I love investing for the long-term and these two ASX shares are ones I’m backing for success over the next five to ten years.
Guzman Y Gomez Ltd (ASX: GYG)
When I think about what ASX shares could deliver a lot of growth in the coming years, Mexican food business GYG seems like one of the top options, while being less exposed to AI disruption.
GYG’s FY26 result was a great showing of how it’s performing in both Australia and Asia.
Total network sales grew 17.9% to $1.38 billion, revenue rose 21.8% to $520.4 million, underlying EBITDA (EBITDA explained) grew 28.7% to $85 million and underlying net profit after tax (NPAT) rose 29.7% to $53.4 million.
Both regions are growing strongly, Australia network sales rose 17.9% to $1.29 billion and Asia network sales increased 17.9% to $87.1 million.
Not only is revenue rising at such a strong pace, the underlying EBITDA as a percentage of network sales is increasing. In FY26 it rose from 5.7% in FY25 to 6.2% and the company expects this to rise to between 6.7% to 6.9% in FY27. I think there will be further growth in the years ahead.
In FY27, the company expects to open another 35 new restaurants in Australia, which is more than 32 openings in FY26. Over time, GYG expects to reach 1,000 Australian locations within the next 20 years.
The Asian growth is a bonus for the ASX share and could become increasingly meaningful in the years ahead.
Using the forecast on Commsec, the Guzman Y Gomez share price is valued at 26x FY29’s estimated earnings.
VanEck Morningstar Wide Moat ETF (ASX: MOAT)
The other investment I want to talk about is the exchange-traded fund (ETF).
The idea of the strategy is that it gives Aussie investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstar’s equity research team.
The idea of a wide moat is that the companies in this portfolio are expected to make good profits for the next two decades. Therefore, the businesses in this portfolio could be a great long-term investments and that could make the ETF a good buy too, even if it just held the same businesses.
But, the portfolio does change because the MOAT ETF only wants to own US businesses that the analysts think are good value. This means it’s constantly a portfolio of quality businesses trading at good prices. I think this investment can work well in a portfolio together with ASX shares.
Since inception in June 2015, the MOAT ETF has returned an average of 14.35% as at August 2026, slightly outperforming the S&P 500 Index during that time.
I think it’s a strong long-term option at the current value.
