EarningsQ2 2025 Earnings Report

Jollibee Foods (JBFCF) Q2 2025 Earnings Report

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Previous Report: Q1 2025

Next Report: Q3 2025

JBFCF Q2 2025 EPS Results

Actual EPS$0.05

Consensus EPS―

Beat/Miss―

One Year Ago EPS$0.04

JBFCF Q2 2025 Revenue Results

Actual Revenue$1.38B

Expected Revenue―

Beat/Miss―

YoY Revenue Growth+18.59%

Earnings Announcement Details

QuarterQ2 2025

Date08/13/2025

TimeAfter Close

Conference CallWednesday, August 13, 2025

JBFCF Upcoming Earnings

Jollibee Foods's next earnings date is estimated for November 5, 2026, based on past reporting schedules.

Q2 2025 Earnings Call Audio

JBFCF Q2 2025 Earnings Call

0:00 / 0:00

Q2 2025 Earnings Slide Deck

Q2 2025 Earnings Call Summary

Q2 2025

Earnings Call Date:Aug 13, 2025|

% Change Since:

Earnings Call Sentiment|Positive

Jollibee Foods Corporation demonstrated strong growth in several key markets, notably in North America, Vietnam, and the coffee and tea segment. The company showed resilience in managing inflation impacts in the Philippines and reported positive developments in China and Smashburger's turnaround efforts. However, challenges remain with debt management and Smashburger's profitability. Overall, the company's positive achievements in growth and strategic initiatives outweigh the challenges faced.

Company Guidance

During the Jollibee Foods second quarter results call for 2025, the company reported significant growth across several metrics. System-wide sales for the Jollibee brand grew by 13.3% in the Philippines and 15.4% internationally. The company achieved same-store sales growth of 9.2% internationally, while North America reported a sustained same-store sales growth streak of 54 months. Average daily sales in the U.S. reached USD 14,000, with Canada surpassing this at USD 16,400. The company also expanded its global presence to 1,807 stores, marking a 6.5% store expansion for the quarter. Jollibee's Chinese operations showed a 4% same-store sales growth, with traffic increasing by 15%. In terms of financial performance, the company reported an operating profit margin growth of 19.1% and a NIAT increase of 5.6% to PHP 3.2 billion. Jollibee Foods highlighted its strategic use of debt, transitioning to a 90% debt and 10% equity capital structure to optimize its weighted average cost of capital (WACC). For the Coffee and Tea segment, system-wide sales grew by 21.5%, and EBITDA rose by 77% year-over-year. The company continues to focus on expanding its franchise operations, particularly in North America and China, and remains optimistic about future growth and profitability.

Strong Global Growth

Jollibee reported a 13.3% system-wide sales growth in the Philippines and a 15.4% increase internationally, with a global store expansion of 6.5%.

North America Performance

Jollibee North America achieved a 54-month streak of sustained same-store sales growth, with average daily sales of $14,000 in the US and $16,400 in Canada.

Vietnam Market Leadership

Jollibee became the market leader in Vietnam with a 21.5% same-store sales growth and positive single-digit OPM.

Positive Developments in China

China saw a 4% same-store sales growth with traffic up 15%, and business level NOI turned positive in June.

Smashburger's Turnaround

Smashburger launched the 'Summer of Smash' campaign, resulting in a double-digit positive swing in transaction counts.

Robust Coffee and Tea Segment

The segment saw a 77% EBITDA growth, with Campos Coffee achieving a 36% ROIC.

Philippines' Resilient Growth

Philippines delivered an 11.3% system-wide sales growth, with minimal price increases despite inflation.

Strong Financial Metrics

Jollibee reported a 19.6% system-wide sales growth, a 15.5% revenue increase, and a 19.1% NOI growth for Q2.

JBFCF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 05, 2026	2026 (Q3)	- / -	0.046	―
Aug 11, 2026	2026 (Q2)	- / 0.05	0.05	-4.00% (>-0.01)
May 15, 2026	2026 (Q1)	- / 0.02	0.036	-41.67% (-0.01)
Mar 11, 2026	2025 (Q4)	- / 0.03	0.027	18.52% (<+0.01)
Nov 14, 2025	2025 (Q3)	- / 0.05	0.042	9.52% (<+0.01)
Aug 13, 2025	2025 (Q2)	- / 0.05	0.045	11.11% (<+0.01)
May 13, 2025	2025 (Q1)	- / 0.04	0.04	-10.00% (>-0.01)
Mar 14, 2025	2024 (Q4)	- / 0.03	0.029	-6.90% (>-0.01)
Nov 12, 2024	2024 (Q3)	- / 0.04	0.037	13.51% (<+0.01)
Aug 13, 2024	2024 (Q2)	- / 0.04	0.036	25.00% (<+0.01)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed