)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Jollibee Foods (JFC) investor relations material
Jollibee Foods Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary17 Nov, 2025
Executive summary
Q3 2025 saw double-digit revenue and net income growth, with consolidated revenues up 12.8% to ₱76.4B and system-wide sales rising 16.8%, driven by robust domestic and international performance, especially in North America, Vietnam, and coffee/tea segments.
812 new stores opened in Q3, expanding the global network to 10,304 locations, with international business outpacing peers and Compose Coffee acquisition contributing significantly.
Strategic focus on value, disciplined cost management, and targeted pricing supported transaction growth and profitability.
New franchise initiatives, product innovations, and high-profile partnerships in North America and Asia expanded market reach and brand equity.
Financial highlights
Q3 2025 revenue reached ₱76.4B (+12.8% YoY); net income after tax was ₱3.1B (+4.0% YoY); nine-month revenue totaled ₱224.2B (+14.3% YoY) with net income at ₱9.0B (+1.6% YoY).
Basic EPS for nine months was ₱7.484, up 2.8% year-over-year; Q3 EPS (basic) at 2.63 (+8.9% YoY).
Gross margin compressed by 70 bps to 18.4% in Q3, mainly due to inventory and acquisition costs, but net profit margin expanded.
Free cash from operations for nine months was ₱23.8B, with net CAPEX at ₱10.5B.
Dividend for FY2025 at ₱3.44 (+15.8% YoY); December 2025 dividend declared at ₱2.11 per share (+15.9% YoY).
Outlook and guidance
On track to meet FY2025 guidance: SWS growth 8–12%, revenue growth 4–6%, 700–800 new stores, and operating income growth 10–15%.
CapEx for 2025 guided at ₱18–21B, with funding from internal cash flows and bank loans.
Q4 is expected to be the strongest quarter, with momentum carrying into 2026 and a long-term target to triple NIAT and reach 20% ROIC by 2028.
Tim Ho Wan acquisition's equity impact?
What drove international SSSG in Q3 2025?
2025 CapEx budget and funding sources?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Jollibee Foods earnings date
Q4 202513 Mar, 2026
Next Jollibee Foods earnings date
Q4 202513 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Jollibee Foods Corporation (JFC) is a leading operator, developer, and franchisor of quick-service restaurants (QSRs), primarily known for its flagship brand, Jollibee. The company offers a diverse range of affordable and popular fast-food products, including Chickenjoy, Yumburgers, and Jolly Spaghetti. JFC's operations span across multiple brands such as Red Ribbon, Chowking, and Mang Inasal, among others, allowing it to serve a wide customer base with varied tastes. The company is headquartered in Pasig City, Philippines, and its shares are listed on the Philippine Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage