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

$18.69B

P/E (TTM)

20.5

30.7

Dividend Yield

1.9%

52W High

$58.39

52W Low

$41.00

52W Range

69%

Rank17Top 4.2%

6.4

F-Score

Modified Piotroski Analysis

Based on 10-year fundamentals

Strong • 6.4 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$2.82B+0.00%

4-Quarter Trend

EPS

$0.39+0.00%

4-Quarter Trend

FCF

-$112.93M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Revenue and Profit Growth Total revenues $11.80B, up 4% reported; Operating Profit $1.29B, up 11% excluding F/X impact.

System Sales Improvement System Sales grew 4% excluding F/X; Same-Store Sales Growth achieved 1% for the fiscal year 2025.

Restaurant Scale and Digital Sales Total restaurant count reached 18,101 units; Digital ordering drove 94% of total Company sales in 2025.

Risk Factors

YUM License Dependency Risk Success tied to YUM brand strength; Taco Bell development stalled, missing 2025 target of 225 stores (only 28 units).

China Regulatory and Delisting Risk Substantially all operations in China face evolving laws; PCAOB inspection uncertainty risks potential NYSE delisting.

Delivery Costs Pressure Margins Increased delivery cost due to higher sales mix partially offset profit gains; raw material price volatility remains a threat.

Outlook

Aggressive Store Network Expansion Targeting 20,000 stores by 2026 and 30,000 by 2030; accelerating franchise mix to 40%-50% by 2028.

Capital Return Plan Plan to return $1.5B to shareholders in 2026; targeting average annual shareholder return of $900M to over $1B through 2028.

Digitalization and Format Innovation Investing in end-to-end digitalization, automation, and AI; exploring new formats like KCOFFEE and KPRO to drive growth.

Peer Comparison

Revenue (TTM)

HMC

$143.35B

-1.5%

BBY

$41.69B

+0.4%

GPC

$24.30B

+3.5%

Gross Margin (Latest Quarter)

DRI

68.9%

+47.7pp

DECK

59.8%

-0.5pp

QSR

47.5%

+13.6pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
HMC	$36.14B	11.4	4.1%	41.2%
QSR	$23.69B	31.0	23.1%	68.6%
DRI	$23.66B	21.0	50.9%	49.5%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

-1.8%

Flat Growth

4Q Net Income CAGR

-21.7%

Declining Profitability

Cash Flow Stability

100%

Strong Cash Flow

Deep Research

Next earnings:Apr 28, 2026

EPS:-

Revenue:-

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data