Jollibee Foods 将来の成長

Future 基準チェック /36

Jollibee Foods利益と収益がそれぞれ年間16.9%と8.2%増加すると予測されています。EPS は年間増加すると予想されています。自己資本利益率は 3 年後に14.8% 17%なると予測されています。

主要情報

16.9%

収益成長率

17.05%

EPS成長率

Hospitality 収益成長	28.6%
収益成長率	8.2%
将来の株主資本利益率	14.79%
アナリストカバレッジ	Good
最終更新日	09 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.

ナラティブの更新 • 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.

ナラティブの更新 • 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).

ナラティブの更新 • 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).

ナラティブの更新 • 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).

ナラティブの更新 • 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.

ナラティブの更新 • 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.

ナラティブの更新 • 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.

ナラティブの更新 • 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.

ナラティブの更新 • 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.

ナラティブの更新 • 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.

ナラティブの更新 • 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.

ナラティブの更新 • 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.

新しいナラティブ • 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.

業績と収益の成長予測

PSE:JFC - アナリストの将来予測と過去の財務データ ( )PHP Millions
日付	収益	収益	フリー・キャッシュフロー	営業活動によるキャッシュ	平均アナリスト数
12/31/2028	390,128	14,806	35,725	53,043	4
12/31/2027	361,645	12,767	31,446	41,405	11
12/31/2026	333,234	9,689	26,492	37,559	10
3/31/2026	311,432	9,579	19,482	34,725	N/A
12/31/2025	305,112	10,513	21,275	36,747	N/A
9/30/2025	297,916	10,141	19,067	33,602	N/A
6/30/2025	289,274	9,893	18,455	30,771	N/A
3/31/2025	278,864	9,700	21,256	33,274	N/A
12/31/2024	269,942	9,888	22,051	34,031	N/A
9/30/2024	262,945	9,958	23,378	35,170	N/A
6/30/2024	256,749	9,585	28,096	39,650	N/A
3/31/2024	250,320	8,982	25,077	36,638	N/A
12/31/2023	244,107	8,315	26,475	37,813	N/A
9/30/2023	238,956	6,691	20,944	31,658	N/A
6/30/2023	232,872	6,512	19,064	29,046	N/A
3/31/2023	224,137	6,975	16,922	27,259	N/A
12/31/2022	211,902	7,107	14,239	23,922	N/A
9/30/2022	195,360	10,070	17,283	26,404	N/A
6/30/2022	177,114	9,499	13,135	22,357	N/A
3/31/2022	161,752	7,686	11,717	19,640	N/A
12/31/2021	153,576	5,869	11,974	19,849	N/A
9/30/2021	145,155	4,732	10,228	17,281	N/A
6/30/2021	137,919	1,581	7,293	13,756	N/A
3/31/2021	124,569	-9,682	-1,500	4,234	N/A
12/31/2020	129,313	-11,511	-6,427	-505	N/A
9/30/2020	145,149	-10,416	-6,940	473	N/A
6/30/2020	158,363	-7,162	-2,614	6,083	N/A
3/31/2020	178,703	4,165	6,437	16,339	N/A
12/31/2019	179,626	7,303	N/A	20,063	N/A
9/30/2019	171,739	6,302	N/A	24,984	N/A
6/30/2019	168,910	6,664	N/A	22,493	N/A
3/31/2019	166,152	7,875	N/A	19,531	N/A
12/31/2018	161,168	8,213	N/A	20,473	N/A
9/30/2018	153,699	8,089	N/A	13,967	N/A
6/30/2018	146,019	7,670	N/A	15,247	N/A
3/31/2018	137,651	7,375	N/A	14,527	N/A
1/1/2018	133,583	6,940	N/A	17,746	N/A
9/30/2017	126,133	6,881	N/A	13,483	N/A
6/30/2017	121,228	6,600	N/A	11,351	N/A
3/31/2017	116,998	6,299	N/A	12,745	N/A
12/31/2016	113,811	6,165	N/A	14,760	N/A
9/30/2016	110,063	5,459	N/A	13,182	N/A
6/30/2016	107,350	5,382	N/A	15,484	N/A
3/31/2016	103,879	5,139	N/A	16,087	N/A
12/31/2015	100,780	4,928	N/A	13,485	N/A
9/30/2015	97,826	5,580	N/A	7,873	N/A
6/30/2015	94,825	5,494	N/A	4,862	N/A

アナリストによる今後の成長予測

収入対貯蓄率: JFCの予測収益成長率 (年間16.9% ) は貯蓄率 ( 6% ) を上回っています。

収益対市場: JFCの収益 ( 16.9% ) はPH市場 ( 9.3% ) よりも速いペースで成長すると予測されています。

高成長収益: JFCの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: JFCの収益 ( 8.2% ) PH市場 ( 7.8% ) よりも速いペースで成長すると予測されています。

高い収益成長: JFCの収益 ( 8.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: JFCの自己資本利益率は、3年後には低くなると予測されています ( 14.8 %)。

成長企業の発掘

企業分析と財務データの現状

データ	最終更新日（UTC時間）
企業分析	2026/06/13 03:50
終値	2026/06/11 00:00
収益	2026/03/31
年間収益	2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージ	データ	タイムフレーム	米国ソース例
会社財務	10年	損益計算書キャッシュ・フロー計算書貸借対照表	SECフォーム10-K SECフォーム10-Q
アナリストのコンセンサス予想	+プラス3年	予想財務アナリストの目標株価	アナリストリサーチレポート Blue Matrix
市場価格	30年	株価配当、分割、措置	ICEマーケットデータ SECフォームS-1
所有権	10年	トップ株主インサイダー取引	SECフォーム4 SECフォーム13D
マネジメント	10年	リーダーシップ・チーム取締役会	SECフォーム10-K SECフォームDEF 14A
主な進展	10年	会社からのお知らせ	SECフォーム8-K

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用^。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Jollibee Foods Corporation 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、。アナリストの投稿は一日中更新されます。21

アナリスト	機関
Julian Vincent Roxas	BofA Global Research
Lance Soledad	CGS International
Preenapa Detchsri	Citigroup Inc

Jollibee Foods 将来の成長

Future 基準チェック /36

主要情報

今後の成長に関する最新情報

Price target decreased by 9.5% to ₱255

Consensus EPS estimates increase by 16%

Consensus EPS estimates increase by 17%

Consensus forecasts updated

Consensus EPS estimates fall by 16%

Price target increased to ₱238

Recent updates

JFC: Global Food Safety Rollout Will Support Long-Term Earnings Quality

Director recently bought ₱25m worth of stock

Jollibee Expands Global Food Safety Controls With Standardized Digital Oversight

JFC: International Store Expansion Will Drive Future Upside Potential

Investor sentiment deteriorates as stock falls 16%

Price target decreased by 9.5% to ₱255

First quarter 2026 earnings released: EPS: ₱1.23 (vs ₱2.07 in 1Q 2025)

Director recently sold ₱825k worth of stock

JFC: North American Store Expansion And Gaming Collaboration Will Drive Bullish Outlook

JFC: Global Store Expansion And Gaming Tie-Up Will Shape Future Profile

Final dividend of ₱1.33 announced

JFC: International Spinoff Plan Will Shape Future Profile With Upbeat Outlook

JFC: International Spinoff Plans Will Define Future Profile With Optimistic Core Outlook

Now 23% undervalued after recent price drop

Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Jollibee Foods Corporation, Annual General Meeting, Jun 26, 2026

JFC: International Spinoff Plans Will Shape Future Profile With Steady Core Outlook

JFC: International Spinoff Plans And Stable Outlook Will Shape Measured Forward View

Now 22% undervalued

JFC: International Spinoff And Higher Dividend Will Shape Measured Forward Outlook

Now 20% undervalued after recent price drop

JFC: International Spinoff And Higher Dividend Will Define Balanced Future Outlook

JFC: International Spinoff And Rising Dividend Will Shape Future Upside Potential

Investor sentiment improves as stock rises 17%

Director recently sold ₱20m worth of stock

JFC: Rising Dividend Will Support Future Upside Potential

JFC: Rising Dividend And Brand Collaborations Will Support Bullish Upside Potential

Director recently sold ₱39m worth of stock

New minor risk - Earnings quality

Dividend of ₱2.11 announced

Third quarter 2025 earnings released: EPS: ₱2.63 (vs ₱2.41 in 3Q 2024)

Now 21% undervalued after recent price drop

Director recently sold ₱4.4m worth of stock

Jollibee and KATSEYE Announce Second Exclusive Collection

Director recently sold ₱2.2m worth of stock

Director recently sold ₱23m worth of stock

New minor risk - Earnings quality

Second quarter 2025 earnings released: EPS: ₱2.79 (vs ₱2.62 in 2Q 2024)

Jollibee Premieres its New Angus Beef Burgers

Director recently bought ₱772k worth of stock

Jollibee Unveils its New mouth-Watering Chicken Tenders and Signature Tender Sauce Across Canada

Tim Ho Wan And North America Expansion Will Drive Prospects

Jollibee Foods Corporation, Annual General Meeting, Jun 27, 2025

First quarter 2025 earnings released: EPS: ₱2.07 (vs ₱2.24 in 1Q 2024)

Final dividend of ₱1.33 announced

Jollibee Foods Corporation Announces Regular Cash Dividend, Payable on May 16, 2025

Investor sentiment deteriorates as stock falls 15%

Jollibee, Premieres Its New 100% Certified Angus Beef Burgers

Full year 2024 earnings: EPS and revenues miss analyst expectations

Now 21% undervalued after recent price drop

Jollibee Foods Corporation Unveils Its New Chicken Tenders and Signature Tender Sauce Across the U.S

Now 22% undervalued after recent price drop

Jollibee Announces New Line of Premium, Made-to-Order Beverages, Signature Sips

Third quarter 2024 earnings released: EPS: ₱2.41 (vs ₱2.08 in 3Q 2023)

Dividend increased to ₱1.82

Now 20% undervalued

Jollibee Unlocks Unique Flavor Cravings with the Return of Its Iconic Ube Pie, Available for A Limited Time

Second quarter 2024 earnings released: EPS: ₱2.62 (vs ₱1.98 in 2Q 2023)

Now 20% undervalued after recent price drop

First quarter 2024 earnings released: EPS: ₱2.24 (vs ₱1.75 in 1Q 2023)

Jollibee Foods Corporation, Annual General Meeting, Jun 28, 2024

Final dividend increased to ₱1.15

Jollibee Foods Corporation Approves Cash Dividend on Common Stock, Payable on May 23, 2024

Full year 2023 earnings: EPS misses analyst expectations

Upcoming dividend of ₱1.23 per share at 1.1% yield

Jollibee Foods Corporation Declares A Regular Cash Dividend, Payable on December 11, 2023

Third quarter 2023 earnings released: EPS: ₱2.08 (vs ₱1.93 in 3Q 2022)

Director recently bought ₱3.1m worth of stock

Second quarter 2023 earnings released: EPS: ₱1.98 (vs ₱2.31 in 2Q 2022)