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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.Executive summary
Achieved double-digit growth in revenue and net income for Q3 and 9M 2025, driven by robust domestic and international performance, including Compose Coffee acquisition.
Systemwide sales grew 16.8% year-over-year in Q3, with 812 new stores opened and the network expanding to 10,304 locations.
International business outpaced peers, with strong growth in North America, Vietnam, and Coffee & Tea segments, and international SWS up 32.4% in Q3.
Domestic SWS increased 5.5% in Q3, with the Philippine business contributing 57.4% of nine-month revenues.
Coffee and tea brands, especially Compose Coffee, were key international growth drivers.
Financial highlights
Q3 2025 revenue reached ₱76.4B (+12.8% YoY); net income after tax (NIAT) was ₱3.0B (+8.0% YoY).
9M 2025 revenue totaled ₱224.2B (+14.3% YoY); NIAT at ₱8.7B (+2.2% YoY); net income attributable to equity holders up 2.2%.
Gross margin for Q3 was 18.4%, operating margin 6.8%, and EBITDA margin 14.4%; gross profit margin for 9M declined to 18.7%.
Free cash flow from operations for 9M 2025 was ₱13.5B, with net CAPEX at ₱10.2B.
EBITDA for nine months reached ₱31.9B, up 12.4% year-over-year.
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 guidance for FY2025 is ₱18–21B, funded by internal cash flows and bank loans.
Targeting to triple NIAT and reach 20% ROIC by 2028.
Dividend of ₱2.11 per share declared for December 2025, up 15.9% from the previous year.
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