Jollibee Foods Gestion
Gestion contrôle des critères 4/4
Le PDG Jollibee Foods est Ernesto Tanmantiong, nommé en Jan2014, a un mandat de 12.42 ans. détient directement 0.82% des actions de la société, d'une valeur de ₱ 1.20B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 7.4 ans et 14 ans.
Informations clés
Ernesto Tanmantiong
Directeur général
₱300.0k
Rémunération totale
| Pourcentage du salaire du PDG | n/a |
| Durée du mandat du directeur général | 12.4yrs |
| Propriété du PDG | 0.8% |
| Durée moyenne d'occupation des postes de direction | 7.4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 14yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jun 25
JFC: International Listing Plans And US Expansion Will Drive Future Upside
Analysts have reduced their price target on Jollibee Foods to ₱218.17 from ₱235.50. This change reflects updated assumptions for discount rate, revenue growth, profit margin, and future P/E.Article d’analyse • Jun 19
Jollibee Foods (PSE:JFC) Stock Could Be 45.1% Undervalued As Franchise Shift Draws Focus
Jollibee Foods (PSE:JFC) is back in focus after recent share price pressure, with the stock down about 3% over the past month and roughly 30% over the past 3 months. See our latest analysis for Jollibee Foods. At the latest share price of ₱129.2, Jollibee Foods has seen short term share price pressure build into a clearer downtrend, with the 30 day share price return down 3% and the year to date share price return down nearly 30%, while the 1 year total shareholder return is down about 42%...
Mise à jour du récit • Jun 10
JFC: Global Food Safety Rollout Will Support Long-Term Earnings Quality
Analysts now place Jollibee Foods' fair value at ₱310, down from ₱330. This reflects refreshed assumptions around revenue growth, profit margins, required return, and future P/E multiples.Mise à jour du récit • May 27
JFC: International Store Expansion Will Drive Future Upside Potential
Analysts have revised their fair value estimate for Jollibee Foods down from ₱290.18 to ₱235.50. They point to a slightly higher discount rate, a lower assumed profit margin, and a reduced future P/E, which are partly offset by a higher revenue growth assumption.
Mise à jour du récit • May 07
JFC: North American Store Expansion And Gaming Collaboration Will Drive Bullish Outlook
Analysts have slightly raised their price target for Jollibee Foods to ₱197.85 from ₱196.99, citing updated assumptions that include a lower discount rate, a modest change in expected revenue growth to 9.05%, broadly steady profit margins around 4.44%, and a small adjustment to the projected future P/E multiple near 19.61x. What's in the News Jollibee plans a collaboration with SQUARE ENIX's FINAL FANTASY XIV Online, bringing themed meals, merchandise, an in-game "Eat Chicken" emote, a store takeover, and a loyalty sweepstakes to customers in Canada and the U.S. from April 21 to May 31, 2026 (Key Developments).Mise à jour du récit • Apr 22
JFC: Global Store Expansion And Gaming Tie-Up Will Shape Future Profile
Analysts have adjusted their Jollibee Foods price target from ₱205.56 to ₱196.99, reflecting updated assumptions that combine slightly higher forecast revenue growth with modestly lower projected profit margins and a reduced future P/E multiple. What's in the News Jollibee announced a collaboration with SQUARE ENIX's FINAL FANTASY XIV Online, featuring themed meals, exclusive merchandise, an in-game "Eat Chicken" emote, a store takeover and a loyalty sweepstakes in Canada and the U.S. from April 21 to May 31, 2026 (Key Developments).Mise à jour du récit • Apr 07
JFC: International Spinoff Plan Will Shape Future Profile With Upbeat Outlook
Analysts have trimmed their price target for Jollibee Foods by about ₱1 to around ₱205, reflecting slightly updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Opened a new store in Stockton, California, with drive-thru and in-store to-go service initially, and plans to add in-store dining and online ordering in the coming weeks, expanding coverage in Northern California and the Central Valley region (Client Announcements).Mise à jour du récit • Mar 24
JFC: International Spinoff Plans Will Define Future Profile With Optimistic Core Outlook
Analysts edge their fair value estimate for Jollibee Foods slightly higher, lifting the price target from around ₱206.38 to about ₱206.84. The revision reflects updated assumptions for revenue growth, profit margins, the discount rate, and a lower future P/E multiple.Mise à jour du récit • Mar 08
JFC: International Spinoff Plans Will Shape Future Profile With Steady Core Outlook
Analysts have made only a minimal adjustment to their Jollibee Foods price target, keeping fair value effectively steady at about ₱206.38 as they fine tune assumptions around the discount rate, revenue growth, profit margin, and future P/E. What's in the News Jollibee Foods plans to spin off its international business and seek a US stock exchange listing for the new entity, Jollibee Foods Corp.Mise à jour du récit • Feb 22
JFC: International Spinoff Plans And Stable Outlook Will Shape Measured Forward View
Analysts now place Jollibee Foods' fair value at about ₱206.38 per share, up from roughly ₱202.26. This reflects updated assumptions for slightly higher revenue growth, profit margins, a modestly higher future P/E, and a small adjustment to the discount rate.Mise à jour du récit • Feb 07
JFC: International Spinoff And Higher Dividend Will Shape Measured Forward Outlook
Analysts have trimmed their fair value estimate for Jollibee Foods slightly to about ₱202 from roughly ₱203, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Jollibee Foods plans to spin off its international business into a new entity, Jollibee Foods Corp.Mise à jour du récit • Jan 23
JFC: International Spinoff And Higher Dividend Will Define Balanced Future Outlook
Analysts now estimate Jollibee Foods' fair value at ₱202.55 per share, slightly below the previous estimate of ₱206.64. This change reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.Mise à jour du récit • Jan 09
JFC: International Spinoff And Rising Dividend Will Shape Future Upside Potential
Analysts have nudged their price target for Jollibee Foods higher to reflect slightly lower discount rates, a small uplift in projected revenue growth, and modestly adjusted long term profit margin and forward P/E assumptions. This results in a refined fair value estimate of ₱206.64 per share.Mise à jour du récit • Dec 26
JFC: Rising Dividend Will Support Future Upside Potential
Analysts have modestly raised their price target on Jollibee Foods by approximately PHP 0.00. This reflects slightly higher assumed revenue growth, marginally improved profit margins, and a small uptick in the discount rate, while future valuation multiples are expected to remain broadly unchanged.Mise à jour du récit • Dec 12
JFC: Rising Dividend And Brand Collaborations Will Support Bullish Upside Potential
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.Nouveau récit • May 18
Tim Ho Wan And North America Expansion Will Drive Prospects
Strategic pricing and supplier agreements in the Coffee and Tea segment maintain profitability amid rising input costs.PDG
Ernesto Tanmantiong (68 yo)
12.4yrs
Titularisation
₱300,000
Compensation
Mr. Ernesto Tanmantiong has been the Chief Executive Officer and President of Jollibee Foods Corporation since January 1, 2014. Mr. Tanmantiong serves as a Board Adviser at DDMP REIT Inc. Mr. Tanmantiong s...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder & Executive Chairman | 48yrs | ₱240.00k | 0.90% ₱ 1.3b | |
| President | 12.4yrs | ₱300.00k | 0.82% ₱ 1.2b | |
| Corporate Secretary | 32.4yrs | ₱900.00k | 0.79% ₱ 1.2b | |
| CFO, Chief Risk Officer & Corporate Information Officer | 4.1yrs | pas de données | pas de données | |
| Comptroller & Principal Accounting Officer | no data | pas de données | pas de données | |
| Head of Technology | 5.4yrs | pas de données | pas de données | |
| Director of Investor Relations | no data | pas de données | pas de données | |
| Global Chief Legal | 4.1yrs | pas de données | 0.0048% ₱ 7.0m | |
| Global Chief Marketing Officer & Head Digital Marketing | no data | pas de données | pas de données | |
| Chief Human Resources Officer | 7.5yrs | pas de données | pas de données | |
| Chief Procurement Officer | no data | pas de données | pas de données | |
| Global Chief Sustainability Officer | 7.4yrs | pas de données | pas de données |
7.4yrs
Durée moyenne de l'emploi
62yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de JFC est chevronnée et expérimentée (7.4 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder & Executive Chairman | 48yrs | ₱240.00k | 0.90% ₱ 1.3b | |
| President | 39yrs | ₱300.00k | 0.82% ₱ 1.2b | |
| Corporate Secretary | 33yrs | ₱900.00k | 0.79% ₱ 1.2b | |
| Director | 48.4yrs | ₱900.00k | 0% ₱ 0 | |
| Lead Independent Director | 6yrs | ₱3.46m | 0% ₱ 0 | |
| Director | 14yrs | ₱2.86m | 0.0049% ₱ 7.1m | |
| Director | 1.4yrs | ₱340.27k | 0.0080% ₱ 11.8m | |
| Independent Director | 5yrs | ₱3.37m | 0% ₱ 0 | |
| Independent Director | 5yrs | ₱4.07m | 0% ₱ 0 |
14.0yrs
Durée moyenne de l'emploi
68yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la JFC est chevronné et expérimenté ( 14 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/27 19:21 |
| Cours de l'action en fin de journée | 2026/06/26 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Jollibee Foods Corporation est couverte par 21 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Julian Vincent Roxas | BofA Global Research |
| Lance Soledad | CGS International |
| Preenapa Detchsri | Citigroup Inc |