Jollibee Foods Corp ADR

• AP Arisaig Partners Arisaig Diary September 2026 ↗ Arisaig Asia Consumer Fund added a 1% position in Eternal, citing Blinkit’s scale in Indian quick commerce and the potential for attractive dark-store economics despite intensifying competition. Jollibee and Amorepacific are shifting toward more capital-light international growth, while Chagee’s China same-store sales and franchise economics improved. September 2026 CHA $2.4BJBFCY $2.8BTORIF $31B
• AP Arisaig Partners Arisaig Diary August 2026 ↗ Arisaig Asia Fund completed a portfolio repositioning while arguing that Chinese consumer holdings offer resilient earnings and low valuations despite weak consumption. It backed China pharmacy, food and restaurant operators, Sea Limited’s expanding e-commerce and financial-services ecosystem, and Philippine retailers and restaurant chains gaining share despite energy and logistics pressure. August 2026 0A3T ATAT $4.8BCHA $2.4B +4
• AP Arisaig Partners Arisaig Diary June 2026 ↗ Arisaig Asia Fund initiated MAP Aktif, citing its Indonesian sportswear-retail scale, exclusive global-brand distribution and regional expansion potential. The fund exited Jubilant Foodworks after reassessing restaurant cyclicality and delivery-platform bargaining power, while retaining conviction in Nykaa and Honasa as India’s beauty category expands. June 2026 JBFCY $2.8BPSBTY $39T

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