JOLLIBEE FOODS PP 1

Jollibee reported Q2 2026 EPS of $2.53 (expectation $2.40) and revenue of 85.91 billion PHP (+10.7% y/y), accompanied by a marked margin improvement (gross margin 19%, operating margin 9.1%). Systemwide sales rose 14.2% and 77% of the 461 new openings in H1 were franchise-operated, strengthening the asset‑light model. Management signals continued double-digit growth in operating profit for H2, plans selective price increases and does not expect capital‑market financing. » Altro su de.investing.com

Jollibee is preparing to unlock value by spinning off and listing its international operations, targeting a market debut by late 2027 with the U.S. and Hong Kong among options. The company faces rising ingredient and operating costs and supply-chain disruptions that contributed to a 39% drop in first-quarter net profit to 1.5 billion pesos, despite 9% revenue growth to 77 billion pesos driven by 181 new stores. Aggressive overseas expansion has weighed on investor sentiment and pushed the share price down nearly 40% year-on-year. » Altro su forbes.com

Jollibee Foods released figures for the quarter ended March 31, 2026: revenue rose 7.06% to $1.30 billion (previous year: $1.21 billion). Earnings per share fell from $0.14 in the year-ago quarter to $0.08. » Altro su finanzen.net

Jollibee recorded systemwide revenue growth of 16.8% to PHP 115.1 billion; company revenue rose 12.8% to PHP 76.4 billion and same-store sales growth was 3.1%. The store network expanded to 10,304 locations (+7.4%) and the international business now contributes about 40% of EBITDA, with particularly strong performance in Vietnam and accelerated recovery in China and North America. The coffee and tea segment achieved high double-digit EBITDA growth, while Jollibee confirmed its 2025 annual targets and is targeting a threefold increase in net profit by 2028. » Altro su de.investing.com

Jollibee Foods Corporation reported Q2 2025 EPS of $2.61, missing the $3.11 expectation, after which the stock slipped slightly. Revenue rose 15.5% to 78 billion Pesos; international segments contributed a record-like 42% to EBITDA. The company plans further expansion including 3,000 Compost‑Coffee outlets by year-end and a shift in capital structure to 90% debt and 10% equity. CFO Richard Shin emphasized the effectiveness of the strategy to mitigate inflation-related effects. » Altro su de.investing.com