Added to YB: 2024-07-08
Pitch date: 2024-06-18
YUMC [bullish]
Yum China Holdings, Inc.
+42.81%
current return
Author Info
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Company Info
Yum China Holdings, Inc. owns, operates, and franchises restaurants in the People’s Republic of China.
Market Cap
$16.0B
Pitch Price
$31.47
Price Target
N/A
Dividend
2.47%
EV/EBITDA
6.30
P/E
18.06
EV/Sales
1.45
Sector
Hotels, Restaurants and Leisure
Category
growth
Yum China: Widening its Economic Moat and Seizing Growth Opportunities in an Evolving Market
YUMC: 49% upside vs peers. P/E 15.5x vs industry 22.7x. Strong moat, expansion to 20k stores by 2026 (+240m customers). Lower-tier cities focus w/ 15% higher transactions, 20% lower costs. $3B buyback 2024-26. Risks: softening demand, FX, China sentiment. Q1'24: same-store sales -11%, margin -1.6%, op profit -5% YoY.
Read full article (6 min)