Added to YB: 2025-04-21
Pitch date: 2025-03-31
JBFCF [neutral]
Jollibee Foods Corporation
-31.14%
current return
Author Info
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Company Info
Jollibee Foods Corporation develops, operates, and franchises quick service restaurants. The company operates quick service restaurants under the Jollibee, Chowking, Greenwich, Red Ribbon, Yong He King, Hong Zhuang Yuan, Mang Inasal, Burger King, Highlands Coffee, PHO24, Smashburger, Tim Ho Wan, Tortazo, The Coffee Bean & Tea Leaf, Yoshinoya, Milksha, and Panda Express names in the Philippines, the United States, Canada, the People’s Republic of China, the United Kingdom, Italy, Spain, Vietnam, Brunei, Singapore, Saudi Arabia, the United Arab Emirates, Qatar, Oman, Kuwait, Bahrain, Indonesia, Costa Rica, Egypt, Panama, Malaysia, South Korea, Australia, and India.
Market Cap
$246.5B
Pitch Price
$4.43
Price Target
N/A
Dividend
1.35%
EV/EBITDA
9.54
P/E
24.95
EV/Sales
1.25
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Longleaf Partners International Fund Portfolio Holding: Jollibee Foods Corporation
JBFCF (holding update): Q4 miss due to international ops, China EBITDA -57% YoY & Smashburger negative. Philippines SSSG improved to 7.4%. Strategy: asset-light in China, new mgmt for Smashburger. US Jollibee strong with $13.3K ADS (3x KFC, 2x Popeyes). Target 20% ROIC by 2028, US franchising in 2025.
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