Yum China Holdings Inc
YUMC
ISIN null / Valor 34118673
Yum China Holdings Inc
UMushroom community rating:
About company
Yum China Holdings Inc. is the largest restaurant company in China, operating over 16,000 restaurants across more than 2,200 cities and towns in mainland China. Established as an independent entity in 2016, Yum China holds exclusive rights to operate and sub-license well-known brands such as KFC, Pizza Hut, and Taco Bell within the country. Additionally, the company owns the Little Sheep and Huang Ji Huang restaurant concepts and collaborates with Lavazza to expand its coffee shop presence in China. Yum China is recognized for its extensive national supply chain management and its ability to adapt menus to local tastes while maintaining popular global offerings. The company emphasizes enhancing customer experience through digital engagement and innovative product offerings, aiming to integrate its brands into the daily lives of Chinese consumers. With dual primary listings on the NYSE and HKEX, Yum China continues to leverage its market presence and consumer insights to sustain its leadership in the Chinese restaurant industry.
Summarized from source with an LLMView SourceSector: Consumer ServicesLatest Results (11.11.2025):
Yum China Holdings Inc reported strong financial results for the third quarter of 2025, highlighting solid operating profit growth, steady same-store sales performance, aggressive new store expansion, and an increasing focus on digital and delivery channels. The company demonstrated margin expansion and continued capital returns to shareholders as it positions itself for continued growth and value creation.
Operating Profit and Margin Expansion
For Q3 2025, Yum China’s operating profit grew 8% year-over-year to $400 million, with core operating profit showing similar strength. The operating profit margin improved to 12.5%, driven by higher restaurant margins that benefited from cost savings in food, paper, and occupancy expenses.
Sales Performance
Total system sales increased 4% YoY (excluding foreign currency factors), supported by a 1% same-store sales growth and sharp growth in same-store transactions, marking 11 consecutive quarters of improvement. Total revenues were up 4% YoY to $3.2 billion.
Store Expansion
Yum China added 536 net new stores in the third quarter, contributing to a total store count of 17,514 by September 30, 2025. Notably, both KFC and Pizza Hut chains continued their expansion with significant franchise involvement.
Digital and Delivery Growth
The digital channel remains a key growth driver, with digital sales reaching $2.8 billion as digital orders comprised about 95% of total Company sales. Delivery sales surged with a 32% YoY growth, contributing approximately 51% of overall sales.
Capital Returns to Shareholders
The Company returned $414 million to shareholders in the third quarter through share repurchases and cash dividends, part of a broader commitment to return approximately $3 billion to shareholders over 2025-2026.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
17366 M
Market cap (USD)
1,415,707
Daily traded volume (Shares)
48.38 / 47.93
1 day high/low (USD)
52 weeks high/low (USD)
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Ratings & reviews
Christoph Hollenstein
Christoph Hollenstein
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