YUM CHINA(YUMC)
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百胜中国:二季度外卖销售同比增长22%,约占公司餐厅收入的45%
Xin Lang Cai Jing· 2025-08-05 11:42
8月5日晚间,百胜中国在2025年第二季度财务业绩报告中披露,外卖销售同比增长22%;外卖销售约占 公司餐厅收入的45%。百胜中国在今年一季度财务业绩报告中未披露这一数字。而据其2024年年报披 露,去年外卖约占公司餐厅收入的39%。 ...
Principal Global Investors, LLC增持百胜中国12.98万股 每股作价375.8港元

Zhi Tong Cai Jing· 2025-08-05 11:18
香港联交所最新资料显示,8月1日,Principal Global Investors,LLC增持百胜中国(09987)12.98万股,每 股作价375.8港元,总金额约为4877.88万港元。增持后最新持股数目约为1870万股,最新持股比例为 5.06%。 ...
Principal Global Investors, LLC增持百胜中国(09987)12.98万股 每股作价375.8港元

智通财经网· 2025-08-05 11:10
智通财经APP获悉,香港联交所最新资料显示,8月1日,Principal Global Investors, LLC增持百胜中国 (09987)12.98万股,每股作价375.8港元,总金额约为4877.88万港元。增持后最新持股数目约为1870万 股,最新持股比例为5.06%。 ...
百胜中国(09987.HK)将于9月23日派发股息每股0.24美元

Jin Rong Jie· 2025-08-05 11:04
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8月4日合共回购约8.54万股股份
Zhi Tong Cai Jing· 2025-08-05 11:04
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。 ...
YUM CHINA(YUMC) - 2025 Q2 - Earnings Call Presentation
2025-08-05 11:00
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]
百胜中国(09987.HK)8月4日耗资627.5万港元回购1.7万股

Ge Long Hui· 2025-08-05 10:59
格隆汇8月5日丨百胜中国(09987.HK)公告,8月4日耗资627.5万港元回购1.7万股。 ...
百胜中国(09987) - 翌日披露报表

2025-08-05 10:53
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) ...
百胜中国将于9月23日派发股息每股0.24美元

Zhi Tong Cai Jing· 2025-08-05 10:46
百胜中国(09987)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.HK)第二季度经营利润增长14%至3.04亿美元 经营利润率创下第二季度新高
Ge Long Hui· 2025-08-05 10:44
Core Insights - Yum China reported a 4% year-over-year increase in total revenue for Q2 2025, reaching $2.8 billion, with the same growth rate excluding foreign currency translation effects [1] - Operating profit grew by 14% year-over-year to $304 million, marking a new high for Q2, with an operating profit margin of 10.9%, up 100 basis points from the previous year [1] - The company achieved a 5% increase in diluted earnings per share, reaching $0.58, also a new high for Q2, with a 15% increase when excluding certain impacts [1] Revenue and Sales Performance - System sales increased by 4% year-over-year, with a contribution from 4% net new store openings and a 1% same-store sales growth [1] - Same-store transaction volume grew by 2%, marking the tenth consecutive quarter of growth [1] - Delivery sales surged by 22%, accounting for approximately 45% of restaurant revenue, with digital order revenue reaching $2.4 billion, representing 94% of restaurant revenue [2] Membership and Shareholder Returns - The combined membership for KFC and Pizza Hut reached approximately 560 million, a 13% increase from the previous year, with member sales accounting for 64% of system sales [2] - Yum China returned $274 million to shareholders in Q2, including $184 million in stock buybacks and $90 million in cash dividends [2] Strategic Initiatives and Market Expansion - The company continues to expand its target market, with KFC's coffee brand reaching over 1,300 locations and Pizza Hut successfully broadening its menu to attract new customer segments [3] - The company is enhancing its digital capabilities and optimizing store experiences while leveraging delivery platforms to capture additional customer traffic [3] - Yum China aims to create sustainable long-term value for shareholders through strong brand strength and clear strategic positioning [3]