The Business Model and Strategies of Yum! China

Please see the instruction in pdf

The two pages paper must answer the following questions in three paragraphs:

Introduction: A short business description and a summary of the key drivers of the business. Do you think this is a good business model and why? What are the competitive advantages of the company? Do you think those advantages are sustainable? What do you think are the most important components within this business model?

b. Investment Thesis: What is your view on the company’s future growth potentials? Do you think the company is a good investment target? If so, would you recommend going long (buy) or short (sell)? How does your view differ from market consensus? If not, why not?

c. Risks and Mitigants: If you suggest going long (short), what would be the downward (upward) forces that might go against your thesis? How would your thesis hold up against these forces?

Can we do YUMC (Yum China)?

And a page model is needed. Thanks so much; please let me know if there is any question; I will be online

Choose from one of the following companies: 1. YUMC (Yum China) Fast-food restaurant company with a portfolio of valuable brands 2. CHWY (Chewy) Online retailer of pet-related products Note: please choose the company you are most comfortable doing a pitch on. We do not have a preference over which company you choose, and our interview decision will be based on the quality of your research. Please refer to the below for instructions: 1. The deliverable should be formatted as a one-page write-up in PDF, and if applicable, one extra page of model snapshots (optional, see below) 2. We would like to get a sense of your opinion of the company, so please feel free to structure the write-up as you see fitting. Here are some suggestions we have: a. Introduction: A short business description and a summary of the key drivers of the business. Do you think this is a good business model and why? What are the competitive advantages of the company? Do you think those advantages are sustainable? What do you think are the most important components within this business model? b. Investment Thesis: What is your view on the company’s future growth potentials? Do you think the company is a good investment target? If so, would you recommend going long (buy) or short (sell)? How does your view differ from market consensus? If not, why not? c. Risks and Mitigants: If you suggest going long (short), what would be the downward (upward) forces that might go against your thesis? How would your thesis hold up against these forces? 3. (Optional) Please include a simple valuation of the company if you think it helps illustrate your thesis. Please paste snapshots of the model onto the write-up and limit them to the one extra page Helpful resources include: Company’s quarterly (10-Q) and annual (10-K) reports Earnings call transcripts: Company’s website under investor relations Industry reports: https://faq.library.upenn.edu/business/faq/45263 (Please refer to your school’s library website) Sell-side analyst reports: https://faq.library.upenn.edu/business/faq/45165 (Thomson One requires IE browser, please refer to your school’s library website)