Above Numbers per Seeking Alpha
Below Numbers per Lipton Financial Services, Inc.
MOST RECENT CONFERENCE CALL TRANSCRIPT AND SLIDE SHOW
Yum China Holdings, Inc. (YUMC) Q1 2026 Earnings Call Transcript _ Seeking Alpha
Tag Archives: YUMC
“COMPANY DETAILED ANALYSES” (SUBSCRIBERS log in to view write-ups on over 60 restaurant/franchising companies) – newly updated YUM BRANDS, YUM CHINA, BRINKER INTERNATIONAL, FIRST WATCH – with relevant transcripts
YUM BRANDS (YUM)
https://www.liptonfinancialservices.com/2023/11/yum-brands/
YUM CHINA (YUMC)
https://www.liptonfinancialservices.com/2023/11/yum-china-holdings-yumc-in-process/
BRINKER INTERNATIONAL (EAT)
https://www.liptonfinancialservices.com/2023/11/brinker-international/
FIRST WATCH (WATCH)
https://www.liptonfinancialservices.com/2023/11/first-watch-fwrg-in-process/
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) – YUM CHINA, CHIPOTLE, RCI HOSPITALITY, NATHAN’S FAMOUS- with relevant transcripts
note: since you received this email, you are obviously a subscriber. DON’T FORGET TO LOG IN, TO ACCESS THE FOLLOWING ANALYSES 🙂
YUM CHINA (YUMC)
https://www.liptonfinancialservices.com/2023/02/yum-china-holdings-yumc-in-process/
CHIPOTLE MEXICAN GRILL (CMG)
https://www.liptonfinancialservices.com/2023/02/chipotle-mexican-grill-cmg-updated-writeup/
RCI HOSPITALITY (RICK)
https://www.liptonfinancialservices.com/2023/02/rci-hospitality-rick-in-process/
NATHAN’S FAMOUS (NATH)
https://www.liptonfinancialservices.com/2023/02/nathans-famous-nath-in-process/
UPDATED CORPORATE DESCRIPTIONS: CHEESECAKE FACTORY, DENNY’S, YUM BRANDS, YUM CHINA, DINE BRANDS + NON-RESTAURANT FRANCHISOR, DRIVEN BRANDS, with relevant transcripts
CHEESECAKE FACTORY (CAKE)
https://www.liptonfinancialservices.com/2022/08/cheesecake-factory-updated-write-up/
DENNY’S (DENN)
https://www.liptonfinancialservices.com/2022/08/dennys-corporation-denn-new-writeup/
YUM BRANDS (YUM)
https://www.liptonfinancialservices.com/2022/08/yum-brands/
YUM CHINA (YUMC)
https://www.liptonfinancialservices.com/2022/08/yum-china-holdings-yumc-in-process/
DINE BRANDS (DIN)
https://www.liptonfinancialservices.com/2022/08/dine-brands-global-din/
DRIVEN BRANDS (DRVN)
https://www.liptonfinancialservices.com/2022/11/driven-brands-holdings-inc-drvn/
UPDATED CORPORATE DESCRIPTIONS: McDONALD’S, YUM CHINA, TEXAS ROADHOUSE, WINGSTOP, BJ’S RESTAURANTS
UPDATED CORPORATE DESCRIPTIONS: McDONALD’S, YUM CHINA, TEXAS ROADHOUSE, WINGSTOP, BJ’S RESTAURANTS
McDONALD’S (MCD)
https://www.liptonfinancialservices.com/2022/01/mcdonalds/
YUM CHINA (YUMC)
https://www.liptonfinancialservices.com/2022/05/yum-china-holdings-yumc-in-process/
TEXAS ROADHOUSE (TXRH)
https://www.liptonfinancialservices.com/2022/05/texas-roadhouse-updated-write-up/
WINGSTOP (WING)
https://www.liptonfinancialservices.com/2022/03/wingstop/
BJ’S RESTAURANTS (BJRI)
https://www.liptonfinancialservices.com/2022/03/bjs-restaurants-2/
UPDATED CORPORATE DESCRIPTIONS FOR: CHIPOTLE, RCI HOSPITALITY, RESTAURANT BRANDS, YUM BRANDS, YUM CHINA
UPDATED CORPORATE DESCRIPTIONS FOR: CHIPOTLE (CMG), RCI HOSPITALITY (RICK), RESTAURANT BRANDS (QSR), YUM BRANDS (YUM), YUM CHINA (YUMC)
CHIPOTLE
https://www.liptonfinancialservices.com/2022/01/chipotle-mexican-grill-cmg-updated-writeup/
RCI HOSPITALITY
https://www.liptonfinancialservices.com/2021/11/rci-hospitality-rick-in-process/
RESTAURANT BRANDS
YUM BRANDS
https://www.liptonfinancialservices.com/2022/01/yum-brands/
YUM CHINA
https://www.liptonfinancialservices.com/2022/01/yum-china-holdings-yumc-in-process/
THE WEEK THAT WAS, ENDING 1/28 – A FEW RATINGS CHANGES, EARNINGS REPORTS ABOUT TO BEGIN
THE WEEK THAT WAS, ENDING 1/28 – A FEW RATINGS CHANGES, EARNINGS REPORTS ABOUT TO BEGIN
ERIC GONZALEZ maintains DIN, CMG and MCD at Overweight – OTR Global downgrades YUMC – Brian Vaccaro maintains DIN, CMG, CAKE, EAT at Outperform, BLMN at Strong Buy -G0RDON HASKETT upgrades CMG to Buy -ANDREW CHARLES maintains DPZ at Outperform – Jeff Bernstein maintains MCD at Overweight.
No new transcripts on above companies.
EARNINGS SEASON ABOUT TO BEGIN
2022-02-01 After Market Close Starbucks
2022-02-02 Before Market Open Brinker International
2022-02-08 Before Market Open Portillos – unconfirmed
2022-02-08 Before Market Open Nathan’s Famous – estimated
2022-02-08 After Market Close Luby’s – estimated
2022-02-08 After Market Close Yum China Holdings
2022-02-08 After Market Close Chipotle Mexican Grill –
2022-02-09 After Market Close RCI Hospitality Holdings – estimated
2022-02-09 Before Market Open Yum Brands – estimated
2022-02-10 Wendy’s – Estimated
2022-02-11 Krispy Kreme – Estimated
UPDATED CORPORATE DESCRIPTIONS – YUM CHINA, KURA SUSHI, WINGSTOP, SWEETGREEN, FIRST WATCH, POTBELLY
UPDATED CORPORATE DESCRIPTIONS – YUM CHINA (YUMC), KURA SUSHI (KRUS), WINGSTOP (WING), SWEETGREEN (SG), FIRST WATCH (FWRG), POTBELLY (PBPB)
UPDATED CORPORATE DESCRIPTIONS – SHORTLY WILL INCLUDE VIRTUALLY EVERY PUBLICLY HELD RESTAURANT COMPANY – to be updated each quarter
The summaries we show, while not complete in detail and involve a number of approximations, provide a good starting point for our own investment banking activities and will hopefully do the same for our readers.
https://www.liptonfinancialservices.com/2021/11/yum-china-holdings-yumc-in-process/
https://www.liptonfinancialservices.com/2021/11/kura-sushi-krus-write-up/
https://www.liptonfinancialservices.com/2021/11/wingstop/
https://www.liptonfinancialservices.com/2021/11/sweetgreen-sg-in-process/
https://www.liptonfinancialservices.com/2021/11/first-watch-fwrg-in-process/
https://www.liptonfinancialservices.com/2021/11/potbelly-pbpb-in-process/