Jollibee Foods 향후 성장

Future 기준 점검 3/6

Jollibee Foods (는) 각각 연간 16.9% 및 8.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 17% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.3% 로 예상됩니다.

핵심 정보

16.9%

이익 성장률

17.05%

EPS 성장률

Hospitality 이익 성장	27.6%
매출 성장률	8.2%
향후 자기자본이익률	15.32%
애널리스트 커버리지	Good
마지막 업데이트	19 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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).

내러티브 업데이트 • 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).

내러티브 업데이트 • 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).

내러티브 업데이트 • 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.

내러티브 업데이트 • 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.

내러티브 업데이트 • 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.

내러티브 업데이트 • 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.

내러티브 업데이트 • 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.

내러티브 업데이트 • 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.

내러티브 업데이트 • 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.

내러티브 업데이트 • 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.

새로운 내러티브 • 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.

이익 및 매출 성장 예측

PSE:JFC - 애널리스트 향후 추정치 및 과거 재무 데이터 (PHP Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
12/31/2028	390,128	14,806	35,725	53,043	4
12/31/2027	361,645	12,767	28,697	42,077	11
12/31/2026	333,234	9,689	25,161	38,122	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

애널리스트 향후 성장 전망

수입 대 저축률: JFC 의 연간 예상 수익 증가율(16.9%)이 saving rate(6%)보다 높습니다.

수익 vs 시장: JFC 의 연간 수익(16.9%)이 PH 시장(9%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: JFC 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: JFC 의 수익(연간 8.2%)이 PH 시장(연간 7.9%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: JFC 의 수익(연간 8.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: JFC의 자본 수익률은 3년 후 15.3%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/05/21 20:24
종가	2026/05/21 00:00
수익	2026/03/31
연간 수익	2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Jollibee Foods Corporation는 20명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Julian Vincent Roxas	BofA Global Research
Lance Soledad	CGS International
Preenapa Detchsri	Citigroup Inc

Jollibee Foods 향후 성장

Future 기준 점검 3/6

핵심 정보

최근 향후 성장 업데이트

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

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)

Director recently bought ₱18m worth of stock

First quarter 2023 earnings released: EPS: ₱1.75 (vs ₱1.95 in 1Q 2022)

Consensus EPS estimates increase by 16%

Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind