Yum China (YUMC) Q2 2025 Earnings Call August 05, 2025 07:00 AM ET Speaker0Good day, and thank you for standing by. Welcome to Yum China's Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone.You would then hear an automated message advising your hand is raised. Please be advised that ...

本文源自：金融界AI电报 百胜中国(09987.HK)发布公告，该公司将于2025年9月23日派发2025年第二季度股息每股0.24美元。 ...

百胜中国(09987)公布，2025年8月4日于港交所耗资约627.47万港元回购1.705万股股份，于纽约证券交 易所耗资约320万美元回购约6.83万股股份。 ...

Financial Performance - System sales grew by 4% YoY in Q2, excluding F/X impact[5] - Same-store sales increased by 1% YoY in Q2[5] - Operating Profit reached $304 million in Q2, a 14% increase YoY[5] - Diluted EPS grew to $0.58, a 5% increase YoY, or 15% excluding mark-to-market impact & F/X[5] - Digital sales exceeded $5 billion in 1H 2025[15] Store Expansion and Franchising - The company added 336 net new stores in Q2 and 583 in 1H[7] - Net new unit contribution to system sales was 4% in Q2[7] - KFC has 12,238 total stores, with 14% franchised[10] - Pizza Hut has 3,864 total stores, with 6% franchised[10] Brand Performance - KFC system sales grew by 5% YoY, with a 1% increase in same-store sales in Q2[20] - KFC's operating profit margin was 14%, a 90 bps increase YoY[20] - Pizza Hut system sales grew by 3% YoY, with a 2% increase in same-store sales in Q2[27] - Pizza Hut's operating profit grew by 16% YoY, with an operating profit margin of 83%, a 90 bps increase YoY[27] Capital Returns - The company targets $3 billion in capital returns for 2025-26 and $45 billion for 2024-26[37] - Net cash by the end of June 2025 was $28 billion[37]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 百勝中國控股有限公司("本公司") 呈交日期： 2025年8月5日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | | 09987 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 事件 | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | 每股發行/出售價 (註4) ...

| 香港交易及結算所有限公司及香港聯合交易所有限公司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，概不對因 公告全部或任何部份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。 | | | | | | --- | --- | --- | --- | --- | | 股票發行人現金股息公告 | | | | | | 發行人名稱 | 百勝中國控股有限公司 | | | | | 股份代號 | 09987 | | | | | 多櫃檯股份代號及貨幣 | 不適用 | | | | | 相關股份代號及名稱 | 不適用 | | | | | 公告標題 | 2025年第二季度財務業績公告 | | | | | 公告日期 | 2025年8月5日 | | | | | 公告狀態 | 新公告 | | | | | 股息信息 | | | | | | 股息類型 | 其他 | | | | | 季度股息 | | | | | | 股息性質 | 普通股息 | | | | | 財政年末 | 2025年12月31日 | | | | | 宣派股息的報告期末 | 2025年6月30日 | | | | | 宣派股息 | 每 股 0.24 ...

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。 Yum China Holdings, Inc. 百 勝 中 國 控 股 有 限 公 司 ( 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） 於本公告日期，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. DURHAM女士、 Edouard ETTEDGUI先生、葛新女士、David HOFFMANN先生、盧蓉女士、邵子力 先生、汪洋先生、張敏女士及朱曉靜女士。 百勝中國發佈 2025 年第二季度財務業績報告 經營利潤同比增長 14%；經營利潤率增長 100 個基點至 10.9%，創第二季度新高 同店銷售額實現正增長，得益於連續第十個季度實現同店交易量增長 每股攤薄盈利增長 5%，或增長 15%，不計及按市值計價和外幣換算的影響 中國上海，2025 年 8 月 5 日 — 百勝中 ...

Exhibit 99.1 Yum China Reports Second Quarter 2025 Results Operating Profit Increased 14% YoY; OP Margin Expanded 100 Basis Points to 10.9%, a Second-Quarter Record High Same-Store Sales Growth Turned Positive, Driven by 10th Consecutive Quarter of Same-Store Transaction Growth Diluted EPS Up 5%, or 15% Excluding Mark-to-Market and F/X Impact Shanghai, China (August 5, 2025) – Yum China Holdings, Inc. (the "Company" or "Yum China") (NYSE: YUMC and HKEX: 9987) today reported unaudited results for the second ...

Yum China Holdings, Inc. 百 勝 中 國 控 股 有 限 公 司 （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） 委 任 董 事 百勝中國控股有限公司（「本公司」）董事會（「董事會」）謹此宣佈，其已將其董事會規模由 十二名董事擴充至十三名董事，並委任嘉禦資本的創始合夥人兼主席衛哲先生（「衛先生」） 為董事，皆於2025年8月6日生效。衛先生任期將於本公司2026年股東週年大會屆滿，或 直至彼身故、辭任或被免職為止（以較早者為準）。根據紐約證券交易所上市標準及香港 聯合交易所有限公司證券上市規則（「上市規則」），董事會確定衛先生獨立於本公司及 其管理層。 香港交易及結算所有限公司及香港聯合交易所有限公司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 。 衛先生確認，(i)其與上市規則第3.13(1)至(8)條所述的各項因素有關的獨立性；(ii)其過去或 當時於發行人或其附屬公司業務中的財務或其他權益，或與發行人的任何核心關連人士（定 義見上市規則）的任何關連 ...

Core Insights - Yum China Holdings, Inc. (YUMC) is set to report its second-quarter 2025 results on August 5, with expectations of adjusted earnings per share (EPS) of $0.57, reflecting a 3.6% increase year-over-year, and total revenues projected at $2.78 billion, indicating a 3.9% growth from the previous year [1][3][10] Financial Performance - In the last reported quarter, YUMC's adjusted earnings fell short of the Zacks Consensus Estimate by 1.3% and decreased 8.5% year-over-year, while total revenues slightly missed the consensus by 4.2% but grew 0.7% from the year-ago quarter [1][2] - YUMC has surpassed earnings estimates in three of the last four quarters, with an average surprise of 8.1% [2] Revenue and Growth Drivers - The anticipated revenue growth in Q2 2025 is attributed to steady same-store transaction growth and new unit expansion, supported by effective strategies and improved value offerings [4][10] - Revenue from KFC is expected to grow by 4.8% to $2.11 billion, while Pizza Hut's revenue is projected to increase by 0.4% to $542 million [5] Cost Management and Profitability - The adjusted operating profit margin is expected to rise by 30 basis points to 10.2%, with adjusted operating profit increasing by 7.1% to $284.9 million [7][10] - Despite challenges from wage inflation and a higher delivery mix, disciplined cost management and margin expansion are expected to enhance profitability [5][10] Earnings Prediction Model - The current model does not predict an earnings beat for YUMC, as it has an Earnings ESP of 0.00% and a Zacks Rank of 2 (Buy) [8][9]