Jollibee is the Philippines' most iconic brand and has become one of Asia's largest food service companies through aggressive international acquisitions (Smashburger, The Coffee Bean & Tea Leaf, Tim Ho Wan). The Philippines domestic business benefits from a youthful population, rising middle class, and deeply embedded brand loyalty that beats McDonald's in home market share. International expansion execution has improved materially after early post-acquisition integration challenges. Free cash flow is being directed toward store openings in North America (large Filipino diaspora) and China.
Thesis reviewed May 29, 2026
Jollibee Foods Corporation is headquartered in Philippines, which is currently showing moderate signals.
🇵🇭Philippines59NEUTRALView Philippines risk detail →🛍Consumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| LI | Li Auto Inc | 27 | +7% | ↑2% | NEUTRAL |
| NIO | NIO Inc | 27 | -10% | ↑2% | AVOID |
| JD | JD.com Inc | 27 | +13% | ↑2% | EARLY |
| ULVR.L | Unilever | 27 | — | ↑2% | NEUTRAL |
| DEO | Diageo PLC | 27 | +8% | ↑2% | NEUTRAL |
| BTI | British American Tobacco PLC | 27 | +14% | ↑2% | EARLY |
| RACE | Ferrari NV | 27 | +17% | ↑2% | EARLY |
Investors who hold JFC may also have indirect exposure through these country funds.
Jollibee system-wide sales +16% YoY; US stores turning profitable as a segment
Coffee Bean & Tea Leaf Middle East expansion adds 80 stores; MENA now profitable
Philippines domestic same-store sales +9%; delivery channel now 22% of revenue