Yum China Holdings (YUMC) reported $2.82 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 8.8%. EPS of $0.40 for the same period compares to $0.30 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.74 billion, representing a surprise of +3.01%. The company delivered an EPS surprise of +14.29%, with the consensus EPS estimate being $0.35.
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: 18,101 compared to the 18,111 average estimate based on four analysts.
- No of Restaurants - Others: 936 compared to the 873 average estimate based on four analysts.
- No of Restaurants - Pizza Hut: 4,168 compared to the 4,180 average estimate based on four analysts.
- No of Restaurants - KFC: 12,997 versus the four-analyst average estimate of 13,058.
- Revenues- Other revenues: $45 million versus the four-analyst average estimate of $40.97 million. The reported number represents a year-over-year change of +18.4%.
- Revenues- Revenues from transactions with franchisees: $126 million compared to the $116.27 million average estimate based on four analysts. The reported number represents a change of +24.8% year over year.
- Revenues- Franchise fees and income: $25 million versus the four-analyst average estimate of $24.83 million. The reported number represents a year-over-year change of +13.6%.
- Revenues- Company sales: $2.63 billion compared to the $2.56 billion average estimate based on four analysts. The reported number represents a change of +7.9% year over year.
- Revenues- KFC- Other revenues: $1 million compared to the $2.85 million average estimate based on three analysts. The reported number represents a change of 0% year over year.
- Revenues- Pizza Hut- Company sales: $529 million compared to the $521.66 million average estimate based on three analysts. The reported number represents a change of +5.8% year over year.
- Revenues- Pizza Hut- Franchise fees and income: $3 million versus the three-analyst average estimate of $2.34 million. The reported number represents a year-over-year change of +50%.
- Revenues- Pizza Hut- Revenues from transactions with franchisees: $2 million compared to the $2.05 million average estimate based on three analysts. The reported number represents a change of +100% year over year.
View all Key Company Metrics for Yum China here>>>
Shares of Yum China have returned +6.4% over the past month versus the Zacks S&P 500 composite's +0.9% 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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Yum China (YUMC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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