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Yum China
Yum China (YUMC) investor relations material
Yum China Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary4 Feb, 2026
Executive summary
Opened 1,706 net new stores in 2025, reaching 18,101 total locations across 2,500+ cities, with a target of over 20,000 stores by 2026.
Q4 2025 system sales grew 7% year-over-year, with operating profit up 25% and revenue up 9%.
Full year 2025 operating profit rose 11% to $1.3 billion, with revenue up 4%.
Digital sales and membership base expanded, with over 590 million members and digital sales up 8% year-over-year.
Returned $1.5 billion to shareholders in 2025 via dividends and share repurchases, with a 21% dividend increase announced.
Financial highlights
Q4 system sales grew 7% year-over-year; same-store sales up 3%; Q4 operating profit margin 6.6% (+0.8 ppts YoY).
Q4 diluted EPS $0.40, up 33% year-over-year; Q4 net income $140 million, up 24%.
Full year system sales grew 4%, same-store sales up 1%, restaurant margin 16.3%.
Free cash flow in 2025: $840 million, up 18% year-over-year; net cash at year-end: $2.0 billion.
ROIC improved to 17.3% in 2025.
Outlook and guidance
Targeting over 20,000 stores in 2026 and more than 30,000 by 2030, with 1,900+ net new openings and 40%-50% franchise mix.
2026-2028 guidance: mid to high single-digit system sales growth, high single-digit OP growth, double-digit EPS growth, and slight margin improvements.
Committed to returning $1.5 billion to shareholders annually through 2026; quarterly dividend raised by 21%.
From 2027, plan to return nearly 100% of annual free cash flow after subsidiary dividends.
Franchise mix strategy for 30,000 stores by 2030
What drives the post-2026 capital return shift?
Impact of Pizza Hut's value strategy on margins?
How will delivery mix impact 2026 margins?
Gemini store model: 2026 ramp-up and economics
Pizza Hut's product innovation for 2026 growth
Partial view of Summaries dataset, powered by Quartr API
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Next Yum China earnings date
Q1 202629 Apr, 2026
Yum China
Next Yum China earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Yum China Holdings, Inc. is a China-based restaurant company and the exclusive licensee of Yum! Brands for the Chinese market. The company operates and franchises a portfolio of fast-food and casual dining brands, including KFC, Pizza Hut, Taco Bell, and several local concepts. The company is headquartered in Shanghai, China, and its shares are listed on the New York Stock Exchange (NYSE) and the Hong Kong Stock Exchange (HKEX).
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