Yum China Holdings, Inc. is a prominent player in China's restaurant sector, engaging in the ownership, operation, and franchising of various dining ...
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$1.06 per share
Est. EPS $0.89 · Revenue $3.50B · 3 analysts
Est. EPS $0.45 · Revenue $3.04B · 3 analysts
Est. EPS $2.96 · Revenue $12.86B · 14 analysts
$1.06 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $11.8B | +4.4% | -4.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $929.0M | +2.0% | -21.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +17.3% | +3.4% | -9.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +12.4% | +20.2% | -13.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +7.9% | -2.3% | -17.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $840.0M | +17.6% | -24.9% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +7.1% | +12.7% | -21.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 43.5% | +3.5% | +0.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.05x | -11.1% | -4.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $10.8B | -3.0% | +0.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 2.50 vs 2.50 | -0.1% | 0.70 vs 0.89 | -21.7% |
| Revenue Surprise | $11.8B vs $11.7B | +0.8% | $3.1B vs $3.5B | -10.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | DING Jerry | officer: Chief People Officer | Common Stock | A | 1,318 | — |
| Sep 1, 2026 | DING Jerry | officer: Chief People Officer | Common Stock | D | 594 | $44.88 |
| Sep 1, 2026 | DING Jerry | officer: Chief People Officer | Restricted Stock Unit | D | 1,318 | — |
| Aug 18, 2026 | HUANG Duoduo (Howard) | officer: Chief Supply Chain Officer | Common Stock | A | 10,479 | $41.66 |
| Aug 18, 2026 | HUANG Duoduo (Howard) | officer: Chief Supply Chain Officer | Common Stock | D | 3,344 | $47.14 |
Operator : Good day, everyone, and thank you for standing by. Welcome to Yum China's Second Quarter 2026 Earnings Conference Call. Please be advised that today's conference is being recorded. Now it's my pleasure to hand the conference to Florence Lip, Senior Director of Investor Relations. Please proceed. Florence Lip : Thank you, operator. Hello, everyone, and welcome to Yum China's Second Quarter 2026 Earnings Conference Call. With me on the call are our CEO, Ms. Joey Wat; and our CFO, Mr. Adrian Ding. Before we begin, I will remind everyone that our remarks and investor materials contain forward-looking statements. These are subject to future events and uncertainties, and actual results may differ materially. Please refer to these forward-looking statements together with the cautionary statement in our earnings release and the risk factors included in our SEC filings. We'll also be talking about non-GAAP financial measures. We encourage you to review the comparable GAAP measures, along with the reconciliation of non-GAAP and GAAP measures provided in our earnings release, which is available on our Investor Relations website at ir.yumchina.com. You can also find both the webcast replay and a PowerPoint presentation on our IR website. Please note that all year-over-year growth rates discussed today exclude the impact of foreign currency, unless we mentioned otherwise. With that, I'll now turn the call over to Joey Wat, CEO of Yum China. Joey? Joey Wat : Hello, everyone, and thank you for joining us. We delivered strong second quarter results. For the ninth consecutive quarter, we achieved system sales growth, operating profit growth and OP margin expansion at the same time. I would like to thank our team again for making this possible. Revenue grew 13%. Operating profit increased 14% and diluted EPS rose 21% year-over-year, partially supported by favorable foreign exchange impact. Excluding foreign exchange impact, system sales grew 6% in quarter 2, up from 4% in quarter 1 and continued to outperform the catering industry. Same-store sales growth also improved sequentially to 1%, driven by the 14th consecutive quarter of same-store transaction growth. We opened 560 net new stores with expansion accelerating year-over-year across both equity and franchise stores. With our dual focus on innovation and operational efficiency, Q2 restaurant margins and OP margins stayed resilient despite significant cost pressure from a higher delivery mix. Our breakthrough side-by-side modules are scaling rapidly, especially in higher-tier cities. KFC's KCOFFEE Cafe and KPRO are effectively capturing new customer occasions. Pizza Hut's new Burger Bar was well received by our customers. At the same time, KFC's Small Town model and Pizza Hut WOW are helping us penetrate lower-tier cities quickly. Together with innovation in our core menus, these initiatives are unlocking new opportunities for us. Let me start with Pizza Hut, which made significant progress in …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Joey Wat | Chief Executive Officer & Executive Director | USD 8,937,036 | Female | 1971 | Active |
Adrian Ding | Chief Financial Officer | USD 1,949,377 | Male | 1987 | Active |
Jerry Ding | Chief People Officer | USD 1,536,123 | Male | 1986 | Active |
Duoduo Huang | Chief Supply Chain Officer | USD 1,372,792 | Male | 1973 | Active |
Leila Zhang | Chief Technology Officer | USD 947,602 | Female | 1969 | Active |
Pingping Liu | Chief Legal Officer | — | Female | 1973 | Active |
Michelle Shen | Director of Investor Relations | — | Female | — | Active |
Xueling Lu | Controller & Principal Accounting Officer | — | Female | 1974 | Active |
Hui Huang | Joint Company Secretary | — | Female | — | Active |
Ling Zhang | Joint Company Secretary | — | Female | — | Active |
The mean of analysts' price targets for Yum China (YUMC) points to a 25.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Yum China (YUMC) possesses solid growth attributes, which could help it handily outperform the market.
Restaurant sales surged in July as consumers spent freely, spotlighting YUMC, BJRI, EAT, CAKE and TXRH for growth potential.
SHANGHAI, Aug. 20, 2026 /PRNewswire/ -- Yum China Holdings, Inc. (the "Company" or "Yum China") (NYSE: YUMC and HKEX: 9987) today announced the opening of the 300th Pizza Hut Burger Bar in China. Since launching its first Burger Bar in late 2025, Pizza Hut China has been rapidly scaling this new side-by-side module, opening more than one location per day on average.
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