Quarterly ResultApr 29, 2026, 06:12 AM
YUMC Q1 Revenue +10% to $3.3B; Operating Profit +12%; EPS $0.87
AI Summary
Yum China Holdings, Inc. reported strong first-quarter 2026 results, with total revenues increasing 10% to $3.3 billion and operating profit growing 12% to a record $447 million. Diluted EPS rose 13% to $0.87. The company achieved an all-time quarterly high by opening 636 net new stores and expanded its operating profit margin for the eighth consecutive quarter. Yum China also returned $316 million to shareholders through buybacks and dividends, and remains on track to return $1.5 billion in 2026.
Key Highlights
- YUMC Q1 Total revenues increased 10% YoY to $3.3 billion, or 4% excluding F/X.
- Operating profit grew 12% YoY to $447 million, a first-quarter record high.
- Diluted EPS increased 13% YoY to $0.87, or 7% excluding F/X.
- Opened 636 net new stores, an all-time quarterly high, reaching 18,737 total stores.
- Returned $316 million to shareholders through $214 million in share repurchases and $102 million in cash dividends.
- KFC same-store sales increased 1% YoY, marking the fourth consecutive quarter of growth.
- Pizza Hut operating profit grew 18% YoY, building on last year's 27% increase.
- Delivery sales grew 31% YoY, contributing approximately 54% of total Company sales.