Added to YB: 2026-09-15
Pitch date: 2026-09-13
JBFCF [bullish]
Jollibee Foods Corporation
+0.27%
current return
Author Info
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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 147.50
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
Spinning Fried Chicken - Jollibee Foods Corporation
JBFCF (monitor): Jollibee trades near 14x earnings ahead of a proposed end-2027 spin of its entire international business, which represents 47% of systemwide sales and has obscured the steadier Philippine operation. Rapidly growing Highlands and Compose Coffee contribute about 38% of international pre-lease EBITDA, but value realization depends on debt allocation, operational separation and whether a potential Hong Kong listing can secure an attractive multiple.
Read full article (6 min)