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Yum China (YUMC) investor relations material
Yum China Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary18 Nov, 2025
Strategic priorities, vision, and business philosophy
Aims to reach 20,000 stores by 2025/2026 and over 30,000 by 2030, focusing on innovation, operational efficiency, and a dual equity-franchise model for accelerated growth.
RGM 3.0 strategy balances resilience, growth, and moat, with Mega RGMs managing multiple stores and front-end segmentation/back-end consolidation.
Core beliefs include value for money, a strong foundation, people-first culture, and digital empowerment for frontline managers.
Store models are diversified for different city tiers, with Gemini (KFC + Pizza Hut) and small-town formats enabling deeper penetration into lower-tier markets.
Digital transformation and AI are central, with integrated apps, AI-powered ordering, and supply chain automation enhancing efficiency and customer experience.
Brand and business development
KFC targets over RMB 10 billion operating profit by 2028, and Pizza Hut aims to double operating profit to over $310 million by 2029, leveraging classic products, menu innovation, and aggressive expansion.
Lavazza targets 1,000 stores and $60 million retail sales by 2029, with localized products and efficient store models.
Emerging brands (Taco Bell, Huang Ji Huang, Little Sheep) are gaining momentum, with double-digit growth and profitability improvements.
Franchising is a key accelerator, with a goal of 5,000+ franchise stores by 2028 and franchise system sales mix for KFC and Pizza Hut expected to rise to mid-teens percentage.
Sees significant room for growth in lower-tier cities and aims to nearly double city presence by 2030.
Financial guidance and performance
Targets mid to high single-digit system sales CAGR and high single-digit operating profit CAGR from 2026–2028.
System sales grew 1.6x, operating profit 1.8x, and diluted EPS 1.7x from 2016 to 2024, with restaurant margin expanding from 15.2% to 15.7%.
Free cash flow is projected to exceed $1.1 billion by 2028, with plans to return $1.5 billion annually to shareholders from 2024–2026 and 100% of free cash flow to parent from 2027 onward.
Expects to maintain 100–102 same-store sales index annually, with double-digit EPS and free cash flow per share CAGR.
Franchise stores expected to reach 20% of total by 2028, with payback periods of 2–3 years for small-town formats.
Explain Pizza Hut's effective price strategy
Strategy to double YUMC city presence by 2030E
Impact of Agentic AI on smart restaurants
Franchise model: ROIC and OP margin targets?
KFC 2028 OP target: What drives growth beyond ¥10B?
Quantify AI's impact on operational efficiency.
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Frequently asked questions
Yum China Holdings, Inc. is a China-based restaurant company and the exclusive licensee of Yum! Brands for the Chinese market. The company operates and franchises a portfolio of fast-food and casual dining brands, including KFC, Pizza Hut, Taco Bell, and several local concepts. The company is headquartered in Shanghai, China, and its shares are listed on the New York Stock Exchange (NYSE) and the Hong Kong Stock Exchange (HKEX).
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