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-0.000189609404626432 -0.00056882821387943 -9.48047023132832E-05 0.00530906332954117 0.00758437618505875 0.00758437618505875 0.00758437618505875 0.00758437618505875
Stock impact report

Yum China outlines over 1,900 new stores in 2026 as franchise mix rises to 40–50% [Seeking Alpha]

Yum China Holdings, Inc. (YUMC) 
Last yum china holdings, inc. earnings: 4/28 04:30 pm Check Earnings Report
US:NYSE Investor Relations: ir.yumchina.com
Company Research Source: Seeking Alpha
CEO Joey Wat highlighted that Yum China opened more than 1,700 net new stores in 2025, reaching over 18,000 stores across 2,500+ cities and achieving positive same-store sales growth for Fresh Stock Ideas, Every Day Explore diverse investing perspectives with daily analysis from experts across the market. Subscribe to Stock Ideas Sign Up Quick Insights Key drivers include record new store openings, positive same-store sales, margin expansion, innovation in products, and increased franchise mix. Management expects the rising franchise mix to support long-term margin improvement, operational efficiency, and profitability despite analyst concerns. Primary risks include higher rider delivery costs, less commodity deflation tailwind, tough year-over-year comparisons, and margin pressure due to a rising delivery sales mix. Recommended For You Show less Read more
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