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Yum China Holdings, Inc. Stock Price

NYSE:YUMC Community·US$15.0b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 106 Fair Values set on narratives written by author

YUMC Share Price Performance

US$44.72
-2.22 (-4.73%)
US$61.22
Fair Value
US$44.72
-2.22 (-4.73%)
26.9% undervalued intrinsic discount
US$61.22
Fair Value
Price US$44.72
AnalystConsensusTarget US$61.22

YUMC Community Narratives

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Fair Value US$61.22 26.9% undervalued intrinsic discount

Expanding Lower-Tier Chinese Cities And Digital Upgrades Will Drive Demand

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US$61.22
26.9% undervalued intrinsic discount
Revenue
6.62% p.a.
Profit Margin
8.7%
Future PE
18.09x
Price in 2029
US$80.52

Trending Discussion

No trending discussion available.

Updated Narratives

YUMC logo

YUMC: Brand Ownership And Store Expansion Will Support Future Re Rating

Fair Value: US$61.22 26.9% undervalued intrinsic discount
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Snowflake Analysis

Very undervalued with adequate balance sheet.

1 Risk
5 Rewards

Yum China Holdings, Inc. Key Details

US$12.1b

Revenue

US$9.6b

Cost of Revenue

US$2.5b

Gross Profit

US$1.5b

Other Expenses

US$946.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 30, 2026
2.74
20.42%
7.83%
0.3%
View Full Analysis

About YUMC

Founded
1987
Employees
210000
CEO
Joey Wat
WebsiteView website
www.yumchina.com

Yum China Holdings, Inc. owns, operates, and franchises restaurants in the People’s Republic of China. The company operates through two KFC, Pizza Hut, and All Other segments. It operates restaurants under the KFC, Pizza Hut, Taco Bell, Lavazza, Little Sheep, and Huang Ji Huang concepts. The company also offers online food delivery services. Yum China Holdings, Inc. was founded in 1987 and is headquartered in Shanghai, the People’s Republic of China.

Recent YUMC News & Updates

Seeking Alpha Jul 19

Yum China Q2 Preview: Pizza Hut Catalyst Balanced By Macro Headwinds (Rating Downgrade)

Summary Yum China is rated Hold, with valuation upside limited to ~5% and a fair 13–15x forward earnings multiple. The PHC (Pizza Hut China) acquisition is strategically positive, enabling menu localization, cost synergies, and improved margins by eliminating royalty fees. Macro headwinds in China—weak consumption, layoffs, and cautious consumer sentiment—may constrain SSS growth and pricing power for KFC and PHC brands. YUMC’s valuation premium to domestic peers appears justified, but further upside is capped without new catalysts amid ongoing macro uncertainty. Read the full article on Seeking Alpha
Narrative Update Jun 23

YUMC: Brand Ownership And Store Expansion Will Support Future Re Rating

Analysts have nudged their fair value estimate for Yum China Holdings slightly higher to about $61.22, citing supportive views on the Pizza Hut brand acquisition in Mainland China as a positive earnings contributor within a still measured valuation framework. Analyst Commentary Analysts covering Yum China Holdings are weighing the Pizza Hut brand acquisition in Mainland China against broader execution and valuation questions, giving investors a mix of optimistic and cautious signals to consider.

Recent updates

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