Collins Foods Bull Moderates Bavarian Expectations -- Market Talk

Dow Jones

Apr 20

0122 GMT - Collins Foods keeps its bull at Morgans despite moderated expectations around the economics of the Australian fast-food franchiser's expansion in Germany. Analyst Keeley Walsh lowers her Ebitda assumptions for the Bavarian stores Collins has recently acquired, bringing them in line with existing store economics. She points out that the acquired portfolio is probably mostly outside Munich, and therefore warrants more conservatism for now. More positively, she raises her same-store sales forecasts for Australia, telling clients in a note that Collins' KFC stores have likely maintained strong momentum despite a weaker consumer backdrop. Morgans cuts its target price 1.6% to A$12.50 but keeps a buy rating on the stock, which is down 0.4% at A$8.55. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

April 19, 2026 21:22 ET (01:22 GMT)

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Analyst Keeley Walsh lowers her Ebitda assumptions for the Bavarian stores Collins has recently acquired, bringing them in line with existing store economics. She points out that the acquired portfolio is probably mostly outside Munich, and therefore warrants more conservatism for now. More positively, she raises her same-store sales forecasts for Australia, telling clients in a note that Collins' KFC stores have likely maintained strong momentum despite a weaker consumer backdrop. Morgans cuts its target price 1.6% to A$12.50 but keeps a buy rating on the stock, which is down 0.4% at A$8.55. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 19, 2026 21:22 ET (01:22 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Collins Foods Bull Moderates Bavarian Expectations -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCollins Foods Bull Moderates Bavarian Expectations -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-20 09:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0122 GMT - <a href=\"https://laohu8.com/S/CKF.AU\">Collins Foods</a> keeps its bull at Morgans despite moderated expectations around the economics of the Australian fast-food franchiser's expansion in Germany. Analyst Keeley Walsh lowers her Ebitda assumptions for the Bavarian stores Collins has recently acquired, bringing them in line with existing store economics. She points out that the acquired portfolio is probably mostly outside Munich, and therefore warrants more conservatism for now. More positively, she raises her same-store sales forecasts for Australia, telling clients in a note that Collins' KFC stores have likely maintained strong momentum despite a weaker consumer backdrop. Morgans cuts its target price 1.6% to A$12.50 but keeps a buy rating on the stock, which is down 0.4% at A$8.55. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 19, 2026 21:22 ET (01:22 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CKF.AU","symbol_name":"COLLINS FOODS LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2628928797","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2628928797","pubTimestamp":1776648120,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0122 GMT - Collins Foods keeps its bull at Morgans despite moderated expectations around the economics of the Australian fast-food franchiser's expansion in Germany. Analyst Keeley Walsh lowers her Ebitda assumptions for the Bavarian stores Collins has recently acquired, bringing them in line with existing store economics. She points out that the acquired portfolio is probably mostly outside Munich, and therefore warrants more conservatism for now. More positively, she raises her same-store sales forecasts for Australia, telling clients in a note that Collins' KFC stores have likely maintained strong momentum despite a weaker consumer backdrop. Morgans cuts its target price 1.6% to A$12.50 but keeps a buy rating on the stock, which is down 0.4% at A$8.55. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"CKF.AU":"COLLINS FOODS LTD","BK6027":"贸易公司与经销商","BK7137":"餐馆","N32.SI":"利百"},"translate_title":"柯林斯食品牛市缓和了巴伐利亚的预期——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CKF.AU":0.9,"N32.SI":1.5},"content_text":"0122 GMT - Collins Foods keeps its bull at Morgans despite moderated expectations around the economics of the Australian fast-food franchiser's expansion in Germany. Analyst Keeley Walsh lowers her Ebitda assumptions for the Bavarian stores Collins has recently acquired, bringing them in line with existing store economics. She points out that the acquired portfolio is probably mostly outside Munich, and therefore warrants more conservatism for now. More positively, she raises her same-store sales forecasts for Australia, telling clients in a note that Collins' KFC stores have likely maintained strong momentum despite a weaker consumer backdrop. Morgans cuts its target price 1.6% to A$12.50 but keeps a buy rating on the stock, which is down 0.4% at A$8.55. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 19, 2026 21:22 ET (01:22 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}