Fourth Quarter and Fiscal Year 2025 Results February 4, 2026 NYSE: YUMC and HKEX: 9987 Cautionary Statement This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, including statements relating to our projected capital returns. We intend all forward-looking statements to be covered by the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statem ...

Core Insights - Yum China reported a 7% year-over-year increase in system sales for Q4 2025, excluding foreign currency effects [1] - Same-store sales grew by 3% year-over-year, marking the third consecutive quarter of growth [1] - Total revenue increased by 9% year-over-year to $2.8 billion, with operating profit rising by 25% to $187 million [1] Financial Performance - For Q4 2025, same-store transaction volume increased by 4%, achieving growth for the twelfth consecutive quarter [1] - The company’s diluted earnings per share rose by 33% year-over-year to $0.40 [1] - For the full year 2025, total revenue reached $11.8 billion, with a net profit of $929 million, reflecting a 2% year-over-year increase [1] Strategic Outlook - The CEO highlighted the successful performance in Q4 2025, emphasizing the growth in same-store sales and transaction volume [2] - The company aims to exceed 20,000 stores by 2026, with a net addition of over 1,900 stores, and plans to increase capital expenditures to between $600 million and $700 million [2] - Yum China has been recognized as a "Top Employer" in China for eight consecutive years, showcasing its commitment to creating an excellent workplace environment [3]

Core Insights - Yum China reported a 7% year-over-year increase in system sales for Q4 2025, excluding foreign currency effects, with same-store sales up 3% for the third consecutive quarter [1] - The company achieved a total revenue growth of 9% to $2.8 billion in Q4 2025, with operating profit increasing by 25% to $187 million [1] - For the full year 2025, system sales grew by 4%, with total revenue reaching $11.8 billion, also reflecting a 4% increase when excluding foreign currency effects [1] Financial Performance - Q4 2025 same-store transaction volume increased by 4%, marking the twelfth consecutive quarter of growth [1] - The diluted earnings per share for Q4 2025 rose by 33% to $0.40 [1] - For the full year 2025, net profit was $929 million, a 2% increase year-over-year, with diluted earnings per share growing by 8% to $2.51 [1] Strategic Initiatives - The CEO highlighted the successful expansion of KFC through new consumption scenarios and the enhancement of Pizza Hut's value proposition, particularly in lower-tier cities [2] - The company aims to exceed 20,000 stores by 2026, with a net addition of over 1,900 stores, and plans to return $1.5 billion to shareholders [2] - Yum China is committed to its RGM 3.0 strategy, focusing on innovation and efficiency to drive growth [2] Employee Recognition - Yum China has been recognized as a "Top Employer in China" for eight consecutive years and ranked first in the restaurant industry for five years, reflecting its commitment to creating an excellent workplace environment [3]

2026年业绩展望公司目标：门店总数超20,000家,即净新增门店超1,900家。肯德基和必胜客净新增门店 中加盟店的占比均达到40%-50%。资本支出约在6亿至7亿美元之间。向股东回馈15亿美元。 格隆汇2月4日丨百胜中国(09987.HK)发布2025年第四季度及全年财务业绩公告。第四季度同店销售额增 长3%，系统销售额增长7%，经营利润同比增长25%至1.87亿美元。核心经营利润同比增长23%。每股 摊薄盈利增长8%，或增长14%，不计及按市值计价和外币换算的影响股息增加21%。 2025年全年业绩亮点，系统销售额同比增长4%，总收入同比增长4%至118亿美元，经营利润同比增长 11%至13亿美元。核心经营利润同样增长11%。经营利润率为10.9%，同比增长60个基点。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司（「香港聯交所」）對本公告的內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 百勝中國發佈 2025 年第四季度財務業績報告 ( 於美利堅合眾國特拉華州註冊成立的有限公司 ) （股份代號：9987） 2025年第四季度及全年財務業績公告 百勝中國控股有限公司（「本公司」）謹此發佈截至2025年12月31日止第四季度及全年的 的未經審核業績公告（「2025年第四季度及全年業績公告」）。本2025年第四季度及全年 業績公告可於香港聯交所網站www.hkexnews.hk及本公司網站http://ir.yumchina.com閱覽。 承董事會命 百勝中國控股有限公司 屈翠容 董事及首席執行官 Yum China Holdings, Inc. 百 勝 中 國 控 股 有 限 公 司 香港，2026年2月4日 於本公告日期，本公司董事會包括董事會主席及獨立董事胡祖六博士、執行董事屈翠容女士、非執行董事 Robert B. AIKEN 先生以及獨立董事 Mikel A. DU ...

Yum China Reports Fourth Quarter 2025 Results Fourth Quarter Same‑Store Sales Increased 3%, System Sales Grew 7% and Operating Profit Up 25% Full Year Operating Profit Rose 11%; Diluted EPS Up 8%, or 14% Excluding Mark-to-Market and F/X Impact Increase Dividend by 21% and On Track to Return $1.5 billion to Shareholders in 2026 Shanghai, China (February 4, 2026) – Yum China Holdings, Inc. (the "Company" or "Yum China") (NYSE: YUMC and HKEX: 9987) today reported unaudited results for the fourth quarter and ye ...

Core Insights - Yum China announced a 7% year-over-year increase in system sales for Q4 2025, with same-store sales growing by 3%, marking the third consecutive quarter of growth [1] - Same-store transaction volume has increased for 12 consecutive quarters, and operating profit rose by 25% [1] - Total revenue for the year increased by 4% to $11.8 billion, while operating profit grew by 11% to $1.3 billion, achieving a new high in operating profit margin of 10.9%, up 60 basis points year-over-year, excluding special items [1] - The company added 1,706 new stores in 2025, bringing the total number of stores to 18,101 [1] - Yum China plans to return $1.5 billion to shareholders in 2025 and intends to continue this with another $1.5 billion in 2026, with a 21% increase in cash dividends per share to $0.29 [1]

格隆汇2月4日｜百胜中国控股有限公司第四季度营收28.2亿美元，同比增长8.8%，预估27.2亿美元；调 整后每股收益0.40美元，上年同期0.30美元，预估0.35美元。肯德基餐厅数目12997，同比增长12%，预 估13072。必胜客餐厅数目4168，同比增长12%，预估4165。 ...

百胜中国(09987)发布公告，该公司将于2026年3月25日派发季度股息每股0.29美元。 ...

智通财经APP讯，百胜中国(09987)发布公告，该公司将于2026年3月25日派发季度股息每股0.29美元。 ...