Jollibee Foods Corp (OTCPK:JBFCY)

Q1 2025 Jollibee Foods Corp Earnings Call Transcript

May 13, 2025 / 08:00 AM GMT

Release Date Price: $17.85 (-1.03%)

Transcript

Key Points

Positve

Jollibee Foods Corp (JBFCF) reported a strong double-digit growth in system-wide sales, with a 19% increase in the first quarter of 2025.
The company's loyalty program, launched in September 2024, has gained significant traction with half a million signed-up members, leading to increased average check and visit frequency.
Jollibee Foods Corp (JBFCF) successfully managed coffee price volatility by leveraging strategic procurement and pricing strategies, maintaining strong margins despite rising costs.
The acquisition of Tim Ho Wan has been successful, with the brand outperforming expectations in Hong Kong and contributing positively to the company's portfolio.
The company's international operations, particularly in North America, continue to show strong growth, with system-wide sales and same-store sales both increasing significantly in April 2025.

Negative

Tariff impacts in North America have led to increased food and packaging costs, although these are being mitigated by minor price increases.
China remains a challenging market for Jollibee Foods Corp (JBFCF), with the company needing a 12% year-on-year growth to return to profitability in the region.
Interest expenses have increased due to refinancing activities, impacting the company's financial performance.
The Greenwich brand is underperforming compared to other brands in the Philippines, with no significant growth observed.
The Smashburger brand is still struggling, contributing to a loss in the company's portfolio, although management changes are underway to address these issues.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JFC.PS - Jollibee Foods Corp
Q1 2025 Jollibee Foods Corp Earnings Call
May 13, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello, good afternoon to everyone.

Thank you for taking the time to attend this briefing on Jolly B's first quarter 2025 results. My name is Gio de la Rosa of Regis Partners, and we are very honored to be hosting this this call for Jodi B this afternoon. I will not, be very worthy today, and I will hand over immediately to Cosette, who has, who will have a few words before we start the presentation. Cosette.

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Unidentified_2 [2]
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Thank you, J. Good afternoon, everyone, and welcome to the Jolly B Group's earnings call for the first quarter of 2025.

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