$YUMC (Yum China Holdings) — 8-K: YUMC Q3 FY26: EPS $0.91 beats street by $0.01 (+1.3%); revenue $3.5B, +8% YoY

Yum China delivered a Q3 FY26 beat, posting GAAP EPS of $0.91 versus the $0.90 consensus — a $0.01 beat, or +1.3%. Revenue came in at $3.5 billion, up 8% YoY (or +2% excluding F/X), with operating profit up 13% to $451 million and OP margin expanding 50 bps to 13.0%. Restaurant margin also expanded 50 bps to 17.8%, supported by streamlined operations and favorable commodity prices that more than offset value-for-money offerings, sales deleveraging, and higher rider costs from a richer delivery mix. The company raised its 2026 net new store target to over 2,400 and remains on track to return $1.5 billion to shareholders this year.

Yum China delivered a Q3 FY26 beat, posting GAAP EPS of $0.91 versus the $0.90 consensus — a $0.01 beat, or +1.3%. Revenue came in at $3.5 billion, up 8% YoY (or +2% excluding F/X), with operating pro