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Jollibee Foods
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Regulatory Pressures And Shifting Diets Will Undermine Menu Appeal
Key Takeaways Reliance on fried, processed foods and a weak pivot to health trends could erode relevance, reduce sales, and slow global revenue growth. Heightened regulation, climate risk, supply chain pressures, and overdependence on the Philippine market threaten profitability and the success of international expansion.
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₱197.75
FV
10.7% overvalued
intrinsic discount
6.76%
Revenue growth p.a.
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Jollibee Foods
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital Adoption And Rising Middle Class Will Boost QSR Expansion
Key Takeaways Accelerated international expansion and menu innovation are expected to drive significant revenue, margin, and market share gains beyond current forecasts. Strong domestic performance, digital transformation, and a diversified multi-brand strategy support sustained high-quality earnings growth and global leadership in key QSR segments.
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₱330.00
FV
33.6% undervalued
intrinsic discount
10.73%
Revenue growth p.a.
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Jollibee Foods
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Tim Ho Wan And North America Expansion Will Drive Prospects
Key Takeaways Strategic pricing and supplier agreements in the Coffee and Tea segment maintain profitability amid rising input costs. North American expansion and franchise growth enhance sales and earnings, leveraging regional high-growth potential.
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₱287.82
FV
23.9% undervalued
intrinsic discount
8.32%
Revenue growth p.a.
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