Popeyes U.S. comps -5.2% Q2’26Wingstop domestic SSS -7.5% Q2’26KFC U.S. units 3,523 YE’25Dave’s unit growth +52.3% FY’25Chick-fil-A AUV $9.16MCane’s systemwide $5.48B FY’25Franchisee QSR cap 6.85%Corporate QSR cap 5.85%Category growth +5.3% ’25Wings wholesale $0.98/lb YE’25
Brand profile

Jollibee (U.S.)

Mixed signalsfried chickeninternationalgrowing

Company-operated and franchised depending on market.

CSW Score

Unrated. Fewer than three of the five scoring components have been published for this brand. CSW does not fill that gap with an estimate.

2001
Closures (H1 2026)
H1 2026 Β· Group-wide store closures across all JFC brands in the first half of 2026
1,0501
Opening target
FY2026 Β· Group target lowered to 1,000–1,100 new stores from 1,200–1,300
Headquarters
Philippines (parent); U.S. operations
Founded
1978
Parent / ownership
Jollibee Foods Corporation (PSE: JFC)
Structure
Public parent
CSW Analysis

Jollibee's U.S. business remains a genuine chicken competitor in specific trade areas, but the group signal in 2026 was caution: more than 200 closures across the portfolio in the first half and a cut to the global opening target. When a growth-mode international operator trims its pipeline, it is usually reading consumer softness earlier than the domestic brands do.

Real estate profile

Cap rate
Not an established U.S. net-lease tenant at scale

U.S. Jollibee sites are typically inline or endcap in high-density Filipino-American trade areas, with queue and seating demands that most QSR prototypes are not designed for.

Unit movement

DateTypeDetail
2026-H1ClosureGlobal (all brands) (200) β€” More than 200 stores closed group-wide; 2026 opening target cut to 1,000–1,100 from 1,200–1,300.1

Swipe the table to see more columns β†’

Jollibee (U.S.) in the news

2026Brands

Jollibee closes 200+ stores in the first half of 2026 and cuts its opening target1

What it means for the Chicken Wars: The group trimmed 2026 openings to 1,000–1,100 from 1,200–1,300. When an aggressive international operator pulls in its development horns, it is usually reading consumer softness ahead of the domestic brands.

Sources

Every figure on this page is attributed. CSW does not publish estimates as facts β€” where a number is unavailable it is shown as β€œβ€”β€, and where a figure is derived arithmetically from two published figures it is marked as derived.

  1. [1] TheStreet β€” Fast-growing chicken chain closes 207 restaurants, cuts expansion (2026)