Yum China Holdings, Inc. · NYSE:YUMC
Yum China — Investor Day (2023)
15 slides from Yum China's investor day presentation, 2023
Slide 1: Leila Zhang, Chief Technology Officer
Leila Zhang Chief Technology Officer
Slide 2: Cautionary Statements
Cautionary Statements Forward-Looking Statements. This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. We intend all forward-looking statements to be covered by the safe harbor
Slide 3: The Power of Digital: From Customer Experience to Operations
The Power of Digital: From Customer Experience to Operations Multi-Channel Super APPs Mini Membership Delivery 3rd Party Engagement Programs Experiences Services Delivery Customer-Facing Digitalization Store & Enterprise Digitalization Pocket Remote Store Cloud Based Enterprise YUMC Cloud Manager Ma
Slide 4: Build an End-to-End Store-Focused Digital Value Chain
Build an End-to-End Store-Focused Digital Value Chain 2 Digitalized Store Management 1 Digitalized Supply Chain 3 Digitalized Franchise & Food Safety Development & Management Suppliers Logistics Franchise Stores Company-owned Stores 4 YUMC Cloud 3
Slide 5: Streamline Supply Chain Operations and Ensure Food Safety
1 Streamline Supply Chain Operations and Ensure Food Safety Real-Time, Integrated Automatic Data Control Store Inventory from Suppliers Monitoring to Stores AI Enabled Knowledge Inventory Graph Based Replenishment for Food Safety and KFC and Pizza Hut Quality Solutions 4
Slide 6: Empowering Store Staff with Intelligent Solutions
2 Empowering Store Staff with Intelligent Solutions AI-backed Operation Analysis Remote Store Supervision Intelligent Monitoring Improved Operational Efficiency via Empowerment of Store Management: Enabled 80% Store Growth with Relatively FLAT Headcount 1 1. Store count and headcount comparison: Jun
Slide 7: Enabling Franchise Store Expansion
3 Enabling Franchise Store Expansion Customized APP Empower Franchise Store For franchisees Operations “One System, One Process” “悟空” CPOS1 + “掌柜” Enhance Franchise Management 100% of Franchise Stores Use YUMC Franchise Systems2 Ensure Consistency of Customer Services 1. Cloud-based Point-of-Sales s
Slide 8: Ensuring Reliability, Efficiency, and Security with YUMC Cloud
4 Ensuring Reliability, Efficiency, and Security with YUMC Cloud 8.5mn+ Transactions in One Day Jun 1 Exceptional Customer Experience Post-CNY May May 20 Holiday Sunday lucky draw Cost- Effectiveness Integrated Thursday Security Support Spikes in Order Transactions Weekend 7
Slide 9: Migrating Towards Digitalization 3.0 – A New Era of AI
Migrating Towards Digitalization 3.0 – A New Era of AI 3.0 New Era of AI From 2023 2.0 Intelligent Store 1.0 From 2021 Digital Store From 2016 ~20,000 stores (2026E) ~13,000 stores ~10,000 stores ~7,000 stores 8
Slide 10: AI is Revolutionizing Our Customer Journey
AI is Revolutionizing Our Customer Journey AI Community Assistant & AI-enabled AI Chat-bot AI Recommendations Customized Interface Enhance Customer Order & Delivery Customer Operations Services Support & Customer Restaurant Engagement Services Innovate AI-enabled Creations AI Service Assistant with
Slide 11: AI is Transforming Support to Our Store Staff
AI is Transforming Support to Our Store Staff Enhance the Support Action recommendations provided by AI to improve store operations Broaden the Application AI-enabled recruitment, training, appraisal and promotion, etc. Intelligent RGM “数智店长” Discover and Innovate e.g., Preemptive equipment maintena
Slide 12: Knowledge-Based AI Will Drive the Evolution of Our Ecosystem
Knowledge-Based AI Will Drive the Evolution of Our Ecosystem 1 Integrate AI 2 Develop More Capabilities AI Services Customers Franchisees YUMC YUMC Knowledgebase AI Platform Suppliers Industry Experts 3 Aggregate Knowledge with Data 11
Slide 13: Leveraging In-House Digital Capabilities to Continuously Innovate
Leveraging In-House Digital Capabilities to Continuously Innovate AI Algorithm Data End-to-End Integration Digitalization Data, AI, and Engineering Professionals Digital Service and Support Taskforce1 YUMC Cyber ~1,000 Cloud Security 1. As of Jun 30, 2023 12
Slide 14: Enhancing YUMC Infrastructure for AI
Enhancing YUMC Infrastructure for AI 13
Slide 15: Embracing the New Era of AI
Embracing the New Era of AI Widening Our Strategic Moat to Support 20,000 Stores