Yum China Holdings, Inc. (NYSE:YUMC) is a prominent player in the fast-food industry, operating well-known brands like KFC and Pizza Hut in China. The company is listed on both the NYSE and HKEX. It competes with other major fast-food chains in the region, focusing on expanding its footprint and enhancing its service offerings.
On November 25, 2025, Ethan Wang from CLSA set a price target of $55 for YUMC. At that time, the stock was trading at $47.55, suggesting a potential increase of about 15.67%. This optimistic outlook aligns with Yum China's ambitious growth plans, as highlighted during their recent Analyst/Investor Day.
During the Investor Day on November 16, 2025, Yum China unveiled its "RGM 3.0" strategy. The company aims for high-single-digit growth in operating profit and double-digit growth in both diluted EPS and free cash flow per share over the next three years. This strategy is expected to drive the stock towards the $55 target set by Ethan Wang.
Yum China plans to expand its store count significantly, targeting 20,000 stores by 2026 and over 30,000 by 2030. This expansion is part of their strategy to accelerate network growth, drive sales, and enhance profitability. The company's leadership, including CEO Joey Wat and CFO Adrian Ding, emphasized these goals during the Investor Day.
The current stock price of YUMC is $47.55, reflecting a slight decrease of 0.98% with a change of $0.47. Despite this, the company's market capitalization remains robust at approximately $17.15 billion. With a trading volume of 1,142,083 shares on the NYSE, YUMC continues to be a significant player in the market.
