Jollibee Foods Corp. · PSE:JFC
Jollibee Foods — Corporate Update (2025)
13 slides from Jollibee Foods's corporate update, 2025
Slide 1: Smashburger
Slide 2: Smashburger Overview
Smashburger Overview Refocusing Smashburger for disciplined, profitable growth
Slide 3: CEO Introduction: Jim Sullivan
CEO Introduction: Jim Sullivan • Originally hired by Smashburger in June 2024 as Chief Development Officer (CDO) • Promoted to President in February 2025 and subsequently promoted to CEO in August 2025 • Select prior experience includes CDO roles at Qdoba and CKE Restaurants (dba Carl’s Jr. and Hard
Slide 4: Initial Priorities
Initial Priorities 1. Return to product innovation to reinforce quality cues and Smashburger’s taste supremacy 2. Implement a low / high menu strategy that appeals to both price elastic and price inelastic consumers 3. Shift marketing investments to drive revenue vs. impressions Cement taste differe
Slide 5: Product Innovation
Product Innovation • Strong pipeline of quality innovation was launched to support Smashburger’s taste superiority • Examples include: ¼ LB All-Angus Big Dogs, Smoked Brisket Bacon Smash, Colorado Smash, Loaded Sides, among others • Please note that all products were consumer tested and validated. P
Slide 6: Low / High Menu Strategy
Low / High Menu Strategy • Attract consumers via an “All the taste. All the quality. All-the-time.” $4.99 value menu to stimulate demand and drive traffic • $4.99 is a true differentiator: QSR cannot compete with our quality, Fast Casual cannot compete with our price point • Once a customer is withi
Slide 7: Low / High Menu Strategy Merchandising
Low / High Menu Strategy Merchandising “Low” “High”
Slide 8: Shift Marketing to Drive Revenue vs. Impressions
Shift Marketing to Drive Revenue vs. Impressions • Marketing must now drive profitable, top-line growth. As a result, our tactics J. Smith 3900 E. Mexico Ave now have a call-to-action and can be Denver, CO 80210 tracked for efficacy • Examples include: 1. Loyalty and email outreach 2. Direct mail 3.
Slide 9: Marketing Examples: Loyalty / Email Database Outreach
Marketing Examples: Loyalty / Email Database Outreach
Slide 10: Initial Success Demonstrated during Inaugural “Summer of Smash”
Initial Success Demonstrated during Inaugural “Summer of Smash” • Momentum established during Summer of Smash, including: 1. Major SSS and SST trend improvements 2. Absolute ADS and ADTC growth 3. Substantial improvement in store-level margin profile and profitability performance 4. Customer feedbac
Slide 11: Seeds are now Planted for Future, Franchise-Centric Growth
Seeds are now Planted for Future, Franchise-Centric Growth With further establishment of taste superiority and box economic improvements, Smashburger will unleash the brand’s growth potential via a three-pronged franchise growth strategy 1) Trad Urban / Suburban 2) Non-Trad 3) Corporate Divestitures
Slide 12: Other Franchising Notes
Other Franchising Notes • Smashburger is currently receiving growth interest from Major Franchising White Space for Smashburger both current and prospective franchisees. However, the team is currently focused on improving box economics to attract the right franchise partners, those who deliver on th
Slide 13: Closing Remarks: Smashburger is Poised to Drive Future Value for JG
Closing Remarks: Smashburger is Poised to Drive Future Value for JG • The stars are aligning for Smashburger via: 1. A return to what makes Smashburger great: highly craveable, top tier product quality and innovation 2. A commitment to sustainable, profitable growth 3. A rigid, disciplined focus on