Motley Fool Money Asian Food Chains Moving Stateside
Sep 30, 2025
Join investment analyst Jason Hall, a frequent contributor at Motley Fool, as he explores the rise of Asian food chains in the U.S. He discusses Jollibee's potential for sustainable growth, scrutinizing its menu localization and marketing strategies. The conversation shifts to Luckin Coffee, weighing its digital-first approach against its controversial past. Jason and his co-hosts also delve into the experiential dining of Kura Sushi and Haidilao Hot Pot, considering their operational challenges and investor appeal. Tune in for insights on these culinary investment opportunities!
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Jollibee's Big Brand, Bigger Strategy
- Jollibee is a dominant brand in the Philippines with huge AUVs and broad menu diversity that can appeal beyond Filipino customers.
- Its global strategy and concentrated family ownership mean U.S. expansion is part of a much larger, complex empire.
Local Observations From New York
- Sanmeet reported Jollibee felt as popular in the Philippines as McDonald's and Coca-Cola are here.
- He noted many U.S. customers at local stores are non-Filipino, signaling broader appeal.
Check The Whole Portfolio Before Investing
- Invest only after understanding the full portfolio because Jollibee's parent owns many brands beyond the flagship concept.
- Recognize that small marketing spend risks lower AUVs when entering a new market like the U.S.
