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Yum China Holdings, Inc.

Yum China Holdings, Inc.

NYSE•YUMC
CEO: Ms. Joey Wat
Sector: Consumer Cyclical
Industry: Restaurants
Listing Date: 2016-10-17
Yum China Holdings, Inc. owns, operates, and franchises restaurants in the People's Republic of China. The company operates through KFC, Pizza Hut, and All Other segments. It operates restaurants under the KFC, Pizza Hut, Taco Bell, Lavazza, Little Sheep, and Huang Ji Huang concepts. The company also operates V-Gold Mall, a mobile e-commerce platform to sell products; and offers online food deliver services. Yum China Holdings, Inc. was founded in 1987 and is headquartered in Shanghai, the People's Republic of China.
Contact Information
Yum China Building, 20 Tian Yao Qiao Road, Shanghai, 200030, China
86-21-2407-7777
www.yumchina.com
Market Cap
$16.18B
P/E (TTM)
18.2
27.5
Dividend Yield
2.0%
52W High
$53.99
52W Low
$41.00
52W Range
29%
6.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Strong • 6.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$3.21B+4.40%
4-Quarter Trend

EPS

$0.77+0.00%
4-Quarter Trend

FCF

$357.74M+46.62%
4-Quarter Trend

2025 Q2 Earnings Highlights

Key Highlights

Quarterly Revenue Growth Total revenues reached $2.787B for the quarter, showing 4% reported growth, driven by 3% net new unit contribution.
Operating Profit Rises Operating Profit grew 14% to $304M for the quarter, reflecting favorable commodity prices and efficiency improvements.
System Sales Expansion System Sales Growth was 4% for the quarter, supported by 1% same-store sales growth and strong unit expansion.
Shareholder Returns Focus Company plans $3B capital return by 2026; declared $0.24 per share dividend payable in September 2025.

Risk Factors

China Transfer Pricing Risk STA transfer pricing audit ruling remains uncertain; potential adverse impact on financial position and operations is possible.
Foreign Currency Exposure 10% RMB weakening could reduce Q2 Operating Profit by approximately $29M, highlighting FX sensitivity.
Commodity Cost Recovery Volatility in food costs limited by competitive environment; recovery through higher pricing is constrained by market factors.

Outlook

FY2025 Capital Spending Expect fiscal year 2025 capital expenditures in range of $600M to $700M for expansion and store remodeling efforts.
Capital Return Commitment Plans to return $3B to shareholders through 2026, adding to $1.5B delivered in 2024, focusing on capital deployment.
Monitoring Tax Reforms Monitoring regulatory developments on OECD Pillar Two and PRC VAT Law changes effective January 1, 2026.

Peer Comparison

Revenue (TTM)

Honda Motor Co., Ltd.HMC
$144.68B
+2.0%
Best Buy Co., Inc.BBY
$41.60B
-2.2%
Aptiv PLCAPTV
$20.15B
+2.2%

Gross Margin (Latest Quarter)

Darden Restaurants, Inc.DRI
69.5%
+49.1 pp
Deckers Outdoor CorporationDECK
56.2%
+0.3 pp
Domino's Pizza, Inc.DPZ
40.1%
+0.9 pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
DRI$20.32B18.449.9%48.2%
RIVN$20.05B-5.6-59.8%3.5%
APTV$17.84B60.83.2%2.9%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
+7.3%
Steady Growth
4Q Net Income CAGR
+34.8%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Reports
All Years

  • Form 10-Q - Q4 2025

    Period End: Sep 30, 2025|Filed: Nov 10, 2025|Refer to amended data

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 11, 2025|
    Revenue: $2.79B+4.0%
    |
    EPS: $0.58+5.5%
    Meet

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 9, 2025|
    Revenue: $2.98B+0.8%
    |
    EPS: $0.78+8.3%
    Miss

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 27, 2025|
    Revenue: $11.30B+3.0%
    |
    EPS: $2.35+18.1%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 8, 2024|
    Revenue: $3.07B+5.4%
    |
    EPS: $0.77+30.5%
    Beat

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 9, 2024|
    Revenue: $2.68B+0.9%
    |
    EPS: $0.55+17.0%
    Beat

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 8, 2024|
    Revenue: $2.96B+1.4%
    |
    EPS: $0.72+4.3%
    Meet

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 29, 2024|
    Revenue: $10.98B+14.7%
    |
    EPS: $1.99+89.5%
    Beat