Jollibee acquires All Day Fresh Co

Jollibee Foods Corporation (JFC) has announced its acquisition of a 70% majority stake in South Korean hot pot buffet chain Shabu All Day through its subsidiary Jolli-K Co. This transaction, valued at approximately $87 million, is a significant step in JFC's strategy to deepen its footprint in the Asian market. The Shabu All Day chain, which encompasses 169 stores in South Korea, complements JFC's expansion ambitions in the region.

The acquisition of All Day Fresh Co underscores JFC's efforts to consolidate its presence in Asia's dining sector. Founded in 2014, Shabu All Day has established itself as a prominent player in the South Korean restaurant industry, specializing in hot pot buffets that cater to local tastes. This acquisition aligns with JFC's operational strategy of leveraging popular local brands to enhance growth and diversification within its existing portfolio.

JFC's strategy includes broadening its influence in both the beverage and dining sectors. Already a stakeholder in Compose Coffee, a rapidly growing Korean coffee chain, JFC plans to introduce the brand to the Philippines. Operated under a master franchise agreement by its subsidiary Fresh N’ Famous Foods, the initial Compose Coffee outlets are slated to open later this year. This diversification effort reflects JFC's desire to capture market share in the expanding coffee and tea segment, further solidified by its considerable investments in other brands like Highlands Coffee and The Coffee Bean & Tea Leaf.

The acquisition comes amidst a backdrop of robust growth for JFC, which saw record systemwide sales of approximately $2.1 billion in Q4 2025, marking a 12% increase year-on-year. The company's network grew by 5.9% to 10,341 outlets, including 6,837 international locations, underscoring its aggressive expansion strategy across key markets. With significant operations in China, North America, and other regions, JFC's acquisitions and new brand launches reflect a strategic approach to maintaining momentum in both existing and new territories.

Looking ahead, JFC's focus will likely remain on navigating the competitive landscape of Asia’s booming dining and beverage sectors. As the company integrates Shabu All Day and prepares for the Philippine launch of Compose Coffee, it will need to address regulatory and market entry challenges inherent in these expansions. The full impact of these strategic moves will become clearer as JFC progresses with its expansion initiatives across Asia.