Q4 2025 Jollibee Foods Corp Earnings Call Transcript
Key Points
- Jollibee Foods Corp (JBFCF) reported a strong 9.7% topline growth in Q4 2025, with operating income increasing by 37%, showcasing robust operating leverage.
- The company expanded its store network by 6.4%, reaching 3,500 stores, indicating sustainable domestic growth.
- Jollibee Philippines opened its 1,300th store, maintaining its leadership position with a near 10% system-wide sales growth.
- Digital sales increased by 80% and drive-through sales by 20%, highlighting the success of digital and convenience channels.
- International operations showed significant growth, with Jollibee Vietnam achieving a 50.8% system-wide sales growth, and the US market seeing a 19% growth in Q4.
- The company faced macroeconomic and weather-related headwinds, which impacted operations, particularly in Q3.
- There were challenges in the China market, with 121 store closures in 2025 as the company pivots to a new store model.
- The Coffee Bean & Tea Leaf (CBTL) saw a decline in system-wide sales growth in Q4, partly due to franchisee issues in Korea.
- Financing costs increased due to the refinancing of a USD300 million perpetual bond, impacting the financials.
- The company is navigating litigation related to its franchise operations in Korea, affecting its coffee business strategy.
Good afternoon, everyone. Thank you for joining us for today's earnings briefing with Jollibee Management for their 2025 full year results. My name is Gio Dela-Rosa, and we have with us Mr. Richard Shin, CFO of the Jollibee Group. He is also the CEO of the International Business for Jollibee Group. And with him are the arrest of the Investor Relations team led by Cossette Palomar.
As usual, we will begin, with a presentation from Jollibee from management, and after the presentation, we will have a Q&A session.
We are a little, we will be flexible with time, today. We will not have a hard stop at 5:00 PM and we can extend a little bit, if there are enough or more questions from the audience or the participants for this call. I just want to remind everybody that this call is being recorded.
I guess, I can hand it over first to Cosette, for any for reminders, about this presentation.
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