What smart money is saying about Jollibee Foods Corporation
1 fund in our archive has pitched Jollibee Foods Corporation — most recently Platinium Asset Management in December 2025.
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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Position history
Between Q4 2025 and Q3 2026, 5 fund letters reported a position in Jollibee Foods Corporation — 3 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q1 2026 | 2 | 0 | 0 | 0 |
| Q4 2025 | 1 | 1 | 0 | 1 |
Fund activity · 5 positions · 3 moves
- July 2026
Listed in Harding Loevner Frontier Emerging Markets Equity’s reported holdings.
Jollibee Foods Corporation - June 2026
“Jollibee Group – Global quick-service restaurant chain Jollibee was among the top detractors in the quarter. The weakness in the share price reflected a combination of fundamental and technical pressures: a sharp squeeze in margins in its key Philippines market from input cost inflation, followed by the stock’s deletion from the MSCI Index. Management has a plan to restore Philippines margins toward the 18% range. At the same time, the International segment continues to undergo restructuring, which we believe is obscuring the underlying progress of several businesses. Jollibee remains on track for a potential spin-off of its International business by late 2027. As of mid-2026, the company is actively evaluating alternative listing venues outside the U.S. We believe such a transaction could unlock value by allowing the market to separately value Jollibee’s stable, cash-generative Philippines business and its higher-growth International platform. In our view, the recent share price weakness does not change the long-term opportunity, and we added to our position in the quarter.”
Jollibee Foods Corporation - March 2026
Listed in Frontier Emerging Markets Equity’s reported holdings.
Jollibee Foods Corporation - HoldsHarding LoevnerMarch 2026
Listed in Harding Loevner’s reported holdings.
Jollibee Foods Corporation - AddedPlatinium Asset ManagementDecember 2025
“Portfolio activity: Jollibee’s turnaround During the quarter, we continued building our position in Philippine franchise giant Jollibee.”
Jollibee Foods Corporation
Fund coverage · 1 thesis
- Platinium Asset ManagementDecember 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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