Yum China Holdings, Inc. · NYSE:YUMC

Yum China — Investor Day (2025)

14 slides from Yum China's investor day presentation, 2025

  1. Slide 1: 2025 Yum China Investor Day: Innovation & Operational Efficiency

    2025 YUM CHINA INVESTOR DAY Innovation & Operational Efficiency LEILA ZHANG CHIEF TECHNOLOGY OFFICER 0

  2. 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

  3. Slide 3: Continuous AI Advancement as a Strategic Moat

    Continuous AI Advancement as a Strategic Moat RGM 1.0 R GM 2.0 RGM 3.0 Agentic AI Generative AI AI Agent 2.0 Decision-Supporting AI Knowledge Bases, AI Agents 2025 Forecasting, Optimization, Digitalization 2023 Recommendation Digital Orders & APPs, Data Warehouse 2019 Towards 2013 30,000+ Stores ~6,

  4. Slide 4: Success Fueled by Digitalization and AI Initiatives

    Success Fueled by Digitalization and AI Initiatives Achievements Vision 1 Customer 3 Supply Chain Enhance customer experience Dual focus: food safety & agility Serving 575mn+ members1 AI-enabled “farm-to-table” management AI is everywhere at Yum China 2 Store 4 Back-Office Improve operational effici

  5. Slide 5: Customer: Tailored and Seamless Experience

    Customer: Tailored and Seamless Experience Achievements Vision Understanding Engagement Recommendation Interaction “风聆” Consumer Data Platform AI-Embedded AI-Aided Consumer Insights Enabled Operation Super APP Customer Support Insights-driven product innovation Able to precisely reach Personalized e

  6. Slide 6: Customer: Tailored and Seamless Experience

    Customer: Tailored and Seamless Experience Recommendation AI-Embedded Super APP Personalized experience for ~40mn monthly active users on KFC Super APP AI Ordering Agent APP in English (To be rolled out)

  7. Slide 7: Store: End-to-End Digitalized Product Management

    Store: End-to-End Digitalized Product Management Achievements Vision Operational Food Safety Efficiency Handle Auto Replenishment Unmanned Receiving Repetitive AI Suggests, RGM Confirms AI Vision + Infrared IOT1 Tasks AI-Enabled Systems Smart Inventory (RFID) Volume & Expiration Monitoring Focus on

  8. Slide 8: Supply Chain: Full Spectrum Intelligence

    Supply Chain: Full Spectrum Intelligence Achievements Vision Food Safety Logistics Replenishment Knowledge Graph Empowering Smart Network Design & Demand Forecasting & End-to- Farm-to-Table Traceability Intelligent Logistics End Collaborative Planning Control Tower & Data Platform Dashboard Risk Ale

  9. Slide 9: Back-Office: Ecosystem Utilizes Data & Knowledge

    Back-Office: Ecosystem Utilizes Data & Knowledge Achievements Vision …… AI Agents & Digital Workforces …… AIGC Voice RGM Analysis of Customer Copilot Network MyService Chat-BI Planning Copilot i-FoodSafety 员工自助 Deep Data Knowledge Vertical Integration Insights Base Penetration Consumer Store Operati

  10. Slide 10: Outlook: Embracing the Agent 2.0 Era

    Outlook: Embracing the Agent 2.0 Era Achievements Vision DEV Proactive AI initiates Copilot Reactive interaction Human seeks with humans AI copilot Collaborative Functional Multi-agent Standalone coordination operation Dedicated Integrated Q-Smart Q-Smart Built around Empowers specific tasks entire

  11. Slide 11: AI Workforce for Store Opening – DEV Copilot

    AI Workforce for Store Opening – DEV Copilot Achievements Vision AI Trade Zone Digitized Scanning AI Rent Recommendations Checklist Recommendations Trade Zone Site Opportunity Rent Traditional Planning Scanning Negotiation Store Opening Capacity AI Capacity Workflows Evaluation Forecast Post Track &

  12. Slide 12: Multi-Agent Collaboration Centered on Q-Smart

    Multi-Agent Collaboration Centered on Q-Smart Achievements Vision Intelligent Monitoring Interact with Natural Language Proactive “Hands Free” Alerts Piloting in 10 select stores Information Real-Time Sensing and Feedback Processing “Agent + Wearable” Knowledge -Based Q&A Enhance Efficiency “Anywher

  13. Slide 13: Slide 13

  14. Slide 14: Accelerate Innovation

Yum China Holdings — Investor Day (2025) on 6ix