Letters by company

Yum China Holdings, Inc.

1 letter discussing YUMC. Everything written about it on this site is on its ticker page.

Loomis Sayles — Global Growth Fund Global Growth Fund Portfolio Review Global Growth Fund added to LVMH and Netflix after near-term price weakness, while exiting Budweiser APAC and Yum China following mistaken theses. The portfolio argues that Meta, Shopify and Microsoft retain durable AI-enabled advantages, while Tesla, Arm and Boeing offer discounted long-term opportunities despite operational or market setbacks. Third Quarter 2026 0ADF BA $136BMETA $1.6T