$YUM

46 stories mentioning YUMUpdated 3d ago

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Research Alert: Yum: Eps Beat On Taco Bell Strength And Kfc Expansion

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:YUM posted Q1 adjusted EPS of $1.50 (+15% Y/Y), beating the $1.39 consensus, while revenue reached $2.06B (+15% Y/Y), above the $2.04B consensus, on 3% global same-store sales and 4.6% net new store growth. Consolidated operating profit of $638M (+11%) beat the $622M consensus despite 110 bps margin contraction, as revenue growth offset cost pressures. We were impressed by strong same-store sales and unit growth pace; the highly franchised model (98% of stores) providing continued cost protection and capital efficiency. Management reiterated confidence in the long-term growth algorithm targeting 5% unit growth, 7% system sales growth ex-FX, and at least 8% core operating profit growth. Taco Bell delivered outstanding 8% same-store sales growth, outpacing broader QSR trends; KFC demonstrated strong global expansion with 7% unit growth and 70 bps margin expansion. Pizza Hut showed stabilization with flat same-store sales, but margins compressed 690 bps, reflecting ongoing category challenges.

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US Markets137d ago

Yum Brands First-Quarter Results Top Street Views

Yum Brands (YUM) reported first-quarter results above Wall Street's estimates on Wednesday, buoyed by comparable sales growth at KFC and Taco Bell.The fast-food restaurant operator's adjusted earnings rose to $1.50 a share for the March quarter from $1.30 the year before, ahead of the FactSet-polled consensus of $1.38. Overall revenue climbed 15% to $2.06 billion, surpassing the Street's view for $2.04 billion.The stock was up 1.6% in the most recent premarket activity.Worldwide same-store sales grew 3%, exceeding the average analyst estimate for growth of 2.6%. Same-store sales inclined 2% and 8% at KFC and Taco Bell, respectively, while Pizza Hut was even. Habit Burger & Grill comparable sales increased 5%."Taco Bell delivered an outstanding 8% same-store sales growth, meaningfully ahead of the QSR industry, building off a very strong (first-quarter) same-store sales growth rate in 2025," Chief Executive Chris Turner said in a statement. "KFC delivered impressive unit growth and resilient same-store growth, with many KFC markets growing system sales double-digits."US same-store sales declined 4% at Pizza Hut, while Taco Bell gained 8%.The company opened 1,030 gross new units, representing a 5% annual increase, including 648 KFC locations and 346 Pizza Hut branches.Domino's Pizza (DPZ) reported weaker-than-expected first-quarter results earlier in the week, with CEO Russell Weiner saying consumer uncertainty and inflation weighed on demand late in the period.

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Wire142d ago

BofA Adjusts Price Target on Yum! Brands to $183 From $178

Yum! Brands (YUM) has an average rating of overweight and mean price target of $173.04, according to analysts polled by FactSet.Price: $159.16, Change: $-1.57, Percent Change: -0.98%

$YUM

Wire144d ago

Yum! Brands Backed by Taco Bell, KFC Momentum, UBS Says

Yum! Brands (YUM) is positioned for continued growth as Taco Bell and KFC maintain solid momentum, with guidance likely to hold even amid pressure from adverse weather, fuel costs, geopolitical conflicts and softer consumer spending, UBS Securities said Wednesday in a report.Taco Bell will likely be the main growth driver in Q1, helped by value offerings, new menu items, marketing and digital demand, the report said. The chain also stands to benefit from a large product pipeline and expanding beverage platform, with the Live Mas Cafe initiative seen as another multiyear sales driver, UBS said.KFC is also expected to post solid trends, supported by strength in the UK and Asia, and the US business appears to be improving while facing a competitive market, the report said.Store count growth should remain solid, led by new Taco Bell openings and KFC's development pipeline in India and China, though potential Pizza Hut closures may counter some of the expansion, the report said.Yum's core brands are expected to support faster earnings growth over time, while investors looking for updates on the Pizza Hut review and the Byte platform, the report said.UBS kept its buy rating on Yum stock with a $180 price target.Q1 results are due April 29.Price: $159.41, Change: $-0.94, Percent Change: -0.58%

$YUM

Wire146d ago

Yum! Brands Expected to Deliver 'Low-Controversy' Q1, RBC Says

Yum! Brands (YUM) is expected to report a "relatively low-controversy" Q1, RBC Capital Markets said Sunday in a report.The Taco Bell US business likely continued to outperform compared with the broader quick-service category, with buy-side same-store sales expectations at least a few hundred basis points above the sell-side's 4.9% estimate, the report said.For KFC International, a key focus in the earnings call will be any impact on international demand from higher fuel prices due to the conflict in the Middle East, the report said.RBC said it doesn't expect a "meaningful" update on Pizza Hut's strategic review with the bidding process likely still underway.RBC maintained its sector perform rating on Yum! stock with a $165 price target.Q1 results are due April 29.Price: $162.74, Change: $-0.05, Percent Change: -0.03%

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Wire151d ago

Market Chatter: Yum! Brands, Papa John's Advancing Sale Processes for Pizza Chains

Yum! Brands (YUM) continues to proceed with the sale process for its Pizza Hut chain, while Papa John's International (PZZA) remains in talks over a potential takeover, Reuters reported Wednesday, citing sources familiar with the matter.Three sources told Reuters that Yum! Brands set a deadline this week, seeking formal bids for Pizza Hut. Interested parties include Apollo Global Management (APO), Sycamore Partners, and LongRange Capital, but there is no guarantee that the firms will submit their offers, the sources added.Meanwhile, two sources told the newswire that Papa John's remains in talks with Irth Capital over a potential acquisition, with a due diligence underway over the past month. Irth Capital had offered to acquire the company for $47 a share in March, according to the report.Yum! Brands, Papa John's International, Apollo Global Management, and Irth Capital did not immediately respond to' requests for comments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $161.10, Change: $-0.47, Percent Change: -0.29%

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