Benchmarking 3 Leading Philippine Consumer Stocks – ValueWalk Premium
Philippine Consumer Stocks

Benchmarking 3 Leading Philippine Consumer Stocks

Jollibee Foods, Puregold Price Club & San Miguel Corp

Q1 2021 hedge fund letters, conferences and more

World Class Benchmarking of Jollibee Foods

Company: Jollibee Foods Corporation

Bloomberg ticker: JFC PM

Market cap: US$4,104m

Background: Jollibee Foods Corporation owns, franchises, and manages a network of fast-food chains under the brands Jollibee, Chowking, and Mang Inasal among others. As of 1H19, JFC’s global store network reached 4,613 stores of which 3,195 stores were in the Philippines and 1,418 international stores located in China, the Middle East, North America, and other Southeast Asian countries.


 

  • Profitable Growth rank of 9 was down compared to the prior period’s 6th rank
  • This is poor performance compared to 970 large Cons. Disc. companies worldwide
  • Profitability rank of 9 was the same as its Growth rank of 9
  • Profitability rank of 9 was down compared to the prior period’s 6th rank
  • This is poor performance compared to peers
  • Growth rank of 9 was down compared to the prior period’s 7th rank
  • This is poor performance compared to peers

 


World Class Benchmarking of Puregold Price Club

Company: Puregold Price Club Incorporated

Bloomberg ticker: PGOLD PM

Market cap: US$2,113m

Background: Puregold Price Club Incorporated is the second-largest food retailer in the Philippines, catering to end consumers and resellers. It sells consumer goods in more than 400 stores. Its Puregold stores contribute about 80% of revenue and its membership-shopping S&R brand contributes the rest.


 

  • Profitable Growth rank of 2 was up compared to the prior period’s 4th rank
  • This is World Class performance compared to 570 large Cons. Staples companies worldwide
  • Profitability rank of 2 was the same as its Growth rank of 2
  • Profitability rank of 2 was up compared to the prior period’s 4th rank
  • This is World Class performance compared to peers
  • Growth rank of 2 was up compared to the prior period’s 5th rank
  • This is World Class performance compared to peers

 


World Class Benchmarking of San Miguel Corporation

Company: San Miguel Corporation

Bloomberg ticker: SMC PM

Market cap: US$5,739m

Background: San Miguel Corporation (SMC) is one the largest conglomerates in the Philippines. It operates beverage, food, packaging, power, fuel, oil, and infrastructure businesses. SMC produces beverages, poultry, animal feeds, fresh and processed meats, dairy products, various packaging products, and a range of refined petroleum products.


 

  • Profitable Growth rank of 9 was down compared to the prior period’s 8th rank
  • This is poor performance compared to 1,420 large Industrials companies worldwide
  • Profitability rank of 9 was worse than its Growth rank of 8
  • Profitability rank of 9 was the same compared to the prior period’s 9th rank
  • This is poor performance compared to peers
  • Growth rank of 8 was down compared to the prior period’s 3rd rank
  • This is below average performance compared to peers

 


DISCLAIMER: This content is for information purposes only. It is not intended to be investment advice. Readers should not consider statements made by the author(s) as formal recommendations and should consult their financial advisor before making any investment decisions. While the information provided is believed to be accurate, it may include errors or inaccuracies. The author(s) cannot be held liable for any actions taken as a result of reading this article.

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