Yum China Holdings, Inc. (YUMC)

Yum China announced share repurchase agreements totaling $510 million for the second half of 2025. The company reported its third-quarter 2025 financial results, surpassing analysts' expectations with an EPS of $0.76 and revenue of $3.21 billion. Yum China announced a quarterly dividend of $0.24 per share, payable on December 23, 2025. Yum China unveiled its "RGM 3.0" strategy and a new three-year financial outlook, including plans to expand its store count to 20,000 by 2026 and over 30,000 by 2030. The company aims to double Pizza Hut's operating profit in China by 2029 compared to 2024. CLSA lowered its price target for Yum China Holdings to $55 from $56, while maintaining an Outperform rating.

Yum China Holdings, Inc. experiences moderate demand seasonality for its products and services. The first quarter of the year sees peaks in demand, largely attributed to the Chinese New Year Holidays. The third quarter is typically the strongest quarter for the company in terms of revenue, followed by the first quarter.

Yum China Holdings, Inc. operates a chain of quick-service and casual dining restaurants in mainland China within the Consumer Cyclicals sector. The company offers a range of food and beverages, including chicken, pizza, coffee, and Mexican-style cuisine, through brands like KFC, Pizza Hut, Taco Bell, Little Sheep, Huang Ji Huang, Lavazza, COFFii & JOY, and East Dawning. Revenue is generated through company-owned and franchised restaurants, utilizing dine-in, delivery, and takeaway services.

Yum China Holdings, Inc. primarily operates within mainland China, with restaurants in over 2,500 cities and towns across every province and autonomous region. The Little Sheep brand has an international presence in countries such as Canada, Japan, Indonesia, and the United States. The company is headquartered in Shanghai, China, and maintains an office in Plano, Texas, for SEC filings.

Yum China Holdings, Inc. has focused on initiatives that generally contribute positively to its brand reputation, such as developing menus tailored to local Chinese tastes while also offering global favorites. The company emphasizes ongoing digital transformation and efforts to enhance operational efficiency. Yum China introduced Q-Smart, an AI-enabled assistant for restaurant managers, launched a digital supplier recruitment platform, and opened its 500th KCOFFEE store in China.

Yum China Holdings, Inc. is largely controlled by institutional shareholders, who collectively own between 77% and 83.87% of the company. Major institutional owners include BlackRock Inc., Dodge & Cox Stock Fund, Renaissance Technologies LLC, JP Morgan Asset Management, Principal Global Investors, LLC, GIC Private Limited, The Vanguard Group, Inc., and RBC Global Asset Management Inc. Individual insider ownership is less than 1%, while the general public holds approximately 22% of the company's stock.