$YUMC

Matthews International Capital Management slashed its $FUTU position by nearly 54%, selling 82,183 shares for $12.78M, likely signaling profit-taking after strong gains.

Yum China beats Q1 estimates with 87-cent EPS and $3.271B sales. Delivery sales surge 31%, now 54% of revenue. Stock rises 1.95% on plans to open 1,900+ stores and return $1.5B to shareholders.

Chinese brands slash prices dramatically—blind boxes at $1.50, KFC pizzas at $3.30—as intense competition and consumer frugality trigger margin compression across sectors.

Haidilao's Super Hi projects 7.9% revenue growth and 56% profit increase in 2025, but currency gains mask margin pressure from intensifying competitor presence.

Chinese domestic food brands like Mixue and Luckin Coffee surge past Western mid-tier chains struggling with localization. Post-Covid consumer shift favors domestic brands.

$YUMC CEO Joey Wat sells 104,000 shares worth $5.74M in first recorded divestiture, holding 12.84% less of company despite 12% stock gains.