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YUMC · Yum China Holdings, Inc.

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$47.59 +0.35 (+0.74%) At close · Aug 14
Market Cap
$16.30B
Shares
342.46M

Yum China Holdings, Inc. Earnings Call Transcripts

Every quarterly earnings call for Yum China Holdings, Inc. (YUMC) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲5.1% $2.69B $206.00M '22 Q3 22-11-01 ▼8.9% $2.09B $53.00M '22 Q4 23-02-07 ▲9.3% $2.92B $289.00M '23 Q1 23-05-02 ▲24.7% $2.65B $197.00M '23 Q2 23-07-31 ▲8.5% $2.91B $244.00M '23 Q3 23-10-31 ▲19.4% $2.49B $97.00M '23 Q4 24-02-06 ▲1.4% $2.96B $287.00M '24 Q1 24-04-29 ▲0.9% $2.68B $212.00M '24 Q2 24-08-05 ▲5.4% $3.07B $297.00M '24 Q3 24-11-04 ▲4.1% $2.60B $115.00M '24 Q4 25-02-06 ▲0.8% $2.98B $292.00M '25 Q1 25-04-30 ▲4% $2.79B $215.00M '25 Q2 25-08-05 ▲4.4% $3.21B $282.00M '25 Q3 25-11-04 ▲8.8% $2.82B $140.00M '25 Q4 26-02-04 ▲9.7% $3.27B $309.00M '26 Q1 26-04-29 LATEST ▲12.6% $3.14B $244.00M '26 Q2 26-07-30
Conference
Investor event
2026-09-21
BofA 2026 Asia Pacific Conference
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-09-01
HSBC 13th Annual China Conference
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-08-31
Goldman Sachs Asia Leaders Conference 2026
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-07-30
Q2 2026 Yum China Holdings, Inc. Earnings Conference Call
Revenue
$3.14B
▲ 12.6% YoY
Diluted EPS
$0.70
▲ 20.7% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-04-29
Yum China Holdings, Inc. Q1 FY2026 Earnings Call
Positive tone Pizza Hut turnaround and expansion Cost pressure: COL and delivery Long-term margin guidance
Revenue
$3.27B
▲ 9.7% YoY
Diluted EPS
$0.87
▲ 13% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-04
Yum China Holdings, Inc. Q4 FY2025 Earnings Call
Confident tone Delivery mix and aggregator dynamics Pricing strategy Same-store sales and transaction growth
Revenue
$2.82B*
▲ 8.8% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-04
Yum China Holdings, Inc. Q3 FY2025 Earnings Call
Confident tone KFC brand performance New growth modules and formats Same-store sales growth and transactions
Revenue
$3.21B
▲ 4.4% YoY
Diluted EPS
$0.76
▼ 1.3% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-05
Yum China Holdings, Inc. Q2 FY2025 Earnings Call
Confident tone Pizza Hut turnaround KFC brand performance Same-store sales and transactions growth
Revenue
$2.79B
▲ 4% YoY
Diluted EPS
$0.58
▲ 5.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-04-30
Yum China Holdings, Inc. Q1 FY2025 Earnings Call
Confident tone Pizza Hut turnaround KFC brand performance Restaurant margin expansion
Revenue
$2.98B
▲ 0.8% YoY
Diluted EPS
$0.77
▲ 8.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-06
Yum China Holdings, Inc. Q4 FY2024 Earnings Call
Confident tone Pizza Hut transformation and mass-market repositioning KFC growth and store expansion Restaurant margin and operational efficiency
Revenue
$2.60B*
▲ 4.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-04
Yum China Holdings, Inc. Q3 FY2024 Earnings Call
Confident tone RGM 2.0 strategy Same-store sales and traffic Operational efficiency
Revenue
$3.07B
▲ 5.4% YoY
Diluted EPS
$0.77
▲ 32.8% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-05
Yum China Holdings, Inc. Q2 FY2024 Earnings Call
Confident tone Pizza Hut turnaround and new models Ticket size and pricing strategy K-Coffee growth and expansion
Revenue
$2.68B
▲ 0.9% YoY
Diluted EPS
$0.55
▲ 17% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-04-29
Yum China Holdings, Inc. Q1 FY2024 Earnings Call
Confident tone K-Coffee side-by-side expansion Pizza Hut turnaround and growth plan Delivery business and smaller order strategy
Revenue
$2.96B
▲ 1.4% YoY
Diluted EPS
$0.71
▲ 4.4% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-06
Yum China Holdings, Inc. Q4 FY2023 Earnings Call
Confident tone Same-store sales, ticket size and traffic Cost structure and margin management Digital ordering, loyalty and delivery
Revenue
$2.49B*
▲ 19.4% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-10-31
Yum China Holdings, Inc. Q3 FY2023 Earnings Call
Revenue
$2.91B
▲ 8.5% YoY
Diluted EPS
$0.58
▲ 18.4% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-07-31
Yum China Holdings, Inc. Q2 FY2023 Earnings Call
Revenue
$2.65B
▲ 24.7% YoY
Diluted EPS
$0.47
▲ 135% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-02
Yum China Holdings, Inc. Q1 FY2023 Earnings Call
Revenue
$2.92B
▲ 9.3% YoY
Diluted EPS
$0.68
▲ 195.7% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-07
Yum China Holdings, Inc. Q4 FY2022 Earnings Call
Revenue
$2.09B*
▼ 8.9% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-01
Yum China Holdings, Inc. Q3 FY2022 Earnings Call
Revenue
$2.69B
▲ 5.1% YoY
Diluted EPS
$0.49
▲ 104.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-07-28
Yum China Holdings, Inc. Q2 FY2022 Earnings Call
Revenue
$2.13B
▼ 13.2% YoY
Diluted EPS
$0.20
▼ 52.4% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-03
Yum China Holdings, Inc. Q1 FY2022 Earnings Call
Revenue
$2.67B
▲ 4.3% YoY
Diluted EPS
$0.23
▼ 56.6% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-08
Yum China Holdings, Inc. Q4 FY2021 Earnings Call
Revenue
$2.29B*
▲ 1.4% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-10-27
Yum China Holdings, Inc. Q3 FY2021 Earnings Call
Revenue
$2.55B
▲ 8.8% YoY
Diluted EPS
$0.24
▼ 78.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-07-28
Yum China Holdings, Inc. Q2 FY2021 Earnings Call
Revenue
$2.45B
▲ 28.9% YoY
Diluted EPS
$0.42
▲ 23.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-04-27
Yum China Holdings, Inc. Q1 FY2021 Earnings Call
Revenue
$2.56B
▲ 45.8% YoY
Diluted EPS
$0.53
▲ 231.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-03
Yum China Holdings, Inc. Q4 FY2020 Earnings Call
Revenue
$2.26B
▲ 11.3% YoY
Diluted EPS
$0.35
▲ 52.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-10-28
Yum China Holdings, Inc. Q3 FY2020 Earnings Call
Revenue
$2.35B
▲ 1.3% YoY
Diluted EPS
$1.10
▲ 89.7% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-07-29
Yum China Holdings, Inc. Q2 FY2020 Earnings Call
Revenue
$1.90B
▼ 10.5% YoY
Diluted EPS
$0.34
▼ 26.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-04-28
Yum China Holdings, Inc. Q1 FY2020 Earnings Call
Revenue
$1.75B
▼ 23.9% YoY
Diluted EPS
$0.16
▼ 71.9% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-05
Yum China Holdings, Inc. Q4 FY2019 Earnings Call
Revenue
$2.03B
▲ 6% YoY
Diluted EPS
$0.23
▲ 21.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–30 of 30 earnings calls
Key facts CIK 1673358 CUSIP 98850P109 13F (30d) 606 filings 576 filers Visit website Investor relations

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