Yum China beats profit estimates despite revenue miss

Yum China reported Q3 revenue of $3.5B (+8% YoY) and operating profit of $451M (+13%). Same-store sales fell 3%, but transactions rose 3%. The company opened 692 new restaurants, a quarterly record, and expects to exceed 20,500 locations by year-end. KFC and Pizza Hut saw transaction growth, with delivery sales up 7% YoY, accounting for 54% of total sales.

Yum China Holdings (YUMC) reported a 3% decline in Q3 same-store sales, missing estimates for 1.1% growth. Revenue also missed expectations, causing shares to drop 4.5% in premarket trading.

Yum China (YUMC) reported Q3 2026 adjusted earnings of $0.91, beating estimates, but revenue of $3.48B missed forecasts. Shares fell 4.42% premarket. Operating profit rose 13% to $451M, and margins expanded 50 bps to 13.0%. Same-store sales declined 3%, while transactions grew 3%. The company opened 692 net new restaurants and raised its full-year target to over 2,400.

Yum China Holdings, Inc. (YUMC) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Yum China Reports Third Quarter 2026 Results Grew Revenue 8%, Operating Profit 13% and Diluted EPS 20% 15th Consecutive Quarter of Same-Store Transaction Growth; Year-over-Year Expansion in Both Restaurant and OP Margins Achieved Record Net New Store Openings in the

Yum China (YUMC) shares fell 3.6% pre-market after reporting mixed Q3 2026 results. EPS beat estimates at $0.91, but revenue of $3.48B missed expectations and same-store sales declined 3% YoY. The company opened 692 new stores and raised its full-year target to over 2,400. The broader market was mixed, with the S&P 500 and Dow Jones down, while the Nasdaq gained modestly.

Yum China reported Q3 2026 revenue of $3.48B, missing estimates by 0.5% but beating on adjusted EPS ($0.91) and EBITDA ($578M). Operating and free cash flow margins held steady. Same-store sales declined 3% YoY, while locations increased to 19,989.