$YUMC 0.44 Noisy

Notable posts

• @wallstengine neutral 67 eng

  Today's Key Events (All EST) — 07/30/2026 08:30: US PCE Price Index 08:30: US Initial Jobless Claims 08:30: US GDP QoQ Advance 08:30: US Consumer Spending Before Open 👇 05:00: Check Point Software $CHKP 05:00: Yum China $YUMC 06:00: Cigna $CI 06:00: Enterprise Products $EPD 06:00: CRH $CRH 06:00: Air Products $APD 06:30: Valero Energy $VLO 06:30: Norwegian Cruise Line $NCLH 06:30: Regeneron $REGN 06:30: TC Energy $TRP 06:30: Xerox $XRX 06:30: Trane Technologies $TT 06:45: Hershey $HSY 06:45: TechnipFMC $FTI 06:50: KKR $KKR 06:55: Bristol Myers Squibb $BMY 06:55: Ferrari $RACE 06:55: Quanta Services $PWR 06:55: American Electric Power $AEP 07:00: Crocs $CROX 07:00: Yum! Brands $YUM 08:00: Mastercard $MA After Hours 👇 16:00: Amazon $AMZN 16:00: DexCom $DXCM 16:00: Strategy $MSTR 16:00: First Solar $FSLR 16:00: Monolithic Power Systems $MPWR 16:00: Neurocrine Biosciences $NBIX 16:00: Tempus AI $TEM 16:05: Roblox $RBLX 16:05: Reddit $RDDT 16:05: Rivian $RIVN 16:05: GoDaddy $GDDY 16:05: Illumina $ILMN 16:05: Nextpower $NXT 16:05: Stryker $SYK 16:05: Universal Display $OLED 16:10: Live Nation $LYV 16:15: MasTec $MTZ 16:15: Coinbase $COIN 16:15: BigBear .ai $BBAI 16:15: Mohawk Industries $MHK 16:30: Apple $AAPL 16:30: Corteva $CTVA 17:10: Eldorado Gold $EGO 18:55: Vale $VALE 19:00: Sony

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• @wallstengine bullish 31 eng

  YUM CHINA $YUMC Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.1B; +13% YoY 🔹 Adj. EPS: $0.70; +21% YoY 🔹 Oper Profit: $348M; +14% YoY 🔹 Same-Store Sales Growth: 1% 🔹 KFC: $2.34B; +12% YoY 🔹 Pizza Hut: $613M; +11% YoY FY26 Guide: 🔹 Total Stores: Over 20,000, or 1,900+ net new stores 🔹 Franchise Mix of Net New Stores: 40%-50% 🔹 CapEx: $600M-$700M 🔹 Capital Return: $1.5B Other Q2 Metrics: 🔹 System Sales Growth: 6% YoY 🔹 Same-Store Transactions Growth: +5% YoY 🔹 OP Margin: 11.1%; +20 bps YoY 🔹 Restaurant Margin: 16.1%; flat YoY 🔹 Delivery Sales Growth: +26% YoY 🔹 Active Members: 270M+; +6% YoY Capital Return: 🔹 Buybacks: $301M 🔹 Dividends Paid: $101M 🔹 Dividend Declared: $0.29/share, payable September 17, 2026 Other Updates: 🔹 Pizza Hut Acquisition: On track to close in August 2026, financed via ~$1.2B offshore bridge loan Comments: 🔸 “Same-store sales growth improved sequentially to 1%, led by the 14(th) consecutive quarter of same-store transaction growth, while store openings continued to accelerate year over year across both company-owned and franchise stores.” 🔸 “We are about to reach a major breakthrough by becoming the owner of the Pizza Hut brand in Mainland China, after operating the brand in the market for 36 years. … In the near term, we expect the savings in license fees to support margin expansion, with Pizza Hut's restaurant margin approaching KFC's.”

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