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Business Strategy of Jollibee

Profile image of Adrianne Galvez

Jollibee has honored it to this very day. The reasons for its growth are all mentioned in its mission and vision, due to its delicious menu and reasonably prices, it has given Jollibee customer satisfaction worldwide.

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management business action plan of jollibee

Corporate Governance

Risk management, enterprise risk management.

The Company and its subsidiaries, in global growth and expansion, require a comprehensive approach to corporate risk management that promotes extensive strategic thinking and analysis, while fundamentally integrating and maintaining highest ethical standards in the Company’s core values and beliefs. Risk management will provide the organization with the superior capabilities to identify, assess and manage the risks and enable the organization and its employees, at all levels, to better understand and manage risks.

The Company and its subsidiaries are all in the quick-service restaurant sector. Quick-service restaurants like those maintained by the Company are expected to maintain high quality in terms of food, service and cleanliness (“ FSC ”). The Company responds by observing stringent guidelines, processes and procedures in its FSC, and conducting regular and spot audits to ensure that FSC standards are maintained not only in stores but also in commissaries. The Company has likewise instituted a system of incentives to reward excellent performance in terms of FSC by stores.

The Company’s directors and management periodically review the effectiveness of the Company’s risk management system.

Financial Risk Management

The Company’s principal financial instruments comprise cash and cash equivalents and receivables. The main purpose of these financial instruments is to obtain financing for its operations. The Company has other financial assets and liabilities such as other noncurrent assets and trade payables and other current liabilities which arise directly from its operations.

The main risks arising from these financial instruments are credit risk and liquidity risk. The Company does not engage in any long-term debt and foreign currency-denominated transactions that may cause exposure to interest rate risk and foreign currency risk, respectively. The policies for managing each of these risks are summarized as follows:

Equity Price Risk

The Company is not exposed to significant equity price risk on its investment in quoted equity securities consisting of investment in club shares and shares of public utility companies.

Interest Rate Risk

Interest rate risk arises from the possibility that the fair value or future cash flows of financial instruments will fluctuate because of changes in market interest rates.

The Company’s interest rate exposure management policy centers on reducing the Company’s overall interest expense and exposure to changes in the interest rates.

To manage the interest rate risk related to the Company’s long-term debt, the Company uses a derivative instrument to fix the interest rate over the term of the debt.

There is minimal exposure on the other sources of Company’s interest rate risk. These other sources are from its cash in bank, short-term deposits, refundable deposits and employees’ car plan receivables.

Foreign Currency Risk

The Company’s exposure to foreign currency risk arises from the Parent Company’s investments outside the Philippines, which are mainly in People’s Republic of China and United States of America. While the foreign businesses have been rapidly growing, the net assets of foreign businesses account for only 10.84% and 15.57% of the consolidated net assets of the Company as at December 31, 2013 and 2012, respectively. Therefore, the total exposure to foreign exchange risk of the Company is still not significant.

The Company also has transactional foreign currency exposures. Such exposure arises from its Philippine operations’cash and cash equivalents, receivables and long-term debt in foreign currencies.

Credit Risk

Credit risk is the risk that a customer or counterparty fails to fulfill its contractual obligations to the Company. This includes risk of non-payment by borrowers and issuers, failed settlement of transactions and default on outstanding contracts.

The Company has a strict credit policy. Its credit transactions are with franchisees that have gone through rigorous screening before granting them the franchise. The credit terms are very short, while deposits and advance payments are also required before rendering the service or delivering the goods, thus, mitigating the possibility of non-collection. In cases of non-collection, defaults of the debtors are not tolerated; the exposure is contained the moment a default occurs and transactions that will increase the Company’s exposure are not permitted.

The Company has no significant concentration of credit risk with counterparty. Its franchisee profile is such that no single franchisee accounts for more than 5% of its total system wide sales.

Liquidity Risk

The Company’s exposure to liquidity risk refers to the risk that its financial liabilities are not serviced in a timely manner and that its working capital requirements and planned capital expenditures are not met. To manage this exposure and to ensure sufficient liquidity levels, the Company closely monitors its cash flows.

On a weekly basis, the Company’s Cash and Banking Team monitors its collections, expenditures and any excess/deficiency in the working capital requirements, by preparing cash position reports that present actual and projected cash flows for the subsequent week. Cash outflows resulting from major expenditures are planned so that money market placements are available in time with the planned major expenditure. In addition, the Company has short-term cash deposits and has available credit lines with accredited banking institutions, in case there is a sudden deficiency. The Company maintains a level of cash and cash equivalents deemed sufficient to finance the operations.

Capital Management

Capital includes equity attributable to equity holders of the Parent Company.

The primary objective of the Company’s capital management is to ensure that it maintains a strong credit rating and healthy capital ratios in order to support its business and maximize shareholder value. The Company has sufficient capitalization.

The Company generates cash flows from operations sufficient to finance its organic growth. It declares cash dividends representing about one-third of its consolidated net income, a ratio that would still leave some additional cash for future acquisitions. If needed, the Company would borrow money for acquisitions of new businesses.

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The Jollibee story: Lessons on leadership

(Last of two parts)

Like everyone else, we got hit by our biggest challenge ever in 2020. The COVID-19 pandemic affected the restaurant industry the hardest. Yet amid this unexpected challenge, we found huge opportunities. We quickly pivoted from our largely dine-in focused business to offer delivery options. We beefed up our digital capability, implementing an accelerated digital road map that helped us better understand and connect with our customers, including improved apps, delivery websites and strategic partnerships with food aggregators.

Despite the immense challenges and obstacles during the pandemic and postpandemic years, I’m happy to report that the Jollibee Group has shown strong business results. Through everyone’s hard work and dedication, our sales and operating income reached record highs in 2022, increasing by 40.2 percent and 58.4 percent, respectively, from 2021. As it was, 2021 had also been a defining achievement for the company when we returned profitability to prepandemic levels through cost restructuring and strong cost and profit management.

In 2022, we opened 542 new stores across the globe—our highest ever in a single year. And Jollibee Foods’ stock price outperformed the market with 6.3 percent growth.

As of the third quarter of 2023, we were able to outperform even the record-high quarter sales and operating income of 2022, achieving the best-ever quarter in the history of JFC.

We are likewise grateful for the recognitions we have received throughout this journey, which inspire us to work even harder.

This year, we were cited among TIME Magazine’s “World’s Best Companies.” We were also the only Philippine-based company honored with the Gallup Exceptional Workplace Award, ranking us among the world’s top organizations dedicated to cultivating a culture of engagement among its people that drives performance excellence.

The company was also named in Forbes’ list of the World’s Best Employers for three consecutive years, with the Jollibee Group being the highest-ranking restaurant company even among international restaurants and also the highest-ranking Philippine-based company in 2022.

In the United States, four of our brands—namely Jollibee, Chowking, Smashburger and The Coffee Bean and Tea Leaf—made it to Newsweek magazine’s list of “America’s favorite restaurant chains” this year. For Jollibee, on top of being named as one of the “Hottest Brands in America” in 2022, it was also named the fourth most valuable brand in the Philippines and among the fastest-growing restaurant brands by Brand Finance this year.

Sustainability agenda

While we continue to build and invest in our business, we are also investing for the future by implementing more sustainable business practices.

As we grow, we acknowledge that our responsibility and impact on the world grows as well. Early this year, we launched our Global Sustainability Agenda called “Joy for Tomorrow”, which articulates our deepened commitment to a more sustainable future through three key pillars. First is food, providing quality food that can be trusted; second is planet, treating the planet with care; and third, people: uplifting the lives of people in our communities.

One of the programs we have is the Farmer’s Entrepreneurship program, which trains small farmers how to manage their farms as a business on top of elevating their farming knowledge, and enabling them to connect with institutions, like the Jollibee Group, to directly supply produce. This has resulted in increased income and improved livelihood for these farmers. Since 2009, over 10 million kilos of produce or about P477 million of revenue has been earned by 700 farmers through this pioneering program.

Another program is the Busog, Lusog, Talino (BLT) School Feeding Program, which continues to support the Department of Education’s feeding program through the BLT school kitchens. By making sure they’re busog (well-fed) and malusog (healthy), there’s no reason why every student can’t gain talino (knowledge) at school so they can excel in life.

We have also established the Jollibee Group FoodAID disaster response program, which has provided over 12 million meals to calamity-affected communities, including those in need of food during the pandemic.

The company has evolved from a small, family-run business into a professional and global organization. I consider myself blessed to have had my own leadership journey alongside the growth of the company—from an all-around part-time store crew during my college days in 1975 to store manager in 1978, to assistant operations manager, to operations manager in 1985, to executive vice president, to president of Jollibee brand to chief operating officer of JFC Philippines and then to 2014 when I was appointed as president and CEO of the Jollibee Group.

I have learned many things on this journey, and would like to share four of them with you:

1. It is important to surround yourself with people who are competent, passionate and dedicated. We always knew we didn’t know everything and couldn’t do everything. Very early on, we worked with consultants and individuals to professionalize the company and chose people who shared the same values.

2. Share your success and prosper together. I have learned that genuine sharing is when you are willing to give even things you need for yourself, whether it be time or resources. It is important not to get caught up in your own success, but to be grateful and share it with the people who helped make it happen.

3. Always keep a positive outlook of the future. It doesn’t mean being blindly optimistic, but rather, looking for opportunities in every situation. We shouldn’t be angry at the people who bring up problems to us; we should thank them for being honest and helping us pinpoint a problem that, when solved, could make us or the company better. I take comfort in this thought that every crisis or setback comes with a learning moment to progress myself or the company.

4. Finally, it is important to always dream big with passion and commitment. From that year we set up shop 45 years ago, it was our big “crazy” dream that brought us to where we are now. We’ve encountered our own fair share of failure in the process, but thanks to our team and our shared dream, we persevered.

From our store teams to those in our commissary and distribution center, our delivery riders, and in our support functions and corporate office, to our franchisees and business partners: our hardworking and passionate people inspire us every day, share in our dream and values, and pave the road forward alongside us.

As I close my remarks, I would like to thank our JFC Board of Directors headed by our chair and founder, Dr. Tony Tan Caktiong and my siblings for their constant guidance and support. I would also like to thank my late mom who lived a full life at 94 for providing the family values of unity and hard work.

I would like to also give a shout out to this one person who stuck by me through thick and thin, and gave me the inspiration, positive energy and encouragement through all these years. She is none other than my wife of 40 years, Susan, who, by the way, was chief procurement officer of JFC for 37 years until she retired two years ago.

And to my children, thank you for understanding the demands of my job and for always cheering me on. From them to all the people of the Jollibee Group, past and present, and to our millions of valued customers, it is on their behalf that I am joyfully receiving this award.

Thank you, Management Association of the Philippines for honoring our Jollibee Group family. I hope you will continue to cheer us on as we continue to go ‘bee-yond’ borders, bringing the best of the Filipino to the world. INQ

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This was lifted from the author’s acceptance speech as the “MAP Management Person of the Year 2023” awardee. He is president and CEO of Jollibee Foods Corp. Feedback at [email protected] .

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Jollibee Foods Corporation Case Analysis and Case Solution

Posted by Peter Williams on Aug-09-2018

Introduction of Jollibee Foods Corporation Case Solution

The Jollibee Foods Corporation case study is a Harvard Business Review case study, which presents a simulated practical experience to the reader allowing them to learn about real life problems in the business world. The Jollibee Foods Corporation case consisted of a central issue to the organization, which had to be identified, analysed and creative solutions had to be drawn to tackle the issue. This paper presents the solved Jollibee Foods Corporation case analysis and case solution. The method through which the analysis is done is mentioned, followed by the relevant tools used in finding the solution.

The case solution first identifies the central issue to the Jollibee Foods Corporation case study, and the relevant stakeholders affected by this issue. This is known as the problem identification stage. After this, the relevant tools and models are used, which help in the case study analysis and case study solution. The tools used in identifying the solution consist of the SWOT Analysis, Porter Five Forces Analysis, PESTEL Analysis, VRIO analysis, Value Chain Analysis, BCG Matrix analysis, Ansoff Matrix analysis, and the Marketing Mix analysis. The solution consists of recommended strategies to overcome this central issue. It is a good idea to also propose alternative case study solutions, because if the main solution is not found feasible, then the alternative solutions could be implemented. Lastly, a good case study solution also includes an implementation plan for the recommendation strategies. This shows how through a step-by-step procedure as to how the central issue can be resolved.

Problem Identification of Jollibee Foods Corporation Case Solution

Harvard Business Review cases involve a central problem that is being faced by the organization and these problems affect a number of stakeholders. In the problem identification stage, the problem faced by Jollibee Foods Corporation is identified through reading of the case. This could be mentioned at the start of the reading, the middle or the end. At times in a case analysis, the problem may be clearly evident in the reading of the HBR case. At other times, finding the issue is the job of the person analysing the case. It is also important to understand what stakeholders are affected by the problem and how. The goals of the stakeholders and are the organization are also identified to ensure that the case study analysis are consistent with these.

Analysis of the Jollibee Foods Corporation HBR Case Study

The objective of the case should be focused on. This is doing the Jollibee Foods Corporation Case Solution. This analysis can be proceeded in a step-by-step procedure to ensure that effective solutions are found.

  • In the first step, a growth path of the company can be formulated that lays down its vision, mission and strategic aims. These can usually be developed using the company history is provided in the case. Company history is helpful in a Business Case study as it helps one understand what the scope of the solutions will be for the case study.
  • The next step is of understanding the company; its people, their priorities and the overall culture. This can be done by using company history. It can also be done by looking at anecdotal instances of managers or employees that are usually included in an HBR case study description to give the reader a real feel of the situation.
  • Lastly, a timeline of the issues and events in the case needs to be made. Arranging events in a timeline allows one to predict the next few events that are likely to take place. It also helps one in developing the case study solutions. The timeline also helps in understanding the continuous challenges that are being faced by the organisation.

SWOT analysis of Jollibee Foods Corporation

An important tool that helps in addressing the central issue of the case and coming up with Jollibee Foods Corporation HBR case solution is the SWOT analysis.

  • The SWOT analysis is a strategic management tool that lists down in the form of a matrix, an organisation's internal strengths and weaknesses, and external opportunities and threats. It helps in the strategic analysis of Jollibee Foods Corporation.
  • Once this listing has been done, a clearer picture can be developed in regards to how strategies will be formed to address the main problem. For example, strengths will be used as an advantage in solving the issue.

Therefore, the SWOT analysis is a helpful tool in coming up with the Jollibee Foods Corporation Case Study answers. One does not need to remain restricted to using the traditional SWOT analysis, but the advanced TOWS matrix or weighted average SWOT analysis can also be used.

Porter Five Forces Analysis for Jollibee Foods Corporation

Another helpful tool in finding the case solutions is of Porter's Five Forces analysis. This is also a strategic tool that is used to analyse the competitive environment of the industry in which Jollibee Foods Corporation operates in. Analysis of the industry is important as businesses do not work in isolation in real life, but are affected by the business environment of the industry that they operate in. Harvard Business case studies represent real-life situations, and therefore, an analysis of the industry's competitive environment needs to be carried out to come up with more holistic case study solutions. In Porter's Five Forces analysis, the industry is analysed along 5 dimensions.

  • These are the threats that the industry faces due to new entrants.
  • It includes the threat of substitute products.
  • It includes the bargaining power of buyers in the industry.
  • It includes the bargaining power of suppliers in an industry.
  • Lastly, the overall rivalry or competition within the industry is analysed.

This tool helps one understand the relative powers of the major players in the industry and its overall competitive dynamics. Actionable and practical solutions can then be developed by keeping these factors into perspective.

PESTEL Analysis of Jollibee Foods Corporation

Another helpful tool that should be used in finding the case study solutions is the PESTEL analysis. This also looks at the external business environment of the organisation helps in finding case study Analysis to real-life business issues as in HBR cases.

  • The PESTEL analysis particularly looks at the macro environmental factors that affect the industry. These are the political, environmental, social, technological, environmental and legal (regulatory) factors affecting the industry.
  • Factors within each of these 6 should be listed down, and analysis should be made as to how these affect the organisation under question.
  • These factors are also responsible for the future growth and challenges within the industry. Hence, they should be taken into consideration when coming up with the Jollibee Foods Corporation case solution.

VRIO Analysis of Jollibee Foods Corporation

This is an analysis carried out to know about the internal strengths and capabilities of Jollibee Foods Corporation. Under the VRIO analysis, the following steps are carried out:

  • The internal resources of Jollibee Foods Corporation are listed down.
  • Each of these resources are assessed in terms of the value it brings to the organization.
  • Each resource is assessed in terms of how rare it is. A rare resource is one that is not commonly used by competitors.
  • Each resource is assessed whether it could be imitated by competition easily or not.
  • Lastly, each resource is assessed in terms of whether the organization can use it to an advantage or not.

The analysis done on the 4 dimensions; Value, Rareness, Imitability, and Organization. If a resource is high on all of these 4, then it brings long-term competitive advantage. If a resource is high on Value, Rareness, and Imitability, then it brings an unused competitive advantage. If a resource is high on Value and Rareness, then it only brings temporary competitive advantage. If a resource is only valuable, then it’s a competitive parity. If it’s none, then it can be regarded as a competitive disadvantage.

Value Chain Analysis of Jollibee Foods Corporation

The Value chain analysis of Jollibee Foods Corporation helps in identifying the activities of an organization, and how these add value in terms of cost reduction and differentiation. This tool is used in the case study analysis as follows:

  • The firm’s primary and support activities are listed down.
  • Identifying the importance of these activities in the cost of the product and the differentiation they produce.
  • Lastly, differentiation or cost reduction strategies are to be used for each of these activities to increase the overall value provided by these activities.

Recognizing value creating activities and enhancing the value that they create allow Jollibee Foods Corporation to increase its competitive advantage.

BCG Matrix of Jollibee Foods Corporation

The BCG Matrix is an important tool in deciding whether an organization should invest or divest in its strategic business units. The matrix involves placing the strategic business units of a business in one of four categories; question marks, stars, dogs and cash cows. The placement in these categories depends on the relative market share of the organization and the market growth of these strategic business units. The steps to be followed in this analysis is as follows:

  • Identify the relative market share of each strategic business unit.
  • Identify the market growth of each strategic business unit.
  • Place these strategic business units in one of four categories. Question Marks are those strategic business units with high market share and low market growth rate. Stars are those strategic business units with high market share and high market growth rate. Cash Cows are those strategic business units with high market share and low market growth rate. Dogs are those strategic business units with low market share and low growth rate.
  • Relevant strategies should be implemented for each strategic business unit depending on its position in the matrix.

The strategies identified from the Jollibee Foods Corporation BCG matrix and included in the case pdf. These are either to further develop the product, penetrate the market, develop the market, diversification, investing or divesting.

Ansoff Matrix of Jollibee Foods Corporation

Ansoff Matrix is an important strategic tool to come up with future strategies for Jollibee Foods Corporation in the case solution. It helps decide whether an organization should pursue future expansion in new markets and products or should it focus on existing markets and products.

  • The organization can penetrate into existing markets with its existing products. This is known as market penetration strategy.
  • The organization can develop new products for the existing market. This is known as product development strategy.
  • The organization can enter new markets with its existing products. This is known as market development strategy.
  • The organization can enter into new markets with new products. This is known as a diversification strategy.

The choice of strategy depends on the analysis of the previous tools used and the level of risk the organization is willing to take.

Marketing Mix of Jollibee Foods Corporation

Jollibee Foods Corporation needs to bring out certain responses from the market that it targets. To do so, it will need to use the marketing mix, which serves as a tool in helping bring out responses from the market. The 4 elements of the marketing mix are Product, Price, Place and Promotions. The following steps are required to carry out a marketing mix analysis and include this in the case study analysis.

  • Analyse the company’s products and devise strategies to improve the product offering of the company.
  • Analyse the company’s price points and devise strategies that could be based on competition, value or cost.
  • Analyse the company’s promotion mix. This includes the advertisement, public relations, personal selling, sales promotion, and direct marketing. Strategies will be devised which makes use of a few or all of these elements.
  • Analyse the company’s distribution and reach. Strategies can be devised to improve the availability of the company’s products.

Jollibee Foods Corporation Blue Ocean Strategy

The strategies devised and included in the Jollibee Foods Corporation case memo should have a blue ocean strategy. A blue ocean strategy is a strategy that involves firms seeking uncontested market spaces, which makes the competition of the company irrelevant. It involves coming up with new and unique products or ideas through innovation. This gives the organization a competitive advantage over other firms, unlike a red ocean strategy.

Competitors analysis of Jollibee Foods Corporation

The PESTEL analysis discussed previously looked at the macro environmental factors affecting business, but not the microenvironmental factors. One of the microenvironmental factors are competitors, which are addressed by a competitor analysis. The Competitors analysis of Jollibee Foods Corporation looks at the direct and indirect competitors within the industry that it operates in.

  • This involves a detailed analysis of their actions and how these would affect the future strategies of Jollibee Foods Corporation.
  • It involves looking at the current market share of the company and its competitors.
  • It should compare the marketing mix elements of competitors, their supply chain, human resources, financial strength etc.
  • It also should look at the potential opportunities and threats that these competitors pose on the company.

Organisation of the Analysis into Jollibee Foods Corporation Case Study Solution

Once various tools have been used to analyse the case, the findings of this analysis need to be incorporated into practical and actionable solutions. These solutions will also be the Jollibee Foods Corporation case answers. These are usually in the form of strategies that the organisation can adopt. The following step-by-step procedure can be used to organise the Harvard Business case solution and recommendations:

  • The first step of the solution is to come up with a corporate level strategy for the organisation. This part consists of solutions that address issues faced by the organisation on a strategic level. This could include suggestions, changes or recommendations to the company's vision, mission and its strategic objectives. It can include recommendations on how the organisation can work towards achieving these strategic objectives. Furthermore, it needs to be explained how the stated recommendations will help in solving the main issue mentioned in the case and where the company will stand in the future as a result of these.
  • The second step of the solution is to come up with a business level strategy. The HBR case studies may present issues faced by a part of the organisation. For example, the issues may be stated for marketing and the role of a marketing manager needs to be assumed. So, recommendations and suggestions need to address the strategy of the marketing department in this case. Therefore, the strategic objectives of this business unit (Marketing) will be laid down in the solutions and recommendations will be made as to how to achieve these objectives. Similar would be the case for any other business unit or department such as human resources, finance, IT etc. The important thing to note here is that the business level strategy needs to be aligned with the overall corporate strategy of the organisation. For example, if one suggests the organisation to focus on differentiation for competitive advantage as a corporate level strategy, then it can't be recommended for the Jollibee Foods Corporation Case Study Solution that the business unit should focus on costs.
  • The third step is not compulsory but depends from case to case. In some HBR case studies, one may be required to analyse an issue at a department. This issue may be analysed for a manager or employee as well. In these cases, recommendations need to be made for these people. The solution may state that objectives that these people need to achieve and how these objectives would be achieved.

The case study analysis and solution, and Jollibee Foods Corporation case answers should be written down in the Jollibee Foods Corporation case memo, clearly identifying which part shows what. The Jollibee Foods Corporation case should be in a professional format, presenting points clearly that are well understood by the reader.

Alternate solution to the Jollibee Foods Corporation HBR case study

It is important to have more than one solution to the case study. This is the alternate solution that would be implemented if the original proposed solution is found infeasible or impossible due to a change in circumstances. The alternate solution for Jollibee Foods Corporation is presented in the same way as the original solution, where it consists of a corporate level strategy, business level strategy and other recommendations.

Implementation of Jollibee Foods Corporation Case Solution

The case study does not end at just providing recommendations to the issues at hand. One is also required to provide how these recommendations would be implemented. This is shown through a proper implementation framework. A detailed implementation framework helps in distinguishing between an average and an above average case study answer. A good implementation framework shows the proposed plan and how the organisations' resources would be used to achieve the objectives. It also lays down the changes needed to be made as well as the assumptions in the process.

  • A proper implementation framework shows that one has clearly understood the case study and the main issue within it.
  • It shows that one has been clarified with the HBR fundamentals on the topic.
  • It shows that the details provided in the case have been properly analysed.
  • It shows that one has developed an ability to prioritise recommendations and how these could be successfully implemented.
  • The implementation framework also helps by removing out any recommendations that are not practical or actionable as these could not be implemented. Therefore, the implementation framework ensures that the solution to the Jollibee Foods Corporation Harvard case is complete and properly answered.

Recommendations and Action Plan for Jollibee Foods Corporation case analysis

For Jollibee Foods Corporation, based on the SWOT Analysis, Porter Five Forces Analysis, PESTEL Analysis, VRIO analysis, Value Chain Analysis, BCG Matrix analysis, Ansoff Matrix analysis, and the Marketing Mix analysis, the recommendations and action plan are as follows:

  • Jollibee Foods Corporation should focus on making use of its strengths identified from the VRIO analysis to make the most of the opportunities identified from the PESTEL.
  • Jollibee Foods Corporation should enhance the value creating activities within its value chain.
  • Jollibee Foods Corporation should invest in its stars and cash cows, while getting rid of the dogs identified from the BCG Matrix analysis.
  • To achieve its overall corporate and business level objectives, it should make use of the marketing mix tools to obtain desired results from its target market.

Baron, E. (2015). How They Teach the Case Method At Harvard Business School. Retrieved from https://poetsandquants.com/2015/09/29/how-they-teach-the-case-method-at-harvard-business-school/

Bartol. K, & Martin, D. (1998). Management, 3rd edition. Boston: Irwin McGrawHill.

Free Management E-Books. (2013a). PESTLE Analysis. Retrieved from http://www.free-management-ebooks.com/dldebk-pdf/fme-pestle-analysis.pdf

Gupta, A. (2013). Environment & PEST analysis: an approach to the external business environment. International Journal of Modern Social Sciences, 2(1), 34-43.

Hambrick, D. C., MacMillan, I. C., & Day, D. L. (1982). Strategic attributes and performance in the BCG matrix—A PIMS-based analysis of industrial product businesses. Academy of Management Journal, 25(3), 510-531.

Hill, C., & Jones, G. (2010). Strategic Management Theory: An Integrated Approach, Ninth Ed. Mason, OH: South-Western, Cengage Learning.

Hussain, S., Khattak, J., Rizwan, A., & Latif, M. A. (2013). ANSOFF matrix, environment, and growth-an interactive triangle. Management and Administrative Sciences Review, 2(2), 196-206.

IIBMS. (2015). 7 Effective Steps to Solve Case Study. Retrieved from http://www.iibms.org/c-7-effective-steps-to-solve-case-study/

Kim, W. C., & Mauborgne, R. (2004). Blue ocean strategy. If you read nothing else on strategy, read thesebest-selling articles., 71.

Kotler, P., & Armstrong, G. (2010). Principles of marketing. Pearson education.

Kulkarni, N. (2018). 8 Tips to Help You Prepare for the Case Method. Retrieved from https://www.hbs.edu/mba/blog/post/8-tips-to-help-you-prepare-for-the-case-method

Lin, C., Tsai, H. L., Wu, Y. J., & Kiang, M. (2012). A fuzzy quantitative VRIO-based framework for evaluating organizational activities. Management Decision, 50(8), 1396-1411.

Nixon, J., & Helms, M. M. (2010). Exploring SWOT analysis – where are we now?: A review of academic research from the last decade. Journal of Strategy and Management, 3(3), 215-251.

Panagiotou, G. (2003). Bringing SWOT into Focus. Business Strategy Review, 14(2), 8-10.

Pickton, D. W., & Wright, S. (1998). What's swot in strategic analysis? Strategic Change, 7(2), 101-109.

Porter, M. E. (2001). The value chain and competitive advantage. Understanding Business Processes, 50-66.

Porter, M. E. (1985). Competitive advantage: creating and sustaining superior performance (Vol. 2). New York: Free Press.

Porter, M.E. (1979, March). Harvard Business Review: Strategic Planning, How Competitive Forces Shape Strategy. Retrieved July 7, 2016, from https://hbr.org/1979/03/how-competitive-forces-shape-strategy

Rastogi, N., & Trivedi, M. K. (2016). PESTLE Technique–a Tool to Identify External Risks in Construction Projects. International Research Journal of Engineering and Technology (IRJET), 3(1), 384-388.

Rauch, P. (2007). SWOT analyses and SWOT strategy formulation for forest owner cooperations in Austria. European Journal of Forest Research, 126(3), 413-420.

Warning! This article is only an example and cannot be used for research or reference purposes. If you need help with something similar, please submit your details here .

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Business Plan Template for Jollibee

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ClickUp's Business Plan Template for Jollibee provides all the tools you need to create a comprehensive and professional business plan specific to your fast-food restaurant or franchise venture. Here are the main elements of this template:

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Developing a business plan for Jollibee can be a game-changer for your success. Follow these steps to effectively utilize the Business Plan Template in ClickUp:

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  • The Getting Started Guide View will provide step-by-step instructions and tips on how to effectively use the template and create a compelling business plan
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More Wall Street Firms Are Flip-Flopping on Climate. Here’s Why.

Financial giants were already trimming their climate pledges amid Republican attacks. Then came concerns about legal risks.

Four police officers walk left to right in the foreground, crossing a street with dozens of protesters in the background carrying orange-red signs that say “fossil fuels kill.” Steam rises from the street.

By David Gelles

Gelles writes the Climate Forward newsletter and has reported on Wall Street for more than a decade.

Many of the world’s biggest financial firms spent the past several years burnishing their environmental images by pledging to use their financial muscle to fight climate change.

Now, Wall Street has flip-flopped.

In recent days, giants of the financial world including JPMorgan, State Street and Pimco all pulled out of a group called Climate Action 100+, an international coalition of money managers that was pushing big companies to address climate issues.

Wall Street’s retreat from earlier environmental pledges has been on a slow, steady glide path for months, particularly as Republicans began withering political attacks, saying the investment firms were engaging in “woke capitalism.”

But in the past few weeks, things accelerated significantly. BlackRock, the world’s largest asset manager, scaled back its involvement in the group. Bank of America reneged on a commitment to stop financing new coal mines, coal-burning power plants and Arctic drilling projects. And Republican politicians, sensing momentum, called on other firms to follow suit.

The reasons behind the burst of activity reveal how difficult it is proving to be for the business world to make good on its promises to become more environmentally responsible. While many companies say they are committed to combating climate change, the devil is in the details.

“This was always cosmetic,” said Shivaram Rajgopal, a professor at Columbia Business School. “If signing a piece of paper was getting these companies into trouble, it’s no surprise they’re getting the hell out.”

American asset managers have a fiduciary duty to act in the best interest of their clients, and the financial firms were worried that a new strategy by Climate Action 100+ could expose them to legal risks.

Since its founding in 2017, the group focused on getting publicly traded companies to increase how much information they shared about their emissions and identify climate-related risks to their businesses.

But last year, Climate Action 100+ said it would shift its focus toward getting companies to reduce emissions with what it called phase two of its strategy. The new plan called on asset-management firms to begin pressuring companies like Exxon Mobil and Walmart to adopt policies that could entail, for example, using fewer fossil fuels.

In addition to the risk that some clients might disapprove, and potentially sue, there were other concerns. Among them: that acting in concert to shape the behaviors of other companies could fall afoul of antitrust regulations.

“In our judgment, making this new commitment across our assets under management would raise legal considerations, particularly in the U.S.,” a BlackRock spokesman said in a statement.

BlackRock also said that one of its subsidiaries, BlackRock International, would continue to participate in the group — a tacit acknowledgment of the different regulatory environment in Europe. BlackRock also said it was initiating new features that would let clients choose if they wanted to pressure companies to reduce their emissions.

A State Street spokesman said that the company also saw potential legal risks, and that the firm determined the new approach “will not be consistent with our independent approach to proxy voting” and to engaging with the companies it invests in.

JPMorgan said it was pulling out of the group in recognition of the fact that, over the past few years, the firm had developed its own framework for engaging on climate risk.

On Friday, the day after JPMorgan, BlackRock and State Street pulled out, Pimco, another big asset manager, followed suit. “We have concluded that our Climate Action 100+ participation is no longer aligned with PIMCO’s approach to sustainability,” a firm spokesman said in a statement.

A spokesman for Goldman Sachs Asset Management, another member, declined to comment on Saturday when asked if it planned to remain in the group.

The fracturing of Climate Action 100+ was a victory for Representative Jim Jordan, Republican of Ohio, who has led a campaign against companies pursuing E.S.G. goals, shorthand for environmental, social and governance factors.

Embracing E.S.G. principles and speaking up on climate issues has become commonplace across corporate America in recent years. Chief executives warned about the dangers of climate change. Banks and asset managers formed alliances to phase out fossil fuels. Trillions of dollars were allocated for sustainable investing.

At the same time, a backlash grew, with Republicans claiming that banks and asset mangers were supporting progressive politics with their climate commitments.

Some states, including Texas and West Virginia, banned banks from doing business with the state if the firms were distancing themselves from fossil fuel companies. And late in 2022, Mr. Jordan began an antitrust investigation into the group , calling it a “climate-obsessed corporate ‘cartel.’”

On Thursday, he said in on a post on X that the news represented “big wins for freedom and the American economy, and we hope more financial institutions follow suit in abandoning collusive ESG actions.”

Mindy Lubber, the chief executive of Ceres and a member of the steering committee of Climate Action 100+, disputed the notion that the new strategy represented a change from the focus on enhanced disclosure.

“Phase two is not that different,” she said. “It’s basically investors working with companies and saying: ‘OK, you’ve disclosed the risk. We just want to know how you’re going to address it.’ Because that’s what the investors want. How are you dealing with risk?”

Ms. Lubber said she was disappointed that the big asset managers had pulled out of Climate Action 100+, but hoped that they would continue to pursue efforts to reduce the risks posed by the heat waves, floods, fires and storms being made worse by man-made global warming. “You cannot make a new theory that climate risk is no longer a material financial risk ,” she said.

Several of the firms that backed out of Climate Action 100+ said they remained committed to the issue. JPMorgan said that it had a team of 40 people working on sustainable investing and that it believed “climate change continues to present material economic risks and opportunities to our clients.”

Aron Cramer, chief executive for BSR, a sustainable-business consultancy, said the Wall Street firms were responding to political pressure, but not abandoning their climate commitments altogether.

“The political cost has heightened, the legal risk has heightened,” he said. “That said, these corporations are not doing U-turns,” he added. “They continue to consider climate. That’s not going away. It’s adapting to the current environment.”

David Gelles reports on climate change and leads The Times’s Climate Forward newsletter and events series . More about David Gelles

Explore Our Business Coverage

Dive deeper into the people, issues and trends shaping the world of business..

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A Twist on Home Cooking:  Developers are transforming clusters of old homes into micro restaurants, combining the pleasures of dining out with the nostalgic comforts of home .

The Great Compression:  Soaring home prices in the United States have ushered in the era of the 400-square-foot subdivision house. The change could reshape the market .

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E.V. Uncertainty:  In Michigan, one of six battleground states that could determine the 2024 U.S. presidential election, electric vehicles have emerged as a contested piece of the economic future .

A Climate Retreat:  Many of the world’s biggest financial firms spent the past several years pledging to fight climate change. Now, Wall Street has flip-flopped .

IMAGES

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  2. Business Plan For Jollibee

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COMMENTS

  1. Strategic management plan of jollibee foods corporation

    1. Read the journal article (refer to the link given above) The Vigan Conservation Program seeks to lead sustainable growt... working on a homework question? get help from verified tutors now! Jollibee is the largest fast-food chain brand in the Philippines, operating a network of morethan 1,500 stores in 17 countries.

  2. (PDF) Business Strategy of Jollibee

    2019 • Kennedy Mukuka This report highlights key aspects of the Kerry Group from both a financial and strategic management point of view. The report will assess the management strategies of the Kerry Group and how the external economic conditions impact the company. A PEST analysis will be used to access the external economic conditions.

  3. Analyzing the Marketing Strategy of Jollibee

    Jollibee is a Filipino multinational fast-food restaurant chain owned by Jollibee Foods Corporation (JFC). JFC had approximately 1,200 Jollibee outlets worldwide as of April 2018, with a presence in Southeast Asia, the Middle East, East Asia (Hong Kong, Macau), North America, and Europe (Italy, UK).

  4. Jollibee Food Corporation Business Marketing Plan Inbound

    Final Paper Section 1-6 Ms. Retchell Morales A. Summary of Marketing Plan This paper is all about the group's proposed marketing plan on its chosen brand or company, Jollibee Food Corporation (J.F). The first few parts of the paper will contain the situational analysis about Jollibee.

  5. (PDF) Case Study: Jollibee Foods Corporation

    Exhibit 2 Jollibee Foods Corporation: Selected annual financial and operational data, 1998-2003 2003 2002 2001 2000 1999 1998 Consolidated System-Wide Sales

  6. Jollibee Strategic Management

    Jollibee Strategic Management - STRATEGIC MANAGEMENT PAPER: JOLLIBEE FOODS CORPORATION Mr. David - Studocu The mission manifest JFC's purpose that distinguishes better product quality "serve great tasting food" and customer satisfaction "bringing the joy of eating to everyone".

  7. Exclusive Business Model of Jollibee: 2024

    3. Key resources. The third most important part of the business model of Jollibee is its Physical Resources. Jollibee's physical resources consist of production equipment, storage facilities, distribution centers, and workers. Resources Technological Jollibee invests in cutting-edge technology for its operating systems to continuously train ...

  8. Corporate Governance I JFC Sustainability

    Insider Trading Policy. Articles of Incorporation and By-laws. Ethics and Compliance. Annual Corporate Governance Report. Manual on Corporate Governance. Continuing Education of the Board of Directors and Key Officers. Jollibee Group's governing documents: Learn more about the company's corporate governance structure and policies here.

  9. Sustainability I Jollibee Foods Corporation I Jollibee Group

    Our Purpose Statement. We believe that as we live out our mission, we have an immense role to play in serving. food people trust, treating our planet responsibly, and helping make people's lives. better. By doing so, we can help build a world where the Jollibee Group can continue. bringing the JOY of eating for EVERYONE TODAY, and for TOMORROW.

  10. IOA Analysis, Jollibee Restaurant, Operation and Process Management Module

    The theory, tools, techniques and concepts that I used with my analysis are: process map, to be able to illustrate some of the main restaurant operations in both counter and kitchen, supply chain...

  11. Risk Management

    Corporate Governance Risk Management Enterprise Risk Management The Company and its subsidiaries, in global growth and expansion, require a comprehensive approach to corporate risk management that promotes extensive strategic thinking and analysis, while fundamentally integrating and maintaining

  12. The Jollibee story: Lessons on leadership

    2. Share your success and prosper together. I have learned that genuine sharing is when you are willing to give even things you need for yourself, whether it be time or resources. It is important ...

  13. (PDF) Jollibee Foods Corporation

    Exhibit 2 Jollibee Foods Corporation: Selected Annual Financial and Operational Data, 1998-2003 2003 2002 2001 2000 1999 1998 Consolidated System-wide Sales

  14. ACTION PLANNING

    ACTION PLANNING Jollibee Food Corporation Gabriel Ma. J. Lopez EnP Ateneo de Manila University John Gokongwei School of Management OGSM Module O - G - S - M Objective, Goals, Strategies, M easures A systematic tool for striking a balance between planning & doing as well as thinking & executingJOLLIBEE CONTEXT

  15. strategic management JFC

    The future Jollibee must look at is a fast food chain that caters to diverse cultures with product lines that are innovative and revolutionized, in sync with the ever-changing social trends, these ideals will lead the management in the direction where Jollibee's further improvement is focused. Purpose of Strategic Plan

  16. Jollibee Foods Corporation Case Analysis and Case Solution

    The Jollibee Foods Corporation case study is a Harvard Business Review case study, which presents a simulated practical experience to the reader allowing them to learn about real life problems in the business world.

  17. Business Plan Template for Jollibee

    Developing a business plan for Jollibee can be a game-changer for your success. Follow these steps to effectively utilize the Business Plan Template in ClickUp: 1.

  18. How iconic fast food brand Jollibee kept staff happy and hopeful

    Archie Sabado, Jollibee Group CHRO. "By staying transparent and keeping our employees informed on the state of our business, we minimised anxiety and created an environment of stability, security and confidence," the HR leader shared. "Our CEO, Mr. Ernesto Tanmantiong, made it his priority to be as accessible as he could to our people.

  19. Jollibee Food Corp Operations & Planning.pdf

    THE KING OF FAST- FOOD CHAIN'S OPERATIONS & PLANNING PROCESS SUBMITTED TO: LAINIE MAE L. BALA-AN, PhD INSTRUCTOR STRATEGIC PLANNING & CONTROL MM 508 TECHNOLOGICAL UNIVERSITY OF THE PHILIPPINES- VISAYAS SUBMITTED BY: CARLA M. FLORES APRIL 2020

  20. Organization I Jollibee Foods Corporation I JFC

    Our Organization. Group Structure. JFC Legal Structure as of December 31, 2022 (signed February 22, 2023) Group Structure. Organizational Chart. Jollibee Group Org Chart July 2022. Organizational Chart. 2023 Jollibee Foods Corporation.

  21. Strategic-Plan-FINAL-BA102.docx

    JOLLIBEE FOODS CORPORATION (Jollibee Manghinao, Bauan) A Strategic Plan Presented to the Faculty of College of Business and Accountancy University of Batangas Hilltop, Batangas City In Partial Fulfillment of the Requirements in the Subject of Business Policy and Strategy (BA102) Presented by: Bagon, Juliet P. Bagsit, John Paul D. Laqui Jr., Dani...

  22. Jollibee Case Analysis

    They will also provide supplemental seminars that are deemed helpful for the business. Action Plan. What: Proposing that the main priority of a franchisee should be ... Franchising is the force which provides the strength to the Jollibee Food Empire. Jollibee's management faced a dilemma of choosing a franchisee or selects individuals with a ...

  23. More Wall Street Firms Are Flip-Flopping on Climate. Here's Why

    The new plan called on asset-management firms to begin pressuring companies like Exxon Mobil and Walmart to adopt policies that could entail, for example, using fewer fossil fuels.

  24. Jollibee Group Receives Highest Rating for Food Safety and Quality

    September 15, 2023 - The Jollibee Group received a 7-star rating for its best practices on Food Safety and Quality (FSQ) at the 9th International Best Practice Competition 2023, organized by the Centre for Organizational Excellence Research (COER), a global business excellence research and consultancy firm.