Professional
Added to YB: 2026-01-15
Pitch date: 2026-01-13
JBFCF [neutral]
Jollibee Foods Corporation
+0.77%
current return
Author Info
No bio for this author
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
PHP 232.6B
Pitch Price
PHP 206.80
Price Target
N/A
Dividend
1.66%
EV/EBITDA
9.18
P/E
23.00
EV/Sales
1.16
Sector
Hotels, Restaurants and Leisure
Category
special_situation
ToffCap's Monday Monitor - Jollibee Foods Corporation
JBFCF (update): Philippine fast-food giant planning US spinoff of intl operations by late 2027 to accelerate global expansion & access capital. Arbitrage opportunity as investors can separately value stable domestic biz vs higher-risk loss-making overseas portfolio. Healthy growth, margins, FCF generation at ~9x EV/EBITDA.
Read full article (1 min)