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Added to YB: 2026-01-15

Pitch date: 2026-01-13

JBFCF [neutral]

Jollibee Foods Corporation

-31.68%

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 205.07

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

special_situation

Show full summary:
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)