Yum China

Yum China (YUMC) reported strong Q3 results, with operating profit rising 8% YoY to $400 million. Same-store sales increased 1%, driven by marketing and innovation. Revenue grew 4% to $3.2 billion. The company added 536 net new stores, reaching a total of 17,514. Digital sales surged, accounting for 95% of total sales. Yum China plans to open 1,600-1,800 net new stores in 2025 and return approximately $3 billion to shareholders in 2025-2026.

Yum China is piloting “Q-Smart,” an AI-powered assistant for restaurant managers, designed to streamline operations. The hands-free system uses voice commands to aid with tasks like scheduling, inventory, and quality control, allowing managers to focus on customer service. It aligns with Yum China’s strategy to improve efficiency and the customer experience through technology. The company also launched a frontline innovation fund during its inaugural AI Day.