Q3 2025 Earnings Call Presentation (Q3 2025 JFC Earnings Call Deck)

Reminder to Participants of Jollibee Food Corporation's Investor/Analyst Briefing

This earnings call may include forward-looking statements that are based on certain assumptions of Management and are subject to risks and opportunities or unforeseen events. Actual results could differ materially from those contemplated in the relevant forward-looking statement and Jollibee Food Corporation gives no assurance that such forward-looking statements will prove to be correct or that such intentions will not change.

All subsequent written and oral forward-looking statements attributable to Jollibee Food Corporation or persons acting on behalf of Jollibee Food Corporation are expressly qualified in their entirety by the above cautionary statements.

18.9

19.6

13.2

15.9

6.4

7.4

8.5

6.4

Q3'24

Q4'24

Q1'25

Q2'25

Q3'25

1.2

16.8

0.3%

9.4%

-1.0%

GPM Δ Gaex

-0.1%

Others

Election spending

8.6%

Election spending Celebratory occasions (ie: end of school in Apr)

Start of SY (Jun)

14 typhoons

vs. 9 SPLY-

deemed a seasonality Consumer demand still healthy

Efficiency

1. How resilient were PH SSSG and margins amid weather disruption? Natural shifts in consumers' priorities tend to affect the seasonality of SSSG

   • Consumers redirect their spending: back-to-school shopping takes top priority

   • Digital channels help support sales during typhoons, but some regions could face temporary store closures

     Base effects from Omicron surge LY

     31.6%

     Same Store Sales Growth Philippine Business

     School opening Aug 29, 2023

     School opening Jul 29, 2024

     1 typhoon 9 typhoons

     Graduation in Apr School opening Jun 16, 2025

     1 typhoon

     11.3%

     13.0%

     9.1%

     8.5%

     5.4%

     6.9%

     6.4%

     7.4%

     6.4%

     14 typhoons

     1.2%

     Q1

     Q2

     Q3

     Q4

     Q1

     Q2

     Q3

     Q4

     Q1

     Q2

     2025

     Q3

     2023

     2024

     
     
     2: What progress has Jollibee International made?

     Outpacing Peers: Double-Digit International Growth

     Robust international growth, fueled by strong mainstream adoption, reinforces our strategy to

     expand beyond the Philippines

     Jollibee Brand

     SWS G% SSSG (%)

     SWS G%

     13.7

     16.7

     24.6

     HK/MO 13.7 13.2

     N. America 16.7 11.9

     EMEAA 24.6 11.9

     Total International 20.1 12.0

     Yum Brands	5.0	3.0
     Yum China	4.0	1.0
     Restaurant Brands	6.9	4.0
     Single-brand Peers
     McDonald's	8.0	3.6
     Chipotle	7.5	0.3
     Domino's	6.9	5.2

     Multi-brand Peers

     376

     107

     Philippines HK/MO

     N. America

     EMEAA

     1,320

     Establishing a foothold in global markets

     
     
     

     25

     HK/MO N. America EMEAA

2. a: Jollibee International: North America

   • Franchising updates:

     • Opened the first franchised Jollibee store last August-Queens Blvd., NY (USD ~17k ADS)

     • Building a high-performance franchise team to support successful execution, including onboarding of a VP for Franchising

     • 47 multi-unit development agreement already signed, ~30 new commitments in pipeline

     • Consistent strong ADS underscores JB US' strong unit economics and supports its franchising expansion strategy in the US

   • ADS continues to outperform the market

     • Jollibee US: USD 14,500

     • Jollibee Canada: ~USD 12,000 (~CAD 16,700)

     • Innovative offerings: Angus Burger, Chicken Tenders, Botrista Signature Sips, Korean BBQ Chicken Joy, and premium sandwiches - fuel sustained sales momentum

   • Loyalty Program delivers 17% ROI and drives $1.2M incremental monthly sales; on track to 1Mn customers by year-end (~850k subscribers to date)

Jollibee US amplifies brand equity and market reach through high-profile partnership with

Golden State Warriors…

1. a: Jollibee International: North America

   … and with international K-pop sensation Katseye

   
   
   Collab Launch Day Highlights:

   • Less than 30 mins after launch, Black Box Tees sold out

   • Tanks and Tees sold out mid-afternoon of launch day

   • 660 million impressions

1. b: Jollibee International - Vietnam

   268

Lotteria

KFC

Popeyes

Texas Chicken

Jollibee

Third in store count...

…but leading in market share

22.0% 21.5%

Jollibee Lotteria KFC

Market share based on Q2 2025