagement, improved store economics and efficient group support. We are delivering these priorities through a simpler operating model and 3 transformation work streams. First, cost rationalization has aligned the cost base for the portfolio, consolidated operations at Robina and reduced management layers. Secondly, operational enhancement