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Sep 30, 2025
Yum China Q3 2025 Earnings Report
Yum China delivered solid third quarter results with increased revenues and operating profit, supported by store expansion and digital growth.
Key Takeaways
Yum China reported strong Q3 results with revenue of $3.21B and net income of $282M. The company continued to expand its store network and digital ecosystem, achieving over 95% of sales through digital channels and seeing delivery contribute more than half of total sales.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Yum China aims to open 1,600 to 1,800 net new stores in FY2025, increase franchise mix, and invest $600–700M in capital expenditures, while maintaining strong capital returns.
Positive Outlook
- Targeting 1,600–1,800 net new stores in 2025
- Franchise mix ahead of schedule with 40–50% for KFC
- Capital expenditure plan of $600M–$700M for 2025
- Expecting to return ~$1.5B to shareholders in 2025
- Continued focus on innovation and operational efficiency
Challenges Ahead
- EPS declined slightly YoY despite operational gains
- Higher rider costs due to increased delivery mix
- Average ticket value down due to smaller orders
- Pizza Hut’s ticket average declined 13% YoY
Historical Earnings Impact
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Avg. Return Before/After Earnings
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