Manila, Philippines — Jollibee Foods Corporation has reported continued momentum in its Coffee and Tea and Chinese Cuisine segments, citing strong performance across key international markets.
The Coffee and Tea segment expanded through new store openings from Compose Coffee and Highlands Coffee, where Compose Coffee has grown its network to over 3,000 locations in South Korea, with net openings positioning the brand to reach the same milestone on a net basis.
The addition of 1,000 stores in under 18 months highlights operational efficiency and consumer demand. The Compose Coffee app has also recorded 17.59 million cumulative users, with an increase of 8.3 million following a collaboration with BTS member V.
Under CEO Hongsuk Kim, the brand launched its ‘Buyeo Chestnut’ menu, selling more than 400,000 cups in the first week and supported by a digital campaign that achieved 15 million views.
Meanwhile, Highlands Coffee, Vietnam’s leading coffee brand by market share, serves over 100 million customers annually and employs more than 10,000 people. With a store network approaching 1,000 locations, the brand has doubled its footprint in the past three years, maintaining double-digit same-store sales growth and strong operational leverage.
In China, Yonghe King opened 35 new franchised stores in December under an efficiency-optimised model. The brand continues to play a strategic role in the Jollibee Group’s operations in China, where management has highlighted stabilising performance and prospects for sustainable growth.
On the other hand, Tim Ho Wan has expanded under JFC ownership, with operational improvements in product, quality, and service receiving strong customer feedback. In Hong Kong, all stores are now profitable within six months of acquisition, including the first location opened after JFC took full ownership.
In the US, the Irvine store—the brand’s first company-operated location under JFC—has seen encouraging early customer uptake, providing a model for broader expansion. Management has also indicated plans to scale Tim Ho Wan to 20 locations in North America by 2028.
Across both segments, Jollibee has emphasised disciplined execution, asset-light growth, and scalable store formats. The company also noted accelerated payback periods, franchise-ready store designs, and simplified operations as key factors supporting expansion in both coffee and Chinese cuisine categories.
Recently, the fast-food giant has also announced its plans for an international spin-off, with the intention of listing the new entity on a United States securities exchange.
