The Jollibee Group reported continued progress in its coffee and tea and Chinese cuisine businesses, pointing to faster expansion, stronger brand traction, and improving economics in key international markets.
In ciffee and tea, growth accelerated as the Group added new stores across its major brands, led by Compose Coffee and Highlands Coffee. The segment posted strong growth rates and built a solid pipeline of new openings, underscoring management’s confidence in the long-term potential of coffee as a core international growth pillar.
South Korea has emerged as a standout market for Compose Coffee. The brand has grown to more than 3,000 stores on a gross basis and is close to reaching that level on a net basis, after adding 1,000 locations in less than 18 months. This pace of expansion highlights Compose Coffee’s ability to scale efficiently in one of the world’s most competitive coffee markets. Digital engagement has also deepened, with the Compose Coffee app reaching nearly 17.6 million cumulative users. A high-profile collaboration with BTS member V drove a surge in new subscribers, signaling the brand’s strong cultural relevance. Under its new CEO, Compose Coffee also delivered its most successful marketing and product launch to date, with a limited-time menu item selling more than 400,000 cups in its first week and drawing millions of online views.
In Vietnam, Highlands Coffee strengthened its position as the country’s leading coffee brand by market share. Backed by its own sourcing and roasting capabilities and a broad food and beverage lineup, the brand now serves over 100 million customers each year. With its store network nearing 1,000 locations, Highlands has doubled its footprint in the past three years. High customer traffic and double-digit same-store sales and transaction growth have translated into strong operating leverage, making Highlands one of the largest and fastest-growing coffee platforms in Southeast Asia.
The Chinese cuisine segment also recorded meaningful gains, driven by Yonghe King and Tim Ho Wan. In China, Yonghe King opened 35 new franchised stores in December using a more efficient store model. This expansion supports Jollibee Group’s strategy to rebuild scale in China as operations stabilize and move toward sustainable profitability.
Tim Ho Wan continued to gain traction as a long-term growth brand following its acquisition by Jollibee Group. Improvements in product quality, service, and execution have been well received by customers, as reflected in strong consumer ratings. In Hong Kong, the brand achieved a full turnaround, with all stores becoming profitable within six months of the acquisition. In the United States, early performance from newly opened stores has been encouraging, reinforcing confidence in the brand’s ability to scale internationally.
A key milestone was the opening of Tim Ho Wan Irvine, the first company-operated US store under Jollibee Group management, completed within a year of full ownership. Early customer response has been positive, and the store now serves as a template for future US and international expansion. Management views this as an important step toward building a larger North American presence and positioning Tim Ho Wan as a leading global Chinese restaurant brand.
Overall, the developments across both segments highlight Jollibee Group’s focus on disciplined execution and asset-light growth. More efficient store designs, simpler operations, and franchise-ready formats have shortened investment payback periods to around two years in markets such as Hong Kong and China. These changes strengthen capital efficiency, support faster rollouts, and improve resilience as the Group continues to scale its international businesses.
