Financial Performance - System sales grew by 4% YoY in Q2, excluding F/X impact[5] - Same-store sales increased by 1% YoY in Q2[5] - Operating Profit reached $304 million in Q2, a 14% increase YoY[5] - Diluted EPS grew to $0.58, a 5% increase YoY, or 15% excluding mark-to-market impact & F/X[5] - Digital sales exceeded $5 billion in 1H 2025[15] Store Expansion and Franchising - The company added 336 net new stores in Q2 and 583 in 1H[7] - Net new unit contribution to system sales was 4% in Q2[7] - KFC has 12,238 total stores, with 14% franchised[10] - Pizza Hut has 3,864 total stores, with 6% franchised[10] Brand Performance - KFC system sales grew by 5% YoY, with a 1% increase in same-store sales in Q2[20] - KFC's operating profit margin was 14%, a 90 bps increase YoY[20] - Pizza Hut system sales grew by 3% YoY, with a 2% increase in same-store sales in Q2[27] - Pizza Hut's operating profit grew by 16% YoY, with an operating profit margin of 83%, a 90 bps increase YoY[27] Capital Returns - The company targets $3 billion in capital returns for 2025-26 and $45 billion for 2024-26[37] - Net cash by the end of June 2025 was $28 billion[37]
YUM CHINA(YUMC) - 2025 Q2 - Earnings Call Presentation