Yum China CEO on Growth, Sales, Trade War

The transcript discusses KFC's growth potential in China, highlighting the opportunities in urbanization and GDP growth. It addresses the challenges faced, including macroeconomic and geopolitical issues, and how the company adapts to them. The value proposition of KFC as a resilient business model is explored, emphasizing its appeal to consumers. Investor concerns regarding US-China tensions and the trade war are discussed, along with the impact on the supply chain, particularly in sourcing cheese and beef. The company has adjusted its supply chain to mitigate tariff impacts.

What is the significance of the average spend per person at KFC in China?

How has the trade war impacted the supply chain for KFC in China?