{"id":332173,"date":"2025-04-08T00:47:20","date_gmt":"2025-04-07T16:47:20","guid":{"rendered":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/?p=332173"},"modified":"2025-04-08T00:47:22","modified_gmt":"2025-04-07T16:47:22","slug":"stock-in-focus-jollibee-foods-corp-jfc-8-april-2025-by-regina-capital-development-corp","status":"publish","type":"post","link":"https:\/\/www.pinoyinvestor.com\/smartinvestor\/stock-in-focus-jollibee-foods-corp-jfc-8-april-2025-by-regina-capital-development-corp\/","title":{"rendered":"Stock in Focus: Jollibee Foods Corp. (JFC) – 8 April 2025 by Regina Capital Development Corp."},"content":{"rendered":"\n

Summary of Broker’s Recommendation<\/h2>\n\n\n\n
Stock Code<\/strong><\/td>JFC<\/td><\/tr>
Company Name<\/strong><\/td>Jollibee Foods Corp. <\/td><\/tr>
Broker<\/strong><\/td>Regina Capital Development Corp.<\/td><\/tr>
Opinion Issued on<\/strong><\/td>8 April 2025<\/td><\/tr>
Recommendation<\/strong><\/td>Buy<\/td><\/tr>
1-Year Target Price<\/strong><\/td>PHP 320.00<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
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Overall, we maintain our BUY recommendation with a target price of P320\/share, supported by JFC\u2019s strong revenue growth, solid domestic and international performance, and ongoing expansion efforts. With favorable consumer trends and strategic investments, JFC is well-positioned for continued growth, making it a strong investment opportunity.<\/p>\n\n\n\n

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Analysis and Opinion<\/h2>\n\n\n\n

Jollibee Foods Corporation recorded a +10.6% year-on-year (y\/y) increase in consolidated revenues for 2024, driven by expansion and acquisitions, with SWS rising by +13.0% y\/y to P390 billion, reflecting strong consumer demand. This translates to net income growing to P10.80 billion, up by +20.1% y\/y, driven by strong sales and operational efficiency. In its portfolio, Philippines grew with a +10.1% increase in SWS, while international SWS grew by +17.6%, boosted by solid performances in EMEA, North America, and CBTL. Despite challenges in China and Highlands Coffee, the international segment showed significant improvement, contributing to JFC’s overall growth.<\/p>\n\n\n\n

Looking ahead, JFC has allocated a CAPEX budget of P18-21 billion for 2025, focusing on further expansion, new stores, and continued investments in infrastructure and technology. In 2024, the Group successfully opened 674 new stores globally; despite closing 348 stores, this underscores JFC’s commitment to growth and strengthening its global presence.<\/p>\n\n\n\n

Moving over to the consumer landscape, stable spending is supported by easing inflation and favorable policies. With inflation dropping to 2.1% in February and rising incomes, consumer spending is expected to grow, aided by election-related spending. These factors should boost household consumption, benefiting JFC through higher traffic and demand for its products.<\/p>\n\n\n\n

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Check how many brokers recommend this stock<\/h2>\n\n\n\n
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All Stock Rankings<\/a><\/blockquote>