Category Archives: Yum!

Franchising is key for Yum! in China – Jeffrey Towson

Yum! China has been spun-off and needs a solid strategy to grow in China. Franchising is such a key strategy, writes Beida business professor Jeffrey Towson on his weblog. ” This is exactly what 3G Capital has done since acquiring Burger King.”

The sale of McDonald´s China: three viewpoints

The decision to sell a controlling stake of McDonald´s to private investors in the Carlyle Group, Citic Capital and Citic Group triggered off mixed reactions among analysts. Retail analyst Ben Cavender says the new investors can help to refurbish and expand the chain. Peking University business professor Jeffrey Towson sees a different management style, that makes competitor KFC run for its money. But business analyst Shaun Rein sees to end to the inevitable decline of McDonald´s.

McDonald´s also sells its China operation – Ben Cavender

In line with expectations, McDonald´s has sold a controlling stake of its China and Hong Kong operation to private investors, after competitor Yum did the same last year. With the new financial resources, the China operation can improve fast, says Shanghai-based retail analyst Ben Cavender to Bloomberg.

China spin-offs can add much value to share-holders – Shaun Rein

Yum spinning off its China operation attracted most attention, but the model of selling a well-established China operation is a model that can generate a lot of value, at least for the share-holders, says business analyst Shaun Rein in Bloomberg.

Why Yum, Starbucks are lagging in China – Shaun Rein

Getting traction among China´s picky consumers is one thing, keeping it up is another. Larger foreign firms like Yum and Starbucks have been slow in picking up consumer trends in China, says business analyst Shaun Rein to Bloomberg, for example in their adoption of fintech developments.

KFC slumps under anti-US sentiments – Shaun Rein

Yum´s KFC has lost substantial turnover, as anti-US protest turn against the fast food chain caused by the tension in the South China Sea, says business analyst Shaun Rein to Reuters. The stores have become a lightning rod for nationalistic feelings and lost sometimes up to 25%

Yum: selling fast food in a contrary market – James Roy

Yum, with brands like Pizzahut and KFC, had a hard time because of food scandals. But worse is, says retail analyst James Roy to Bloomberg, that increasingly heath-conscious consumers do not want their food anymore.

Winners and losers at China´s consumer markets – Tom Doctoroff

While consumer based industries in China are still winning, the does not count for all. Some of the winners of the past lose out, while others keep their strength, observes advertising guru Tom Doctoroff in Dow Jones. “It’s about accessible aspiration.”

Invest now in commodities – Shaun Rein

Business analyst Shaun Rein does not support the current bearish mood on China´s economy, he tells MoneyControl. There are weaknesses, but economic growth for Q4 will be at or close to 7 percent, he says. And weaknesses offer opportunities, if you have a strong stomach.

McDonald’s shutters stores as diet changes – Ben Cavender

McDonald´s used to be one of the winners in China´s emerging fast food market, but – together with KFC – losing market share and actually closing stores. Scandals and changing diets take their toll, says retail analyst Ben Cavender in the China Daily.