Group 1 - The core objective of Yum China is to expand its store count significantly, aiming for 20,000 stores by 2026, over 25,000 by 2028, and over 30,000 by 2030 [1][2] - The CEO highlighted the rapid pace of expansion, noting that it took 33 years to reach 10,000 stores, while the goal is to double that in just 6 years [1] - KFC plans to increase its store count by approximately one-third to over 17,000 by 2028, with a target operating profit exceeding RMB 10 billion [1] Group 2 - The company is optimistic about its new brands, with KFC Coffee exceeding 1,800 locations and expected to surpass 5,000 by 2029, while KPRO aims for a thousand-store scale within five years [2] - Yum China's RGM 3.0 strategy indicates a belief in significant growth opportunities in the Chinese dining market, currently serving about one-third of consumers with a goal to increase that to half [2] - The company plans to return approximately 100% of its free cash flow to shareholders starting in 2027, after accounting for dividends to minority shareholders [2]
百胜中国2025投资者日活动在深举办 肯德基2028年利润力争破百亿元