Aug. 5 at 8:50 PM
📢
$YUMC Q2 Earnings Recap
Yum China delivered steady results with margins expanding despite delivery competition 🍗🍕
💵 EPS:
$0.58 vs
$0.58 est → 🔁 In line
📊 Revenue:
$2.80B (+4.5% Y/Y) → 🔁 In line
📈 Same-store sales: +1% | Transactions: +2% → 10th straight quarter of growth
🏪 336 net new stores → Total nearly 17,000
📆 FY25 Guidance:
Net new stores: 1,600–1,800 (unchanged)
CapEx:
$600M–
$700M (lowered from
$700M–
$800M)
Mid-single-digit system sales growth target intact
Delivery sales surged +22% Y/Y, now 45% of mix, while OP margin rose to 10.9% (+100 bps Y/Y).
#YumChina #YUMC #Earnings #KFC #PizzaHut
#ChinaMarket #QSR #RestaurantStocks #Investing #EarningsSeason
#McDonalds
$MCD #Starbucks
$SBUX #Dominos
$DPZ