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Dec 31, 2025
Yum China Q4 2025 Earnings Report
Yum China delivered strong fourth-quarter growth with higher sales, margins, and earnings.
Key Takeaways
Yum China reported solid Q4 results with revenue growth, significant operating profit expansion, improved margins, and strong delivery contribution, reflecting continued recovery in consumer demand.
Total revenues increased year over year driven by system sales growth
Operating profit rose sharply with meaningful margin expansion
Same-store sales returned to growth for the quarter
Delivery continued to be a major contributor to overall sales
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company outlined growth-focused priorities for 2026 centered on store expansion, franchising, and shareholder returns.
Positive Outlook
- Targeting over 20,000 total stores
- Continued expansion of franchise mix
- Strong capital return commitment
- Ongoing focus on operational efficiency
- Delivery and digital remain growth drivers
Challenges Ahead
- Macroeconomic uncertainty in China
- Cost pressures from labor and delivery mix
- Commodity price volatility
- Competitive intensity in quick-service dining
- Execution risks tied to rapid store expansion
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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