A&W Food Services of Canada Inc (TSX:AW)

Q4 2025 A&W Food Services of Canada Inc Earnings Call Transcript

Mar 5, 2026 / 09:00 PM GMT

Release Date Price: C$37.77 (+0.35%)

Transcript

Key Points

Positve

A&W Food Services of Canada Inc (TSX:AW) achieved positive same-store sales growth in all four quarters of fiscal 2025.
The company opened 26 new A&W restaurants in 2025, with a focus on expanding in Ontario and Quebec.
A&W successfully reduced the cost of building new freestanding restaurants by nearly $500,000, enhancing franchisee profitability.
The launch of the A&W Rewards loyalty program led to a significant increase in app users, doubling the number of active users by the end of 2025.
Adjusted EBITDA increased by 5% to 29.3 million for Q4 2025, with an improved EBITDA margin of 31.5%.

Negative

General and administrative expenses increased by 12% in Q4 2025 compared to the previous year, driven by inflation and professional fees.
The macroeconomic environment, including severe weather and economic uncertainty, posed challenges to sales growth.
Contributions to advertising funds decreased due to reduced contribution rates and timing differences, impacting marketing activities.
Net finance expense increased due to debt taken on for the strategic combination with A&W Revenue Royalties Income Fund.
The company faces ongoing competitive pressures in the QSR market, necessitating continued focus on value-driven offerings.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AW.TO - A&W Food Services of Canada Inc
Q4 2025 A&W Food Services of Canada Inc Earnings Call
Mar 05, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone.

Thank you for joining us and welcome to the A&W Food Services of Canada quarter 4, 2025 earnings call. After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please press 1 on your telephone keypad. To withdraw your question, press 1 again.

I will now hand the call over to Susan Seneal, President and CEO. Please go ahead.

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Unidentified_2 [2]
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Thanks, Jade, and good afternoon, everyone.

Thank you for joining us to discuss

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