ZACKSยท2025-08-05 14:31Core Insights - Yum China Holdings reported revenue of $2.79 billion for the quarter ended June 2025, reflecting a 4% increase year-over-year and surpassing the Zacks Consensus Estimate of $2.78 billion by 0.15% [1] - The company's EPS for the quarter was $0.58, up from $0.55 in the same quarter last year, exceeding the consensus EPS estimate of $0.57 by 1.75% [1] Financial Performance Metrics - Total number of restaurants was 16,978, slightly below the average estimate of 17,076 [4] - KFC restaurants totaled 12,238, compared to the average estimate of 12,279 [4] - Other restaurant categories included 876 locations versus an estimated 932, and Pizza Hut had 3,864 locations, close to the estimated 3,865 [4] - Company sales revenue was $2.61 billion, matching the average estimate and showing a 3.4% year-over-year increase [4] - Revenue from transactions with franchisees was $115 million, exceeding the estimated $106.13 million, marking a significant 19.8% increase year-over-year [4] - Franchise fees and income reached $24 million, below the average estimate of $26.62 million, but still reflecting a 9.1% year-over-year increase [4] - Pizza Hut revenue was $554 million, slightly below the estimated $556.99 million, with a year-over-year increase of 2.6% [4] - KFC revenue was reported at $2.1 billion, surpassing the estimated $2.09 billion, indicating a 4.1% year-over-year growth [4] - Other revenues from Pizza Hut were $6 million, below the estimated $6.38 million, showing a decline of 14.3% year-over-year [4] - Revenue from Pizza Hut franchisee transactions was $1 million, below the estimated $1.57 million, with no year-over-year change [4] Stock Performance - Yum China's shares have returned -2.3% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]