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Yum China (YUMC) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended June 2026, Yum China Holdings (YUMC - Free Report) reported revenue of $3.14 billion, up 12.6% over the same period last year. EPS came in at $0.70, compared to $0.58 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $3.06 billion, representing a surprise of +2.65%. The company delivered an EPS surprise of +1.45%, with the consensus EPS estimate being $0.69.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Yum China performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • No of Restaurants - Total: 19,297 versus 19,128 estimated by three analysts on average.
  • No of Restaurants - Others: 959 compared to the 898 average estimate based on three analysts.
  • No of Restaurants - Pizza Hut: 4,549 versus the three-analyst average estimate of 4,494.
  • No of Restaurants - KFC: 13,789 compared to the 13,737 average estimate based on three analysts.
  • Revenues- Franchise fees and income: $29 million compared to the $29.78 million average estimate based on four analysts. The reported number represents a change of +20.8% year over year.
  • Revenues- Company sales: $2.91 billion compared to the $2.86 billion average estimate based on four analysts. The reported number represents a change of +11.4% year over year.
  • Revenues- Revenues from transactions with franchisees: $155 million versus the four-analyst average estimate of $131.87 million. The reported number represents a year-over-year change of +34.8%.
  • Revenues- Other revenues: $44 million versus the four-analyst average estimate of $37.26 million. The reported number represents a year-over-year change of +25.7%.
  • Revenues- KFC- Company sales: $2.29 billion versus the three-analyst average estimate of $2.24 billion. The reported number represents a year-over-year change of +11.4%.
  • Revenues- Pizza Hut: $613 million compared to the $606.39 million average estimate based on three analysts. The reported number represents a change of +10.7% year over year.
  • Revenues- Pizza Hut- Other revenues: $3 million versus the three-analyst average estimate of $6.33 million. The reported number represents a year-over-year change of -50%.
  • Revenues- Pizza Hut- Revenues from transactions with franchisees: $3 million versus $1.86 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +200% change.

View all Key Company Metrics for Yum China here>>>

Shares of Yum China have returned +11.9% over the past month versus the Zacks S&P 500 composite's -1.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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