US · Consumer Cyclical · Restaurants
EPS came in at 0.91 against a street estimate of 0.91 — a beat of 0.0%.
Analysts rate Yum China Holdings Inc a strong buy (19 buy, 1 hold, 0 sell out of 20) with an average price target of $62.11.
CONFIDENT Q2 beat on 13% revenue, 14% operating profit growth. Nine consecutive quarters of simultaneous sales, profit, and margin expansion. Pizza Hut brand acquisition closing Aug 2026 to accelerate growth; KFC driving via innovation. Q2 2026 No geographic breakdown provided; all operations in Mainland China and implicit international. Analysts pressed on consumption softness, brand acquisition financing (CB dilution risk), Pizza Hut store growth strategy, burger cannibalization, and KCOFFEE same-store sales. Management emphasized market stabilization, stable pricing competition, franchise upside in lower tiers, product differentiation, and disciplined execution. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| JPMorgan Chase & Co | 7.17% |
| Principal Financial Group Inc | 6.28% |
| Primavera Capital Management Ltd | 3.58% |
| BLS Capital Fondsmæglerselskab A/S | 3.22% |
| Vanguard Capital Management, LLC | 3.22% |
| Royal Bank of Canada | 3.15% |
| Dodge & Cox | 2.49% |
| London & Capital Asset Management Ltd | 2.33% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 total revenue was $3,477 million, up from $3,206 million in the third quarter of 2025. • Third-quarter operati | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter revenue increased 8% year over year to $3.5 billion, or 2% excluding foreign-currency translation. • Operating prof | 2026-11-03 |
| Reg FD disclosure · Q3 2026 YUM CHINA HOLDINGS, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company: Yum China Holdings, Inc. (ticker: YUMC on NYSE; 9987 on Hong Kong Stock Exchange) | 2026-09-01 |
| Quarterly report · Q2 2026 YUM CHINA HOLDINGS, INC. — 10-Q SUMMARY For Quarter & Year-to-Date Ended June 30, 2026 --- HEADLINE NUMBERS • Total Revenues (YTD): $6,409 million | 2026-08-10 |
| Material agreement · Q3 2026 YUM CHINA HOLDINGS, INC. – 8-K SUMMARY HEADLINE NUMBERS • Yum China completed acquisition of Pizza Hut brand intellectual property and rights in mai | 2026-08-07 |
| Material agreement · Q3 2026 YUM CHINA HOLDINGS, INC. - 8-K SUMMARY HEADLINE NUMBERS • Loan Amount: CNH 8,400,000,000 (approximately $1.17 billion USD at typical exchange rates) | 2026-08-06 |
| Results announced · Q3 2026 YUM CHINA Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenues increased 13% year-over-year to $3.1 billion (6% excluding foreign currency tra | 2026-07-30 |
| Quarterly report · Q1 2026 YUM CHINA HOLDINGS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenues: $3,271 million (Q1 2026) vs. $2,981 million (Q1 2025) – up 9.7% • | 2026-05-08 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.29 / share ex-date Dec 1, 2026 · pay Dec 22, 2026 | 2026-12-01 |
| Dividend | $0.29 / share ex-date Aug 27, 2026 · pay Sep 10, 2026 | 2026-08-27 |
| Dividend | $0.29 / share ex-date May 27, 2026 · pay Jun 17, 2026 | 2026-05-27 |
| Dividend | $0.29 / share ex-date Mar 4, 2026 · pay Mar 25, 2026 | 2026-03-04 |
| Dividend | $0.24 / share ex-date Dec 2, 2025 · pay Dec 23, 2025 | 2025-12-02 |
| Announcement | Date |
|---|---|
| Raised 2026 full-year target to over 2,400 net new store openings Yum China reported a strong third quarter despite softer same-store sales. Revenue rose 8% year over year to $3.5 billion, or 2% excluding currency effects. Operating profit increased 13% to | 2026-11-03 |
| Acquisition of Pizza Hut Brand in Mainland China expected to close August 2026 Yum China reported strong Q2 2026 results with revenue up 13% to $3.1 billion and operating profit up 14% to $348 million, a quarterly record. Diluted earnings per share grew 21% year-over-y | 2026-07-30 |
| Acquires ownership of Pizza Hut brand in Mainland China for $1.2B Yum China announced it will acquire full ownership of the Pizza Hut brand in Mainland China from Yum! Brands for $1.2 billion in cash. Currently, Yum China operates Pizza Hut as a licensee a | 2026-06-16 |
| Acquisition of Pizza Hut brand intellectual property rights in PRC Yum China agreed to purchase Pizza Hut's intellectual property and related rights in mainland China from Yum! Brands for $1.2 billion in cash. The deal, expected to close in Q3 2026, gives Y | 2026-06-16 |
| Dividend increased 21%; $1.5B shareholder returns planned for 2026 Yum China delivered strong fourth quarter 2025 results, capping off a solid year of growth. Key highlights: Same-store sales grew 3% in Q4 (third consecutive quarter of growth), with system | 2026-02-04 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Yum China Holdings Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.