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Yum China Holdings, Inc. (YUMC) Analyst/Investor Day Transcript
Yum China Holdings, Inc. ( YUMC ) Analyst/Investor Day November 16, 2025 8:00 PM EST Company Participants Florence Lip - Senior Director of Investor Relations Joey Wat - CEO & Executive Director Warton Wang Jeff Kuai Chen Maggie - Chief Customer Officer Leila Zhang - Chief Technology Officer Duoduo Huang - Chief Supply Chain Officer Jerry Ding - Chief People Officer Adrian Ding - Chief Financial Officer Conference Call Participants Chen Luo - BofA Securities, Research Division Michelle Cheng - Goldman Sachs Group, Inc., Research Division Lillian Lou - Morgan Stanley, Research Division Presentation Florence Lip Senior Director of Investor Relations Hello, ladies and gentlemen. Welcome to Yum China's 2025 Investor Day.
Yum China Holdings, Inc. (YUMC) Q3 2025 Earnings Call Transcript
Yum China Holdings, Inc. ( YUMC ) Q3 2025 Earnings Call November 4, 2025 7:00 AM EST Company Participants Florence Lip - Senior Director of Investor Relations Joey Wat - CEO & Executive Director Adrian Ding - Chief Financial Officer Conference Call Participants Michelle Cheng - Goldman Sachs Group, Inc., Research Division Brian Bittner - Oppenheimer & Co. Inc., Research Division Chen Luo - BofA Securities, Research Division Lillian Lou - Morgan Stanley, Research Division Sijie Lin - China International Capital Corporation Limited, Research Division Xiaopo Wei - Citigroup Inc., Research Division Christine Peng - UBS Investment Bank, Research Division Linda Huang - Macquarie Research Presentation Operator Good day, and thank you for standing by. Welcome to Yum China Third Quarter 2025 Earnings Conference Call.
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Yum China Holdings Inc. Profile
| Hotels, Restaurants & Leisure Industry | Consumer Discretionary Sector | Joey Wat CEO | HKEX Exchange | US98850P1093 ISIN |
| CN Country | 140,000 Employees | 2 Dec 2025 Last Dividend | - Last Split | 17 Oct 2016 IPO Date |
Overview
Yum China Holdings, Inc. is a leading company in the restaurant industry, based in the People's Republic of China. Since its inception in 1987, Yum China has established a notable presence in the Chinese dining market through ownership, operation, and franchising of numerous restaurant outlets across the country. Headquartered in Shanghai, the company has successfully diversified its portfolio by incorporating a wide range of dining concepts under its umbrella, including popular international and local brands. The segments under which it operates include KFC, Pizza Hut, and All Other, showcasing its ability to cater to a broad spectrum of culinary preferences and dining experiences.
Products and Services
- KFC: A cornerstone of Yum China's portfolio, the brand offers a wide variety of chicken-based fast food options, tailored to align with local tastes and preferences.
- Pizza Hut: Another major brand under Yum China, Pizza Hut operates in the casual dining segment, offering an array of pizzas, pastas, and other Italian-American dishes customized for the Chinese market.
- Taco Bell: A relatively newer addition, brings Mexican-inspired food such as tacos, burritos, and nachos to Chinese consumers, adapting flavors to suit local palates.
- Lavazza: In partnership, Yum China presents the Italian coffee brand within the Chinese market, providing high-quality coffee and related beverages.
- Little Sheep: Specializing in Mongolian hot pot, this brand emphasizes fresh ingredients and a unique dining experience, blending traditional flavors with modern dining needs.
- Huang Ji Huang: Known for popularizing the simmer pot concept, Huang Ji Huang offers a diverse menu focusing on healthful and flavorful slow-cooked pots.
- V-Gold Mall: Extending beyond physical restaurants, Yum China operates this mobile e-commerce platform, enabling the sale of various food products directly to consumers.
- Online Food Delivery Services: To complement its restaurant operations, Yum China offers online food delivery services, allowing customers to enjoy their favorite meals from the comfort of their homes.
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