Yum China Stock Price, News & Analysis

Yum China (NYSE: YUMC) reported strong Q2 2025 results with notable growth across key metrics. The company achieved total system sales growth of 4% YoY and positive same-store sales growth of 1%, marking the tenth consecutive quarter of same-store transaction growth.

Key financial highlights include: Operating profit increased 14% YoY to $304 million, setting a second-quarter record; operating margin expanded 100 basis points to 10.9%; and diluted EPS grew 5% to $0.58. The company added 336 net new stores, reaching a total of 16,978 locations, including 12,238 KFC and 3,864 Pizza Hut stores.

Digital performance remained strong with digital sales reaching $2.4 billion, accounting for 94% of total Company sales. The company's membership base grew 13% YoY to approximately 560 million members. Yum China plans to return $3 billion to shareholders in 2025-2026 and targets 1,600-1,800 net new stores in 2025.

Yum China (NYSE: YUMC, HKEX: 9987) announced that its Board of Directors will consider declaring and paying a quarterly dividend. The Board's decision is expected to be made on or around August 5, 2025 (Beijing/Hong Kong Time), in compliance with Hong Kong Stock Exchange listing rules requiring advance notice of board meetings where dividend declarations are expected.

The company emphasized that no Board resolution regarding the dividend has been adopted yet, and there is no guarantee that the dividend will be declared. Any decision will be promptly disclosed through the company's Investor Relations website and HKEX filings.

Yum China Holdings (NYSE: YUMC) has scheduled its second quarter 2025 financial results announcement for August 5, 2025, before U.S. market opening hours. The company will host an earnings conference call at 7:00 a.m. U.S. Eastern Time (7:00 p.m. Beijing/Hong Kong Time) on the same day.

The earnings call will be accessible via webcast, and participants can pre-register for phone access. Presentation materials will be available on the company's investor relations website, and a replay of the webcast will remain accessible until August 4, 2026.

Yum China (NYSE: YUMC) has launched Q-Smart, an AI-powered hands-free assistant for restaurant managers, marking a significant advancement in its digital transformation strategy. The system enables managers to handle tasks like labor scheduling, inventory management, and safety inspections through voice commands using wearable devices. Currently being piloted at select KFC stores, Q-Smart leverages natural language processing to provide real-time operational support and intelligent decision-making assistance. This innovation builds upon Yum China's decade-long digitalization journey, which includes a digital loyalty program with over 540 million members. The company also announced a 100 million yuan Frontline Innovation Fund to support restaurant employees and technology development. This launch follows Yum China's previous AI implementations, including the Super Brain tool in 2021 and Pocket Managers in 2022.

Yum China (NYSE: YUMC) has announced share repurchase agreements totaling US$510 million for the second half of 2025, representing a 42% increase from the US$360 million announced for H1 2025. The agreements include US$410 million under Rule 10b5-1 in the U.S. and HK$790 million for Hong Kong. Combined with a quarterly dividend of US$0.24 per share, the total capital return for 2025 will be at least US$1.2 billion.

The company aims to return US$3 billion to shareholders through dividends and share repurchases from 2025 to 2026, following US$1.5 billion delivered in 2024. The average annual return over these three years represents approximately 9% of current market cap. From 2017 to May 27, 2025, Yum China has returned US$4.8 billion to shareholders.

Yum China reported strong Q1 2025 results with system sales growing 2% year-over-year. The company achieved same-store sales at 100% of prior-year levels for the first time since Q1 2024, marking its 9th consecutive quarter of transaction growth. Operating profit increased 7% to $399 million, while diluted EPS rose 8% to $0.77.

Key highlights include:

• 247 net new stores opened, reaching total store count of 16,642
• Digital sales hit $2.6 billion (93% of company sales)
• KFC and Pizza Hut membership exceeded 540 million
• Restaurant margin expanded 100 basis points to 18.6%
• Returned $262 million to shareholders through dividends and buybacks

The company maintains its 2025 target of 1,600-1,800 net new stores and plans to return $3 billion to shareholders through 2026. Both KFC and Pizza Hut showed resilience, with delivery sales growing 13% YoY and contributing about 42% of company sales.

Yum China Holdings (NYSE: YUMC and HKEX: 9987) has announced that its Board of Directors will consider declaring and paying a quarterly dividend. The decision is expected to be made on or around April 30, 2025 (Beijing/Hong Kong Time).

This announcement comes in compliance with the Hong Kong Stock Exchange (HKEX) rules, which require advance notice of board meetings where dividend declarations are to be discussed. The company emphasizes that no Board resolution regarding the dividend has been adopted yet, and there is no guarantee that it will be declared.

If approved, the dividend declaration will be promptly disclosed by the company through its Investor Relations website and HKEX filings.

Yum China Holdings (NYSE: YUMC and HKEX: 9987) has scheduled to release its unaudited financial results for the first quarter ended March 31, 2025. The announcement will be made before the U.S. market opens on Wednesday, April 30, 2025, following the Hong Kong Stock Exchange trading hours on the same day.

The company will host an earnings conference call at 7:00 a.m. U.S. Eastern Time (7:00 p.m. Beijing/Hong Kong Time) on April 30, 2025. A live webcast will be available, and participants can register in advance for the conference call to receive dial-in numbers and a unique access PIN. The webcast replay will be accessible for one year, until April 29, 2026.

Yum China (NYSE: YUMC) has released its 2024 Sustainability Report, highlighting significant progress in three key areas: People, Environment, and Food. The company demonstrated strong commitment to its 'People First' philosophy by awarding Restricted Stock Units to over 14,700 Restaurant General Managers and providing educational sponsorships to 6,800 employees.

In environmental initiatives, Yum China achieved a 370% year-over-year increase in renewable energy usage and an 8% reduction in per-restaurant carbon footprint. The company's DPV & VPPA Alliance collectively achieved 270,000 MWh of renewable energy usage in 2024.

Notable sustainability achievements include recycling 2,000 tons of coffee grounds from 8,700 restaurants and introducing healthier menu options. The company's 'One Yuan Donation' program has raised over RMB 270 million, providing 58 million nutritious meals for children in underdeveloped regions. Yum China maintained its industry leadership, ranking first in S&P Global's Corporate Sustainability Assessment and achieving the highest 'AA' rating in MSCI ESG evaluation.