Yum China Stock Price, News & Analysis

Yum China (NYSE: YUMC) reported third-quarter 2025 results on Nov 4, 2025. Total revenues rose ~4% YoY to $3.2 billion, driven by 4% net new unit contribution and 1% same-store sales growth. Operating profit increased 8% YoY to $400 million and OP margin expanded 40 bps to 12.5%. The Company opened 536 net new stores in Q3 (total stores 17,514) and reached 1,119 net new stores YTD. Delivery sales grew 32% YoY and accounted for ~51% of sales; digital sales were $2.8 billion. Diluted EPS was $0.76 (down 1% YoY). The Company returned $414 million to shareholders in Q3 and remains on track to return approximately $1.5 billion in 2025; a cash dividend of $0.24 per share was declared, payable Dec 23, 2025.

Yum China (NYSE: YUMC) announced that its board will meet to consider a possible quarterly dividend, with any declaration expected to be adopted by Board resolution on or around November 4, 2025 (Beijing/Hong Kong Time). The company said no Board resolution had been adopted as of October 22, 2025, and therefore there is no assurance the dividend will be declared. Filings will be made available via the company's investor relations website and the HKEX.

Yum China (NYSE: YUMC) will report unaudited financial results for the third quarter ended September 30, 2025 before U.S. market open on Tuesday, November 4, 2025 (after Hong Kong trading hours on November 4, 2025).

Management will host an earnings conference call on November 4, 2025 at 7:00 a.m. ET (8:00 p.m. Beijing/Hong Kong time). A live webcast is available at the provided media-server link, phone participation requires pre-registration, and accompanying slides will be posted on the company Investor Relations website.

A replay of the webcast will be available two hours after the event and remain accessible until November 3, 2026.

Yum China (NYSE: YUMC) has announced plans to repurchase an additional US$270 million of its common stock during the remainder of 2025. This new program, starting September 3, 2025, adds to the previously announced US$510 million share repurchase agreements and US$356 million already completed in H1 2025.

The company expects to return a total of US$1.5 billion to shareholders in 2025, including US$360 million in dividends and US$1.14 billion in share repurchases. Yum China aims to return US$3 billion to shareholders through dividends and buybacks from 2025 to 2026, representing approximately 9% of its market capitalization as of September 2, 2025.

Yum China (NYSE: YUMC) has announced the appointment of Zhe (David) Wei to its Board of Directors, effective August 6, 2025. This appointment expands the board to 13 directors, with 11 being independent. Wei, the founding partner and chairman of Vision Knight Capital, brings significant experience in consumer sectors and digital commerce, including his previous role as CEO of Alibaba.com Limited from 2007 to 2011.

Wei's extensive background includes leadership positions at B&Q China and various board memberships in prominent companies. He currently serves as a non-executive director of PCCW Ltd., JNBY Design Limited, and Sansure Biotech Co., Ltd., among others. His appointment is expected to contribute to Yum China's focus on operational efficiency and innovation.

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.