Revenue distribution by industry:

• Fast food restaurants: approx. 70%
• Coffee houses: approx. 15%
• Bakeries and others: approx. 15%

TOP 3 markets and their percentage shares:

• Philippines: approx. 50%
• USA: approx. 25%
• China: approx. 15%

Jollibee Foods Corporation generates the majority of its revenue from operating fast food restaurants, with the Jollibee brand itself playing a dominant role. The Philippines remain the company's main market, attributed to its strong brand presence and cultural roots.

In the USA, Jollibee has strengthened its presence in recent years through strategic expansions and acquisitions, leading to a significant share of revenue. China represents another important growth market where the company continuously expands its market share.

Production Sites of Jollibee Foods Corporation:

1. Philippines - Main production sites
2. USA - Production facilities to supply the North American market
3. China - Production capacities for the Asian market
4. Vietnam - Regional production sites
5. Other international locations - Depending on market requirements

Jollibee Foods Corporation operates a variety of production facilities to efficiently serve its global markets. The main production takes place in the Philippines, where the company originated. In addition, Jollibee has strategically established production plants in the USA and China to meet the demand in these major markets. In Vietnam and other international locations, the company also operates production sites to serve local demand and optimize logistics costs.

Revenue Growth: 10.5% (2024) Expansion into New Markets: USA and Europe

Jollibee Foods Corporation is pursuing an aggressive expansion strategy to secure its growth in the coming years. The company plans to further expand its presence in the USA and Europe by opening new stores and optimizing existing locations. These markets offer significant growth opportunities due to the increasing demand for Asian cuisine.

Additionally, Jollibee is investing in digitization and improving customer experience through mobile ordering and delivery platforms. These initiatives aim to increase efficiency and boost revenue per customer.

Another focus is on strategic acquisitions and partnerships to expand the brand portfolio and leverage synergies. This is intended not only to increase market share but also to ensure long-term profitability.

Main Imported Raw Materials: Chicken meat, Beef, Soy, Wheat

Countries of Origin:

• Chicken meat: USA, Brazil
• Beef: Australia, New Zealand
• Soy: USA, Argentina
• Wheat: Canada, Australia

Jollibee Foods Corporation imports a variety of raw materials necessary for the production of their products. Chicken meat and beef are two of the most important types of meat, mainly sourced from the USA, Brazil, Australia, and New Zealand. These countries are known for their high-quality meat products and provide a reliable supply.

Soy and wheat are also crucial raw materials used in Jollibee's food production. These are mainly imported from the USA, Argentina, Canada, and Australia, as these countries are among the largest producers of these agricultural products and can ensure high quality and stable supply chains.

Market share in the Philippines: Over 50% (2024) International presence: In over 30 countries (2024) Brand portfolio: More than 15 brands (2024)

Jollibee Foods Corporation has a significant competitive advantage, especially in the Philippines, where the company holds a market share of over 50%. This dominance is attributed to strong brand loyalty and a deep understanding of local tastes.

Internationally, Jollibee has expanded its presence to over 30 countries, indicating a successful expansion strategy. The company also has a diverse brand portfolio with over 15 brands, allowing it to serve different market segments and diversify risks.

Jollibee's ability to grow both locally and internationally is supported by its strong operational efficiency and adaptability to local markets. This gives the company a sustainable competitive advantage in the global fast-food industry.

Institutional Investor Share: Approximately 45% (estimated for 2025)

Insider Purchases/Sales: No significant changes reported (2025)

The institutional investor share in Jollibee Foods Corporation is estimated to be around 45%. This figure is based on historical trends and the typical involvement of institutional investors in large, established companies in the Philippines.

In 2025, no significant insider purchases or sales were reported. This suggests that the management and other insiders may have confidence in the current strategy and direction of the company. However, it is always advisable to review the latest reports and disclosures of the company to track current developments.

Market share of Jollibee Foods Corporation: 18% (estimated for 2025)

Main competitors and their market shares:

1. McDonald's Corporation: 21%
2. Yum! Brands (including KFC, Pizza Hut, Taco Bell): 20%
3. Restaurant Brands International (including Burger King, Tim Hortons): 15%
4. Starbucks Corporation: 12%
5. Domino's Pizza: 10%

Economic moat of Jollibee Foods Corporation:

Jollibee Foods Corporation has a significant economic moat, primarily characterized by its strong brand recognition and local adaptation in Asian markets. The ability to integrate local tastes and build an emotional connection with customers gives Jollibee a competitive advantage in its core markets, especially in the Philippines.

Compared to global giants like McDonald's and Yum! Brands, which have extensive international presence and established supply chains, Jollibee has a stronger regional focus. This can be both an advantage and a limitation, as global expansion is more challenging.

However, the competing companies also have strong economic moats supported by their global reach, brand strength, and efficient operating models. McDonald's and Yum! Brands have comprehensive resources and innovation capabilities that allow them to quickly adapt to market changes.

Overall, Jollibee possesses a significant economic moat in its home markets, while international competitors excel through their global presence and economies of scale.

Revenue Growth: 10% (2024) Net Income Growth: 8% (2024) Market Expansion: +50 new stores worldwide (2024)

Jollibee Foods Corporation achieved a revenue growth of 10% in 2024, driven by the opening of 50 new stores worldwide and strong demand in existing markets. Net income grew by 8%, attributed to efficiency improvements and cost reductions.

The strategic expansion into international markets has increased the company's growth potential. The opening of new stores, especially in North America and Europe, demonstrates the company's confidence in its global growth strategy. Additionally, Jollibee has invested in digitalization to enhance customer service and increase operational efficiency.

Given these positive developments and strong market position, Jollibee Foods Corporation could present an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend Yield: 1.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

Jollibee Foods Corporation has been consistently paying dividends to its shareholders in recent years. The dividend yield is currently estimated at 1.5% for the year 2025. This indicates a moderate but stable payout policy.

The company has a history of reliable dividend payments, which reflects a solid financial foundation and a stable business model. Therefore, investors can expect a certain level of reliability in Jollibee's dividend policy, provided that no significant economic changes occur.