Added to YB: 2025-04-21
Pitch date: 2025-03-31
JBFCF [neutral]
Jollibee Foods Corporation
-46.41%
current return
Author Info
No bio for this author
Company Info
Jollibee Foods Corporation, together with its subsidiaries, develops, operates, and franchises quick service restaurants in the Philippines and internationally.
Market Cap
PHP 165.3B
Pitch Price
PHP 4.39
Price Target
N/A
Dividend
2.33%
EV/EBITDA
7.33
P/E
16.95
EV/Sales
0.91
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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