Jollibee Foods Corporation is building fresh momentum across its international portfolio, with its Coffee and Tea and Chinese Cuisine segments emerging as key growth engines as the group sharpens execution, scales faster, and deepens its footprint in major global markets.
In an update following its January 15, 2026 disclosure, the group reported sustained expansion across both segments, underscoring the payoff from disciplined capital deployment, brand-led growth, and an increasingly asset-light strategy focused on scalable formats.
The Coffee and Tea segment continues to deliver one of the group’s strongest growth profiles, driven primarily by Compose Coffee in South Korea and Highlands Coffee in Vietnam. Combined, the segment posted strong percentage growth, supported by a steady pipeline of new store openings that reinforces management’s long-term confidence in the category.
South Korea, widely viewed as one of the world’s most competitive and trend-sensitive coffee markets, has become a proving ground for Compose Coffee’s rapid ascent. The brand has now surpassed 3,000 locations on a gross basis and is approaching the same milestone in net stores.
Adding 1,000 outlets in under 18 months since crossing the 2,000-store mark highlights the concept’s operational efficiency and strong resonance with local consumers.
Digital engagement has amplified that momentum. The Compose Coffee app has reached 17.59 million cumulative users, equivalent to roughly one in three Koreans and around 60 percent of the country’s economically active population. A high-profile collaboration with BTS member V triggered a surge of 8.3 million new subscribers, underscoring the brand’s cultural reach and marketing firepower.
Under newly appointed CEO Hongsuk Kim, Compose Coffee also rolled out its most successful product and marketing campaign to date. The Buyeo Chestnut menu exceeded 400,000 cups sold in its first week alone, while a supporting digital campaign generated 15 million views, demonstrating the brand’s ability to translate trend-driven offerings into immediate sales traction.
In Vietnam, Highlands Coffee has solidified its position as the country’s leading coffee brand by market share. Backed by vertically integrated sourcing and roasting, a powerful national brand, and a broad food and beverage menu, Highlands serves more than 100 million customers annually and employs over 10,000 people.
With a store network nearing 1,000 locations, the brand has doubled its footprint over the past three years, benefiting from historically strong same-store sales growth and high-traffic locations that drive operating leverage.
Momentum has also strengthened in the Chinese Cuisine segment, led by Yonghe King and Tim Ho Wan. In December, Yonghe King reached a milestone with the opening of 35 new franchised stores in China, all operating under a newly optimized store model designed to improve efficiency and returns.
The rollout reinforces Yonghe King’s strategic role in rebuilding the group’s China presence, where operations are stabilizing and management sees a clearer path toward sustainable profitability.
Tim Ho Wan, meanwhile, is emerging as a cornerstone of the group’s global Chinese cuisine ambitions. Since its acquisition, execution initiatives across product quality, service, and operations have translated into strong customer reception and top-tier ratings on major review platforms.
In Hong Kong, the brand delivered a swift turnaround under Jollibee’s stewardship, with all stores returning to profitability within six months, including the first outlet opened after the acquisition. Early results in the United States have also been encouraging.
The opening of Tim Ho Wan Irvine, the brand’s first company-operated US store under Jollibee management, was completed within a year of full ownership, highlighting the group’s speed and discipline in execution. Initial customer uptake has reinforced management’s confidence in the concept’s scalability in Western markets.
The Irvine store now serves as a template for broader expansion, as the group looks to leverage its global supply chain and franchising capabilities. Jollibee has outlined aspirations to scale Tim Ho Wan to 20 stores across North America by 2028 and to position it among the world’s most valuable Chinese restaurant brands.
Across both segments, the group’s international strategy is translating into stronger economics. Management pointed to accelerating payback periods of around two years, franchise-ready store formats that enable rapid rollout, and simplified operations that improve throughput while aligning with value-conscious consumer behavior.
Taken together, the performance of the Coffee and Tea and Chinese Cuisine segments signals a strengthening global platform for Jollibee, one increasingly defined by repeatable execution, capital efficiency, and brands capable of scaling across cultures and markets.