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Add insight cells and CPI-adjusted revenue analysis to JFC notebook - #1

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add-jfc-insight-cells-and-cpi-adjusted-growth
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Add insight cells and CPI-adjusted revenue analysis to JFC notebook#1
dayview wants to merge 1 commit into
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add-jfc-insight-cells-and-cpi-adjusted-growth

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@dayview dayview commented Aug 30, 2026

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Summary

  • Adds a "Key Insight" markdown cell after each of the four existing chart sections (Q1–Q4) in jollibee-profitability-growth-analysis/jfc_data_preparation.ipynb, giving a plain-language interpretation of what each chart shows instead of leaving charts to speak for themselves.
  • Adds a new Q5 section that deflates annual consolidated revenue by the food CPI index (rebased to 2021) to compare nominal vs. real (inflation-adjusted) revenue growth — this is the first place in the notebook that actually uses the food_cpi_ph column, which was collected but previously unused.
  • Q3's insight cell flags a data-quality observation (the store count distribution is heavily right-skewed, with a few quarters sitting suspiciously close to the global store count) rather than asserting a clean growth narrative not supported by the numbers.

Notes for reviewer

  • The source CSV (infom_data.csv) isn't checked into the repo, so the new Q5 cells haven't been executed — please run the notebook top-to-bottom once to confirm the CPI-adjustment logic (groupby('year')['food_cpi_ph'].mean() reused against the existing annual_rev dict) produces sensible output before merging.

Test plan

  • Run the notebook top-to-bottom locally with infom_data.csv present
  • Confirm Q5 nominal vs. real growth chart renders and numbers look reasonable
  • Spot-check the Q3 store-count caveat against the original JFC press releases

🤖 Generated with Claude Code

…FC notebook

Each of the four existing analysis sections (Q1-Q4) only showed charts and
raw descriptive stats with no written interpretation, and the food CPI/FX
columns collected in the dataset were never actually used in any analysis.
Adds a "Key Insight" markdown cell after each chart to make the takeaway
explicit, and a new Q5 section that deflates annual revenue by food CPI to
separate real growth from inflation-driven growth.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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