肯德基外卖涨价，平均上调0.8元

Core Viewpoint - KFC has implemented a slight price increase on some delivery products, averaging 0.8 yuan, while dine-in prices remain unchanged, aimed at adapting to operational cost changes and ensuring stable business health [1][12]. Group 1: Price Adjustments - KFC's recent price adjustment affects only delivery products, with an average increase of 0.8 yuan, while promotional meal prices remain unchanged [1]. - The last price adjustment prior to this was on December 24, 2024, with an average increase of 2% and adjustments ranging from 0.5 yuan to 2 yuan [12]. Group 2: Company Performance - As of September 2025, KFC China operates 12,640 stores, with a third-quarter operating profit of $384 million, reflecting a 6% year-on-year increase [14]. - The operating profit margin for KFC was 16%, up 30 basis points year-on-year, attributed to operational efficiencies and favorable raw material prices [14]. - In the third quarter of 2025, Yum China reported total revenue of $8.974 billion, a 3% increase year-on-year, with a net profit of $789 million [15]. Group 3: Expansion Plans - Yum China plans to add 1,600 to 1,800 new stores in 2025, aiming to reach a total of 20,000 stores by the end of 2026 [15].