China's Little-known Food Play: Q3 Double-Digit Growth, Yum China Accelerates

Bullish · $603170.SS

What Happened

Baoli Food (宝立食品) is expected to maintain double-digit revenue growth in Q3, with B2B up 10-15% and C-end up high single digits. Yum China's better-than-expected performance is driving B2B growth, while C-end profitability is improving.

Bottom Line

Baoli Food offers a compelling investment case with double-digit growth, improving profitability, and a reasonable valuation.

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