Consumer

The company has narrowed its underlying EBITDA guidance, whileFranchisenetwork sales have remained under pressure. At the same time, management is pursuing a transformation program designed to reduce costs and has introduced Firehouse Subs as a potential new growth platform in Australia.

The company expects underlying group EBITDA of between A$80 million and A$86 million for the six months to 30 September 2026. WebBedsRevenueis forecast to grow between 11% and 15% in euro terms, while management expects first-half margins to continue improving despite a significant foreign-exchange …

The company has spent several years integrating its wagering operations, investing in technology and building a larger customer base. The latest operating update suggests that some of those investments are beginning to translate into stronger cash generation.

The company operates across three distinct areas: hotels and hospitality, cinemas and entertainment, and the Thredbo alpine resort. The hotelBusinesshas become an increasingly important part of the group'sEarningsprofile, while management continues to reshape its cinema operations and invest in its hospitality platform.

The company is now entering an important period of strategic change. Experience Co has signed a non-binding term sheet with New Zealand's Inflite Group covering the proposed sale of its Australian and New Zealand skydiving and aviation operations. If completed, the transaction would significantly …

IDP Education sits at the centre of the global international-educationSupplychain. Its studentPlacementBusinesscounsels prospective students and channels them into universities across Australia, Canada, the United Kingdom, the United States and elsewhere, earning fees from institutions when a student enrols.

The July guidance update highlighted particularly strong performance from the company's US Dream Giveaway operation, prompting management to increase its expectations for group earnings.