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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.Q3 2025 earnings summary17 Nov, 2025
Executive summary
Q3 2025 saw consolidated revenues rise 12.8% year-over-year to ₱76.4B, with nine-month revenues up 14.3% to ₱224.2B, driven by organic growth and Compose Coffee acquisition.
System-wide sales grew 16.8% in Q3, with 812 new stores opened, expanding the network to 10,304 locations.
International operations, especially North America, Vietnam, and coffee/tea segments, delivered robust growth and outpaced peers.
Strategic focus on value pricing, disciplined cost management, and menu innovation supported positive transaction growth and profitability.
Q3 same-store sales growth was 1.2% in the Philippines, impacted by severe weather, but October trends indicate recovery.
Financial highlights
Q3 2025 net income rose 4.0% year-over-year to ₱3.1B; nine-month net income up 1.6% to ₱9.0B.
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 for Q3 was 18.4%, with a 70 basis point compression mainly due to inventory cost increases and acquisitions.
Free cash flow from operations for nine months was ₱13.5B, with net CapEx at ₱10.2B.
Dividend for FY2025 at ₱3.44 (+15.8% YoY); December 2025 dividend declared at ₱2.11 per share, up 15.9%.
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, focused on new stores, renovations, manufacturing, and technology.
Guidance remains unchanged, with system-wide sales and same-store sales growth ahead of targets.
Targeting to triple NIAT and reach 20% ROIC by 2028.
Smashburger targeted to reach EBITDA positive in 2026.
Tim Ho Wan acquisition's equity impact?
What drove international SSSG in Q3 2025?
2025 CapEx budget and funding sources?
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Next Jollibee Foods earnings date
Q4 202513 Mar, 2026
Next Jollibee Foods earnings date
Q4 202513 Mar, 2026
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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.
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