company YUMC - SteadyBase

steadybase-$ company YUMC

account_id none on file

legal_name Yum China Holdings, Inc.

ticker YUMC

cik 1673358

domain yumchina.com

linkedin_company_url https://www.linkedin.com/company/yum-china

entry_point_account_id none on file

name Yum China Holdings Inc.

exchange NYSE

sector Consumer Discretionary

irhttps://ir.yumchina.com/

sector index/company/sector/consumer-discretionary/

calls 15 filings 60 executives 21 family 0

why_now

especially in such a dynamic market. In 2025, we opened more than 1,700 net new stores, taking our total to over 18,000 stores across more than 2,500 cities. Our focus on both system sales growth and same-store sales growth is paying o

Jul 30, 2026 / receipt

calls

First of all, the easiest way is travel to Shenzhen. I encourage all our analysts, just cross the border. I recently just visited the one in Yifan Cheng Uni Center, I think. It's a pizza vial. And then we have a few other cake coffees side by side. Then you can see the menu, the operation, and you have a very good feel about it.

Aug 5, 2024 / receipt, needs a key / Joey, CEO | earnings call 2024-08-05 | transcript 976bb1c2-8171-448b-b830-b37cf4058745 | chars 22263-22593 | segment 23

And to a lesser extent, near increases in higher travel expenses from the resumption of business travel.

Oct 31, 2023 / receipt, needs a key / Andy Yang, CFO | earnings call 2023-10-31 | transcript 69c103c6-2414-4dd2-b9c4-cfceaec431b7 | chars 12072-12176 | segment 13

So hopefully next time we can get it closer to Hong Kong where you don't have to travel that far to try it.

Oct 31, 2023 / receipt, needs a key / Joey Wat, CEO | earnings call 2023-10-31 | transcript 69c103c6-2414-4dd2-b9c4-cfceaec431b7 | chars 23244-23351 | segment 24

You know, and if you look at tourist locations, I think, you know, it's doing, you know, it's quite well, probably quite well. Even at the major transportation hub for domestic travel for tourists, high-speed railroad and for domestic flights, they continue to improve. I think that trajectory is going pretty strong.

Aug 1, 2023 / receipt, needs a key / Joey, other | earnings call 2023-08-01 | transcript 4c1dd2f9-6db4-4bbb-8f13-09d587bb1550 | chars 44606-44923 | segment 45

Obviously, international travel, flight travel is a little softer, and then it would probably take a longer time until flight schedules got shut out.

Aug 1, 2023 / receipt, needs a key / Joey, other | earnings call 2023-08-01 | transcript 4c1dd2f9-6db4-4bbb-8f13-09d587bb1550 | chars 44924-45073 | segment 45

GMA expense increased 16% year-over-year in constant currency, mainly from performance-based bonus and merit increase, as well as additional travel expenses from the resumption of business activities.

May 3, 2023 / receipt, needs a key / Andy Yung, CFO | earnings call 2023-05-03 | transcript 6065935a-4999-44d7-8b8b-f8c40c89c66b | chars 11618-11818 | segment 12

Authorities implemented mass testing, regional lockdowns, and stringent travel measures nationwide. These significantly impact the overall restaurant industry in our business. At the height of the outlook, nearly 300 of our stores were temporarily closed or only provide delivery and takeaway services. But more importantly, reduced social activities, less traveling, and softened consumption impact food traffic across our brand.

Feb 8, 2022 / receipt, needs a key / Joey Watts, CEO | earnings call 2022-02-08 | transcript fedbefc3-e623-4e0c-b53d-febea0657910 | chars 4660-5090 | segment 4

Consumers are cautious about spending and are traveling less. According to government statistics, for the seven-day National Day holiday starting October 1st, The number of travelers was down 2% compared to the same period last year and down 30% versus 2019. Related travel spending was down 40% compared to 2019.

Oct 27, 2021 / receipt, needs a key / Andy, CFO | earnings call 2021-10-27 | transcript 7a742ff0-3977-42d9-8e0a-7385d01b339b | chars 13176-13489 | segment 13

G&A expenditure increased 10% year-over-year, mainly due to high compensation costs, consolidation of Suzhou KFC, and the resumption of some business travel.

Jul 28, 2021 / receipt, needs a key / Andy Yun, CFO | earnings call 2021-07-28 | transcript ac424325-fd91-4b78-965b-afec881fc573 | chars 11667-11824 | segment 12

Travel volume during the 40 days Chinese New Year period was down approximately 40% year-over-year and 70% compared to 2019.

Apr 28, 2021 / receipt, needs a key / Andy Yang, CFO | earnings call 2021-04-28 | transcript af9dd0c7-b241-4075-b735-1215be562995 | chars 12026-12150 | segment 12

Government data shows that despite apparent recovery in domestic travel volume during Changming holiday weekend in April, the related travel spending was still down over 40% comparing to pre-pandemic level in 2019.

Apr 28, 2021 / receipt, needs a key / Andy, CEO | earnings call 2021-04-28 | transcript af9dd0c7-b241-4075-b735-1215be562995 | chars 15697-15911 | segment 16

We anticipate the recovery will remain nonlinear and uneven, influenced by regional outbreaks, reduced travel, and lingering effects on consumer behavior. In 2021, margin will remain subdued compared to pre-COVID level as we face several headwinds.

Feb 3, 2021 / receipt, needs a key / Andy, CEO | earnings call 2021-02-03 | transcript e6567062-a56a-484f-8c57-3ac23a5796bd | chars 15492-15740 | segment 16

filings

Gross new stores