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Collins Foods (ASX:CKF), the KFC and Taco Bell franchisee, delivered results in line with expectations as fund managers weigh margin pressures. In July 2026, Pendal Group reported FY26 underlying profit up 13%, in line with expectations, with the Australian KFC network continuing to perform solidly. Investors Mutual has held Collins Foods in its Future Leaders Fund and more recently added it to its Smaller Companies Fund, and Infinity increased its position as falling chicken prices restored its confidence in margins. Oracle remains cautious, citing persistent inflation affecting margins. Collins Foods operates in the Consumer Discretionary sector within the Hotels, Restaurants and Leisure industry, and Thesis Tracker has captured 8 comments from 6 fund managers, including Pendal Group, Investors Mutual, Infinity and Oracle. Collins Foods operates KFC restaurants in Australia, Germany and the Netherlands, and Taco Bell restaurants in Australia.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Oracle Advisory Group, Yarra Capital Management, Wilson Asset Management, Infinity Asset Management, Investors Mutual Limited and Pendal Group have invested in Collins Foods Ltd (ASX:CKF).
Pendal and Infinity highlight solid performance from the Australian KFC network, profit growth of 13% and margin support from lower chicken prices, while Investors Mutual added the stock to more of its funds.
Oracle notes persistent inflation in Australia has heavily affected margins and expects that pressure to continue.
Collins Foods Ltd. operates restaurants and food service retail outlets across four key segments: KFC Restaurants Australia, KFC Restaurants Europe, Taco Bell Restaurants, and Other. Founded on June 10, 2011, the company is headquartered in Hamilton, Australia. Collins Foods manages extensive fast-food operations within its designated markets.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.