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Yum China Holdings: Buy Rating Justified by Market Share Gains, Capital Return Program, and Growth Drivers Despite Q1 Sales Shortfall

Yum China Holdings: Buy Rating Justified by Market Share Gains, Capital Return Program, and Growth Drivers Despite Q1 Sales Shortfall

CMB International Securities analyst Walter Woo maintained a Buy rating on Yum China Holdings (YUMCResearch Report) today and set a price target of HK$418.25.

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Walter Woo’s rating is based on several key considerations. Despite a sales shortfall in the first quarter of 2025, Yum China Holdings has shown impressive market share gains and successful reforms at Pizza Hut. These positive developments, coupled with a massive capital return program, support the Buy rating.
Looking ahead, while there are some challenges such as higher-than-expected franchised store openings and closures, the company maintains a positive outlook for the remainder of 2025. Yum China aims for mid-single-digit system sales growth and expects favorable commodity prices and manageable wage inflation. Additionally, the company is leveraging growth drivers like K-coffee expansion and innovative product offerings at KFC, as well as cost-efficient WOW stores and new menu items at Pizza Hut. Despite some underestimated negative factors, the overall growth potential and capital return program justify maintaining the Buy rating.

According to TipRanks, Woo is an analyst with an average return of -5.2% and a 36.73% success rate. Woo covers the Consumer Cyclical sector, focusing on stocks such as Yum China Holdings, Li Ning Company, and ANTA Sports Products.

In another report released today, DBS also maintained a Buy rating on the stock with a $63.60 price target.

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