Yum China Holdings Inc

YUMC

Equity

ISIN null / Valor 34118673

New York Stock Exchange, Inc (2025-10-20)

USD 44.86+2.37%

Yum China Holdings Inc
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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 Services

Operating Profit Growth

Operating profit increased by 14% year-over-year to $304 million, marking a second-quarter record high. The operating margin expanded to 10.9%, up 100 basis points compared to the same period last year.

Positive Same-Store Sales

Same-store sales growth turned positive at 1%, supported by a 2% year-over-year increase in same-store transactions. This achievement marks the tenth consecutive quarter of growth in same-store transactions.

Enhanced Earnings Per Share

Diluted earnings per share (EPS) rose by 5% to $0.58, or 15% excluding mark-to-market and foreign exchange impacts. This represents another second-quarter record high for the company.

Store Network Expansion

The company opened 336 net new stores during the quarter, bringing the total store count to 16,978 as of June 30, 2025, including 12,238 KFC stores and 3,864 Pizza Hut stores.

Growth in Delivery and Digital Sales

Delivery sales grew by 22% year-over-year, contributing approximately 45% of total company sales. Additionally, digital sales reached $2.4 billion, with digital ordering accounting for about 94% of total sales.

Shareholder Returns

Yum China returned $274 million to shareholders in the second quarter through $184 million in share repurchases and $90 million in cash dividends. The company is on track to return a total of $1.2 billion in capital in 2025.

Summarized from source with an LLMView Source

Key figures

2.35%1Y

-1.02%3Y

-16.5%5Y

Performance

40.1%1Y

37.7%3Y

37.4%5Y

Volatility