Jollibee (PSE:JFC) in Longleaf Partners International Fund Q1 2025

Challenges in International Operations and Strategic Initiatives

May 09, 2025

Summary

Disappointing results from international operations, particularly in China and the US.
Focus on improving return on invested capital and strategic franchising initiatives.
Positive signs from domestic performance and US franchising program.

Jollibee (PSE:JFC, Financial) was a detractor in Longleaf Partners International Fund's Q1 2025, primarily due to challenges in its international operations. The company is actively implementing strategic initiatives to improve performance, including a focus on return on invested capital and franchising programs. Positive signs from its domestic performance and US franchising program offer potential for future growth.

"The largest quick-service restaurant (QSR) player in the Philippines, Jollibee, was a detractor for the quarter. The company reported disappointing results for Q4, missing its earnings expectations." — Longleaf Partners International Fund, Q1 2025 Fund Letter

Read full letter at gurufocus Longleaf Partners International Fund 2025 Q1 page.

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