YUMC

In the past six months, Yum China's stock has been impacted by several key events. The company reported strong Q1 2026 results, with total revenues increasing 10% year-over-year to $3.27 billion, and operating profit growing 12% to $447 million. System sales grew 4% year-over-year, driven mainly by new restaurant openings and higher franchised and supply-chain revenues. Yum China opened 636 net new stores in Q1 2026, an all-time quarterly high, and reaffirmed its target to surpass 20,000 total stores in 2026. The company also returned $316 million to shareholders through share repurchases and cash dividends in Q1 2026 and is on track to return $1.5 billion to shareholders in 2026. The company has reportedly made better-than-anticipated progress towards its intermediate-term goals outlined at its November 2025 Investor Day. Matthews International Capital Management LLC purchased an additional 242,785 shares of YUMC in Q1 2026, valued at $12.57 million.