2025
YUM CHINA INVESTOR DAY
Innovation & Operational Efficiency
Joey WatChief Executive Officer
Accelerated Expansion of Our Store Footprint Over 38 Years in China
China GDP Growth Rate %1 YUMC # of Stores
14%
12% 10,000
Stores
5,000
20,000
Stores
17,514
Stores
One of the World's Largest QSR Operators
1,000
Stores
19
Stores
5.2%
2%
by Equity Store Count
87 2003 2012 202 | 0 2025 Q3 20 |
33 Years | 6 Years |
26E
3
1. Data from National Bureau of Statistics 3
Largest Restaurant Company in the World's Largest Market
Freshly-made Coffee/Tea player
Restaurant player
Top 10 players in China's foodservice industry by system sales1
(2016 to 2024, bn RMB)
0 100
1. Data from Euromonitor 4
Proven Track Record of Navigating Through Cycles: Resilient & Profitable Growth
System Sales Index1
Restaurant Margin, % Operating Profit, $mn
Diluted EPS, $
100
157
15.2
15.7
634
1,162
1.35
2.33
2016 2024
2016 2024
2016 2024
2016 2024
System Sales
~1.6xMargin Expansion
Operating Profit
~1.8xDiluted EPS
~1.7x1. Take 2016 system sales as 100, excluding F/X impact 5
Committed to Delivering Value-for-Money
Pricing Determines Survival - 定价即经营、定 价定生死
Price & Transaction Index Comparison (2016=100)1
100
142 Total Transaction Index 113 Consumer Price Index2 101 Effective Price Index3
100
188 Total Transaction Index
113 Consumer Price Index2
73 Effective Price Index3
1. Index calculated by setting 2016 total transactions, consumer price & effective price to 100; 2. Data from National Bureau of Statistics; 3. Effective price = food product sales / total units sold 6
Build the Foundation, Then Grow
Procurement Food Innovation
Food Safety & Quality Assurance
Brand Marketing
Digital &
Membership
Store Development
Store Operation
Franchise …
Consumer Insights
HR & Talent Development
Finance Legal Strategy Public
Affairs
IT …
7
People First - RGM NO.1 Listen to Our People Empower Our People Care for Our People
Adopt Frontline Perspectives
Empower RGMs through Smart Management
Comprehensive Employee Care Programs
Recognized for 7 Consecutive Years,
No.2 Overall & Top 1 in the Industry in 2025
8.3%
RGM Turnover Rate1
1. RGM turnover rate from Oct 1, 2024 to Sep 30, 2025, calculated as the number of RGM departures divided by the average number of RGMs during the period 8
The Best Team in the Restaurant Industry
9
9
Resilience Growth !V!oat
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Yum China Holdings Inc. published this content on November 17, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on November 17, 2025 at 02:11 UTC.
