Yum China Holdings (YUMC) Has Made Significant Progress Recently in ESG Disclosure Requirements

Core Insights - The fourth quarter of 2025 saw a strong divergence in market performance, with AI beneficiaries and cyclical sectors leading, while quality growth strategies faced challenges [1] - The SGA Emerging Markets Growth Strategy portfolio returned 0.8% (Gross) and 0.6% (Net) in Q4 2025, underperforming compared to the MSCI EM Net TR Index return of 4.7% and the MSCI EM Growth Net TR Index return of 3.3% [1] - For the full year 2025, the portfolio achieved returns of 23.8% (Gross) and 22.8% (Net), lagging behind the indexes which returned 33.6% and 34.3% respectively [1] - The portfolio anticipates annual revenue growth of 13% and earnings growth of 16% over the next three years [1] Company Focus: Yum China Holdings, Inc. - Yum China Holdings, Inc. (NYSE:YUMC) is highlighted as a key stock in the SGA Emerging Markets Growth Strategy, with a market capitalization of $19.578 billion [2] - As of February 13, 2026, Yum China Holdings, Inc. shares closed at $55.42, with a one-month return of 16.55% and a twelve-month increase of 12.73% [2] - In November 2025, the company engaged with Yum's ESG team, including the Chief Sustainability Officer and legal department, indicating a focus on sustainability initiatives [3]