Yum China Holdings, Inc. · NYSE:YUMC
Yum China — Investor Day (2021)
21 slides from Yum China's investor day presentation, 2021
Slide 1: Johnson Huang, KFC General Manager
Johnson Huang KFC General Manager
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: Strong Resilience as the Largest WQSR in China
Strong Resilience as the Largest WQSR in China +6% System Sales +15% Operating Profit 7,600+ Stores1 Growth vs. 20192 Growth vs. 20193 85%+ Digital Orders4 305+ mn Members1 ~30% Delivery Sales4 1. As of June 30, 2021; 2. 2021 1H vs 2019 1H in constant currency; 3. 2021 1H vs 2019 1H in reported curr
Slide 4: Quick Responses to COVID Challenges
Quick Responses to COVID Challenges Take-away Convenient pick-up experience enabled by better Dine-in store accessibility and automated facilities Innovative products and in-store promotions to drive incremental sales Delivery Compelling offers to recruit more members and drive transaction frequency
Slide 5: KFC's Key Growth Pillars
KFC’s Key Growth Pillars Good Seamless Store Operating Food Experience Expansion Efficiency
Slide 6: Strengthen the Core, and Explore the Innovative
100+ New and Upgraded Products in a Year GOOD FOOD Innovations Strengthen the Core, and Explore the Innovative Core Value
Slide 7: More Choices to Expand Leadership in Chicken
More Choices to Expand Leadership in Chicken Original Recipe Crispy Air Juicy Whole Chicken-on-the-bone Chicken-on-the-bone Chicken Chicken-on-the-bone: ~430 mn pieces sold in 2020 7
Slide 8: Scale Up Beef Burgers
Scale Up Beef Burgers Wagyu/Angus Double Beef Burger Wagyu/Angus Meat Sauce Wagyu/Angus Beef Burger Beef Burger (Limited Time Offer)
Slide 9: Coffee & Tea: More Reasons to Visit KFC
Coffee & Tea: More Reasons to Visit KFC Oat Milk Latte Fruity Strawberry Milk Tea Grape Tea KCOFFEE: ~140 mn cups sold in 2020
Slide 10: Regional Menus: Nostalgic Local Comfort Foods
Regional Menus: Nostalgic Local Comfort Foods Wuhan Fujian Tianjin Northwest Hot & Dry Noodles Meat Wonton Steamed Bun Kebab
Slide 11: New Retail: Enjoy at Your Leisure
New Retail: Enjoy at Your Leisure
Slide 12: Seamless Experience: Members, App Downloads, Digital Orders
SEAMLESS EXPERIENCE 305+ mn ~62 % Members1 Member Sales2 ~159 mn 85%+ APP Downloads1 Digital Orders2 Create a Seamless Experience to Serve Know Your Customer Serve Them Better Customers Better 1. As of June 30, 2021; 2. % in 2021 1H
Slide 13: Further Enhance Delivery Offerings to Drive Business Growth
Further Enhance Delivery Offerings to Drive Business Growth Delivery Sales and Growth ($ bn)1 2.0 3 times 1.4 0.9 0.7 2017 2018 2019 2020 1. KFC Self-operated stores and applied constant exchange rate to all periods (1 $ = 6.5 RMB) for simplicity General note - $ refers to US Dollar in the presentat
Slide 14: Leverage Store-based Private Domain to Actively Engage Customers
Leverage Store-based Private Domain to Dianping Actively Engage Customers Meituan Wechat Group Alipay Wechat Mini Program Super APP TikTok
Slide 15: 7,900+ units by the end of 2021
STORE EXPANSION Gross New Builds 840 740+ Achieving 560+ Unprecedented 400+ Store Growth 2017 2018 2019 2020 Expect to reach 7,900+ units by the end of 2021
Slide 16: Footprints Across City Tiers in China
Footprints Across City Tiers in China Map source: http://bzdt.ch.mnr.gov.cn/
Slide 17: Great Potential to Reach More Customers
Great Potential to Reach More Customers KFC Coverage KFC Stores per mn People 15 Potential 1,200+ 9 5 Reached 1 1,500+ Cities All of China Tier 2 Tier 1 1. As of June 30, 2021
Slide 18: Higher Productivity, Better Service
OPERATING EFFICIENCY Employees per KFC Store Total KFC Stores Higher Productivity, 7,600+ Better Service 5,200+ ~30% 2016 2021 1H
Slide 19: Further Unlock Potential Through Digital & Intelligence
Further Unlock Potential Through Digital & Intelligence Front & Back of House Equipment Management Inventory Management Training Efficiency People DIGITAL AI AUTOMATION
Slide 20: Resilience with Agile Execution
Focus on Resilience Technology- Core & with Agile Enabled Embrace Execution Innovation Changes
Slide 21: YumChina
YumChina