US · Consumer Cyclical · Restaurants
EPS came in at 0.70 against a street estimate of 0.69 — a beat of 1.4%.
Analysts rate Yum China Holdings Inc a strong buy (22 buy, 1 hold, 0 sell out of 23) with an average price target of $61.91.
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 | 7.41% |
| Principal Financial Group Inc | 6.17% |
| Primavera Capital Management Ltd | 3.51% |
| Vanguard Capital Management, LLC | 3.24% |
| BLS Capital Fondsmæglerselskab A/S | 3.16% |
| Royal Bank of Canada | 3.09% |
| Dodge & Cox | 2.44% |
| London & Capital Asset Management Ltd | 2.29% |
| Document | Date |
|---|---|
| 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 |
| Proxy statement · Q2 2026 YUM CHINA HOLDINGS, INC. — 2026 PROXY SUMMARY CEO COMPENSATION • Joey Wat (CEO) total compensation: exact figures not provided in summary sections; | 2026-04-16 |
| Annual report FY2025 YUM CHINA HOLDINGS, INC. – 2025 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • 2025 Revenues: $11.8 billion • Restaurant Count (as of Dec 31, | 2026-02-27 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| 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 |
| Dividend | $0.24 / share ex-date Sep 2, 2025 · pay Sep 23, 2025 | 2025-09-02 |
| Announcement | Date |
|---|---|
| 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 |
| Board increases share repurchase authorization by $1 billion Yum China announced a $1 billion expansion of its share repurchase authorization on December 12, 2025. The Board increased total authorization from $4.4 billion to $5.4 billion. Since 2017, | 2025-12-12 |
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Google PlayApp StoreData updated 2026-09-18.