北京商报讯（记者 郭缤璐）12月5日，北京肯德基第600家门店开业。北京肯德基第600家门店作为肯德 基、肯悦咖啡K COFFEE、肯律轻食KPRO的"三合一"门店，见证一年来肯德基通过多元商业模式与北 京共生发展的创新布局。 同时，现场同步揭幕的肯德基在京第60家食物驿站，标志着肯德基食物驿站公益版图正式实现北京全市 十六区完全覆盖。据了解，2020年，肯德基品牌以"珍惜粮食、减少浪费"为初衷，结合自身特点，首创 餐饮行业"食物驿站"公益模式，将店内的余量食物免费送给有需要的人。所谓"余量食物"，即已过最佳 赏味期但仍在保质期内的食物。在肯德基食物驿站，当日产生的余量食物会在收集后统一包装并贴上食 用指引，发放给有需要人士。目前，肯德基食物驿站在中国已突破千家，覆盖全国180个城市。 ...

新京报讯（记者王萍）12月5日，北京肯德基第600家门店开业，同步揭幕的还有肯德基在北京第60家食 物驿站，肯德基食物驿站公益版图也实现了北京全市16区完全覆盖。 1987年，肯德基在北京前门开设中国内地第一家门店。2025年1月，由北京市文旅局与北京肯德基共同 打造的北京肯德基第500家餐厅亮相海淀，独具"京味儿"让主题餐厅集文化、旅游、创新消费体验于一 体。北京肯德基方面介绍，一年间，肯德基在北京以"百店速度"抵达第600家门店里程碑，同时肯悦咖 啡K COFFEE、肯律轻食KPRO也在京快速发展。据了解，北京肯德基第600家门店为肯德基、肯悦咖啡 K COFFEE、肯律轻食KPRO的"三合一"门店，北京肯德基未来也将继续深化文商旅融合，打造更多消 费创新模型。 同时启用的还有北京肯德基第60家食物驿站。2020年，肯德基品牌首创餐饮行业"食物驿站"公益模式， 将店内的余量食物免费送给有需要的人。目前，肯德基食物驿站在中国已突破千家，覆盖全国180个城 市。 （文章来源：新京报） ...

文化赋能品质深耕，600家门店镌刻城市记忆 北京肯德基第600家门店作为肯德基、肯悦咖啡K COFFEE、肯律轻食KPRO的"三合一"门店，见证一年来肯德基通过多元 商业模式与北京共生发展的创新布局。北京肯德基未来也将继续深化文商旅融合，打造更多消费创新模型，为北京国际消 费中心城市建设贡献力量。 1987年，肯德基在北京前门开设中国内地第一家门店，从此开启了与中国消费者相伴成长的旅程。三十余年来，北京肯德 基始终以本土化深耕为核心，将品牌发展与城市文化、市民生活深度绑定，从产品创新到门店体验，每一步都走得坚实而 有力。 2025年1月，北京肯德基第500家餐厅亮相海淀，独具"京味儿"的文旅主题餐厅由市文旅局与北京肯德基共同打造，集文 化、旅游、创新消费体验于一体，成为又一处文商旅融合餐饮消费的新型消费空间。该门店创新性融入京绣、雕漆等非遗 元素，让消费者在品尝美食时沉浸式感受京味文化魅力，成为餐饮行业文商旅融合的创新范本。 一年间，肯德基在京以"百店速度"抵达第600家门店里程碑，北京肯德基在规模化布局中坚守创新底色，通过肯悦咖啡K COFFEE、肯律轻食KPRO在京快速发展，持续为消费者提供创新多元的美食 ...

Core Insights - Yum China aims to achieve over 10 billion RMB in operating profit for KFC by 2028 and plans to double Pizza Hut's operating profit by 2029 compared to 2024 [1] Expansion Goals - The company targets a total of 20,000 stores by 2026, over 25,000 by 2028, and aims to exceed 30,000 by 2030 [1] - KFC plans to increase its store count by approximately one-third to over 17,000 by 2028 [1] - Pizza Hut aims to add over 600 new stores annually for the next three years, reaching over 6,000 stores by 2028 [1] Emerging Businesses - KFC's coffee brand, Kenuo Coffee, has surpassed 1,800 locations and is expected to exceed 5,000 by 2029 [2] - KPRO, focusing on light meals, opened over 100 stores in more than 20 cities within a year and aims for a thousand-store scale in five years [2] - Pizza Hut's WOW model has reduced single-store investment by nearly 50% and is expanding rapidly in lower-tier cities [2] Market Opportunities - Yum China sees early signs of recovery in consumer sentiment, with increased foot traffic and effective marketing [3] - The company currently serves about one-third of Chinese consumers and aims to increase this to about half [3] - The penetration rate of chain restaurants in China is around 20%, significantly lower than over 50% in developed countries like the U.S. [3] Strategic Focus - The company has introduced the RGM 3.0 strategy, emphasizing resilience, growth, and competitive advantage [3] - The strategy incorporates a dual approach of "innovation and efficiency" and a development philosophy of "front-end layering and back-end aggregation" [3] Resource Integration - Yum China is enhancing synergy through resource sharing and integration across stores, regions, and brands [4] - The company compares its structure to a bamboo forest, with various brands supported by a robust underlying network developed over nearly 40 years [4] Shareholder Commitment - The company plans to return approximately 100% of its free cash flow to shareholders starting in 2027, after paying dividends to minority shareholders [5] - Yum China expresses confidence in achieving its growth targets and continuously creating value for shareholders [5]

Core Insights - The opening of KFC's 1500th store in Jiangsu on September 27 adds vibrancy to the Hunan Road business district, showcasing a blend of Western fast food and local culinary culture [1][2] - The store features innovative branding with a focus on health and quality, including offerings from KPRO and KFC coffee, catering to modern consumer preferences [1] - The collaboration between KFC and local government has been pivotal in ensuring efficient project execution, highlighting a supportive environment for business development [2][3] Group 1 - KFC's new store is marked by a striking 6.6-meter "family bucket" display, which has garnered significant online attention [1] - The store's design incorporates local cultural elements, such as the "I love Hunan Road" slogan, enhancing its emotional connection with the community [2] - The project took six months from initial discussions to completion, emphasizing the commitment to revitalizing the business district [3] Group 2 - The presence of KFC alongside local delicacies like "Jiming Soup Dumplings" symbolizes a cultural juxtaposition that enriches the dining experience [2] - The local government provided comprehensive support throughout the project, ensuring timely execution and addressing challenges as they arose [2] - The aim is to use KFC's popularity to attract more brands and stimulate further business growth in the area [3]

Core Points - KFC has officially surpassed 1,500 stores in Jiangsu, marking a significant milestone since its entry into the province in 1992 [1][5][7] - The opening of the "KFC 1500 Theme Restaurant" and the "KFC New Street Center Restaurant" in Nanjing highlights KFC's commitment to community engagement and cultural integration [1][5][6] - KFC's innovative service models, such as the "Speedy Takeaway" service, aim to enhance convenience for consumers in Jiangsu's fast-paced lifestyle [7][10] Group 1 - KFC celebrated the opening of its 1,500th store in Jiangsu with a themed event titled "Su Yun Tong Xing, Gong Fu Xin Cheng" [5] - The new restaurants are designed to reflect local culture, with the New Street Center Restaurant emphasizing a literary atmosphere in line with Nanjing's designation as a UNESCO "City of Literature" [6][7] - KFC's journey from its first store in Nanjing's Confucius Temple to its current expansion illustrates its adaptation to urban development and consumer preferences over 33 years [5][6] Group 2 - The "Speedy Takeaway" service has been implemented in 800 KFC locations across Jiangsu, allowing customers to pick up orders without leaving their vehicles [7][10] - KFC has introduced various product lines tailored to local tastes, including "KFC Grandpa's Tea" and "KPRO" healthy food options, to cater to diverse consumer preferences [9][10] - The company has established nearly 100 "Food Stations" in Jiangsu to provide surplus food to those in need, demonstrating its commitment to social responsibility [15]