Group 1: Yum China (百胜中国) - In the first half of the year, Yum China's total revenue reached $5.768 billion, a year-on-year increase of 2% [2] - Operating profit increased by 10% to $703 million, with a second-quarter revenue growth of 4% to $2.8 billion [2] - The company opened 583 new stores, bringing the total to 16,978, with KFC and Pizza Hut achieving significant franchise store targets [2][3] - Same-store sales grew by 1% in Q2, marking the first positive growth since Q1 2024, driven by increased order volume [2] Group 2: Novo Nordisk (诺和诺德) - Novo Nordisk's Q2 total revenue was 76.857 billion Danish Krone, a year-on-year increase of 12.93%, but below analyst expectations [7] - The company lowered its 2025 sales growth forecast to 8-14%, down from 13-21% previously [8] - The diabetes and obesity care segment saw total sales of 71.938 billion Danish Krone, with obesity care sales growing by 47% [8] Group 3: Uber - Uber's Q2 revenue reached $12.65 billion, a year-on-year increase of 18%, exceeding analyst expectations [11] - The total order volume grew by 17% to $46.8 billion, with a significant increase in the food delivery segment [11][12] - Uber announced a new $20 billion stock buyback authorization, planning to return 50% of free cash flow to shareholders [12] Group 4: AMD - AMD's Q2 revenue grew by 32% to $7.7 billion, surpassing analyst expectations, but adjusted EPS fell by 30% [16] - The data center business revenue increased by 14% to $3.2 billion, while client and gaming segments showed strong growth [16][17] - AMD expects Q3 revenue of approximately $8.7 billion, higher than analyst forecasts [17] Group 5: Vistra Energy - Vistra Energy's Q2 total revenue was $4.25 billion, a year-on-year increase of 10.4%, but below analyst expectations [21] - The company is acquiring $1.9 billion worth of natural gas generation assets, expected to enhance free cash flow [22] - The stock price increased by 49.12% over the year, with a target price indicating a potential upside of 15.27% [22]
本周财报汇总:百盛中国创新高,诺和诺德,AMD指引低迷,Uber符合预期,Vistra energy未来可期!