Update shared on 12 Dec 2025
Fair value Increased 3.54%Analysts have modestly raised their price target on Jollibee Foods to roughly $207 per share from about $200. This reflects a slightly higher assumed future valuation multiple that more than offsets marginal trims to long term revenue growth and profit margin forecasts.
What's in the News
- The board approves a regular cash dividend of PHP 2.11 per share, up 15.9% from PHP 1.82 the prior year, payable December 16, 2025, to shareholders of record as of November 28, 2025 (company announcement).
- Jollibee launches a second Jollibee x KATSEYE merch collection, featuring limited-edition apparel sold exclusively on Complex Shop, following the sell-out of the first collaboration (company announcement).
- Fans can enter a Jollibee and KATSEYE sweepstakes to win tickets to select dates on the "Beautiful Chaos" North American tour, strengthening the brand’s pop culture reach (company announcement).
- The limited-time KATSEYE Special: Korean BBQ Chicken Sandwich and Fried Chicken returns to fully replenished stores after selling out in several markets due to strong demand (company announcement).
Valuation Changes
- Fair Value has risen slightly to about ₱206.64 per share from roughly ₱199.58, reflecting a modestly higher implied valuation.
- Discount Rate has increased marginally to approximately 15.86 percent from about 15.70 percent, indicating a slightly higher required return.
- Revenue Growth has edged down slightly to around 6.17 percent from about 6.29 percent, signaling a small tempering of long term growth expectations.
- Net Profit Margin has eased modestly to roughly 3.61 percent from about 3.70 percent, incorporating a more conservative profitability outlook.
- Future P/E has risen moderately to about 28.1x from roughly 26.8x, suggesting a somewhat higher valuation multiple applied to expected earnings.
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