Yum China Holdings, Inc.

Report azionario NYSE:YUMC

Capitalizzazione di mercato: US$16.0b

Yum China Holdings Crescita futura

Criteri Future verificati 2/6

Yum China Holdings prevede che gli utili e i ricavi cresceranno rispettivamente di 8.9% e 5.9% all'anno. Si prevede che l'EPS crescerà di 11.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 22.8% in 3 anni.

Informazioni chiave

8.9%

Tasso di crescita degli utili

11.94%

Tasso di crescita dell'EPS

Hospitality crescita degli utili19.5%
Tasso di crescita dei ricavi5.9%
Rendimento futuro del capitale proprio22.75%
Copertura analitica

Good

Ultimo aggiornamento19 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent 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
Aggiornamento narrativa • 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.
Aggiornamento narrativa • Jun 08

YUMC: Store Expansion And Buybacks Will Support Future Re Rating

Analysts have made a slight trim to their fair value estimate for Yum China Holdings, reducing the implied price target by about $0.52 to reflect modestly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E, following recent research that includes both a target cut and the stock being added to an APAC conviction list. Analyst Commentary Recent research on Yum China Holdings reflects a mix of optimism and caution, with one firm trimming its price target and another adding the stock to a regional conviction list.
Aggiornamento narrativa • May 25

YUMC: Buybacks And Executed Store Base Will Support Future Re Rating

The analyst price target for Yum China Holdings has been adjusted slightly lower by about $1, with analysts pointing to updated fair value, discount rate, revenue growth, profit margin and future P/E assumptions as key drivers behind the change. Analyst Commentary Bullish Takeaways Bullish analysts adding Yum China Holdings to a conviction list see the updated fair value work as still supportive of upside potential even with a slightly lower target price.
Aggiornamento narrativa • Apr 22

YUMC: Store Expansion And Buybacks Will Support Future Re Rating

Analysts have nudged their consolidated price target for Yum China higher by roughly $0.19, reflecting slightly adjusted assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E after recent mixed target moves and heightened conviction from firms covering the stock. Analyst Commentary Recent Street research on Yum China shows a mix of optimism and caution, with price targets both raised and trimmed and the stock added to a key regional conviction list.
Aggiornamento narrativa • Apr 08

YUMC: Share Buybacks And Store Expansion Will Support Future Re Rating

Analysts have trimmed their average price target on Yum China by a small amount to around $62, citing slightly higher discount rate assumptions and only modest adjustments to long term revenue growth, profit margin, and future P/E expectations, even as recent research includes both target increases and decreases and a fresh addition to a major conviction list. Analyst Commentary Recent Street research on Yum China reflects a mix of optimism and caution, with several firms fine tuning their targets and ratings around execution, growth potential, and valuation.
Aggiornamento narrativa • Mar 24

YUMC: Rising Cash Returns And Expansion Progress Will Support Future Re Rating

Analysts have raised the fair value estimate for Yum China Holdings slightly to $62.43 from $62.02, citing updated assumptions around the discount rate, revenue, profit margin and expected future P/E that align with recent price target increases and rating upgrades from the Street. Analyst Commentary Recent research updates on Yum China highlight a mix of optimism around execution and growth potential, alongside caution on valuation risk and operational delivery.
Aggiornamento narrativa • Mar 08

YUMC: Rising Cash Returns And Store Expansion Will Support Future Re Rating

Analysts have lifted their blended price target on Yum China by about $6, reflecting updated assumptions on discount rates and future P/E multiples, and supported by recent target hikes and an upgraded rating from several research houses. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent price target increases as support for a higher implied valuation range, with the combined US$4.89 and US$1 raises suggesting more confidence in Yum China Holdings' earnings power and P/E assumptions.
Aggiornamento narrativa • Feb 22

YUMC: Rising Cash Returns And Store Expansion Will Shape Future Upside

Analysts have nudged their average price target for Yum China higher by a few dollars to reflect modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions, supported by recent positive research, price target lifts of $1 and $4.89, and an upgrade to a more favorable rating. Analyst Commentary Bullish analysts are signaling a slightly more constructive stance on Yum China, reflected in modest price target increases of $1 and $4.89 and a move to a more favorable rating from one research house.
Articolo di analisi • Feb 10

Yum China Holdings (NYSE:YUMC) Has Announced That It Will Be Increasing Its Dividend To $0.29

Yum China Holdings, Inc. ( NYSE:YUMC ) has announced that it will be increasing its dividend from last year's...
Aggiornamento narrativa • Feb 07

YUMC: Shareholder Returns And Modest Outlook Reset Will Shape Future Performance

Analysts have lifted their price target on Yum China by about US$4, citing refreshed estimates for fair value, discount rate, revenue growth, profit margin and future P/E, which together underpin a slightly higher long term valuation framework. Analyst Commentary Recent Street research on Yum China points to a modest reset higher in fair value assumptions, with several firms revisiting their models and lifting price targets by roughly US$1 to just under US$5.
Aggiornamento narrativa • Nov 22

YUMC: Aggressive Share Buybacks Will Drive Future Shareholder Value

Analysts have slightly lowered their price target for Yum China Holdings from $57.99 to $57.94, citing adjustments to growth and risk assumptions in their updated models. What's in the News Yum China Holdings, Inc.
Aggiornamento narrativa • Nov 05

YUMC: Share Buybacks And Improving Margins Will Drive Long-Term Upside

Analysts have slightly lowered their price target for Yum China Holdings from $58.48 to $57.99. They cite adjustments in projected profit margins, discount rates, and forward price-earnings ratios as reasons for the change.
Seeking Alpha • Feb 10

Yum! Brands: Taco Bell Keeps Winning, While KFC Simmering - Very Slowly

Summary Taco Bell's strong performance in FY 2024, driven by same-store sales and innovation, contrasts with KFC's struggles in the U.S. but gains internationally. Pizza Hut remains the underdog in the 'Battle of Pizzas,' with weak same-store sales and top-line growth, but easier comparisons ahead. Valuation models suggest Yum! Brands is fairly valued; without significant improvement in KFC's U.S. performance, the stock is unlikely to soar. Reiterate 'Hold' rating with a raised price target of $135, emphasizing Taco Bell's heavy lifting and the need for KFC's U.S. turnaround. Read the full article on Seeking Alpha
Seeking Alpha • Jan 03

Yum! Brands: Taco Bell Eyes Dutch Bros' Success

Summary Taco Bell's success with innovative menu items and value promotions contrasts with KFC and Pizza Hut's struggles amid fast-food inflation and international challenges. Yum! Brands' EBIT growth forecast lowered due to headwinds, despite Taco Bell's strong performance and new beverage spin-off, Live Más Café. KFC faces significant same-store sales declines and closures, particularly in the Middle East and Asia, impacting overall company performance. Valuation seems stretched, even more so when compared to other fast-food chains with the same geographic distribution. Valuation seems stretched, even more so when compared to other fast-food chains with the same geographic distribution. Read the full article on Seeking Alpha
Seeking Alpha • Dec 22

Yum China Holdings: Potential For Sales Growth To Accelerate

Summary I reiterate my buy rating for YUMC due to robust growth prospects and solid management execution. YUMC benefits from China's high savings rate and government stimulus, driving potential consumer spending recovery. Aggressive store expansion, particularly with the KFC mini model, positions YUMC well for growth in lower-tier cities. Strategic initiatives like K Coffee and PH Wow are contributing to significant sales growth and profitability. Read the full article on Seeking Alpha
Seeking Alpha • Oct 25

Yum China's Expansion Continues In Slower Economy

Summary Yum China Holdings, Inc. has rapidly expanded, especially its company-operated KFC and Pizza Hut chains, with good space for continued growth. The Q3 report will likely have weak same-restaurant restaurants, as China's economy has been weak over the short term. The government's potential stimulus measures won't yet affect the economy positively. YUMC stock is valued with fair growth expectations. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:YUMC - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202814,5161,2271,2781,91426
12/31/202713,6571,1311,1571,77529
12/31/202612,8691,0251,2011,72928
6/30/202612,4389759401,578N/A
3/31/202612,0879469311,564N/A
12/31/202511,7979298401,466N/A
9/30/202511,5699049411,508N/A
6/30/202511,4349198341,440N/A
3/31/202511,3269167761,429N/A
12/31/202411,3039117141,419N/A
9/30/202411,2018936571,391N/A
6/30/202411,0448406561,392N/A
3/31/202411,0198256881,408N/A
12/31/202310,9788277631,473N/A
9/30/202310,5737837491,418N/A
6/30/202310,3447451,0641,728N/A
3/31/20239,8186311,0961,749N/A
12/31/20229,5694427341,413N/A
9/30/20229,7728646701,386N/A
6/30/20229,641762234967N/A
3/31/20229,964860242971N/A
12/31/20219,8539904421,131N/A
9/30/20219,8216666721,289N/A
6/30/20219,6151,0018981,435N/A
3/31/20219,0669528881,385N/A
12/31/20208,2637846951,114N/A
9/30/20208,0337236301,039N/A
6/30/20208,004507572980N/A
3/31/20208,226553N/A901N/A
12/31/20198,776713N/A1,185N/A
9/30/20198,661697N/A1,205N/A
6/30/20198,554677N/A1,171N/A
3/31/20198,498642N/A1,126N/A
12/31/20188,415708N/A1,333N/A
9/30/20188,373527N/A1,072N/A
6/30/20188,291500N/A1,099N/A
3/31/20188,064482N/A1,099N/A
12/31/20177,769398N/A884N/A
12/31/20167,075498N/A866N/A
12/31/20156,909323N/A913N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di YUMC ( 8.9% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di YUMC ( 8.9% all'anno) cresceranno più lentamente rispetto al mercato US ( 17.1% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di YUMC cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di YUMC ( 5.9% all'anno) crescerà più lentamente rispetto al mercato US ( 13% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di YUMC ( 5.9% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di YUMC sarà elevato tra 3 anni ( 22.8 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/19 00:58
Prezzo dell'azione a fine giornata2026/08/19 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Yum China Holdings, Inc. è coperta da 50 analisti. 29 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Ali DibadjBernstein
Chen LuoBofA Global Research
Forrest ChanCCB International Securities Limited