Yum China Reports Third Quarter 2018 Results
10/30/2018 at 7:00 AM EDT

Total Revenues and Total System Sales* Grew 4% year over year

Share Repurchase Authorization Increased by $850 million to an Aggregate of $1.4 billion

SHANGHAI, Oct. 30, 2018 /PRNewswire/ -- Yum China Holdings, Inc. (the "Company" or "Yum China") (NYSE: YUMC) today reported unaudited results for the third quarter ended September 30, 2018. Reported GAAP results include Special Items, which are excluded from adjusted measures.  Special Items are not allocated to any segment and therefore only impact reported GAAP results of Yum China.  See "Reconciliation of Reported GAAP Results to Adjusted Measures" within this release.

Third Quarter Highlights

  • Total revenues increased 4% year over year to $2.2 billion from $2.1 billion (6% year over year increase excluding foreign currency translation ("F/X")).
  • Total system sales grew 4% year over year, with 6% growth at KFC partially offset by 2% decline at Pizza Hut, excluding F/X.
  • Same-store sales declined 1% year over year, with a 1% increase at KFC and a 5% decrease at Pizza Hut, excluding F/X.
  • Restaurant margin was 17.6%, as compared with 18.0% in the prior year period.
  • Operating Profit increased 2% year over year to $269 million from $264 million (4% year over year increase excluding F/X).
  • Net Income increased 15% to $203 million from $176 million in the prior year period (17% year over year increase excluding F/X).
  • Effective tax rate was 24.2%.
  • Diluted EPS increased 16% to $0.51 from $0.44 in the prior year period (18% year over year increase excluding F/X).
  • Opened 195 new restaurants during the quarter, bringing total store count to 8,313 across more than 1,200 cities.

Dividend and Share Repurchase

  • The Board of Directors declared a cash dividend of $0.12 per share on Yum China's common stock, payable as of the close of business on December 18, 2018 to stockholders of record as of the close of business on November 27, 2018.
  • During the third quarter, we repurchased approximately 2.7 million shares of Yum China common stock for $93.7 million at an average price of $35.14 per share.
  • In October 2018, the Board of Directors increased Yum China's existing share repurchase authorization from $550 million to an aggregate of $1.4 billion.

Recent Development

  • As of today, the Company has repurchased approximately 11.3 million shares for $406 million, including 3.4 million shares for $110 million in October 2018. There is approximately $1 billion remaining under the new share repurchase authorization.

*System sales growth rate excludes the impact of F/X.

Key Financial Results

 

Third Quarter 2018

 

Year to Date Ended 9/30/2018

 

% Change

% Change

 

System

Sales

 

Same-Store

Sales

 

Net New
Units

 

Operating

Profit

System

Sales 

 

Same-Store
Sales

 

Net New
Units

 

Operating
Profit

 
                     

Yum China

+4

(1)

+6

+2

+4

 

-

+6

 

+17

KFC

+6

+1

+8

+3

+6

 

+2

+8

 

+11

Pizza Hut

(2)

(5)

+3

-

(1)

 

(5)

+3

 

(38)

                     
 

Third Quarter

Year to Date Ended 9/30

(in US$ million, except

       

% Change

       

% Change

for per share data and percentages)

2018

 

2017

 

Reported

 

Ex F/X

2018

 

2017

 

Reported

 

Ex F/X

Operating Profit

$  269

$  264

2

4

$ 857

 

$ 731

 

17

 

12

Adjusted Operating Profit1

$  269

$  261

3

4

$ 759

 

$ 728

 

4

 

(1)

Net Income

$  203

$  176

15

17

$ 634

 

$ 505

 

26

 

19

Basic Earnings Per Common Share

$ 0.53

$ 0.46

15

15

$ 1.64

 

$ 1.30

 

26

 

20

Adjusted Basic Earnings Per Common Share1

$ 0.53

$ 0.45

18

18

$ 1.45

 

$ 1.30

 

12

 

6

Diluted Earnings Per Common Share

$ 0.51

$ 0.44

16

18

$ 1.59

 

$ 1.27

 

25

 

19

Adjusted Diluted Earnings Per Common Share1

$ 0.51

$ 0.43

19

21

$ 1.41

 

$ 1.26

 

12

 

6

                               

1 See "Reconciliation of Reported GAAP Results to Adjusted Measures" included in the accompanying tables of this release for further details.

Note:  All comparisons are versus the same period a year ago. 

NM refers to changes over 100%, from negative to positive amounts or from zero to an amount.

Yum China's fiscal third quarter 2018 includes July, August and September results.

Percentages may not recompute due to rounding.

System sales and same-store sales percentages exclude the impact of F/X.

Prior period results have been recast for the change of fiscal quarter, same-store sales growth definition and adoption of the new revenue accounting standard.

CEO and CFO Comments

"We recorded 4% system sales growth during the third quarter, excluding foreign exchange impact, as we expanded our portfolio and delivered more value-oriented offerings to address growing competition and softer trading conditions," said Joey Wat, CEO of Yum China. "KFC continued to perform well, posting 1% same-store sales growth during the quarter, on top of a 10% growth in the same period last year. Pizza Hut recorded a 5% decline in same-store sales during the quarter, as healthy growth in delivery was offset by lower dine-in traffic. We made further progress on the revitalization program as we launched a refreshed brand identity, improved our value proposition, expanded our digital capabilities to include tableside ordering via mobile, and generated greater delivery traffic through our own channels."

"Looking ahead, we are excited by the opportunity to grow our portfolio in China's western quick service restaurant and casual dining markets. We will continue to add a range of store formats across the spectrum of low and high tier cities to drive growth. We will also build out our digital and delivery eco-system so that we can better serve our customers and create a seamless online to offline experience," said Ms. Wat.

"We are pleased to report that we effectively managed restaurant margins at both brands during the quarter, despite an increase in promotional activities," said Jacky Lo, CFO of Yum China. "Pizza Hut maintained operating profit at the same level as the year ago period due to more targeted investments in new products and better labor efficiencies."

"With a solid balance sheet and strong cash generation, we returned over $132 million of capital to our shareholders through a combination of share buybacks and dividends in the third quarter. We are pleased to announce that we increased our quarterly cash dividend by 20% to $0.12 per share, and expanded our share repurchase authorization by $850 million to a total of $1.4 billion. We are committed to continuing to create long-term value for our shareholders," added Mr. Lo. 

Digital and Delivery

  • As of September 30, 2018, the KFC loyalty program had over 145 million members and the Pizza Hut loyalty program had over 50 million members, an increase of 45 million and 20 million, respectively, year over year.
  • Mobile payments accounted for 64% of Company sales in the quarter, an increase of 17 percentage points year over year. Digital payments accounted for 82% of Company sales in the quarter, an increase of 18 percentage points year over year.
  • Delivery contributed to 17% of Company sales in the third quarter of 2018, an increase of 3 percentage points year over year. Delivery services are now available in 1,063 cities, up from 864 cities in the prior year period.

New-Unit Development and Asset Upgrade

  • The Company opened 195 new restaurants and remodeled 209 restaurants in the third quarter of 2018.
 

New Units

 

Restaurant Count

 

Third Quarter

 

Year to Date 

 

As of 9/30

 

2018

 

Ended 9/30/2018

 

2018

 

2017

Yum China

195

 

562

 

8,313

 

7,813

KFC

139

 

411

 

5,800

 

5,393

Pizza Hut

38

 

106

 

2,215

 

2,157

Others2

18

 

45

 

298

 

263

 

2 Others include Little Sheep, East Dawning, Taco Bell and COFFii & JOY, a coffee concept recently developed by Yum China.

Restaurant Margin

  • In the third quarter of 2018, Yum China restaurant margin was 17.6%, as compared with 18.0% in the prior year period, primarily attributable to same-store sales deleverage at Pizza Hut and investment in product upgrades and promotions at both KFC and Pizza Hut.
   

Third Quarter

 

Year to Date Ended 9/30

   

2018

 

2017

 

% pts

change

 

2018

 

2017

 

% pts

change

Yum China

 

 

17.6%

 

18.0 %

 

 

(0.4)

 

16.9%

 

18.3%

 

(1.4)

KFC

 

19.2%

 

19.6%

 

(0.4)

 

19.0%

 

19.3%

 

(0.3)

Pizza Hut

 

13.8%

 

14.4%

 

 

(0.6)

 

11.8%

 

16.3%

 

(4.5)

Conference Call

Yum China's management will hold an earnings conference call at 8:00pm U.S. Eastern Time on Tuesday, October 30, 2018 (8:00am Beijing/Hong Kong Time on Wednesday, October 31, 2018). A copy of the presentation will be available on the Yum China Holdings, Inc. website, http://ir.yumchina.com

US:

+1 845 675 0437

Hong Kong:

+852 3018 6771

Mainland China:

400 620 8038 or 800 819 0121

UK:

+44 20 36214779

International:

+65 6713 5090

Passcode:

Yum China

A replay of the conference call will be available two hours after the call ends until 8:00am U.S. Eastern Time on Wednesday, November 7, 2018 (9:00pm Beijing/Hong Kong Time on Wednesday, November 7, 2018) and may be accessed by phone at the following numbers:

US:

+1 855 452 5696

International:

+61 2 8199 0299

Passcode:

8893952

Additionally, a live webcast and an archived webcast of this conference call will be available at http://ir.yumchina.com.

Forward-Looking Statements

This press release 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 provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally can be identified by the fact that they do not relate strictly to historical or current facts and by the use of forward-looking words such as "expect," "expectation," "believe," "anticipate," "may," "could," "intend," "belief," "plan," "estimate," "target," "predict," "project," "likely," "will," "continue," "should," "forecast," "outlook" or similar terminology. These statements are based on current estimates and assumptions made by us in light of our experience and perception of historical trends, current conditions and expected future developments, as well as other factors that we believe are appropriate and reasonable under the circumstances, but there can be no assurance that such estimates and assumptions will prove to be correct. Forward-looking statements include, without limitation, statements regarding the future business plans, earnings and performance of Yum China, statements regarding the revitalization of Pizza Hut, anticipated effects of population and macroeconomic trends, statements regarding the capital structure of Yum China, and beliefs regarding the long-term drivers of Yum China's business. Forward-looking statements are not guarantees of performance and are inherently subject to known and unknown risks and uncertainties that are difficult to predict and could cause our actual results or events to differ materially from those indicated by those statements. We cannot assure you that any of our expectations, estimates or assumptions will be achieved. The forward-looking statements included in this press release are only made as of the date of this press release, and we disclaim any obligation to publicly update any forward-looking statement to reflect subsequent events or circumstances, except as required by law. Numerous factors could cause our actual results or events to differ materially from those expressed or implied by forward-looking statements, including, without limitation: whether we are able to achieve development goals at the times and in the amounts currently anticipated, if at all, the success of our marketing campaigns and product innovation, our ability to maintain food safety and quality control systems, our ability to control costs and expenses, including tax costs, as well as changes in political, economic and regulatory conditions in China. In addition, other risks and uncertainties not presently known to us or that we currently believe to be immaterial could affect the accuracy of any such forward-looking statements. All forward-looking statements should be evaluated with the understanding of their inherent uncertainty. You should consult our filings with the Securities and Exchange Commission (including the information set forth under the captions "Risk Factors" and "Forward-Looking Statements" in our Annual Report on Form 10-K) for additional detail about factors that could affect our financial and other results.

About Yum China Holdings, Inc.

Yum China Holdings, Inc. is a licensee of Yum! Brands in mainland China. It has exclusive rights in mainland China to KFC, China's leading quick-service restaurant brand, Pizza Hut, the leading casual dining restaurant brand in China, and Taco Bell, a California-based restaurant chain serving innovative Mexican-inspired food. Yum China also owns the Little Sheep and East Dawning concepts outright. The Company had more than 8,300 restaurants in over 1,200 cities at the end of September 2018. For more information, please visit http://ir.yumchina.com  

Investor Relations Contact:

   

Tel: +86 21 2407 7556

IR@YumChina.com    

 

     

Media Contact:

   

Tel: +86 21 2407 7510

Media@YumChina.com

Yum China Holdings, Inc.

Consolidated Statements of Income

(amounts in US$ million, except for per share amounts)

(unaudited)

 
 

Quarter Ended

 

% Change

 

Year to Date Ended

 

% Change

 

9/30/2018

 

9/30/2017

 

B/(W)

 

9/30/2018

 

9/30/2017

 

B/(W)

Revenues

                             

Company sales

$

2,008

 

$

1,924

 

4

 

$

5,912

 

$

5,326

 

11

Franchise fees and income

 

36

   

38

 

(5)

   

110

   

107

 

3

Revenues from transactions with franchisees and unconsolidated affiliates

 

159

   

160

 

(1)

   

461

   

448

 

3

Other revenues

 

9

   

8

 

8

   

18

   

16

 

12

Total revenues

 

2,212

   

2,130

 

4

   

6,501

   

5,897

 

10

Costs and Expenses, Net

                             

Company restaurants

                             

Food and paper

 

610

   

560

 

(9)

   

1,775

   

1,529

 

(16)

Payroll and employee benefits

 

430

   

403

 

(7)

   

1,296

   

1,137

 

(14)

Occupancy and other operating expenses

 

615

   

614

 

   

1,841

   

1,683

 

(9)

Company restaurant expenses

 

1,655

   

1,577

 

(5)

   

4,912

   

4,349

 

(13)

General and administrative expenses

 

119

   

123

 

3

   

334

   

339

 

2

Franchise expenses

 

18

   

19

 

8

   

55

   

54

 

(1)

Expenses for transactions with franchisees and unconsolidated affiliates

 

156

   

159

 

2

   

454

   

443

 

(2)

Other operating costs and expenses

 

6

   

8

 

19

   

17

   

14

 

(21)

Closures and impairment (income) expenses, net

 

(1)

   

2

 

NM

   

15

   

20

 

25

Other income, net

 

(10)

   

(22)

 

(53)

   

(143)

   

(53)

 

NM

Total costs and expenses, net

 

1,943

   

1,866

 

(4)

   

5,644

   

5,166

 

(9)

Operating Profit

 

269

   

264

 

2

   

857

   

731

 

17

Interest and other income, net

 

10

   

8

 

34

   

28

   

16

 

76

Income Before Income Taxes

 

279

   

272

 

3

   

885

   

747

 

19

Income tax provision

 

(67)

   

(87)

 

22

   

(227)

   

(220)

 

(4)

Net income – including noncontrolling interests

 

212

   

185

 

15

   

658

   

527

 

25

Net income – noncontrolling interests

 

9

   

9

 

(5)

   

24

   

22

 

(8)

Net Income – Yum China Holdings, Inc.

$

203

 

$

176

 

15

 

$

634

 

$

505

 

26

Effective tax rate

 

24.2%

   

31.9%

 

7.7 ppts.

   

25.7%

   

29.4%

 

3.7 ppts.

                               

Basic Earnings Per Common Share

$

0.53

 

$

0.46

     

$

1.64

   

1.30

   

Weighted average shares outstanding (in millions)

 

384

   

386

       

386

   

387

   
                               

Diluted Earnings Per Common Share

$

0.51

 

$

0.44

     

$

1.59

   

1.27

   

Weighted average shares outstanding (in millions)

 

394

   

398

       

398

   

397

   
                               

Cash Dividends Declared Per Common Share

$

0.10

 

$

     

$

0.30

 

$

   
                               

Company sales

 

100.0%

   

100.0%

       

100.0%

   

100.0%

   

Food and paper

 

30.4

   

29.1

 

(1.3) ppts.

   

30.0

   

28.7

 

(1.3) ppts.

Payroll and employee benefits

 

21.4

   

20.9

 

(0.5) ppts.

   

21.9

   

21.3

 

(0.6) ppts.

Occupancy and other operating expenses

 

30.6

   

32.0

 

1.4 ppts.

   

31.2

   

31.7

 

0.5 ppts.

Restaurant margin

 

17.6%

   

18.0%

 

(0.4) ppts.

   

16.9%

   

18.3%

 

(1.4) ppts.

Operating margin

 

13.4%

   

13.7%

 

(0.3) ppts.

   

14.5%

   

13.7%

 

0.8 ppts.

                               

Percentages may not recompute due to rounding.

Yum China Holdings, Inc.

KFC Operating Results

(amounts in US$ million)

(unaudited)

 
 

Quarter Ended

 

% Change

B/(W)

 

Year to Date Ended

 

% Change

B/(W)

 

9/30/2018

   

9/30/2017

   

9/30/2018

   

9/30/2017

 

Revenues

                             

Company sales

$

1,452

 

$

1,347

 

8

 

$

4,248

 

$

3,705

 

15

Franchise fees and income

 

34

   

36

 

(7)

   

104

   

102

 

1

Revenues from transactions with franchisees and unconsolidated affiliates

 

16

   

19

 

(17)

   

48

   

51

 

(7)

Total revenues

 

1,502

   

1,402

 

7

   

4,400

   

3,858

 

14

Costs and Expenses, Net

                             

Company restaurants

                             

Food and paper

 

444

   

400

 

(11)

   

1,281

   

1,101

 

(16)

Payroll and employee benefits

 

297

   

266

 

(12)

   

879

   

748

 

(18)

Occupancy and other operating expenses

 

432

   

416

 

(4)

   

1,281

   

1,139

 

(12)

Company restaurant expenses

 

1,173

   

1,082

 

(8)

   

3,441

   

2,988

 

(15)

General and administrative expenses

 

44

   

44

 

(2)

   

135

   

121

 

(11)

Franchise expenses

 

17

   

19

 

8

   

53

   

53

 

Expenses for transactions with franchisees and unconsolidated affiliates

 

16

   

19

 

15

   

48

   

51

 

6

Closures and impairment expenses, net

 

   

 

31

   

6

   

10

 

43

Other income, net

 

(12)

   

(18)

 

(30)

   

(42)

   

(48)

 

(12)

Total costs and expenses, net

 

1,238

   

1,146

 

(8)

   

3,641

   

3,175

 

(15)

Operating Profit

$

264

 

$

256

 

3

 

$

759

 

$

683

 

11

Company sales

 

100.0%

   

100.0%

       

100.0%

   

100.0%

   

Food and paper

 

30.6

   

29.7

 

(0.9) ppts.

   

30.2

   

29.7

 

(0.5) ppts.

Payroll and employee benefits

 

20.4

   

19.7

 

(0.7) ppts.

   

20.7

   

20.2

 

(0.5) ppts.

Occupancy and other operating expenses

 

29.8

   

31.0

 

1.2 ppts.

   

30.1

   

30.8

 

0.7 ppts.

Restaurant margin

 

19.2%

   

19.6%

 

(0.4) ppts.

   

19.0%

   

19.3%

 

(0.3) ppts.

Operating margin

 

18.1%

   

19.0%

 

(0.9) ppts.

   

17.8%

   

18.4%

 

(0.6) ppts.

                               

Percentages may not recompute due to rounding.

Yum China Holdings, Inc.

Pizza Hut Operating Results

(amounts in US$ million)

(unaudited)

               
 

Quarter Ended

 

% Change

B/(W)

 

Year to Date Ended

 

% Change

B/(W)

 

9/30/2018

 

9/30/2017

   

9/30/2018

 

9/30/2017

 

Revenues

                             

Company sales

$

548

 

$

568

 

(4)

 

$

1,640

 

$

1,592

 

3

Franchise fees and income

 

1

   

1

 

4

   

2

   

2

 

17

Revenues from transactions with franchisees and unconsolidated affiliates

 

1

   

 

(7)

   

1

   

1

 

(3)

Total revenues

 

550

   

569

 

(3)

   

1,643

   

1,595

 

3

Costs and Expenses, Net

                             

Company restaurants

                             

Food and paper

 

163

   

157

 

(4)

   

486

   

418

 

(16)

Payroll and employee benefits

 

130

   

135

 

3

   

410

   

381

 

(8)

Occupancy and other operating expenses

 

179

   

195

 

8

   

550

   

534

 

(3)

Company restaurant expenses

 

472

   

487

 

3

   

1,446

   

1,333

 

(9)

General and administrative expenses

 

24

   

27

 

15

   

80

   

78

 

(1)

Franchise expenses

 

1

   

 

13

   

2

   

1

 

(23)

Expenses for transactions with franchisees and unconsolidated affiliates

 

1

   

 

5

   

1

   

1

 

2

Closures and impairment (income) expenses, net

 

(1)

   

1

 

NM

   

9

   

9

 

Other income, net

 

   

 

NM

   

(2)

   

 

NM

Total costs and expenses, net

 

497

   

515

 

4

   

1,536

   

1,422

 

(8)

Operating Profit

$

53

 

$

54

 

 

$

107

 

$

173

 

(38)

Company sales

 

100.0%

   

100.0%

       

100.0%

   

100.0%

   

Food and paper

 

29.7

   

27.6

 

(2.1) ppts.

   

29.6

   

26.2

 

(3.4) ppts.

Payroll and employee benefits

 

23.8

   

23.7

 

(0.1) ppts.

   

25.0

   

23.9

 

(1.1) ppts.

Occupancy and other operating expenses

 

32.7

   

34.3

 

1.6 ppts.

   

33.6

   

33.6

 

— ppts.

Restaurant margin

 

13.8%

   

14.4%

 

(0.6) ppts.

   

11.8%

   

16.3%

 

(4.5) ppts.

Operating margin

 

9.8%

   

9.4%

 

0.4 ppts.

   

6.6%

   

10.9%

 

(4.3) ppts.

                               

Percentages may not recompute due to rounding.

Yum China Holdings, Inc.

Consolidated Balance Sheets

(amounts in US$ million)

(unaudited)

       
 

9/30/2018

 

12/31/2017

ASSETS

         

Current Assets

         

Cash and cash equivalents

$

1,334

 

$

1,059

Short-term investments

 

198

   

205

Accounts receivable, net

 

65

   

79

Inventories, net

 

270

   

297

Prepaid expenses and other current assets

 

179

   

162

Total Current Assets

 

2,046

   

1,802

Property, plant and equipment, net

 

1,605

   

1,691

Goodwill

 

266

   

108

Intangible assets, net

 

133

   

101

Investments in unconsolidated affiliates

 

68

   

95

Other assets

 

498

   

385

Deferred income taxes

 

75

   

105

Total Assets

 

4,691

   

4,287

LIABILITIES, REDEEMABLE NONCONTROLLING INTEREST AND EQUITY

         

Current Liabilities

         

Accounts payable and other current liabilities

 

1,116

   

985

Income taxes payable

 

76

   

39

Total Current Liabilities

 

1,192

   

1,024

Capital lease obligations

 

26

   

28

Other liabilities

 

385

   

388

Total Liabilities

 

1,603

   

1,440

Redeemable Noncontrolling Interest

 

5

   

5

Equity

         

Common stock, $0.01 par value; 1,000 million shares authorized;

   391 million shares and 389 million shares issued at September 30, 2018

   and December 31, 2017, respectively; 382 million shares and 385 million shares

   outstanding at September 30, 2018 and December 31, 2017, respectively

 

4

   

4

Treasury stock

 

(315)

   

(148)

Additional paid-in capital

 

2,393

   

2,375

Retained earnings

 

916

   

397

Accumulated other comprehensive (loss) income

 

(14)

   

137

Total Equity – Yum China Holdings, Inc.

 

2,984

   

2,765

Noncontrolling interests

 

99

   

77

Total Equity

 

3,083

   

2,842

Total Liabilities, Redeemable Noncontrolling Interest and Equity

$

4,691

 

$

4,287

           

Yum China Holdings, Inc.

Consolidated Statements of Cash Flows

(amounts in US$ million)

(unaudited)

 
 

Year to Date Ended

 

9/30/2018

 

9/30/2017

Cash Flows – Operating Activities

         

Net income – including noncontrolling interests

$

658

 

$

527

Depreciation and amortization

 

343

   

301

Closures and impairment expenses

 

15

   

20

Gain from re-measurement of equity interest upon acquisition

 

(98)

   

Deferred income taxes

 

46

   

(3)

Equity income from investments in unconsolidated affiliates

 

(52)

   

(54)

Distributions received from unconsolidated affiliates

 

51

   

39

Share-based compensation

 

18

   

18

Changes in accounts receivable

 

2

   

12

Changes in inventories

 

14

   

18

Changes in prepaid expenses and other current assets

 

(13)

   

(5)

Changes in accounts payable and other current liabilities

 

184

   

89

Changes in income taxes payable

 

41

   

51

Other, net

 

(36)

   

(28)

Net Cash Provided by Operating Activities

 

1,173

   

985

Cash Flows – Investing Activities

         

Capital spending

 

(359)

   

(295)

Purchases of short-term investments

 

(513)

   

(394)

Maturities of short-term investments

 

513

   

387

Investment in equity securities

 

(74)

   

Acquisition of business, net of cash acquired

 

(91)

   

(25)

Other, net

 

(3)

   

Net Cash Used in Investing Activities

 

(527)

   

(327)

Cash Flows – Financing Activities

         

Payment of capital lease obligation

 

(2)

   

(2)

Repayment of short-term borrowings assumed from acquisition

 

(10)

   

Repurchase of shares of common stock

 

(161)

   

(128)

Proceeds from exercise of stock options

 

   

5

Cash dividends paid on common stock

 

(115)

   

Dividends paid to noncontrolling interests

 

(29)

   

(22)

Other, net

 

(1)

   

Net Cash Used in Financing Activities

 

(318)

   

(147)

Effect of Exchange Rates on Cash and Cash Equivalents

 

(53)

   

27

Net Increase in Cash and Cash Equivalents

 

275

   

538

Cash and Cash Equivalents - Beginning of Period

 

1,059

   

885

Cash and Cash Equivalents - End of Period

$

1,334

 

$

1,423

In this press release:

  • The Company provides certain percentage changes excluding the impact of foreign currency translation ("F/X"). These amounts are derived by translating current year results at prior year average exchange rates. We believe the elimination of the F/X impact provides better year-to-year comparability without the distortion of foreign currency fluctuations.
  • System sales growth reflects the results of all restaurants regardless of ownership, including Company-owned, franchise and unconsolidated affiliate restaurants that operate our restaurant concepts, except for non-Company-owned restaurants for which we do not receive a sales-based royalty. Sales of franchise and unconsolidated affiliate restaurants typically generate ongoing franchise fees for the Company at a rate of approximately 6% of system sales. Franchise and unconsolidated affiliate restaurant sales are not included in Company sales on the Consolidated Statements of Income; however, the franchise fees are included in the Company's revenues. We believe system sales growth is useful to investors as a significant indicator of the overall strength of our business as it incorporates all of our revenue drivers, Company and franchise same-store sales as well as net unit growth.
  • Effective January 1, 2018, the Company revised its definition of same-store sales growth to represent the estimated percentage change in sales of food of all restaurants in the Company system that have been open prior to the first day of our prior fiscal year. We refer to these as our "base" stores. Previously, same-store sales growth represented the estimated percentage change in sales of all restaurants in the Company system that have been open for one year or more, and the base stores changed on a rolling basis from month to month. This revision was made to align with how management measures performance internally and focuses on trends of a more stable base of stores. Prior period results have been adjusted accordingly.
  • Company Restaurant profit ("Restaurant profit") is defined as Company sales less expenses incurred directly by our Company-owned restaurants in generating Company sales. Company restaurant margin percentage is defined as Restaurant profit divided by Company sales.

Reconciliation of Reported GAAP Results to Adjusted Measures

(amounts in US$ million, except for per share amounts)

(unaudited)

In addition to the results provided in accordance with US Generally Accepted Accounting Principles ("GAAP") in this press release, the Company provides measures adjusted for Special Items, which include Adjusted Operating Profit, Adjusted Diluted Earnings Per Common Share, Adjusted Effective Tax Rate and Adjusted EBITDA, which we define as net income including noncontrolling interests adjusted for income tax, interest and other income, net, depreciation, amortization and other items, including store impairment charges. The Special Item for the year to date ended September 30, 2018 represents a gain recognized from the re-measurement of our previously held equity interest in Wuxi KFC at fair value upon acquisition, as described in the accompanying notes. The Special Item for the quarter and year to date ended September 30, 2017 represents income from the reversal of contingent consideration. The Company excludes impact from Special Items for the purpose of evaluating performance internally. Special Items are not included in any of our segment results. In addition, the Company provides Adjusted EBITDA because we believe that investors and analysts may find it useful in measuring operating performance without regard to items such as income tax, interest and other income, net, depreciation, amortization and other items, including store impairment charges. These adjusted measures are not intended to replace the presentation of our financial results in accordance with GAAP.  Rather, the Company believes that the presentation of these adjusted measures provide additional information to investors to facilitate the comparison of past and present results, excluding those items that the Company does not believe are indicative of our ongoing operations due to their nature.  These adjusted measures should not be considered in isolation or as a substitute for GAAP financial results, but should be read in conjunction with the unaudited Consolidated Statements of Income and other information presented herein. A reconciliation of the most directly comparable GAAP measures to adjusted measures follows.

 

Quarter Ended

 

Year to Date Ended

 

9/30/2018

 

9/30/2017

 

9/30/2018

 

9/30/2017

Detail of Special Items

                     

Gain from re-measurement of equity interest upon acquisition(b)

$

 

$

 

$

98

 

$

Income from the reversal of contingent consideration(c)

 

   

3

   

   

3

Special Items Income - Operating Profit

 

   

3

   

98

   

3

Tax Expenses on Special Items(d)

 

   

   

(24)

   

Special Items Income, net of tax – including noncontrolling interests

 

   

3

   

74

   

3

Special Items Income, net of tax – noncontrolling interests

 

   

   

   

Special Items Income, net of tax –Yum China Holdings, Inc.

$

 

$

3

 

$

74

 

$

3

Weighted Average Diluted Shares Outstanding

 

394

   

398

   

398

   

397

Special Items Diluted Earnings Per Common Share

$

 

$

0.01

 

$

0.18

 

$

0.01

Reconciliation of Operating Profit to Adjusted Operating Profit

                     

Operating Profit

$

269

 

$

264

 

$

857

 

$

731

Special Items Income - Operating Profit

 

   

3

   

98

   

3

Adjusted Operating Profit

$

269

 

$

261

 

$

759

 

$

728

Reconciliation of EPS to Adjusted EPS

                     

Diluted Earnings Per Common Share

$

0.51

 

$

0.44

 

$

1.59

 

$

1.27

Special Items Diluted Earnings Per Common Share

 

   

0.01

   

0.18

   

0.01

Adjusted Diluted Earnings Per Common Share

$

0.51

 

$

0.43

 

$

1.41

 

$

1.26

Reconciliation of Effective Tax Rate to Adjusted Effective Tax Rate

                     

Effective Tax Rate

 

24.2%

   

31.9%

   

25.7%

   

29.4%

Impact on Effective Tax Rate as a result of Special Items

 

—%

   

(0.5)%

   

(0.1)%

   

(0.1)%

Adjusted Effective Tax Rate

 

24.2%

   

32.4%

   

25.8%

   

29.5%

Reconciliation of Net Income to Adjusted EBITDA

(amounts in US$ million)

(unaudited)

 

Net income, along with the reconciliation to Adjusted EBITDA, is presented below.

 
 

Quarter Ended

 

Year to Date Ended

 

9/30/2018

 

9/30/2017

 

9/30/2018

 

9/30/2017

Reconciliation of Net Income to Adjusted EBITDA

                     

Net Income – Yum China Holdings, Inc.

$

203

 

$

176

 

$

634

 

$

505

Net income – noncontrolling interests

 

9

   

9

   

24

   

22

Income tax provision

 

67

   

87

   

227

   

220

Interest and other income, net

 

(10)

   

(8)

   

(28)

   

(16)

Operating Profit

 

269

   

264

   

857

   

731

Depreciation and amortization

 

108

   

105

   

343

   

301

Store impairment charges

 

2

   

5

   

23

   

28

Special Items Income - Operating Profit

 

   

(3)

   

(98)

   

(3)

Adjusted EBITDA

$

379

 

$

371

 

$

1,125

 

$

1,057

Unit Count by Brand

 

KFC

 

12/31/2017

 

New Builds

 

Acquired

 

Closures

 

Refranchised

 

Others

 

9/30/2018

Company-owned

4,112

 

313

 

2

 

(75)

 

(9)

 

157

 

4,500

Unconsolidated affiliates

891

 

82

 

 

(14)

 

 

(157)

 

802

Franchisees

485

 

16

 

(2)

 

(10)

 

9

 

 

498

Total

5,488

 

411

 

 

(99)

 

 

 

5,800

Pizza Hut

 

12/31/2017

 

New Builds

 

Closures

 

Refranchised

 

9/30/2018

Company-owned

2,166

 

100

 

(85)

 

(1)

 

2,180

Franchisees

29

 

6

 

(1)

 

1

 

35

Total

2,195

 

106

 

(86)

 

 

2,215

All Other

 

12/31/2017

 

New Builds

 

Closures

 

Refranchised

 

9/30/2018

Company-owned

29

 

7

 

(3)

 

(2)

 

31

Franchisees

271

 

38

 

(44)

 

2

 

267

Total

300

 

45

 

(47)

 

 

298

Yum China Holdings, Inc.

Segment Results

(amounts in US$ million)

(unaudited)

                       

Quarter Ended 9/30/2018

KFC

 

Pizza Hut

 

All Other
Segments

 

Corporate

and

Unallocated(1)

 

Elimination

 

Total

Company sales

$

1,452

 

$

548

 

$

8

 

$

 

$

 

$

2,008

Franchise fees and income

 

34

   

1

   

1

   

   

   

36

Revenues from transactions with franchisees and unconsolidated affiliates

 

16

   

1

   

6

   

136

   

   

159

Other revenues

 

   

   

10

   

2

   

(3)

   

9

Total revenues

$

1,502

 

$

550

 

$

25

 

$

138

 

$

(3)

 

$

2,212

Company restaurant expenses

 

1,173

   

472

   

9

   

   

1

   

1,655

General and administrative expenses

 

44

   

24

   

9

   

42

   

   

119

Franchise expenses

 

17

   

1

   

   

   

   

18

Expenses for transactions with franchisees and unconsolidated affiliates

 

16

   

1

   

4

   

135

   

   

156

Other operating costs and expenses

 

   

   

9

   

1

   

(4)

   

6

Closures and impairment income, net

 

   

(1)

   

   

   

   

(1)

Other (income) expense, net

 

(12)

   

   

   

2

   

   

(10)

   

1,238

   

497

   

31

   

180

   

(3)

   

1,943

Operating Profit (Loss)

$

264

 

$

53

 

$

(6)

 

$

(42)

 

$

 

$

269

Quarter Ended 9/30/2017

KFC

 

Pizza Hut

 

All Other
Segments

 

Corporate

and

Unallocated(1)

 

Total

Company sales

$

1,347

 

$

568

 

$

9

 

$

 

$

1,924

Franchise fees and income

 

36

   

1

   

1

   

   

38

Revenues from transactions with franchisees and unconsolidated affiliates

 

19

   

   

5

   

136

   

160

Other revenues

 

   

   

8

   

   

8

Total revenues

$

1,402

 

$

569

 

$

23

 

$

136

 

$

2,130

Company restaurant expenses

 

1,082

   

487

   

8

   

   

1,577

General and administrative expenses

 

44

   

27

   

9

   

43

   

123

Franchise expenses

 

19

   

   

   

   

19

Expenses for transactions with franchisees and unconsolidated affiliates

 

19

   

   

4

   

136

   

159

Other operating costs and expenses

 

   

   

8

   

   

8

Closures and impairment expenses, net

 

   

1

   

1

   

   

2

Other income, net

 

(18)

   

   

   

(4)

   

(22)

Total costs and expenses, net

 

1,146

   

515

   

30

   

175

   

1,866

Operating Profit (Loss)

$

256

 

$

54

 

$

(7)

 

$

(39)

 

$

264

Year to Date Ended 9/30/2018

KFC

 

Pizza Hut

 

All Other
Segments

 

Corporate

and

Unallocated(1)

 

Elimination

 

Total

Company sales

$

4,248

 

$

1,640

 

$

24

 

$

 

$

 

$

5,912

Franchise fees and income

 

104

   

2

   

4

   

   

   

110

Revenues from transactions with franchisees and unconsolidated affiliates

 

48

   

1

   

17

   

395

   

   

461

Other revenues

 

   

   

18

   

4

   

(4)

   

18

Total revenues

$

4,400

 

$

1,643

 

$

63

 

$

399

 

$

(4)

 

$

6,501

Company restaurant expenses

 

3,441

   

1,446

   

25

   

   

   

4,912

General and administrative expenses

 

135

   

80

   

25

   

94

   

   

334

Franchise expenses

 

53

   

2

   

   

   

   

55

Expenses for transactions with franchisees and unconsolidated affiliates

 

48

   

1

   

13

   

392

   

   

454

Other operating costs and expenses

 

   

   

18

   

3

   

(4)

   

17

Closures and impairment expenses, net

 

6

   

9

   

   

   

   

15

Other income, net

 

(42)

   

(2)

   

(1)

   

(98)

   

   

(143)

   

3,641

   

1,536

   

80

   

391

   

(4)

   

5,644

Operating Profit (Loss)

$

759

 

$

107

 

$

(17)

 

$

8

 

$

 

$

857

Year to Date Ended 9/30/2017

KFC

 

Pizza Hut

 

All Other
Segments

 

Corporate

and

Unallocated(1)

 

Total

Company sales

$

3,705

 

$

1,592

 

$

29

 

$

 

$

5,326

Franchise fees and income

 

102

   

2

   

3

   

   

107

Revenues from transactions with franchisees and unconsolidated affiliates

 

51

   

1

   

14

   

382

   

448

Other revenues

 

   

   

16

   

   

16

Total revenues

$

3,858

 

$

1,595

 

$

62

 

$

382

 

$

5,897

Company restaurant expenses

 

2,988

   

1,333

   

28

   

   

4,349

General and administrative expenses

 

121

   

78

   

16

   

124

   

339

Franchise expenses

 

53

   

1

   

   

   

54

Expenses for transactions with franchisees and unconsolidated affiliates

 

51

   

1

   

12

   

379

   

443

Other operating costs and expenses

 

   

   

14

   

   

14

Closures and impairment expenses, net

 

10

   

9

   

1

   

   

20

Other income, net

 

(48)

   

   

   

(5)

   

(53)

   

3,175

   

1,422

   

71

   

498

   

5,166

Operating Profit (Loss)

$

683

 

$

173

 

$

(9)

 

$

(116)

 

$

731

                             

The above tables reconcile segment information, which is based on management responsibility, with our Consolidated Statements of Income.  

 

(1)        Corporate and unallocated expenses comprise items that are not allocated to segments for performance reporting purposes. Amount includes revenues and expenses associated with transactions with franchisees and unconsolidated affiliates such as inventory procurement and other services provided to franchisees and unconsolidated affiliates. The Corporate and Unallocated column in the above tables includes, among other amounts, all amounts that we have deemed Special Items. See "Reconciliation of Reported GAAP Results to Adjusted Measures".

Notes to the Consolidated Statements of Income, Consolidated Balance Sheets,

Consolidated Statements of Cash Flows and Reconciliation of Reported GAAP Results to Adjusted Measures

(amounts in US$ million)

(unaudited)

 

(a)      Amounts presented as of and for the quarter and year to date ended September 30, 2018 are unaudited.

(b)      As a result of the acquisition of Wuxi KFC in the first quarter of 2018, the Company recognized a gain of $98 million from the re-measurement of our previously held 47% equity interest at fair value, which was not allocated to any segment for performance reporting purposes.

(c)      During the third quarter of 2017, we recognized income from the reversal of contingent consideration previously recorded for a business combination as the likelihood of making payment became remote.

(d)      The tax expense was determined based upon the nature, as well as the jurisdiction, of each Special Item at the applicable tax rate.

SOURCE Yum China Holdings, Inc.