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businesstimes.com.sgSEP 183 min read$YUMC

From Haidilao to Oriental Kopi: How some of Asia’s favourite F&B players are faring in 2026

Haidilao's Hong Kong-listed entity saw 7.9% revenue growth and 0.5% net profit increase in H1 2026, while its Nasdaq-listed international arm reported 10% revenue growth in Q2 2026 but a net loss due to FX losses. Oriental Kopi reported 34.2% revenue growth in Q3 2026 but a 5.3% profit decline. Yum China's Q2 2026 revenue rose 13% and operating profit increased 14%. Japan Foods narrowed its net loss for FY2026 but revenue declined 16.7%. Tung Lok Group's FY2026 performance was not detailed in th

Original reporting
businesstimes.com.sg
Published Sep 18, 2026, 12:15 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 18, 2026, 1:07 AM UTC. Informational, not investment advice.
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From Haidilao to Oriental Kopi: How some of Asia’s favourite F&B players are faring in 2026 — source image
Source · businesstimes.com.sg
Decision brief

The 30-second read

$YUMCBullishMed
01

Why it matters

Earnings releases show mixed performance: strong growth for Yum China and Haidilao delivery, but margin and FX challenges for Super Hi and Japan Foods.

02

Market read

Provides fresh earnings data for several Asian F&B players, useful for sector allocation and short‑term trading decisions.

03

What to watch

Potential regulatory changes on food safety and labor costs could affect future profitability.

Relevance 6/10Novelty 6/10Timing: post‑earnings Sep 2026

Background

The article surveys recent earnings and operational updates of major Asian dining groups, reflecting a shifting consumer environment.

Company-level read

Ticker impact

$YUMCBullishHigh confidence
Context

Yum China reported Q2 2026 revenue up 13% YoY to $3.1B, operating profit up 14% to $348M, and added 560 net new stores.

Expected impact

Likely support for price gains; investors may add on earnings beat.

Evidence & confidence

Strong top‑line, profit growth and expansion signal continued momentum.

Market effects

Sector

Highlights resilience and challenges in Asian F&B sector amid inflation and consumer caution.

Regional

May influence investor sentiment toward Singapore and Hong Kong listed restaurant stocks.

Global

Provides a snapshot of consumer‑spending trends in Asia, relevant for global consumer discretionary exposure.

Counterpoint

What could challenge this read

Despite earnings beats, high valuation multiples could limit upside; focus on margin pressure and FX risk.

Key entities

  • company
    Haidilao International

    Hong Kong‑listed hotpot chain operator.

  • company
    Super Hi International

    Nasdaq‑listed international arm of Haidilao.

  • company
    Oriental Kopi

    Malaysian coffee and bakery chain listed on ACE Market.

  • company
    Yum China

    US‑listed Chinese fast‑food operator.

  • company
    Japan Foods

    Singapore‑listed ramen and Japanese cuisine chain.

Read at source← All news

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