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What smart money is saying about Jollibee Foods CorporationPhilippines flag

JBFCY · Consumer Cyclical · Restaurants · Market cap $3.10B

1 fund in our archive has pitched Jollibee Foods Corporation — most recently Platinium Asset Management in December 2025.

Company profile

Jollibee Foods Corporation develops, operates, and franchises quick service restaurants. The company operates quick-service restaurants under the Jollibee, Chowking, Greenwich, Red Ribbon, Yong He King, Hong Zhuang Yuan, Mang Inasal, Burger King, Highlands Coffee, PHO24, Dunkin' Donuts, Smashburger, Tim Ho Wan, Tortazo, The Coffee Bean & Tea Leaf, Yoshinoya, Milksha, and Panda Express names. As of July 20, 2022, it operated approximately 6,200 stores in the Philippines, the United States, Canada, the People's Republic of China, the United Kingdom, Italy, Spain, Vietnam, Brunei, Singapore, Saudi Arabia, the United Arab Emirates, Qatar, Oman, Kuwait, Bahrain, Indonesia, Costa Rica, Egypt, Panama, Malaysia, South Korea, Australia, and India. The company also offers property leasing, manufacturing, digital printing, advertising, financial accounting, human resources and logistics, business management, and other services. Jollibee Foods Corporation was founded in 1975 and is headquartered in Pasig, the Philippines.

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3
Reported positions
1
Bought
0
Sold
4
Letters

Position history

Between Q4 2025 and Q3 2026, 3 fund letters reported a position in Jollibee Foods Corporation1 opened or added to the position.

Fund letters reporting a position in Jollibee Foods Corporation, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261100
Q1 20262000
Q4 20250001

Fund activity · 3 positions · 1 move

Fund coverage · 1 thesis

  • Platinium Asset Management
    December 2025

    Jollibee Foods is a national champion refocusing under improved capital stewardship with promising US expansion and downside protected by strong domestic cash flows.

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