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Jollibee Foods Corporation (JBFCY) Q1 2026 Earnings Call Transcript
Citi Research said Jollibee Foods Corp. (JBFCF) is positioning its next phase of growth around a planned US listing of its international business, a move manage
Jollibee Foods Corp. plans to spin off its international business and list it in the U.S. by late 2027, as the Philippine fast-food group moves to accelerate its growth globally.
Jollibee Foods Corporation (OTCPK:JBFCF) Q1 2025 Results Conference Call May 13, 2025 4:00 AM ET Company Participants Giovanni Dela-Rosa - Head of Research at Regis Partners Cossette Palomar - Investor Relations Richard Shin - Chief Financial Officer Conference Call Participants Divya Kothiyal - Morgan Stanley Karisa Magpayo - Macquarie Lonnie Yu - BNP Paribas Giovanni Dela-Rosa Hello, good afternoon to everyone. Thank you for taking the time to attend this briefing on Jollibee's First Quarter 2025 results.
Jollibee's valuations are appealing based on historical and peer comparisons, and there are catalysts which might prompt a re-rating of its shares. An external driver is Philippine peso weakness that could boost JBFCY's 2025 financial performance. Internally, the changes that JBFCF made to its constitution put the stock in a better position to attract international investors.
Jollibee Foods' rating is upgraded to a Buy due to the positive financial prospects for its coffee & tea segment, which in turn supports the company's ambitious long-term financial targets. The coffee & tea segment is expected to be a key driver of earnings growth and ROIC expansion for the company. The outlook for Jollibee Foods' coffee and tea segment has become more favorable with the recent acquisition of Compose Coffee and the new licensing deal for Milksha.
Jollibee Foods Corporation (OTCPK:JBFCF) Q2 2024 Results Conference Call August 15, 2024 4:00 AM ET Company Participants Hazel Tanedo - AB Capital Richard Shin - Chief Financial Officer Cossette Palomar - Investor Relations Hazel Tanedo All right. Good afternoon, everyone and thank you for joining Jollibee Foods Second Quarter Results Call.
The Philippines' biggest fast-food chain Jollibee Foods will acquire a majority stake in South Korea's Compose Coffee, as part of a deal valuing the target at $340 million, the company said on Tuesday.
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