Yum China Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
13.7%projected annual EPS growth
Analyst Coverage
21analysts covering
FY Revenue (est.)
$12.9Bnext fiscal year
FY EPS (est.)
$2.95next fiscal year
Monitoring Framework
Key Performance Indicators
Total Store Count Quarterly18.7KTarget: Over 20,000 stores by year-end 2026
Net New Store Openings Quarterly636.0Target: More than 1,900 net new stores in 2026
Delivery Sales Mix (KFC) Quarterly55.0Target: Stabilize margins against rising rider costs
Capital Returns to Shareholders QuarterlyTarget: $1.5 billion in 2026
Watch Items
- Rider Cost Inflation and Delivery Margin PressureTrigger: Delivery sales mix exceeding 55% of total salesAction: Accelerate AI-driven routing efficiencies, optimize in-house rider networks, and expand lower-cost franchise formats.
- Pizza Hut Mainland China Brand Rights IntegrationTrigger: Closing of the $1.2 billion acquisition in Q3 2026Action: Eliminate the $62 million annual license fee payments to Yum! Brands and monitor immediate EPS accretion.
- Same-Store Sales (SSS) Growth RecoveryTrigger: SSS growth falling below 0% (flat)Action: Enhance value-for-money menu offerings, scale KPRO light-meal concepts, and expand KCOFFEE locations.
Research as of 2 Sep 2026