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2026-10-20 22:54 4d ago
2026-10-20 18:13 5d ago
Yum! Brands Announces Q3 2026 Earnings and Conference Call Details
YUM Yum! Brands
FMP Stock News
Original source text
LOUISVILLE, Ky.--(BUSINESS WIRE)--Yum! Brands Announces Q3 2026 Earnings And Conference Call Details.
2026-10-16 12:54 9d ago
2026-10-16 07:39 9d ago
KFC Had Pepsi for Nearly 40 Years. Coca-Cola Stock Is Trending After Winning It Over
YUM Yum! Brands
FMP Stock News
Original source text
The Coca-Cola Company (NYSE:KO) is trending Friday after KFC said Thursday that its U.S. restaurants will switch from PepsiCo to Coca-Cola beverages next year.
2026-10-15 19:44 10d ago
2026-10-15 15:33 10d ago
TWO SECRET RECIPES, ONE ICONIC PARTNERSHIP: KFC® U.S. ANNOUNCES NEW BEVERAGE PARTNERSHIP WITH THE COCA-COLA COMPANY
YUM Yum! Brands
FMP Stock News
Original source text
Transition to Coca-Cola brings two iconic brands together, a visible proof point in KFC's broader comeback plan

, /PRNewswire/ -- KFC U.S. today announced a new partnership with The Coca-Cola Company, another step in the brand's ongoing effort to refresh its menu and beverage platform and create more reasons for customers to visit. Beginning in January 2027, KFC will transition its U.S. beverage partnership to The Coca-Cola Company, with Coca-Cola products expected to be served in all U.S. restaurants by spring 2027.

"I'm incredibly excited to bring KFC and Coca-Cola together. These are two originals, with deep consumer love" said Catherine Tan-Gillespie, President of KFC U.S. "This partnership is about more than what's in the cup. It is another step in our work to evolve KFC, strengthen our restaurants, menu offerings and create a more relevant experience for today's customers. Coca-Cola shares our ambition for the future of this brand, and I'm excited about what we can create together."

"This exciting new partnership brings Coca-Cola and KFC together across the U.S. for the first time," said Dagmar Boggs, President of Foodservice & On-Premise, North America, The Coca-Cola Company. "By pairing KFC's iconic food and flavors with the breadth of Coca-Cola's beverage portfolio and innovation capabilities, we have an incredible opportunity to make every visit more refreshing, create memorable consumer experiences and unlock new growth possibilities together."

The partnership will bring together KFC's signature food and Coca-Cola's broad beverage portfolio to create compelling food-and-drink pairings, expand choice and explore new ways to make the KFC experience more complete. Together, the two brands see an opportunity to serve customers across more occasions, whether they are gathering over a family meal, stopping in for a snack or looking for something refreshing on its own. Coca-Cola's extensive system capabilities will also support KFC restaurants across the U.S.

The announcement comes as KFC continues to evolve its beverage platform through new drink offerings, expanded daypart occasions and innovation already underway across several global markets. Recent examples include the new drink lineup introduced at Open House, the brand's new innovation restaurant in McKinney, Texas, featuring iced coffees, boba, shakes and other craveable creations designed to give fans more flavor and more reasons to visit.

Together, the new Coca-Cola partnership and KFC's continued expansion of beverages mark the next step in KFC's plan to meet changing consumer preferences and create a more relevant customer experience. The partnership brings two iconic originals together as part of the broader Kentucky Fried Comeback, with a shared ambition to build memorable experiences around great food and beverages.

About KFC

KFC Corporation, based in Plano, TX., has been serving up Finger Lickin' Good Original Recipe® fried chicken since 1952, including chicken on the bone, nuggets and tenders. Beyond the top secret 11 herbs & spices, KFC specialties include the KFC Chicken Sandwich, Extra Crispy™ chicken, KFC Famous Bowls®, Pot Pies, Secret Recipe Fries, biscuits and homestyle sides. There are over 30,000 KFC restaurants in 150 countries and territories around the world. KFC Corporation is a subsidiary of Yum! Brands, Inc., Louisville, Ky. (NYSE: YUM). For more information, visit www.kfc.com. Follow KFC on Facebook, Twitter, Instagram and TikTok.

SOURCE Kentucky Fried Chicken
2026-10-14 21:39 10d ago
2026-10-14 15:18 11d ago
Yum Brands faces weaker Taco Bell sales as Pizza Hut exit cuts earnings outlook
YUM Yum! Brands
FMP Stock News
Original source text
Jefferies has cut its earnings forecasts for Yum! Brands Inc (NYSE:YUM), the owner of Taco Bell and KFC, as weaker Taco Bell sales and the disposal of Pizza Hut weigh on its outlook.

The broker reiterated its 'hold' rating and $147 price target, highlighting uncertainty over Taco Bell’s recovery and whether the remaining businesses can deliver faster long-term growth.

Jefferies lowered its forecast for Taco Bell’s same-store sales, which measure performance at established restaurants, to a 2% decline in the third quarter from its previous expectation of flat growth.

The revised estimate remains ahead of the 2.7% contraction expected by analysts, although foot traffic and observed sales data suggest the recovery has been slower than anticipated.

Jefferies also cut its fourth-quarter Taco Bell sales growth forecast by one percentage point to 3%, taking its full-year 2026 estimate down from 4.8% to 4%.

The broker expects Taco Bell to recover fully and outperform quick-service restaurant peers consistently from 2027, supported by its brand, value offerings, marketing, menu innovation and digital rewards programmes.

The sale of Pizza Hut is expected to create an additional earnings headwind, with Jefferies estimating that the removal of about 20,000 restaurants and approximately $300 million in operating profit will dilute 2027 earnings per share by around 10%.

The forecast includes an assumed increase in share repurchases funded partly by proceeds from the disposal, with Jefferies doubling its expected quarterly buybacks to $400 million for the fourth quarter and 2027.

Jefferies cut its 2026 earnings-per-share forecast to $6.09 from $6.46 and its 2027 estimate to $6.41 from $7.24, leaving both below consensus estimates that already account for the Pizza Hut sale.

The broker maintained its KFC same-store sales forecast at 1.8% for both the third and fourth quarters, slightly below market expectations of 2% and 2.1%, respectively.

Yum Brands’ longer-term growth prospects remain a key question for investors, as the removal of Pizza Hut could allow the group to accelerate growth through its remaining restaurant businesses.

Jefferies said Taco Bell’s underlying strengths and global restaurant expansion had helped support the shares, but it remained cautious about the uncertain United States quick-service restaurant market and potential emerging-market challenges.
2026-10-10 09:21 15d ago
2026-10-10 02:46 15d ago
Yum! Brands, Inc. (NYSE:YUM) Stock Now Rated “Moderate Buy” by Wall Street Analysts
YUM Yum! Brands
FMP Stock News
Original source text
Shares of Yum! Brands, Inc. (NYSE:YUM – Get Free Report) have earned an average rating of “Moderate Buy” from the twenty-one brokerages that are covering the firm, MarketBeat reports. Eight research analysts have rated the stock with a hold recommendation and thirteen have given a buy recommendation to the company. The average 1-year price objective among analysts that have issued a report on the stock in the last year is $172.56.

A number of brokerages recently weighed in on YUM. Seaport Research Partners initiated coverage on Yum! Brands in a report on Wednesday, September 16th. They set a “buy” rating and a $162.00 price objective on the stock. JPMorgan Chase & Co. cut their target price on Yum! Brands from $160.00 to $150.00 and set an “overweight” rating for the company in a research note on Tuesday, September 29th. Robert W. Baird reduced their price target on shares of Yum! Brands from $174.00 to $165.00 and set an “outperform” rating on the stock in a research report on Wednesday, September 16th. Argus reissued a “hold” rating on shares of Yum! Brands in a research note on Thursday, September 24th. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $174.00 price objective on shares of Yum! Brands in a report on Friday, July 31st.

Check Out Our Latest Report on YUM

Yum! Brands Stock Up 1.1% YUM opened at $144.64 on Friday. The stock has a market cap of $39.47 billion, a PE ratio of 18.19, a P/E/G ratio of 2.28 and a beta of 0.55. Yum! Brands has a 52 week low of $134.26 and a 52 week high of $170.14. The business’s fifty day simple moving average is $145.68 and its 200 day simple moving average is $151.91. Yum! Brands (NYSE:YUM – Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The restaurant operator reported $1.62 earnings per share for the quarter, beating analysts’ consensus estimates of $1.58 by $0.04. Yum! Brands had a negative return on equity of 24.57% and a net margin of 25.42%. The business had revenue of $2.17 billion for the quarter, compared to the consensus estimate of $2.18 billion. During the same quarter last year, the business posted $1.44 earnings per share. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. As a group, equities analysts anticipate that Yum! Brands will post 6.46 earnings per share for the current year.

Yum! Brands Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Friday, September 18th. Investors of record on Wednesday, September 9th were given a $0.75 dividend. This represents a $3.00 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date was Wednesday, September 9th. Yum! Brands’s dividend payout ratio (DPR) is presently 37.74%.

Yum! Brands announced that its board has authorized a stock repurchase program on Tuesday, June 16th that allows the company to repurchase $4.00 billion in shares. This repurchase authorization allows the restaurant operator to repurchase up to 9.4% of its shares through open market purchases. Share repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling at Yum! Brands In other news, COO Tracy L. Skeans sold 3,494 shares of the firm’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $158.00, for a total transaction of $552,052.00. Following the transaction, the chief operating officer directly owned 3 shares of the company’s stock, valued at approximately $474. This trade represents a 99.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Scott Mezvinsky sold 241 shares of Yum! Brands stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $136.89, for a total value of $32,990.49. Following the completion of the transaction, the chief executive officer owned 482 shares in the company, valued at approximately $65,980.98. This represents a 33.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 12,778 shares of company stock valued at $1,966,393. Corporate insiders own 0.14% of the company’s stock.

Institutional Trading of Yum! Brands Hedge funds and other institutional investors have recently bought and sold shares of the stock. Steph & Co. increased its stake in shares of Yum! Brands by 107.5% in the first quarter. Steph & Co. now owns 166 shares of the restaurant operator’s stock worth $26,000 after buying an additional 86 shares during the period. Edmond DE Rothschild Holding S.A. purchased a new stake in Yum! Brands during the 2nd quarter valued at $27,000. Kelleher Financial Advisors bought a new stake in Yum! Brands in the 2nd quarter worth $29,000. MV Capital Management Inc. bought a new stake in Yum! Brands in the 4th quarter worth $28,000. Finally, Manning & Napier Advisors LLC purchased a new position in shares of Yum! Brands in the first quarter valued at about $28,000. Institutional investors own 82.37% of the company’s stock.

About Yum! Brands (Get Free Report)

Yum! Brands, Inc is a global restaurant company that develops, operates, and franchises quick-service restaurants. Its portfolio includes KFC, which specializes in fried and cooked chicken; Taco Bell, known for Mexican-inspired food; Pizza Hut, which offers pizza and related products; and The Habit Burger Grill, a fast-casual chain focused on chargrilled burgers, sandwiches, salads, and shakes.

The company primarily uses a franchised business model, working with franchisees and licensees to operate restaurants in more than 150 countries and territories.

See Also Five stocks we like better than Yum! Brands Alphabet Introduces Gemini Agent—Can It Trigger a Breakout? Palantir’s Rally Puts Wall Street in Catch-Up Mode Ahead of November Earnings Tilray Finds a Path to Growth Without Waiting on U.S. Cannabis Reform Arista Networks Plugs Into All-Time Highs

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2026-10-05 21:15 19d ago
2026-10-05 15:00 20d ago
KFC® Puts a Snackable Spin on its Iconic Bucket with $3.49* Go Buckets
YUM Yum! Brands
FMP Stock News
Original source text
Made for snacking on the go, Go Buckets are the first KFC bucket designed to fit in a standard car cupholder

, /PRNewswire/ -- KFC is introducing Go Buckets, a new way to KFC that brings its signature Finger Lickin' Good® chicken to snacking occasions and moments beyond the traditional meal. Designed for on-the-go occasions, Go Buckets pair a choice of KFC chicken with fries or wedges, starting at just $3.49.

The new menu addition comes as snacking plays a bigger role in how Americans eat throughout the day. In fact, 87% of consumers reported snacking outside traditional mealtimes, according to Datassential. At the same time, convenience continues to shape restaurant behavior, with nearly three out of four restaurant orders now taken to go (National Restaurant Association).

"People want food to fit into their day, not the other way around," said Melissa Cash, Chief Marketing Officer, KFC U.S. "Go Buckets open up a new snacking occasion for KFC, whether guests are grabbing one on the go or picking up a few to feed the group. We wanted to meet those changing habits by giving guests more for their money while making it easier to enjoy the KFC they know and love."

Each Go Bucket comes with a choice of four nuggets, two wings or one tender, with six combinations ranging from 16 to 18 grams of protein. And in a first for KFC, Go Buckets are designed to be easily handheld or fit in a standard car cupholder, making it easier to bring KFC wherever the day takes you.

The KFC bucket dates back to 1957, when Colonel Harland Sanders and Pete Harman, KFC's first franchise owner, began filling paper buckets with 14 pieces of Kentucky Fried Chicken, five rolls and a pint of gravy as a family meal to take home and share. Nearly 70 years later, Go Buckets give the iconic bucket a new additional job: making room for the moments between meals, too.

* Prices and participation may vary, while supplies last.Tax, tip and fees extra.Nuggets offer includes 4pc chicken nuggets, ind. fries or ind. wedges.Wings offer includes 2pc wings, ind. fries or ind. wedges.Tenders offer includes 1pc tender, ind. fries or ind. wedges.

About KFC
KFC Corporation, based in Plano, TX., has been serving up Finger Lickin' Good Original Recipe® fried chicken since 1952, including chicken on the bone, nuggets and tenders. Beyond the top secret 11 herbs & spices, KFC specialties include the KFC Chicken Sandwich, Extra Crispy™ chicken, KFC Famous Bowls®, Pot Pies, Secret Recipe Fries, biscuits and homestyle sides. There are over 30,000 KFC restaurants in 150 countries and territories around the world. KFC Corporation is a subsidiary of Yum! Brands, Inc., Louisville, Ky. (NYSE: YUM). For more information, visit www.kfc.com. Follow KFC on Facebook, Twitter, Instagram and TikTok.

Media Contact:
[email protected]

View original content to download multimedia:https://www.prnewswire.com/news-releases/kfc-puts-a-snackable-spin-on-its-iconic-bucket-with-3-49-go-buckets-302898773.html

SOURCE Kentucky Fried Chicken
2026-10-05 18:48 20d ago
2026-10-05 14:40 20d ago
KFC® Puts a Snackable Spin on its Iconic Bucket with $3.49* Go Buckets
YUM Yum! Brands
FMP Stock News
Original source text
Made for snacking on the go, Go Buckets are the first KFC bucket designed to fit in a standard car cupholder

, /PRNewswire/ -- KFC is introducing Go Buckets, a new way to KFC that brings its signature Finger Lickin' Good® chicken to snacking occasions and moments beyond the traditional meal. Designed for on-the-go occasions, Go Buckets pair a choice of KFC chicken with fries or wedges, starting at just $3.49.

KFC Go Buckets The new menu addition comes as snacking plays a bigger role in how Americans eat throughout the day. In fact, 87% of consumers reported snacking outside traditional mealtimes, according to Datassential. At the same time, convenience continues to shape restaurant behavior, with nearly three out of four restaurant orders now taken to go (National Restaurant Association).

"People want food to fit into their day, not the other way around," said Melissa Cash, Chief Marketing Officer, KFC U.S. "Go Buckets open up a new snacking occasion for KFC, whether guests are grabbing one on the go or picking up a few to feed the group. We wanted to meet those changing habits by giving guests more for their money while making it easier to enjoy the KFC they know and love."

Each Go Bucket comes with a choice of four nuggets, two wings or one tender, with six combinations ranging from 16 to 18 grams of protein. And in a first for KFC, Go Buckets are designed to be easily handheld or fit in a standard car cupholder, making it easier to bring KFC wherever the day takes you.

The KFC bucket dates back to 1957, when Colonel Harland Sanders and Pete Harman, KFC's first franchise owner, began filling paper buckets with 14 pieces of Kentucky Fried Chicken, five rolls and a pint of gravy as a family meal to take home and share. Nearly 70 years later, Go Buckets give the iconic bucket a new additional job: making room for the moments between meals, too.

* Prices and participation may vary, while supplies last.Tax, tip and fees extra.Nuggets offer includes 4pc chicken nuggets, ind. fries or ind. wedges.Wings offer includes 2pc wings, ind. fries or ind. wedges.Tenders offer includes 1pc tender, ind. fries or ind. wedges.

About KFC
KFC Corporation, based in Plano, TX., has been serving up Finger Lickin' Good Original Recipe® fried chicken since 1952, including chicken on the bone, nuggets and tenders. Beyond the top secret 11 herbs & spices, KFC specialties include the KFC Chicken Sandwich, Extra Crispy™ chicken, KFC Famous Bowls®, Pot Pies, Secret Recipe Fries, biscuits and homestyle sides. There are over 30,000 KFC restaurants in 150 countries and territories around the world. KFC Corporation is a subsidiary of Yum! Brands, Inc., Louisville, Ky. (NYSE: YUM). For more information, visit www.kfc.com. Follow KFC on Facebook, Twitter, Instagram and TikTok.

Media Contact:
[email protected]

SOURCE Kentucky Fried Chicken
2026-09-24 20:58 1mo ago
2026-09-24 15:47 1mo ago
KFC debuts Open House restaurant in Texas to test new customer experiences
YUM Yum! Brands
FMP Stock News
Original source text
KFC is debuting a restaurant concept, Open House, where it will test new offerings such as breakfast, late-night and table service, the company said in a release Thursday.

Expanded menu offerings include breakfast items — a first for KFC — such as breakfast sandwiches, mini cronuts and hot and iced coffee. There will also be beverages, including boba refreshers, and new sides such as fried green beans and spicy pickles. Table service will be available, in addition to dual drive-thru lanes and self-ordering kiosks.

The brand will use the space to identify ideas for implementation in restaurants nationwide, particularly as it works to regain its market share.

"It gives guests a reason to try us, or try us again, while giving us a real restaurant where we can learn what works for guests, our teams and the business, and scale the strongest ideas across the system," Catherine Tan-Gillespie, president of KFC U.S., said in a news release.

The 3,400-square-foot space will open Sept. 26 in McKinney, Texas, with a celebration planned for Sunday.

Open House comes with broader rebranding effort from KFC, part of Yum Brands. The fast-food chain recently announced changes such as emphasizing boneless chicken and expanding sauce choices.

Those initiatives come as the company adjusts to competition from other fast-food chicken chains. In August, QSR Magazine reported that KFC ranked fifth among U.S. fast-food chicken chains in sales, behind Chick-fil-A, Popeyes, Raising Cane's and Wingstop.

In Yum Brands' second-quarter earnings report, KFC saw a same-store sales growth rate of 2%. Its largest market is in China, where sales rose 6% in that period.
2026-09-24 16:04 1mo ago
2026-09-24 10:00 1mo ago
KFC Debuts Open House in McKinney, Bringing the Kentucky Fried Comeback to Life
YUM Yum! Brands
FMP Stock News
Original source text
Rooted in the Colonel's spirit of hospitality, Open House is a modern expression of KFC that brings together a menu built for how guests eat today, approachable value, modern design, genuine hospitality and new reasons to visit.

Quick Summary:
•     Goal: KFC debuts Open House, a new restaurant built to serve guests, learn what works and identify ideas that could benefit KFC's 3,500+ U.S. restaurants.
•     New Concept: Expanded menu and dayparts (breakfast, late-night), elevated beverages, table service, dedicated pick up-lane and delivery destination.
•     Location: 8751 El Dorado Parkway, McKinney, TX
•     Grand Opening Date: September 26, 2026
     •     Public Celebration Event: September 27, 2026, from 10:00 a.m. to 2:00 p.m. CT

By the Numbers:
•     Square footage: 3,400-square-foot restaurant
•     Seating capacity: 52 guests
•     Operating hours: 6:00 a.m. - 12 a.m. CT
•     KFC U.S. presence: 3,500+ restaurants

, /PRNewswire/ -- Today, KFC announced that Open House, a new restaurant bringing the Kentucky Fried Comeback to life in one place, will open September 26 at 8751 El Dorado Parkway in McKinney, Texas. Open House brings KFC's four customer touchpoints, Product, Promotion, Place and Price, together all at once, building on the food and hospitality that made KFC iconic while introducing bold new flavors, new dayparts and new ways for guests to experience the House of Fried Chicken. Inspired by the Colonel's belief that everyone was welcome at his table, Open House extends that same invitation to America, welcoming first-time guests, longtime fans and those who haven't tried KFC in years to experience the House of Fried Chicken in a new way.

KFC debuts Open House, a next-generation restaurant in McKinney, Texas, opening Sept. 26 with a public opening celebration on Sept. 27. "Open House brings the Kentucky Fried Comeback to life in one restaurant," said Catherine Tan-Gillespie, President, KFC U.S. "We're building on the craveable fried chicken and genuine hospitality people have always loved about KFC, while introducing new flavors, new experiences and more ways to enjoy the brand. It gives guests a reason to try us, or try us again, while giving us a real restaurant where we can learn what works for guests, our teams and the business, and scale the strongest ideas across the system."

Bold New Flavors, All Day Long

Building on KFC's iconic 11 herbs and spices, the Open House menu is designed to give guests more choice through more formats, flavors and pairings, while keeping restaurant execution in mind. From breakfast through late night, bolder sauces, more flavor customization and an elevated beverage experience bring new energy to the menu, while Original Recipe fried chicken and the bucket remain at the heart of the menu.

Highlights from the Open House menu include:

Iconic Chicken: A focus on what KFC is famous for, our Finger Lickin' Good Chicken. Open House features Crispy Original Recipe Tenders plus Classic and Premium Sandwiches, while chicken on the bone and wings remain foundational to the menu, proving heritage and innovation can coexist. Dipped: A mix-and-match approach to KFC favorites like the Twister, Snacker and Sandwich lineup all let guests pick their sauce from a lineup that spans the classics (Kentucky BBQ, Buffalo, Ranch) to bolder options like Jalapeño Ranch, Sweet Heat Ranch and Garlic Parmesan. Drizzled: For guests who want sauce built in, not on the side, Original Recipe Fried Chicken, Tenders, Wings and Fries drizzled in craveable flavor for a bolder, more indulgent bite. Beverages: Beverage becomes a destination at Open House. Debuting in the U.S. as part of KFC's global beverage strategy, Open House will feature a range of bold, flavor-forward drinks, including lemonades, boba refreshers and Krunch shakes, giving guests a new reason to visit and a new way to experience the brand. Breakfast, a new occasion for KFC. Open House brings KFC into the breakfast occasion with a craveable morning menu that spans savory, sweet and sippable, including Breakfast Sandwiches, Original Recipe tenders, Hashbrown Sticks, Mini Cronuts, freshly brewed coffee and iced lattes. It's a whole new way to start the day with KFC. Sides, done right. From Southern staples like Mashed Potatoes & Gravy, Biscuits and Southwest Corn to newer additions like Fried Green Beans and Spicy Pickles, Open House treats sides as a craveable part of the meal. Something sweet. Homemade Chocolate Chunk Cookies and Mini Cronuts round out the menu, giving guests a reason to stay a little longer. Honoring KFC's Heritage Through Modern Hospitality

Inspired by mid-century modern design as a respectful nod to the era during which the KFC brand was born, the 3,400-square-foot restaurant features warm timber accents, oversized windows and flexible indoor, outdoor and breezeway seating for 52 guests.

Every aspect of the Open House experience is designed around a simple idea: digital where it helps, and human where it matters. The service model pairs technology and convenience with personal touches designed to make every guest feel at home:

Table service, bringing a more personal, hospitality-first experience to the restaurant Dual drive-thru lanes and dedicated mobile pick-up lane for faster, more efficient service Self-order kiosks and digital menu boards Indoor and outdoor seating designed for every occasion A Celebration Booth with a digitally enhanced, immersive photo booth experience built for the moments worth sharing A Swag Bar featuring exclusive KFC-branded apparel and souvenirs Grand Opening Celebration

In honor of Open House's arrival, KFC is hosting a grand opening celebration on Sunday, September 27 from 10:00 a.m. – 2:00 p.m. CT, inviting the greater Dallas-Fort Worth community to be among the first to experience Open House. Completely free and open to the public, the event will feature first tastes of new menu offerings, exclusive giveaways and prizes and a special guest appearance.

Open House is open daily from 6:00 a.m. to 12:00 a.m. CT. For more information go to: www.kfc.com.

About KFC

KFC Corporation, based in Plano, TX., has been serving up Finger Lickin' Good Original Recipe® fried chicken since 1952, including chicken on the bone, nuggets and tenders. Beyond the top secret 11 herbs & spices, KFC specialties include the KFC Chicken Sandwich, Extra Crispy™ chicken, KFC Famous Bowls®, Pot Pies, Secret Recipe Fries, biscuits and homestyle sides. There are over 30,000 KFC restaurants in 150 countries and territories around the world. KFC Corporation is a subsidiary of Yum! Brands, Inc., Louisville, Ky. (NYSE: YUM). For more information, visit www.kfc.com. Follow KFC on Facebook, Twitter, Instagram and TikTok.

SOURCE Kentucky Fried Chicken
2026-09-24 16:04 1mo ago
2026-09-24 10:16 1mo ago
This Yum Brands Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday
YUM Yum! Brands
FMP Stock News
Original source text
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Piper Sandler analyst Peter Keith downgraded Rollins Inc (NYSE:ROL) from Overweight to Neutral and cut the price target from $46 to $33. Rollins closed at $32.49 on Wednesday. See how other analysts view this stock. Argus Research analyst John Staszak downgraded Yum! Brands Inc (NYSE:YUM) from Buy to Hold. Yum Brands shares closed at $140.63 on Wednesday. See how other analysts view this stock. JP Morgan analyst Ella Smith downgraded Alkami Technology Inc (NASDAQ:ALKT) from Overweight to Underweight and cut the price target from $24 to $14. Alkami Technology closed at $14.60 on Wednesday. See how other analysts view this stock. JP Morgan analyst Anthony Paolone downgraded VICI Properties Inc (NYSE:VICI) from Overweight to Neutral and announced a $30 price target. VICI Properties shares closed at $23.70 on Wednesday. See how other analysts view this stock. JP Morgan analyst Anthony Paolone downgraded Safehold Inc. (NYSE:SAFE) from Neutral to Underweight and announced a $14 price target. Safehold closed at $12.91 on Wednesday. See how other analysts view this stock. Considering buying YUM stock? Here’s what analysts think:

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2026-09-21 14:21 1mo ago
2026-09-21 09:30 1mo ago
Yum! Brands: A Compelling Opportunity In The QSR Space
YUM Yum! Brands
FMP Stock News
Original source text
Yum! Brands has more than 40,000 restaurants worldwide. The KFC and Taco Bell brands each account for roughly 40% of companywide sales, making them both very important. Yum! Brands has increased its dividend for nine consecutive years. Its five-year dividend growth rate is 8.6%, which is very solid and easily exceeds inflation. Yum! Brands has a decent financial position. The long-term debt/equity ratio is N/A due to negative common equity (stemming from the buybacks), but the interest coverage ratio is approximately 5.
2026-09-18 13:00 1mo ago
2026-09-18 07:14 1mo ago
Restaurant Stocks Are Tumbling. Here's Where Wall Street Sees Opportunity
YUM Yum! Brands
FMP Stock News
Original source text
McDonald's, Starbucks, and Dutch Bros Face a New Investor Test Summary

A broad restaurant sector pullback is forcing investors to distinguish between attractive valuations and stocks that may still face downside risks

Restaurant stocks have come under pressure in 2026, with several major chains posting double-digit declines as investors assess slowing traffic trends, changing consumer spending habits and higher operating costs. According to industry data, McDonald's (MCD) is down about 18.7% year to date, while Yum Brands (YUM) has fallen roughly 9%. Domino's Pizza (DPZ) has been among the weakest performers, dropping more than 27% this year.

The sector's recent selloff has led investors to revisit valuations across leading restaurant operators, including Starbucks (SBUX), Restaurant Brands International (QSR), and Dutch Bros (BROS). Seeking Alpha noted that fundamentals vary widely despite the broad decline in restaurant shares.

Consumer demand remains uneven as customers focus more on value offerings and digital convenience. At the same time, operators continue to navigate labor inflation, commodity costs and promotional competition.

Performance has differed across the group. Starbucks shares are up about 15.6% year to date, while Restaurant Brands has gained nearly 10%, contrasting with declines at McDonald's, Yum Brands and Domino's.

Analysts cited in the report suggested the industry's outlook remains company-specific, with valuation, growth prospects and profitability likely to play a larger role than a broad sector recovery narrative.

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

Click for the complete disclosure
2026-09-18 10:34 1mo ago
2026-09-18 03:19 1mo ago
Head-To-Head Contrast: Nomadar (NASDAQ:NOMA) & Yum! Brands (NYSE:YUM)
YUM Yum! Brands
FMP Stock News
Original source text
Yum! Brands (NYSE:YUM – Get Free Report) and Nomadar (NASDAQ:NOMA – Get Free Report) are both consumer discretionary companies, but which is the better stock? We will compare the two companies based on the strength of their analyst recommendations, risk, profitability, valuation, dividends, institutional ownership and earnings.

Institutional and Insider Ownership 82.4% of Yum! Brands shares are held by institutional investors. 0.1% of Yum! Brands shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Valuation & Earnings This table compares Yum! Brands and Nomadar”s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Yum! Brands $8.72 billion 4.25 $1.56 billion $7.95 17.10 Nomadar $920,000.00 24.99 -$2.77 million ($0.25) -6.18 Yum! Brands has higher revenue and earnings than Nomadar. Nomadar is trading at a lower price-to-earnings ratio than Yum! Brands, indicating that it is currently the more affordable of the two stocks.

Profitability This table compares Yum! Brands and Nomadar’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Yum! Brands 25.42% -24.57% 22.24% Nomadar -259.36% -34.28% -20.84% Analyst Recommendations This is a breakdown of recent ratings and price targets for Yum! Brands and Nomadar, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Yum! Brands 1 6 14 0 2.62 Nomadar 1 0 0 0 1.00 Yum! Brands currently has a consensus target price of $174.67, indicating a potential upside of 28.45%. Given Yum! Brands’ stronger consensus rating and higher possible upside, equities research analysts clearly believe Yum! Brands is more favorable than Nomadar.

Summary Yum! Brands beats Nomadar on 12 of the 13 factors compared between the two stocks.

About Yum! Brands (Get Free Report)

Yum! Brands, Inc., together with its subsidiaries, develops, operates, and franchises quick service restaurants worldwide. The company operates through the KFC Division, the Taco Bell Division, the Pizza Hut Division, and the Habit Burger Grill Division segments. It also operates restaurants under the KFC, Pizza Hut, Taco Bell, and The Habit Burger Grill brands, which specialize in chicken, pizza, made-to-order chargrilled burgers, sandwiches, Mexican-style food categories, and other food products. The company was formerly known as TRICON Global Restaurants, Inc. and changed its name to Yum! Brands, Inc. in May 2002. Yum! Brands, Inc. was incorporated in 1997 and is headquartered in Louisville, Kentucky.

About Nomadar (Get Free Report)

We are the innovation arm of Cádiz CF, a professional soccer club which currently competes in the Segunda División. We currently have four proposed business verticals, which are in various stages of development. Through June 30, 2025, the Company had engaged in limited operations until 2025 when the Company began generating revenue from providing services under commercial contracts and purchase orders entered into in the ordinary course of business. On January 10, 2025, the Company entered into a framework agreement with Cádiz CF, whereby, among other things, Cádiz CF agreed to provide technical training staff for players enrolled in the Company’s programs, and the Company agreed to integrate the Company’s training methodologies into Cádiz CF’s training sessions (the “Framework Agreement”). The Framework Agreement provides that Nomadar will: (i) coordinate the registration and enrollment of international players; (ii) manage accommodation for the players, (iii) coordinate with Cádiz CF technical staff; (iv) provide training equipment, and merchandising; and (v) integrate Nomadar’s training methodologies into the Cádiz CF training sessions. It further provides that Cádiz CF will: (i) provide coaching staff; (ii) integrate these international players into Cádiz CF youth academy teams; and (iii) organize matches. Pursuant to the Framework Agreement, each party shall issue the corresponding invoices, indicating the relevant service and concept. The Company anticipates that all specific services to be provided by Cádiz CF to Nomadar shall be paid for by Nomadar according to each player’s use and participation in each program. The Framework Agreement is effective for three (3) years, renewable by written agreement; provided, however, that either party may terminate the Framework Agreement with 60 days’ prior written notice. The Company intends the services to be provided pursuant to terms and at costs that are no less favorable than those provided to or by independent third parties under the same circumstances. The Framework Agreement became effective at execution on January 10, 2025. All specific services provided under the Framework Agreement and the related payments for such services will be set forth in subsequent annexes to the Framework Agreement, negotiated and agreed upon in due course between the Company and Cádiz CF, and will be disclosed at such times. In addition to training-related services, the Company also began generating event-related revenue in 2025 pursuant to agreements entered into under the Stadium Agreement with Cádiz CF. These contracts include a non-refundable up-front fee due at the closing of the contract as well as variable consideration in the form of a percentage of ticket sales earned by the event coordinator. On January 12, 2025, the Company entered into an agreement with ENJOYFOOTBALL, S.L., a Spanish limited liability company and youth soccer coaching organization (“EJB”), whereby EJB agreed to enroll players into the Company’s training programs and the Company agreed to provide training and related services to these players. Other than the entry into these commercial agreements, substantially all activity for the period from August 8, 2023 (inception) through June 30, 2025 relates to the Company’s formation and the proposed direct listing, transactions entered into to consummate the direct listing, as well as the Company’s efforts to execute the Company’s various license and fundraising agreements further described herein. Multi-Purpose Event Center Sportech and the Company intend to enter into a five-year lease agreement with a purchase option pursuant to which Sportech will lease to the Company the land on which we intend to construct the space we refer to as Sportech City (“Sportech City”), in Cádiz, Spain. Once complete, the facility is planned to span over approximately 110,000 m², and feature a venue, which can host concerts and sporting events, with seating for over 40,000 fans, a world-class hotel and convention center with commercial area, a sports clinic, gym & spa, and food court. Adjacent to the event center, the proposed creation of an approximately 20,000 m2 commercial space will mirror a forward-thinking approach to crafting a modern, open, and bright commercial environment. Another cornerstone of Sportech City will be a dedicated culinary area, proposed to span approximately 3,000 m². Site plans currently include space for up to 56 commercial vendors and 17 food and beverage vendors. Commercial spaces will focus primarily on luxury retail, sporting stores, and more. Food and beverage offerings are expected to feature local establishments ranging from fast casual to gourmet options. Although these are our current plans, site plans are subject to change. The Cádiz region in Spain has strong connectivity to Cádiz CF, which was established in 1910. We believe Cádiz will be the ideal location at the intersection of innovation, sports, entertainment, health, tourism and technology as Nomadar not only contributes to the development of future stars but also builds a loyal community of athletes and families. Locally, Cádiz CF has a loyal fan base, with the majority of Cádiz’s soccer fans being supporters of Cádiz CF. This is reflected by more than 18,000 season ticket holders. Additionally, through its association with figures like Mágico González and its commitment to celebrating cultural heritage, Nomadar taps into deep-seated fan loyalties and cultural narratives. This not only strengthens its brand identity but also fosters a strong emotional connection with its audience in the region. Sportech City will be within two hours of two international airports, Málaga and Sevilla, which will also allow easy access for fans located internationally. Construction is scheduled to begin in 2026 and we anticipate construction will be completed by or around 2030. As of the date hereof, the Company does not have the required funding to develop Sportech City, and the lease agreement will not be entered into or effective prior to the listing of our common stock. High Performance Training Program Since 2022, Cádiz CF has offered an educational program in partnership with and through institutions across the United States, Canada, and Europe. This program, which we refer to as the High Performance Training Program (the “Nomadar HPT”), is designed for young athletes both under and over 18 years of age, to study, live, and immerse themselves in an elite soccer program. In August 2024, we entered into an exclusive license agreement with Cádiz CF, granting Nomadar the exclusive rights to the business, know-how, and general operations (the “HPT Rights”) of the High Performance Training Program (the “HPT License Agreement”). We intend to leverage the Nomadar HPT by offering the Nomadar HPT training methodology through our partner organizations to online subscribers. Online subscribers may gain access to a full suite of professional-level training and diet regimens, among other benefits. Since the commencement of the High Performance Training Program in 2022, approximately 700 athletes have historically enrolled in the High Performance Training Program at the Cádiz CF Academy, with 100% attending in-person. Graduates of the program have gone on to play at a variety of reputable clubs across La Liga, including Sevilla Atl, Racing de Santander, Villarreal CF, Mallorca FC, UD Las Palmas, and Valladolid FC. Organizations Nomadar has agreed to partner with to deliver the Nomadar HPT include International Soccer Academy, Actingwood, Universidad San Ignacio de Loyola in Lima and San Ignacio University in Miami. We intend to expand the reach of the Nomadar HPT to encompass territories outside of Spain and around the world. The HPT Rights were licensed to Nomadar in August 2024. The Company commenced operations of the Nomadar HPT in the second half of 2024. Until the Company commenced operations of the Nomadar HPT, no athletes were considered enrolled under the Nomadar HPT and all athletes enrolled were considered enrolled with Cádiz CF. During the fourth quarter of 2024, Cádiz CF assigned its contractual position in one of the HPT agreements to the Company, and, as a result, the Company began training five players from Japan’s Wakatake Academy. These players spent an entire quarter in Cádiz, Spain, where they lived and trained under the full supervision of Company. The Company handled all aspects of the stay, including physical preparation, extracurricular activities, logistics, and coordination with both Wakatake Academy and Cádiz CF, and the planning and management of daily schedules. In 2025, the Nomadar HPT program has expanded to include new clients, all participating in person. No remote or online training sessions have been conducted. The training facilities remain based in Cádiz, Spain. As of the date hereof, approximately 20 players are enrolled in the long-term training modality, with an additional ten players having participated in short-term programs. Revenues generated through the Nomadar HPT are derived from the individual players participating in the program. Each athlete pays a fee to the Company based on the length of time said athlete will live, study, and train at one of the Company’s partner locations – generally for one to ten months, during which time they have access to the Nomadar HPT. Stadium Events On October 30, 2024, the Company and Cádiz CF entered into an agreement (the “Stadium Agreement”), pursuant to which Cádiz CF granted to Nomadar a temporary, non-exclusive right to use the Nuevo Mirandilla Stadium (“Mirandilla Stadium”). The Company is in the process of engaging third-party event coordinators to host events at Mirandilla Stadium. Under these contracts, the Company will be responsible for the assignment of space within Mirandilla Stadium to the event coordinators, the facilitation of access necessary for event setup, execution, and dismantling, the provision of lighting, sound, access control, hostess services, and the stage for the event, and the compliance with all legal and regulatory requirements needed for the execution of the event. The Company anticipates that these contracts will typically include a non-refundable up-front fee due at the closing of the contract as well as variable consideration in the form of a percentage of ticket sales earned by the event coordinator. Pursuant to the Stadium Agreement, the Company has agreed to assume in full all those expenses incurred by Cádiz CF that are necessary and duly justified to guarantee the correct exploitation of Mirandilla Stadium. This obligation includes, but is not limited to, all costs associated with technical, logistical, maintenance, cleaning, supplies, security, personnel, insurance, licenses and any other service or action essential to ensure the correct provision of the service and the proper development of the contracted activity. Additionally, any expense derived from legal, technical or administrative requirements that Cádiz CF must face due to the activity that is the subject of the Stadium Agreement will also be fully reimbursed by the Company, upon presentation of the appropriate supporting documents, including any costs of a fiscal or tax nature (including direct or indirect taxes that may eventually be claimed from the club) that Cádiz CF may incur in the future because of the execution the Stadium Agreement. The Stadium Agreement has a term of ten (10) years, and may be extended for additional periods. There are no fixed minimum recurring payments due by Nomadar to Cádiz CF under the Stadium Agreement. In 2025, the Company began receiving revenue under the Stadium Agreement, in connection with purchase orders between the Company and Cádiz CF. Other than as set forth above, the specific services to be performed by each party and the costs for such services have not been established and will be determined in the future, based upon the specific services to be provided. Mágico González Brand Pursuant to an agreement between Jorge Alberto González (otherwise known as Mágico González) and Cádiz CF, dated September 12, 2022, Mr. González granted all trademark rights to “Mágico González” to Cádiz CF. The agreement provides that Cádiz CF shall retain ownership of the “Mágico González” trademarks registered in favor of Cádiz CF for so long as the registration remains in effect or is renewed. The Mágico González trademark is registered with the European Union Intellectual Property Office (EUIPO) under registration number 018791443. The registration application is in process with the World Intellectual Property Organization (WIPO) for the territory of the United States. In August 2024, we entered into an exclusive license agreement (the “MG License Agreement”) with Cádiz CF, granting Nomadar the exclusive rights, outside of Spain, to commercialize the Mágico González brand (the “MG Rights”). Mágico González is a worldwide soccer star known by soccer fans around the world. Mágico played for Cádiz CF for many years before returning to Latin America. The Company intends to launch the Mágico González brand in the U.S. in the fourth quarter of 2025, with e-commerce offerings beginning at such time. Soccer Academies Although we have not entered into any agreement to date, and we do not currently operate any soccer academies, weintend to enter into agreements, including but not limited to acquisition and assignment agreements, whereby we will operate soccer academies in the United States and Europe. The Nomadar HPT would be offered as a part of service provided by these academies to all academy participants. Relationship Between the Company, Sportech, and Cádiz CF Upon completion of this Direct Listing, Sportech will beneficially own approximately 90.05% (and together with Cádiz CF approximately 91.23%) of the voting power of our outstanding voting securities and we will be a “controlled company” within the meaning of the listing rules of Nasdaq. We do not intend to rely on any exemptions from the corporate governance requirements that are available to controlled companies. As described here and elsewhere in this prospectus, the Company, Cádiz CF and Sportech will maintain various business relationships following the Direct Listing. For example: . We entered into the Sportech Loan, which provides that the Company may borrow up to $1 million from Sportech, from time to time. As of the date hereof, the Company has drawn down $164,063 under this facility. . On November 1, 2024, the Company entered into an agreement with Sportech, which was subsequently amended on June 12, 2025, pursuant to which Sportech has agreed to provide up to $10 million to fund the business and operations of the Company in 2025, 2026, and 2027. . On October 30, 2024, the Company entered into an agreement with Cadiz CF, which granted the Company rights to use Mirandilla Stadium, for the organization of events. . The Company entered into the HPT License Agreement and MG License Agreement with Cádiz CF whereby we license the rights to the Nomadar HPT and MG Rights from Cádiz CF in exchange for royalty payments. . On June 12, 2025, the Company entered into the Assignment Agreement (as defined below) with Sportech and Cadiz CF. As a result, we will continue to materially rely on the support of Sportech for additional capital in the near future, and we will have ongoing business and commercial relations with Sportech and Cádiz CF pursuant to the license arrangements. We were incorporated in the State of Delaware in August 2023 as Sportech City USA, Corp, and changed our name to Nomadar, Corp. in December 2023. Our principal executive offices are located in Marshall, Texas.

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2026-09-18 10:34 1mo ago
2026-09-18 03:19 1mo ago
Yum! Brands (NYSE:YUM) vs. Bally’s (NYSE:BALY) Financial Review
YUM Yum! Brands
FMP Stock News
Original source text
Yum! Brands (NYSE:YUM – Get Free Report) and Bally’s (NYSE:BALY – Get Free Report) are both consumer discretionary companies, but which is the superior business? We will compare the two companies based on the strength of their analyst recommendations, risk, profitability, dividends, valuation, institutional ownership and earnings.

Valuation & Earnings This table compares Yum! Brands and Bally’s”s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Yum! Brands $8.72 billion 4.25 $1.56 billion $7.95 17.10 Bally’s $2.45 billion 0.21 -$701.10 million ($6.80) -1.53 Yum! Brands has higher revenue and earnings than Bally’s. Bally’s is trading at a lower price-to-earnings ratio than Yum! Brands, indicating that it is currently the more affordable of the two stocks. Institutional and Insider Ownership 82.4% of Yum! Brands shares are held by institutional investors. Comparatively, 70.4% of Bally’s shares are held by institutional investors. 0.1% of Yum! Brands shares are held by company insiders. Comparatively, 69.3% of Bally’s shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Analyst Recommendations This is a summary of current ratings and price targets for Yum! Brands and Bally’s, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Yum! Brands 1 6 14 0 2.62 Bally’s 2 3 0 0 1.60 Yum! Brands currently has a consensus target price of $174.67, suggesting a potential upside of 28.45%. Bally’s has a consensus target price of $11.75, suggesting a potential upside of 12.85%. Given Yum! Brands’ stronger consensus rating and higher probable upside, analysts clearly believe Yum! Brands is more favorable than Bally’s.

Profitability This table compares Yum! Brands and Bally’s’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Yum! Brands 25.42% -24.57% 22.24% Bally’s -25.83% -40.97% -7.66% Volatility and Risk Yum! Brands has a beta of 0.55, indicating that its stock price is 45% less volatile than the S&P 500. Comparatively, Bally’s has a beta of 1.76, indicating that its stock price is 76% more volatile than the S&P 500.

Summary Yum! Brands beats Bally’s on 12 of the 14 factors compared between the two stocks.

About Yum! Brands (Get Free Report)

Yum! Brands, Inc., together with its subsidiaries, develops, operates, and franchises quick service restaurants worldwide. The company operates through the KFC Division, the Taco Bell Division, the Pizza Hut Division, and the Habit Burger Grill Division segments. It also operates restaurants under the KFC, Pizza Hut, Taco Bell, and The Habit Burger Grill brands, which specialize in chicken, pizza, made-to-order chargrilled burgers, sandwiches, Mexican-style food categories, and other food products. The company was formerly known as TRICON Global Restaurants, Inc. and changed its name to Yum! Brands, Inc. in May 2002. Yum! Brands, Inc. was incorporated in 1997 and is headquartered in Louisville, Kentucky.

About Bally’s (Get Free Report)

Bally’s Corp. is a global casino-entertainment company with a portfolio of casinos and resorts and online gaming businesses. It operates through the following segments: Casinos & Resorts, International Interactive, and North America Interactive. The Casinos & Resorts segment consists of the company’s casino and resort properties, a horse racetrack, and a golf course. The International Interactive segment includes the European and Asian operations of Gamesys, a business-to-consumer iCasino operator. The North America Interactive segment covers a portfolio of sports betting, iGaming, and free-to-play gaming brands such as Bally’s Interactive, SportCaller, and Live at the Bike, and the North American operations of Gamesys. The company was founded on March 1, 2004 and is headquartered in Providence, RI.

Receive News & Ratings for Yum! Brands Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Yum! Brands and related companies with MarketBeat.com's FREE daily email newsletter.
2026-09-17 19:56 1mo ago
2026-09-17 14:21 1mo ago
The Fed Hiked Interest Rates for the First Time in 3 Years to Slow Down Inflation and Deliver Price Stability. Here's What That Means for Restaurant Stocks.
YUM Yum! Brands
FMP Stock News
Original source text
The Federal Reserve raised interest rates yesterday for the first time in three years – and for restaurants, the timing of the 25-basis-point hike is far from ideal.

Restaurants are already under pressure. The National Restaurant Association reported that customer traffic declined in July 2026, marking the 17th month of decline in the last 18 months.

But what if the hike and the general trends seen in restaurants actually strengthen the case for some of them? Is the fast-food meal under $10 becoming more attractive relative to a sit-down dinner priced over $30? Here's how restaurant investors can navigate rising interest rates.

Image source: Getty Images.

Rate hikes don't mean consumer exitsCustomer footfall has been declining over the last 18 months. A McKinsey analysis earlier this year shows that diners are becoming more cost-conscious as restaurant and takeout costs climbed faster than grocery prices. Spending growth in both full-service and limited-service restaurants has declined faster than transaction growth, suggesting that consumers continue to dine out but are increasingly mindful of their spending.

Yesterday's rate hike (along with one more hike proposed this year) could further tighten household budgets on account of tariffs and inflationary fears. TGI Friday's CEO

Restaurants such as Restaurant Brands International (QSR -2.75%) and Yum! Brands (YUM -1.00%) that can mould their offerings around value menus and diversify lower-priced options are more likely to benefit.

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The proof lies in the pudding. Both restaurant chains have benefited from increasing footfall and expanding profit margins.

For investors, the key question is whether restaurants can keep adapting to changing consumer behavior. Being a fast-food chain is no longer enough to guarantee growth.

Winners will increase traffic without compromising profitabilityAt the end of the day, a business has to become more economically valuable. Along with growing consumer traffic, it's essential that restaurants have the ability to maintain their pricing power.

The Cheesecake Factory (CAKE -0.54%) offers a useful example. For the second fiscal quarter of 2026, the bakery operator saw comparable sales increase 5.8% year-over-year, while traffic rose 2.7%. Importantly, restaurant-level profit margin reached a decade-high of 20%. Not surprisingly, the stock is up 77% in 2026.

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In short, gaining customers without having to give up on profitability is the biggest competitive advantage right now.

The Fed hike is a stress testFinally, I'd be wary of franchise-heavy restaurant businesses that rely on taking on debt to expand into new locations, remodel existing locations, pay dividends, or even buy back shares. These businesses may not find the hike pleasant.

On the other hand, companies with relatively low exposure to interest rate changes due to lower debt on the balance sheet and the ability to maintain solid free cash flow will be able to fund their own remodels or menu changes, and will again have a significant edge over those that may end up with higher borrowing costs.

Yesterday's rate hike does not make a restaurant stock attractive -- or unattractive -- on its own. Instead, I'm treating it as a stress test. Can restaurant businesses keep growing consumer traffic without sacrificing margins?

That is the key question investors should ask.
2026-09-09 16:44 1mo ago
2026-09-09 10:47 1mo ago
Yum! Brands, Inc. (YUM) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
YUM Yum! Brands
FMP Stock News
Original source text
Yum! Brands, Inc. (YUM) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
2026-09-09 09:06 1mo ago
2026-09-08 09:57 1mo ago
Yum! Brands: Life After The Outbreak
YUM Yum! Brands
FMP Stock News
Original source text
Yum! Brands, Inc. transitions to a leaner portfolio post-Pizza Hut sale, focusing on KFC, Taco Bell, and Habit Burger. Proceeds from the Pizza Hut sale (~$2.3B) will reduce revolver debt and fund significant share buybacks, supporting a mid-single-digit yield. Post-cyclosporiasis outbreak, Taco Bell's same-store sales dipped but are expected to recover, with management guiding Q3 margins to 19–21%.
2026-09-07 14:15 1mo ago
2026-09-07 09:15 1mo ago
Why Franchise Models Are Winning the Restaurant Stock Divide
YUM Yum! Brands
FMP Stock News
Original source text
Lower-income consumers have been pulling back on spending. But the impact on quick-service restaurant stocks hasn’t been the same. In the past, investors may have looked at food quality or brand loyalty to separate winners and losers when sales are down. That doesn’t fit in 2026. The real divide is structural, built into each company's business model.

Asset-light global franchisors collect royalties on system-wide sales rather than owning the restaurants themselves. That means a U.S. consumer pullback barely touches their earnings, because franchisees absorb the direct cost pressure. International diversification adds another layer of insulation, since growth abroad can offset softness at home.

Operators with heavier capital exposure and concentrated domestic footprints don't get that cushion. When traffic slows, they feel it in restaurant margins and same-store sales. This is exactly why Restaurant Brands International NYSE: QSR and Yum! Brands NYSE: YUM have held up while the broader sector has wobbled.

Get QSR alerts:

But the model alone doesn't guarantee insulation. McDonald's NYSE: MCD is also franchise-heavy, yet it's still struggling domestically. That wrinkle is the real story. The market has been pricing this sector on a simple "franchise good, company-owned bad" thesis. The second quarter proved why that thesis is incomplete.

Restaurant Brands International Shows the Strength of the Franchise ModelQSR delivered a strong second quarter, with system-wide sales up 6.4% and same-store sales growth of 3.8% globally. International system sales jumped 10.7%, which helped offset softer U.S. sales. Adjusted earnings per share (EPS) climbed 12.9% year-over-year, and organic adjusted operating income grew 6.7%.

Restaurant Brands International Today

QSR

Restaurant Brands International

$80.22 +0.05 (+0.06%)

As of 09/4/2026 03:58 PM Eastern

$61.33▼

$81.963.24%

21.56

$84.00

The standout was Burger King U.S., up 8.5% in comparable sales as the "Reclaim the Flame" turnaround plan gains traction. Management credited disciplined marketing and franchisee-level execution rather than heavy discounting. Tim Hortons posted flat same-store sales in Canada but has now strung together 21 consecutive quarters of positive growth internationally, an underappreciated streak.

Not everything worked. Popeyes remains the weak link, with U.S. same-store sales down 5.2% as fried chicken competition intensifies and value-conscious diners trade down further. Shares dipped slightly on the report despite the beat, evidence that the market is still digesting whether Burger King's momentum can offset Popeyes' drag. For now, QSR's royalty-heavy structure means even a struggling brand doesn't meaningfully dent consolidated earnings.

Yum! Brands Benefits From a More Focused Business StrategyYUM's Q2 2026 earnings report was similar to that of QSR, but with a sharper edge. System sales grew 7% excluding Pizza Hut, and same-store sales rose 4% on that same basis. Taco Bell U.S. posted 7% comparable sales growth with restaurant-level margins expanding 170 basis points, a combination that signals both demand and pricing discipline. KFC added 660 gross new stores in the quarter across 55 markets, with the Middle East alone crossing 1,500 locations.

Yum! Brands Today

$150.58 -0.13 (-0.09%)

As of 09/4/2026 03:58 PM Eastern

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$170.141.99%

18.94

$174.65

The bigger move is strategic. The company finalized agreements to divest Pizza Hut in August 2026. That leaves Yum! more concentrated in its two strongest brands and less exposed to a segment that's been a persistent underperformer. CEO Chris Turner called it the company's "next chapter" as a more focused organization.

Digital sales hit $17 billion across the first half of 2026, up 25% year-over-year, another sign of a franchise system converting technology investment into real same-store sales lift rather than just marketing spend. Core operating profit grew 8% for the quarter, even after absorbing costs tied to the Pizza Hut separation process.

Why McDonald's Is Lagging Despite Its Franchise-Dominated StructureMcDonald's is where this thesis gets interesting. As a nearly all-franchised business with global scale, McDonald's should theoretically show the same insulation as QSR and Yum!. Instead, the company’s Q2 2026 showed U.S. same-store sales growth slowed sharply to 0.8%, and were down 2.5% year over year (YOY), with guest counts actually declining.

McDonald's Today

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$321.35

The culprit wasn't the franchise model. It was execution. Only 60% to 65% of the U.S. system had consistently implemented the company's new under-$3 value menu, and a pullback in national digital offers alienated loyalty members at the same time. CEO Chris Kempczinski was candid about the miss, and the company named a new U.S. president, Skye Anderson, effective immediately.

International segments told a different story. Markets outside the U.S. posted comparable sales growth of 1.5% to 1.9%, reinforcing that geographic diversification, not just the franchise structure itself, is doing real work to protect consolidated results. McDonald's global comparable sales still rose 1.3%, and adjusted EPS grew to $3.38, beating expectations.

The Key Lesson for Investors in Restaurant StocksThe market has been treating restaurant stocks as a single undifferentiated basket, exposed to the same consumer pullback. That's the perception. The fundamentals say something more precise: franchise economics provide real protection, but they're not a substitute for international diversification and consistent execution. QSR and Yum! have both. McDonald's, for now, only has one, and its stock is paying the price until execution catches back up to the model's structural advantages.

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2026-09-03 22:45 1mo ago
2026-09-03 18:23 1mo ago
Yum! Brands, Inc. to Participate in the Barclays Annual Global Consumer Conference
YUM Yum! Brands
FMP Stock News
Original source text
LOUISVILLE, Ky.--(BUSINESS WIRE)--YUM! BRANDS, INC. TO PARTICIPATE IN THE BARCLAYS ANNUAL GLOBAL CONSUMER CONFERENCE.
2026-09-03 17:53 1mo ago
2026-09-03 13:15 1mo ago
Dropping the Dough: Yum! Brands Strategically Trims the Fat
YUM Yum! Brands
FMP Stock News
Original source text
The fast-food industry is facing a severe reality check. Menu price hikes are pricing out the core lower-income demographic, causing a decline in foot traffic across the sector. Yet amid this crisis, one operator just executed a masterclass in corporate defense.

Yum! Brands Today

$152.23 +0.96 (+0.63%)

As of 01:53 PM Eastern

This is a fair market value price provided by Massive. Learn more.

$137.33▼

$170.141.97%

19.17

$174.65

Yum! Brands NYSE: YUM successfully offloaded its underperforming Pizza Hut asset outside Mainland China for about $1.5 billion.

By allowing a private equity buyer to absorb the legacy brand's looming turnaround risk, Yum! Brands quietly transitions into a high-return, pure-play franchising model.

Get Yum! Brands alerts:

With Yum! Brands shielding its remaining portfolio behind an approximately $4 billion stock buyback, investors are witnessing a strategic pivot deployed right at the onset of brutal macro headwinds.

Shedding the stagnant pizza chain fundamentally changes the business's financial trajectory, setting the stage for a shift in how Wall Street values Yum! Brands stock.

Addition by Subtraction: Cutting the CrustCorporate restructuring often looks messy on the surface, but the financial mechanics underneath reveal a clear path to value creation. The sale of the Pizza Hut brand to LongRange Capital serves as a textbook example of addition by subtraction. Factoring in the separate Mainland China transaction, the total Pizza Hut carve-out proceeds reach approximately $2.7 billion.

For years, Pizza Hut operated as a chronic drag on system-wide metrics, actively suppressing the growth generated by Taco Bell and KFC. Public markets historically penalize parent companies burdened by capital-intensive turnaround projects.

Investors saw this reflected in the numbers, with the return on equity for Yum! Brands recently dipping to -24.57%. That figure signals severe capital inefficiency prior to the asset sale. By transferring the operational weight of Pizza Hut to private equity, Yum! Brands protects its consolidated margin profile. Private equity buyers can pursue extensive operational restructuring without the immediate pressures of quarterly public-market reporting.

For Yum! Brands, removing this drag clears the path for a re-rating of its stock. The business is now heavily concentrated in higher-margin, faster-growing assets. Its streamlined franchising model will require less overhead, allowing management to deploy capital much more aggressively toward concepts that actually drive unit growth.

Starving the Crisis: Insulating Taco Bell and KFCInvestors should connect the macro environment to the catalyst to understand why this sale is so critical right now. The broader quick-service restaurant space is experiencing significant demand reduction. Fast-food operators long believed their business models were recession-resistant, leaning on aggressive pricing power to offset inflation. That strategy has hit a wall. Anecdotal channel checks reveal localized traffic drops, with some Taco Bell locations reporting foot traffic down by about half in late summer.

Coinciding with the ownership change, Pizza Hut chief executive officer Aaron Powell abruptly resigned, leaving Eduardo Luz to serve as interim chief executive. While executive transitions regularly accompany private equity buyouts, a sudden departure at a flagship property highlights the internal volatility and execution risk that legacy chains face. The consumer base is retreating. Short interest in Yum! Brands rose over 14% by mid-August as retail skepticism grew.

However, the retail panic misses the genius of the timing. Management pegged the demand trends early. Selling the pizza chain right as traffic falls off a cliff helps to insulate the surviving KFC and Taco Bell portfolios from the heaviest capital requirements. Yum! Brands traded an operational headache for a substantial influx of liquidity, passing the execution risk of a turnaround to LongRange Capital just as the broader consumer environment deteriorates.

Serving Up Yield: A $4B Capital DietYum! Brands' leaner operational model generates excess free cash flow, which management is routing back to shareholders. The board of directors recently authorized an approximately $4 billion share repurchase program. At current valuations, this provides the capacity to retire roughly 9.4% of outstanding equity.

93rd Percentile

Moderate Buy

14.9% Upside

Healthy

Strong

0.97 Selling Shares

7.86%

See Full Analysis

When a company shrinks its share count by nearly a tenth, it artificially boosts earnings per share, even if top-line revenue suffers. This buyback serves as a structural defense mechanism against current macro headwinds.

Income investors also gain a highly predictable asset. Yum! Brands maintains an eight-year consecutive dividend growth streak, boasting an 8.6% five-year annualized growth rate. Supported by a highly conservative payout ratio of 37%, the annual dividend provides a sustainable yield of near 2%. This capital return profile remains highly durable despite the broader industry volatility.

While retail traders and short sellers seem to be fixating on the executive departure and recent insider selling, institutional money is rotating into the stock. Recent filings show concentrated block buying by multiple institutions. These sophisticated allocations indicate a strong long-term appetite for Yum! Brands' streamlined corporate structure.

Digesting Yum! Brands New StrategyThe fast-food industry will likely face prolonged discounting wars as operators scramble to win back alienated customers. Margin compression across the sector appears inevitable as companies sacrifice pricing power for transaction volume. However, companies that proactively shed underperforming assets and aggressively shrink their equity float position themselves to survive the downturn and emerge significantly stronger.

Cautious investors may prefer to wait for a broader market pullback before taking a position, while those with a long-term horizon might consider adding Yum! Brands to their watchlists as the financial benefits of the streamlined franchising model take effect.

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2026-09-02 05:17 1mo ago
2026-09-01 08:51 1mo ago
Yum! Brands Completes Sale of Pizza Hut to LongRange Capital
YUM Yum! Brands
FMP Stock News
Original source text
LOUISVILLE, Ky.--(BUSINESS WIRE)--Yum! Brands, Inc. (NYSE: YUM) (“Yum!” or the “Company”) today announced the completion of the sale of Pizza Hut, excluding Mainland China (“Pizza Hut Ex-China”), to LongRange Capital (“LongRange”) for approximately $1.5 billion, subject to certain adjustments, with the opportunity for Yum! to receive an additional earn-out of $75 million by 2030 based on future performance. Together with the previously announced sale of Pizza Hut in Mainland China (“Pizza Hut C.
2026-09-01 14:41 1mo ago
2026-09-01 08:55 1mo ago
LongRange Capital Completes Acquisition of Pizza Hut from Yum! Brands
YUM Yum! Brands
FMP Stock News
Original source text
STAMFORD, Conn.--(BUSINESS WIRE)--LongRange Capital (“LongRange”), a private equity firm with a customer-centric and operationally oriented approach to building and growing businesses, today announced that it has completed its acquisition of Pizza Hut, excluding Mainland China (“Pizza Hut”), from Yum! Brands, Inc. (NYSE: YUM) (“Yum!”). Founded in 1958, Pizza Hut is a global restaurant leader with approximately $10 billion in system-wide sales. For nearly seven decades, the Pizza Hut brand has d.
2026-08-31 11:12 1mo ago
2026-08-25 18:17 2mo ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Yum! Brands, Inc. - YUM
YUM Yum! Brands
FMP Stock News
Original source text
NEW YORK, Aug. 25, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Yum! Brands, Inc. (“Yum! Brands” or the “Company”) (NYSE: YUM).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Yum! Brands and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On August 3, 2026, the Michigan Department of Health and Human Services reported two deaths in connection with the state’s ongoing cyclosporiasis outbreak, which an FDA investigation has linked to iceberg lettuce served at Yum! Brands’ Taco Bell restaurants. 

On this news, Yum! Brands’ stock price fell $4.48 per share, or 2.92%, to close at $148.80 per share on August 3, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.  

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980
2026-08-31 11:12 1mo ago
2026-08-26 17:51 1mo ago
Stonegate Capital Partners Initiates Coverage on Yum! Brands (YUM)
YUM Yum! Brands
FMP Stock News
Original source text
Dallas, Texas--(Newsfile Corp. - August 26, 2026) - Yum! Brands (NYSE: YUM): Stonegate Capital Partners initiates coverage on Yum! Brands (NYSE: YUM). Yum!'s 2Q26 provides evidence that the post-Pizza Hut earnings model is becoming increasingly centered on Taco Bell's U.S. growth and KFC's international development runway. Ex-Pizza Hut, system sales increased 7%, units 6%, same-store sales 4%, and Core Operating Profit 8%. The July food safety issue creates a near-term Taco Bell interruption, but we view the impact as temporary. Sales trends have improved from the July 18 low, online sentiment has returned to pre-issue levels, and brand-love measures remain intact. The quarter also reinforces the broader operating model, with stronger restaurant-level performance supporting franchisee returns, faster unit development, and growth in Yum!'s recurring royalty base.

To view the full announcement, including downloadable images, bios, and more, click here.

Key Takeaways:

Ex-Pizza Hut results highlight the earnings profile of the remaining portfolio, with Ex-Pizza Hut 2Q26 system sales increasing 7%, units 6%, same-store sales 4%, and Core Operating Profit 8%. Taco Bell remains the primary U.S. growth engine, while the July food-safety issue creates a near-term interruption that management currently expects to pressure 3Q sales and margins. KFC provides the largest long-term development opportunity, supported by attractive franchisee economics and significant international whitespace. The division opened 660 gross restaurants across 55 markets in 2Q26, grew units 7%, and continues to target higher AUVs and same-store sales alongside an estimated 20,000-unit whitespace opportunity. The Pizza Hut divestiture should leave YUM increasingly concentrated around its higher-growth, predominantly franchised KFC and Taco Bell businesses while providing approximately $2.3B of expected aggregate net proceeds. We expect revolver repayment and substantial share repurchases to complement continued unit development and royalty growth across the remaining portfolio.

Click image above to view full announcement.

About Stonegate
Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking services for public and private companies.

Source: Stonegate, Inc.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/311692

Source: Stonegate, Inc.

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2026-08-31 11:12 1mo ago
2026-08-27 18:31 1mo ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Yum! Brands, Inc. - YUM
YUM Yum! Brands
FMP Stock News
Original source text
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Yum! Brands, Inc. ("Yum! Brands" or the "Company") (NYSE: YUM).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Yum! Brands and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On August 3, 2026, the Michigan Department of Health and Human Services reported two deaths in connection with the state's ongoing cyclosporiasis outbreak, which an FDA investigation has linked to iceberg lettuce served at Yum! Brands' Taco Bell restaurants. 

On this news, Yum! Brands' stock price fell $4.48 per share, or 2.92%, to close at $148.80 per share on August 3, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP
2026-08-31 11:12 1mo ago
2026-08-28 08:14 1mo ago
Yum! Brands, Inc. Declares Quarterly Dividend of $0.75 Per Share
YUM Yum! Brands
FMP Stock News
Original source text
LOUISVILLE, Ky.--(BUSINESS WIRE)--Yum! Brands, Inc. Declares Quarterly Dividend of $0.75 Per Share.
2026-08-31 11:11 1mo ago
2026-08-28 09:00 1mo ago
Yum! Brands, Inc. Declares Quarterly Dividend of $0.75 Per Share
YUM Yum! Brands
FMP Stock News
Original source text
Yum! Brands, Inc. (NYSE: YUM) Board of Directors declared a dividend of $0.75 per share of common stock. The quarterly cash dividend will be distributed September 18, 2026, to shareholders of record at the close of business on September 9, 2026.

Yum! Brands, Inc., and its subsidiaries franchise or operate more than 58,000 restaurants in 155 countries and territories under its iconic brands — KFC, Taco Bell, Pizza Hut and Habit Burger & Grill. KFC, Taco Bell and Pizza Hut are global leaders in the chicken, Mexican-inspired food and pizza categories, respectively. Habit is a fast-casual concept known for fresh, cooked-to-order food.

Fueled by Yum!’s Recipe for Good Growth, KFC, Taco Bell and Pizza Hut led Entrepreneur's 2026 Franchise 500 rankings and its Top Global Franchises 2025 list. In 2026, Yum!’s unrivaled culture and talent led it to be named one of TIME magazine’s list of Best Companies for Future Leaders for the third consecutive year.

Category: Financial

View source version on businesswire.com: https://www.businesswire.com/news/home/20260828086246/en/

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

Click for the complete disclosure
2026-08-25 10:20 2mo ago
2026-08-25 06:00 2mo ago
PIZZA HUT TEAMS UP WITH PEPSI® AND JOSH ALLEN TO REMIND FANS GAMEDAY STARTS WITH THE HUT
YUM Yum! Brands
FMP Stock News
Original source text
• The national campaign launches with ad spots featuring Allen and Hutty, the brand mascot
• Pizza Hut is sponsoring QBs everywhere this season, offering a chance to win free pizza for
life from tailgate heroes to professional players whose gameday traditions always started
with the Hut
• Fans can enjoy two deals from the brand, including a $10 large 3-topping pizza and the first-
ever Triple Treat Box that can be upgraded with PEPSI designed for football season

, /PRNewswire/ -- For generations, one word has kicked off every football play, from Hall of Famers to first graders in the backyard: "Hut." This season, Pizza Hut is setting the record straight on what really comes first and reminding fans everywhere that gameday starts with the Hut.

PIZZA HUT TEAMS UP WITH PEPSI® AND JOSH ALLEN TO REMIND FANS GAMEDAY STARTS WITH THE HUT

PIZZA HUT TEAMS UP WITH PEPSI® AND JOSH ALLEN TO REMIND FANS GAMEDAY STARTS WITH THE HUT To spread the word, Pizza Hut has teamed up with PEPSI® and quarterback Josh Allen, one of the game's most electrifying stars and one of the players saying "hut" more than almost anyone else on the field each week. The brand-new national campaign reminds fans that gameday starts with a HUT but is complete with a Triple Treat Box® Gameday Edition that can be upgraded with a 2 liter of PEPSI for $2. Last year, Pizza Hut teamed up with the GOAT of QBs and this year, the brand is going bigger: celebrating every quarterback in America on and off the field who has ever called "Hut" on gameday*.

Whether the team's postgame meals were under a red roof or tailgate tables weren't complete without stuffed crust, fans of all ages had Pizza Hut at the center of game day traditions on and off the field. From pregame preparer to rec league captain to the friend who always hosts, Pizza Hut is thanking QBs for a lifetime of play calls with a chance to win free pizza for life**.

Fans can head to pizzahut.com/gamedaystartswithhut and upload a video of yourself saying "HUT" in action – snapping the ball, kicking off the watch party, whatever your version of the snap count looks like. Tell us in a few words why gameday starts with a HUT for you. 

The campaign coincides with three tailgate-ready additions to the Pizza Hut lineup, each available now at Pizza Hut restaurants nationwide:

The Big Hut Deal***: A large pizza with three toppings, on your choice of Hut Crust, for just $10. The NEW Triple Treat Box GameDay Edition****: The first gameday-built box of its kind, featuring two pizzas, breadsticks, and cinnamon sticks starting at $21.99, and fans can upgrade with a 2 litre of PEPSI for $2. Enough to feed the whole crew from kickoff to overtime. Limited edition Flick Football pizza boxes: All medium and large pizzas will come in a box that includes an addition that can be cut out and turned into field goal posts - when two boxes are placed back-to-back, it creates an entire football field. Available while supplies last. "Josh Allen is exactly the kind of quarterback we want in our corner on gameday," said Melissa Friebe, Chief Marketing Officer at Pizza Hut U.S. "He brings the energy, the personality and, of course, plenty of 'Huts' to the field. This season, we're bringing that same spirit to QBs everywhere – from the pros to the person who always calls the plays, runs the tailgate and makes sure the pizza gets there. Every gameday has a QB, and Pizza Hut is sponsoring them all."

Whether fans are hosting a backyard full of friends or holding down a folding chair solo, Pizza Hut is making sure the huddle always starts the same way: Pizza first.

The $10 Large 3-Topping Pizza and the new Triple Treat Box are available now for a limited time at participating Pizza Hut locations nationwide, in-restaurant, online and through the Pizza Hut app.

*PIZZA HUT FEEDS QB SWEEPSTAKES NO PURCHASE NECESSARY. Open to legal residents of the 50 U.S./D.C., 18+ and age of majority, who are Hut Rewards members. Ends 8:00 p.m. ET 10/24/26. Limit one (1) entry per person. Three (3) prizes available, each consisting of 1,000,000 Hut Crust Reward Points (ARV $10,800 each). Odds depend on eligible entries received. Void where prohibited. Official Rules: fooji.info/PizzaHutRules. Sponsor and Administrator: Fooji, Inc.

**Lifetime's worth of pizza to be awarded in 1,000,000 Hut Rewards points.

***Limited time offer at select participating locations only. Max 3 toppings. Additional charge for Original Stuffed Crust®, Pan, or extra cheese/toppings. Product availability, prices & participation vary. Priced higher in some locations, including CA. Taxes, tip, and delivery fees not included. Exclusions apply.

****Limited time only. Includes 2 medium 1-topping pizzas. Additional charge for more than 1 pizza topping, Pan & extra cheese. Additional charge for select dessert options & cheese stick upgrade. Product availability (including special packaging), prices & participation vary. Priced higher in some locations, including CA. Taxes, tip & delivery fees not included. 

About Pizza Hut® 
Pizza Hut, a subsidiary of Yum! Brands, Inc. (NYSE: YUM), was founded in 1958 in Wichita, Kansas, and is a global leader in the pizza category with nearly 20,000 restaurants in more than 110 markets and territories. The brand has earned a reputation as a trailblazer in innovation with the creation of icons like Original Pan® and Original Stuffed Crust® pizzas. In 1994, Pizza Hut pizza was the very first online food order, and today Pizza Hut continues leading the way in the digital and technology space with over half of transactions worldwide coming from digital orders. In addition, Pizza Hut has Hut Rewards®, the brand's loyalty program in the U.S. that offers points for every dollar spent on food any way you order. Leveraging its global presence, Pizza Hut also works to positively impact restaurant employees, the communities they serve and the environment through commitments across three priority areas: More Equity, Less Carbon and Better Packaging.

About PepsiCo
PepsiCo products are enjoyed by consumers more than one billion times a day in more than 200 countries and territories around the world. PepsiCo generated nearly $92 billion in net revenue in 2024, driven by a complementary beverage and convenient foods portfolio that includes Lay's, Doritos, Cheetos, Gatorade, Pepsi-Cola, Mountain Dew, Quaker, and SodaStream. PepsiCo's product portfolio includes a wide range of enjoyable foods and beverages, including many iconic brands that generate more than $1 billion each in estimated annual retail sales.

Guiding PepsiCo is our vision to Be the Global Leader in Beverages and Convenient Foods by Winning with pep+ (PepsiCo Positive). pep+ is our strategic end-to-end transformation that puts sustainability and human capital at the center of how we will create value and growth by operating within planetary boundaries and inspiring positive change for planet and people. For more information, visit www.PepsiCo.com.

Media Contact:
ALISON BROD MARKETING COMMUNICATIONS
[email protected]

SOURCE Pizza Hut
2026-08-24 17:32 2mo ago
2026-08-24 11:51 2mo ago
KFC® Debuts New Hot Ranch Big Dip, Taps IShowSpeed to Bring Big Dip Energy Nationwide
YUM Yum! Brands
FMP Stock News
Original source text
The brand taps a longtime superfan to help kick off its latest menu launch, featuring new Hot Ranch Big Dip alongside Double Crispy Hot Wings

, /PRNewswire/ -- America's longtime love of ranch was on full display this summer. In response, KFC is teaming up with global streaming sensation IShowSpeed to bring Hot Ranch Big Dip Energy to fans nationwide. Starting today, the all-new Hot Ranch Big Dip is available alongside returning Double Crispy Hot Wings.

KFC Hot Ranch Commercial

KFC Hot Ranch Big Box: Wings + Tenders

KFC Hot Ranch featuring IShowSpeed

According to Datassential, 75% of consumers like or love ranch, with 44% eating it weekly. Yet ranch fans know the struggle: asking for extra, stockpiling backup cups and rationing every dip. Hot Ranch Big Dip solves that problem with a generous serving made for dunking, dipping and drizzling.

Big Dip Energy, However You Want It, Made Complete with Double Crispy Hot Wings
There's a returning fan favorite menu item ready for all that dipping: Double Crispy Hot Wings. Crispy, spicy and packed with flavor, the wings bring the crunch while Hot Ranch delivers creamy, tangy ranch with savory garlic and herb flavor, followed by a kick of chili pepper after every dip.

"We're excited to team up with IShowSpeed because he's been part of the KFC story long before this partnership, making him the perfect person to help us bring Hot Ranch Big Dip Energy to fans nationwide," said Melissa Cash, Chief Marketing Officer, KFC U.S. "We knew the product had to live up to that excitement, so we tested version after version until we found the perfect balance of creamy, tangy ranch with just the right kick of heat. Great ranch should be enjoyed, not rationed, which is why we made our Hot Ranch Big Dip twice the size."

Fans can get their Hot Ranch Big Dip fix in a few ways:

Double Crispy Box Meal with Wings + Sandwich: Three Double Crispy Hot Wings, a KFC Chicken Sandwich, wedges, a 4-ounce Hot Ranch Big Dip and a medium drink, all served in a Big Box. Double Crispy Box Meal with Wings + Tenders: Three Double Crispy Hot Wings, three Original Recipe® Tenders, wedges, a 4-ounce Hot Ranch Big Dip and a medium drink, served in a Big Box. Hot Ranch Loaded Wedges: A large order of KFC's crispy wedges topped with six pickle slices and drizzled with Hot Ranch. Hot Ranch Big Dip: Four ounces of Hot Ranch served on the side for dunking, dipping and drizzling whatever your heart desires. Teaming Up with KFC's Biggest Fan
For IShowSpeed, teaming up with KFC is a natural next step in a fandom years in the making. Speed has been talking about and showing his love for KFC on his channels and streams for years, from trying KFC around the world to his viral reaction when the brand surprised him with KFC for life. 

"Everybody knows I love KFC. I've been a fan for years and I've visited KFCs all over the world, so getting to team up with a brand I've always been a fan of is huge for me," said IShowSpeed. "My fans have seen that everywhere I've traveled, so getting to make it official with KFC is crazy. It really feels like everything came full circle."

Speed also stars in KFC's new :60 commercial, "KFC Hot Ranch" which plays on a simple misunderstanding of "Hot Ranch." Thinking he's headed to shoot on an actual ranch, Speed quickly realizes the real star is KFC's new Hot Ranch Big Dip. After tasting it on set, he decides the concept needs a rethink, putting his own spin on the idea of "Hot Ranch on a hot ranch" and, naturally, making room for a double dip.

More from KFC and Speed is coming later this fall, with new surprises and chances for fans to get involved.

*Prices and participation vary. Available for a limited time at participating KFC restaurants while supplies last. Tax, tip and fees extra. Additional offer terms may apply.

About KFC
KFC Corporation, based in Plano, Texas, has been serving up Finger Lickin' Good Original Recipe® fried chicken since 1952, including chicken on the bone, nuggets and tenders. Beyond the top secret 11 herbs & spices, KFC specialties include the KFC Chicken Sandwich, Extra Crispy™ chicken, KFC Famous Bowls®, Pot Pies, Secret Recipe Fries, biscuits and homestyle sides. There are more than 30,000 KFC restaurants in 150 countries and territories around the world. KFC Corporation is a subsidiary of Yum! Brands, Inc., Louisville, Ky. (NYSE: YUM). For more information, visit KFC.com. Follow KFC on Facebook, X, Instagram and TikTok.

Media Contact:[email protected]

SOURCE Kentucky Fried Chicken
2026-08-23 12:30 2mo ago
2026-08-23 04:32 2mo ago
EP Wealth Advisors LLC Makes New $2.37 Million Investment in Yum! Brands, Inc. $YUM
YUM Yum! Brands
FMP Stock News
Original source text
EP Wealth Advisors LLC purchased a new position in Yum! Brands, Inc. (NYSE:YUM – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 14,820 shares of the restaurant operator’s stock, valued at approximately $2,369,000.

A number of other institutional investors also recently modified their holdings of YUM. Steph & Co. raised its stake in Yum! Brands by 107.5% during the first quarter. Steph & Co. now owns 166 shares of the restaurant operator’s stock worth $26,000 after buying an additional 86 shares during the last quarter. Edmond DE Rothschild Holding S.A. bought a new stake in Yum! Brands during the second quarter valued at $27,000. Kelleher Financial Advisors bought a new stake in Yum! Brands during the second quarter valued at $29,000. MV Capital Management Inc. acquired a new stake in Yum! Brands during the 4th quarter worth about $28,000. Finally, Manning & Napier Advisors LLC bought a new position in shares of Yum! Brands in the 1st quarter worth about $28,000. 82.37% of the stock is owned by institutional investors.

Insiders Place Their Bets In other Yum! Brands news, VP David Eric Russell sold 7,961 shares of the company’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $153.15, for a total transaction of $1,219,227.15. Following the transaction, the vice president owned 11,960 shares in the company, valued at approximately $1,831,674. This represents a 39.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Scott Mezvinsky sold 268 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $153.15, for a total transaction of $41,044.20. Following the completion of the transaction, the chief executive officer directly owned 483 shares in the company, valued at $73,971.45. This trade represents a 35.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 18,549 shares of company stock worth $2,890,168 in the last quarter. Insiders own 0.14% of the company’s stock.

Analyst Ratings Changes A number of research analysts have recently issued reports on YUM shares. UBS Group reissued a “buy” rating on shares of Yum! Brands in a research note on Thursday, June 18th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $174.00 target price on shares of Yum! Brands in a research note on Friday, July 31st. JPMorgan Chase & Co. lowered their target price on Yum! Brands from $170.00 to $160.00 and set an “overweight” rating for the company in a report on Tuesday, August 4th. TD Cowen reissued a “buy” rating and issued a $180.00 price target on shares of Yum! Brands in a research note on Tuesday, June 16th. Finally, Evercore restated an “outperform” rating on shares of Yum! Brands in a report on Tuesday, June 16th. Twelve analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $174.65. Get Our Latest Report on Yum! Brands

Yum! Brands Stock Performance Shares of NYSE:YUM opened at $153.31 on Friday. Yum! Brands, Inc. has a 52-week low of $137.33 and a 52-week high of $170.14. The business’s 50 day simple moving average is $153.43 and its two-hundred day simple moving average is $155.98. The firm has a market cap of $41.84 billion, a P/E ratio of 19.28, a PEG ratio of 2.48 and a beta of 0.55.

Yum! Brands (NYSE:YUM – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The restaurant operator reported $1.62 EPS for the quarter, beating the consensus estimate of $1.58 by $0.04. Yum! Brands had a negative return on equity of 24.57% and a net margin of 25.42%.The firm had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.18 billion. During the same quarter in the previous year, the company posted $1.44 earnings per share. The company’s quarterly revenue was up 12.2% on a year-over-year basis. On average, equities analysts forecast that Yum! Brands, Inc. will post 6.42 earnings per share for the current fiscal year.

Yum! Brands declared that its Board of Directors has authorized a stock buyback plan on Tuesday, June 16th that allows the company to repurchase $4.00 billion in outstanding shares. This repurchase authorization allows the restaurant operator to buy up to 9.4% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s board believes its shares are undervalued.

Yum! Brands News Roundup Here are the key news stories impacting Yum! Brands this week:

Positive Sentiment: Yum! Brands outlined a renewed consumer-growth strategy centered on strengthening brand engagement, digital capabilities, loyalty programs and operational execution across KFC, Taco Bell and Pizza Hut. The emphasis on personalized customer experiences and technology could support sales and franchisee performance. Yum! Brands Reveals New Path for Consumer Growth Positive Sentiment: The company appointed former HanesBrands CEO Steve Bratspies to its board, effective August 26. His experience managing global consumer brands and improving operations may add expertise as Yum! pursues growth and evaluates its portfolio. Yum! Brands Appoints Steve Bratspies to Board Neutral Sentiment: Pizza Hut is using a football-themed branding promotion ahead of the NFL season. The marketing effort could increase near-term visibility, but it comes as Yum! advances the multibillion-dollar sale of the chain, making the strategic implications more important than the promotion itself. Pizza Hut Branding Change Negative Sentiment: Shares faced pressure after Yum! announced a new chief executive officer. Although a leadership change could bring fresh momentum, investors may be concerned about execution risk and the direction of the company during the transition. Yum! Brands Slides on Naming New CEO Negative Sentiment: An insider reportedly reduced a Yum! Brands equity stake by 28%, while executive share withholding related to restricted-stock-unit vesting was also disclosed. These transactions are not necessarily signals of deteriorating fundamentals, but they can weigh on sentiment. Yum! Brands Insider Sale Negative Sentiment: Pomerantz LLP said it is investigating potential claims on behalf of Yum! investors. The announcement does not establish wrongdoing, but it adds legal and reputational uncertainty to the stock. Pomerantz Investor Investigation Yum! Brands Profile (Free Report)

Yum! Brands, Inc (NYSE: YUM) is a global quick-service restaurant company that develops, operates and franchises a portfolio of well-known restaurant brands. The company’s principal brands are KFC, Pizza Hut and Taco Bell, each focused on distinct product categories—KFC on fried chicken and related menu items, Pizza Hut on pizza and complementary offerings, and Taco Bell on Mexican-inspired quick-service food. Yum! is headquartered in Louisville, Kentucky and was formed as Tricon Global Restaurants in 1997 when PepsiCo spun off its restaurant businesses, later adopting the Yum! Brands name.

The company’s operating model centers on brand development, system growth and franchising; a large portion of its restaurants are operated by independent franchisees, and Yum! generates revenue through franchise royalties and fees in addition to sales from company-operated locations.

Further Reading Five stocks we like better than Yum! Brands 2 Biotech Stocks Shaping Up for Major Breakouts 3 Stocks Came Roaring Back—Now They’re Flashing Warning Signs 3 Beaten-Down Stocks That Haven’t Gotten the Message About the S&P 500’s Record Run Darden Restaurants Just Hit a 52-Week High–Is the Olive Garden Comeback Story Legit? Want to see what other hedge funds are holding YUM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Yum! Brands, Inc. (NYSE:YUM – Free Report).

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2026-08-22 14:47 2mo ago
2026-08-22 03:51 2mo ago
B. Metzler seel. Sohn & Co. AG Acquires Shares of 23,483 Yum! Brands, Inc. $YUM
YUM Yum! Brands
FMP Stock News
Original source text
B. Metzler seel. Sohn & Co. AG purchased a new position in shares of Yum! Brands, Inc. (NYSE:YUM – Free Report) in the second quarter, according to its most recent disclosure with the SEC. The firm purchased 23,483 shares of the restaurant operator’s stock, valued at approximately $3,754,000.

Other institutional investors have also made changes to their positions in the company. BlackRock Inc. bought a new stake in Yum! Brands in the second quarter valued at $4,186,811,000. Capital International Investors raised its stake in Yum! Brands by 20.0% during the 4th quarter. Capital International Investors now owns 19,419,826 shares of the restaurant operator’s stock worth $2,938,139,000 after buying an additional 3,240,190 shares during the period. State Street Corp increased its holdings in Yum! Brands by 1.0% during the 4th quarter. State Street Corp now owns 13,164,814 shares of the restaurant operator’s stock worth $1,991,573,000 after purchasing an additional 124,720 shares in the last quarter. Geode Capital Management LLC lifted its position in Yum! Brands by 1.4% during the 4th quarter. Geode Capital Management LLC now owns 8,800,382 shares of the restaurant operator’s stock worth $1,334,427,000 after buying an additional 121,304 shares in the last quarter. Finally, Norges Bank acquired a new stake in Yum! Brands in the 4th quarter valued at about $706,799,000. 82.37% of the stock is currently owned by institutional investors.

Yum! Brands Price Performance YUM opened at $153.31 on Friday. The stock has a market cap of $41.84 billion, a P/E ratio of 19.28, a P/E/G ratio of 2.47 and a beta of 0.55. Yum! Brands, Inc. has a 1 year low of $137.33 and a 1 year high of $170.14. The firm has a fifty day moving average price of $153.43 and a 200 day moving average price of $155.98.

Yum! Brands (NYSE:YUM – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The restaurant operator reported $1.62 EPS for the quarter, beating the consensus estimate of $1.58 by $0.04. The business had revenue of $2.17 billion for the quarter, compared to analyst estimates of $2.18 billion. Yum! Brands had a negative return on equity of 24.57% and a net margin of 25.42%.The company’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.44 EPS. Equities analysts expect that Yum! Brands, Inc. will post 6.42 EPS for the current year. Yum! Brands declared that its Board of Directors has approved a share repurchase plan on Tuesday, June 16th that allows the company to buyback $4.00 billion in outstanding shares. This buyback authorization allows the restaurant operator to purchase up to 9.4% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s board believes its shares are undervalued.

More Yum! Brands News Here are the key news stories impacting Yum! Brands this week:

Positive Sentiment: Yum! Brands outlined a renewed consumer-growth strategy centered on strengthening brand engagement, digital capabilities, loyalty programs and operational execution across KFC, Taco Bell and Pizza Hut. The emphasis on personalized customer experiences and technology could support sales and franchisee performance. Yum! Brands Reveals New Path for Consumer Growth Positive Sentiment: The company appointed former HanesBrands CEO Steve Bratspies to its board, effective August 26. His experience managing global consumer brands and improving operations may add expertise as Yum! pursues growth and evaluates its portfolio. Yum! Brands Appoints Steve Bratspies to Board Neutral Sentiment: Pizza Hut is using a football-themed branding promotion ahead of the NFL season. The marketing effort could increase near-term visibility, but it comes as Yum! advances the multibillion-dollar sale of the chain, making the strategic implications more important than the promotion itself. Pizza Hut Branding Change Negative Sentiment: Shares faced pressure after Yum! announced a new chief executive officer. Although a leadership change could bring fresh momentum, investors may be concerned about execution risk and the direction of the company during the transition. Yum! Brands Slides on Naming New CEO Negative Sentiment: An insider reportedly reduced a Yum! Brands equity stake by 28%, while executive share withholding related to restricted-stock-unit vesting was also disclosed. These transactions are not necessarily signals of deteriorating fundamentals, but they can weigh on sentiment. Yum! Brands Insider Sale Negative Sentiment: Pomerantz LLP said it is investigating potential claims on behalf of Yum! investors. The announcement does not establish wrongdoing, but it adds legal and reputational uncertainty to the stock. Pomerantz Investor Investigation Insider Transactions at Yum! Brands In related news, CEO Christopher Lee Turner sold 261 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $153.15, for a total transaction of $39,972.15. Following the sale, the chief executive officer directly owned 63,771 shares in the company, valued at approximately $9,766,528.65. This trade represents a 0.41% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP David Eric Russell sold 7,961 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $153.15, for a total value of $1,219,227.15. Following the sale, the vice president owned 11,960 shares of the company’s stock, valued at approximately $1,831,674. This trade represents a 39.96% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 18,549 shares of company stock worth $2,890,168 in the last quarter. Insiders own 0.14% of the company’s stock.

Analyst Upgrades and Downgrades YUM has been the topic of several research analyst reports. Wells Fargo & Company raised their price objective on Yum! Brands from $160.00 to $165.00 and gave the company an “equal weight” rating in a research note on Thursday, April 30th. Argus reduced their price target on Yum! Brands from $185.00 to $180.00 and set a “buy” rating for the company in a research report on Monday, August 17th. BMO Capital Markets reissued a “market perform” rating and set a $168.00 price target on shares of Yum! Brands in a research note on Monday, May 4th. Royal Bank Of Canada increased their price target on shares of Yum! Brands from $165.00 to $170.00 and gave the stock a “sector perform” rating in a research note on Friday, July 31st. Finally, UBS Group reaffirmed a “buy” rating on shares of Yum! Brands in a report on Thursday, June 18th. Twelve research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $174.65.

Check Out Our Latest Analysis on YUM

About Yum! Brands (Free Report)

Yum! Brands, Inc (NYSE: YUM) is a global quick-service restaurant company that develops, operates and franchises a portfolio of well-known restaurant brands. The company’s principal brands are KFC, Pizza Hut and Taco Bell, each focused on distinct product categories—KFC on fried chicken and related menu items, Pizza Hut on pizza and complementary offerings, and Taco Bell on Mexican-inspired quick-service food. Yum! is headquartered in Louisville, Kentucky and was formed as Tricon Global Restaurants in 1997 when PepsiCo spun off its restaurant businesses, later adopting the Yum! Brands name.

The company’s operating model centers on brand development, system growth and franchising; a large portion of its restaurants are operated by independent franchisees, and Yum! generates revenue through franchise royalties and fees in addition to sales from company-operated locations.

Featured Stories Five stocks we like better than Yum! Brands Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding YUM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Yum! Brands, Inc. (NYSE:YUM – Free Report).

Receive News & Ratings for Yum! Brands Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Yum! Brands and related companies with MarketBeat.com's FREE daily email newsletter.
2026-08-22 09:58 2mo ago
2026-08-22 03:07 2mo ago
Allworth Financial LP Purchases Shares of 12,786 Yum! Brands, Inc. $YUM
YUM Yum! Brands
FMP Stock News
Original source text
Allworth Financial LP purchased a new position in shares of Yum! Brands, Inc. (NYSE:YUM – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 12,786 shares of the restaurant operator’s stock, valued at approximately $2,044,000.

Several other institutional investors and hedge funds have also modified their holdings of YUM. Steph & Co. increased its holdings in shares of Yum! Brands by 107.5% during the 1st quarter. Steph & Co. now owns 166 shares of the restaurant operator’s stock valued at $26,000 after purchasing an additional 86 shares in the last quarter. Edmond DE Rothschild Holding S.A. purchased a new position in Yum! Brands in the second quarter valued at $27,000. Kelleher Financial Advisors purchased a new position in Yum! Brands in the second quarter valued at $29,000. MV Capital Management Inc. acquired a new position in shares of Yum! Brands in the fourth quarter worth about $28,000. Finally, Manning & Napier Advisors LLC purchased a new stake in shares of Yum! Brands during the 1st quarter worth about $28,000. Institutional investors and hedge funds own 82.37% of the company’s stock.

Insider Activity In related news, CEO Scott Mezvinsky sold 268 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $153.15, for a total value of $41,044.20. Following the completion of the transaction, the chief executive officer directly owned 483 shares in the company, valued at approximately $73,971.45. This represents a 35.69% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP David Eric Russell sold 7,961 shares of the stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $153.15, for a total value of $1,219,227.15. Following the transaction, the vice president owned 11,960 shares of the company’s stock, valued at approximately $1,831,674. This represents a 39.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 18,549 shares of company stock valued at $2,890,168 in the last quarter. Insiders own 0.14% of the company’s stock.

Yum! Brands Stock Up 0.6% Yum! Brands stock opened at $153.31 on Friday. The company has a fifty day simple moving average of $153.43 and a 200-day simple moving average of $155.98. The firm has a market capitalization of $41.84 billion, a price-to-earnings ratio of 19.28, a PEG ratio of 2.47 and a beta of 0.55. Yum! Brands, Inc. has a 52-week low of $137.33 and a 52-week high of $170.14. Yum! Brands (NYSE:YUM – Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The restaurant operator reported $1.62 earnings per share for the quarter, topping the consensus estimate of $1.58 by $0.04. Yum! Brands had a net margin of 25.42% and a negative return on equity of 24.57%. The firm had revenue of $2.17 billion for the quarter, compared to the consensus estimate of $2.18 billion. During the same period last year, the firm posted $1.44 earnings per share. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. On average, research analysts anticipate that Yum! Brands, Inc. will post 6.42 EPS for the current fiscal year.

Yum! Brands announced that its Board of Directors has authorized a share buyback plan on Tuesday, June 16th that permits the company to repurchase $4.00 billion in shares. This repurchase authorization permits the restaurant operator to purchase up to 9.4% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s management believes its stock is undervalued.

More Yum! Brands News Here are the key news stories impacting Yum! Brands this week:

Positive Sentiment: Yum! Brands outlined a renewed consumer-growth strategy centered on strengthening brand engagement, digital capabilities, loyalty programs and operational execution across KFC, Taco Bell and Pizza Hut. The emphasis on personalized customer experiences and technology could support sales and franchisee performance. Yum! Brands Reveals New Path for Consumer Growth Positive Sentiment: The company appointed former HanesBrands CEO Steve Bratspies to its board, effective August 26. His experience managing global consumer brands and improving operations may add expertise as Yum! pursues growth and evaluates its portfolio. Yum! Brands Appoints Steve Bratspies to Board Neutral Sentiment: Pizza Hut is using a football-themed branding promotion ahead of the NFL season. The marketing effort could increase near-term visibility, but it comes as Yum! advances the multibillion-dollar sale of the chain, making the strategic implications more important than the promotion itself. Pizza Hut Branding Change Negative Sentiment: Shares faced pressure after Yum! announced a new chief executive officer. Although a leadership change could bring fresh momentum, investors may be concerned about execution risk and the direction of the company during the transition. Yum! Brands Slides on Naming New CEO Negative Sentiment: An insider reportedly reduced a Yum! Brands equity stake by 28%, while executive share withholding related to restricted-stock-unit vesting was also disclosed. These transactions are not necessarily signals of deteriorating fundamentals, but they can weigh on sentiment. Yum! Brands Insider Sale Negative Sentiment: Pomerantz LLP said it is investigating potential claims on behalf of Yum! investors. The announcement does not establish wrongdoing, but it adds legal and reputational uncertainty to the stock. Pomerantz Investor Investigation Wall Street Analyst Weigh In A number of equities research analysts have recently commented on the company. Wells Fargo & Company raised their target price on Yum! Brands from $160.00 to $165.00 and gave the company an “equal weight” rating in a research report on Thursday, April 30th. Evercore reaffirmed an “outperform” rating on shares of Yum! Brands in a report on Tuesday, June 16th. UBS Group reissued a “buy” rating on shares of Yum! Brands in a report on Thursday, June 18th. TD Cowen restated a “buy” rating and issued a $180.00 price objective on shares of Yum! Brands in a research report on Tuesday, June 16th. Finally, Royal Bank Of Canada upped their target price on Yum! Brands from $165.00 to $170.00 and gave the stock a “sector perform” rating in a research note on Friday, July 31st. Twelve investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $174.65.

View Our Latest Analysis on YUM

About Yum! Brands (Free Report)

Yum! Brands, Inc (NYSE: YUM) is a global quick-service restaurant company that develops, operates and franchises a portfolio of well-known restaurant brands. The company’s principal brands are KFC, Pizza Hut and Taco Bell, each focused on distinct product categories—KFC on fried chicken and related menu items, Pizza Hut on pizza and complementary offerings, and Taco Bell on Mexican-inspired quick-service food. Yum! is headquartered in Louisville, Kentucky and was formed as Tricon Global Restaurants in 1997 when PepsiCo spun off its restaurant businesses, later adopting the Yum! Brands name.

The company’s operating model centers on brand development, system growth and franchising; a large portion of its restaurants are operated by independent franchisees, and Yum! generates revenue through franchise royalties and fees in addition to sales from company-operated locations.

Featured Articles Five stocks we like better than Yum! Brands Blueprint for a Boom: SEC Clears the Crypto Runway Ross Stores Just Flipped the Off-Price Retail Story After TJX’s Marmaxx Miss Advance Auto Parts Plunged, But Its Turnaround Is Still Working Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? Want to see what other hedge funds are holding YUM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Yum! Brands, Inc. (NYSE:YUM – Free Report).

Receive News & Ratings for Yum! Brands Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Yum! Brands and related companies with MarketBeat.com's FREE daily email newsletter.
2026-08-21 12:10 2mo ago
2026-08-21 07:00 2mo ago
Yum! Brands Appoints Former HanesBrands CEO Steve Bratspies to Board of Directors
YUM Yum! Brands
FMP Stock News
Original source text
LOUISVILLE, Ky.--(BUSINESS WIRE)--Yum! Brands, Inc. (NYSE: YUM) today announced the appointment of Stephen ("Steve") B. Bratspies, former Chief Executive Officer of HanesBrands, Inc., to its Board of Directors, effective August 26, 2026. "Steve is a respected business leader with extensive experience leading global consumer brands and driving operational excellence at scale," said Brian Cornell, Non-Executive Chairman of the Yum! Brands Board of Directors. "His deep expertise across retail, bra.
2026-08-20 21:35 2mo ago
2026-08-20 16:00 2mo ago
A Yum! Brands Insider Reduced Their Total Equity Stake by a Substantial 28%. Here's a Deeper Look at the Transaction.
YUM Yum! Brands
FMP Stock News
Original source text
Sean Tresvant, Chief Consumer Officer and the Taco Bell division's CEO, disposed of 2,035 shares of Yum! Brands, Inc. (YUM +4.39%) on August 18, 2026, according to a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value~$294,790Shares sold2,035Post-transaction shares (directly held)5,206Post-transaction shares (indirectly held)33Post-transaction value$758,921.54Transaction value based on SEC Form 4 weighted average sale price ($144.86); post-transaction value based on August 18, 2026 market close ($144.86).

Key questionsWhat were the specific circumstances of this share disposition?
The transaction was a non-discretionary event where 2,035 shares were withheld by the company to satisfy tax obligations resulting from the exercise of stock options on August 18, 2026.How does this impact the executive's total equity position?
Following the filing, Sean Tresvant retains 5,206 shares in direct ownership and 33 shares held indirectly through a 401(k) plan, representing a 28% reduction from the previous total holdings.What is the current market context for the company?
Shares of Yum! Brands were priced at $145.93 as of the August 19, 2026 market close, following a one-year total return of -3% as of the transaction date.Does the executive maintain further exposure to the company through derivative securities?
In this filing, the insider reported a remaining 0.23 restricted stock units (RSUs) after exercising 4,101 RSUs to add to his direct holdings.Company OverviewMetricValueShare Price (as of market close 2026-08-19)$145.93Market Capitalization$40.2 billionRevenue (TTM)$8.7 billionNet Income (TTM)$2.2 billionCompany SnapshotYum! Brands operates a diversified portfolio of globally recognized quick-service restaurant brands including KFC, Taco Bell, Pizza Hut, and The Habit Burger Grill, generating revenue through company-operated restaurants and franchise royalties across multiple food categories including chicken, pizza, Mexican-style cuisine, and chargrilled burgers.The company employs a capital-efficient franchise-based business model whereby it creates, manages, and franchises restaurant concepts globally, allowing for rapid expansion with limited capital expenditure while collecting ongoing royalties and fees from franchise partners.Yum! Brands serves a broad consumer base across the quick-service restaurant segment, targeting value-conscious consumers seeking convenient meal options across diverse culinary preferences in both developed and emerging markets globally.Yum! Brands is a leading global quick-service restaurant enterprise with a market cap of $40.2 billion, demonstrating significant scale in the restaurant franchising sector. The company's competitive advantage derives from its portfolio of iconic, globally recognized brands with established customer loyalty and operational expertise in franchise management across diverse cuisines and geographies.

Its asset-light franchise model provides operational leverage and consistent cash generation while enabling geographic and demographic diversification across its four primary restaurant concepts.

What this transaction means for investorsTaco Bell CEO Sean Tresvant's Aug. 18 sale of Yum! Brands stock was a non-discretionary transaction to fulfill tax withholding obligations related to the exercise of 4,101 RSUs. After the tax-related sale, he was left with 5,206 directly held shares.

While this disposition does not reflect the insider's view on the stock, Tresvant has made several discretionary sales in 2026. After exercising this latest round of RSUs, he effectively has no more restricted stock units as of this filing, and only 33 shares in a 401(k) plan along with his direct shares. This does not instill confidence in Tresvant's long-term view of the stock.

Yum! Brands has gone through ups and downs over the past year. Its Pizza Hut business has not performed well, and the company reached agreements to sell the division. Despite this, the restaurant giant achieved $2.2 billion in sales during the second quarter, a solid 12% increase over the prior year's $1.9 billion.

Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool recommends Yum! Brands. The Motley Fool has a disclosure policy.
2026-08-20 14:17 2mo ago
2026-08-20 10:00 2mo ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Yum! Brands, Inc. - YUM
YUM Yum! Brands
FMP Stock News
Original source text
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Yum! Brands, Inc. ("Yum! Brands" or the "Company") (NYSE: YUM).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Yum! Brands and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On August 3, 2026, the Michigan Department of Health and Human Services reported two deaths in connection with the state's ongoing cyclosporiasis outbreak, which an FDA investigation has linked to iceberg lettuce served at Yum! Brands' Taco Bell restaurants. 

On this news, Yum! Brands' stock price fell $4.48 per share, or 2.92%, to close at $148.80 per share on August 3, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:

Danielle Peyton

Pomerantz LLP

[email protected]

646-581-9980 ext. 7980

SOURCE Pomerantz LLP
2026-08-18 23:32 2mo ago
2026-08-18 17:06 2mo ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Yum! Brands, Inc. - YUM
YUM Yum! Brands
FMP Stock News
Original source text
NEW YORK, Aug. 18, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Yum! Brands, Inc. (“Yum! Brands” or the “Company”) (NYSE: YUM). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Yum! Brands and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On August 3, 2026, the Michigan Department of Health and Human Services reported two deaths in connection with the state’s ongoing cyclosporiasis outbreak, which an FDA investigation has linked to iceberg lettuce served at Yum! Brands’ Taco Bell restaurants.

On this news, Yum! Brands’ stock price fell $4.48 per share, or 2.92%, to close at $148.80 per share on August 3, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980
2026-08-13 15:45 2mo ago
2026-08-13 10:00 2mo ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Yum! Brands, Inc. - YUM
YUM Yum! Brands
FMP Stock News
Original source text
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Yum! Brands, Inc. ("Yum! Brands" or the "Company") (NYSE: YUM).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Yum! Brands and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On August 3, 2026, the Michigan Department of Health and Human Services reported two deaths in connection with the state's ongoing cyclosporiasis outbreak, which an FDA investigation has linked to iceberg lettuce served at Yum! Brands' Taco Bell restaurants.  

On this news, Yum! Brands' stock price fell $4.48 per share, or 2.92%, to close at $148.80 per share on August 3, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.  

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP
2026-08-11 22:49 2mo ago
2026-08-11 18:00 2mo ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Yum! Brands, Inc. - YUM
YUM Yum! Brands
FMP Stock News
Original source text
NEW YORK, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Yum! Brands, Inc. (“Yum!
2026-08-09 13:03 2mo ago
2026-08-08 17:00 2mo ago
YUM Investors Have Opportunity to Join Yum! Brands, Inc. Fraud Investigation with SBS Law
YUM Yum! Brands
FMP Stock News
Original source text
[url="]Schall, Brown and Schwartz[/url] LLP (“SBS”), a national shareholder rights litigation firm, announces that it is investigating claims on behalf of inv
2026-08-08 22:37 2mo ago
2026-08-08 16:14 2mo ago
YUM Investors Have Opportunity to Join Yum! Brands, Inc. Fraud Investigation with SBS Law
YUM Yum! Brands
FMP Stock News
Original source text
-

LOS ANGELES--(BUSINESS WIRE)--Schall, Brown & Schwartz LLP (“SBS”), a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Yum! Brands, Inc. (“Yum! Brands” or “the Company”) (NYSE: YUM) for violations of the securities laws.

INVESTIGATION DETAILS: The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Yum! Brands’ Taco Bell restaurants have been linked to an outbreak of cyclosporiasis by the Michigan Department of Health and Human Services. Baed on this news, shares of Yum! Brands fell by more than 2.9% on August 3, 2026.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall or David Schwartz of Schall, Brown & Schwartz LLP, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected]

WHY SBS? Schall, Brown & Schwartz LLP represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation. Bringing together the extensive experience and diverse skillsets of founding partners Brian Schall, Andrew Brown, and David Schwartz, SBS is dedicated to aggressively advocating for every investor.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

More News From Schall, Brown & Schwartz LLP

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2026-08-07 10:32 2mo ago
2026-08-07 00:00 2mo ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Yum! Brands, Inc. - YUM
YUM Yum! Brands
FMP Stock News
Original source text
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Yum! Brands, Inc. - YUM PR Newswire
2026-08-07 03:19 2mo ago
2026-08-06 23:03 2mo ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Yum! Brands, Inc. - YUM
YUM Yum! Brands
FMP Stock News
Original source text
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Yum! Brands, Inc. ("Yum! Brands" or the "Company") (NYSE: YUM). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Yum! Brands and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On August 3, 2026, the Michigan Department of Health and Human Services reported two deaths in connection with the state's ongoing cyclosporiasis outbreak, which an FDA investigation has linked to iceberg lettuce served at Yum! Brands' Taco Bell restaurants. 

On this news, Yum! Brands' stock price fell $4.48 per share, or 2.92%, to close at $148.80 per share on August 3, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected] 
646-581-9980 ext. 7980

SOURCE Pomerantz LLP
2026-08-04 19:58 2mo ago
2026-08-04 14:16 2mo ago
Should Investors Buy YUM Stock for Its $9B Digital Growth Engine?
YUM Yum! Brands
FMP Stock News
Original source text
Key Takeaways YUM's digital sales excluding Pizza Hut approached $9 billion, reaching 61% of system sales.Byte aims to unify menus, pricing and promotions while reducing complexity across global markets.Taco Bell posted 7% same-store sales growth and 19% operating profit growth in the second quarter. Yum! Brands, Inc. (YUM - Free Report) is building a digital ecosystem that spans ordering, loyalty and restaurant operations. Digital system sales excluding Pizza Hut approached $9 billion in the second quarter, giving the company a large base from which to improve customer engagement and execution.

The opportunity is substantial, but the investment decision is not straightforward. Weak share-price momentum, lower earnings estimates and operating risks at major brands argue for evidence that digital scale can produce durable earnings growth.

YUM’s Digital Scale Is Becoming a Competitive AdvantageDigital transactions represented 61% of system sales excluding Pizza Hut in the second quarter. KFC’s digital mix reached 67%, Taco Bell’s climbed to 47% and Habit Burger & Grill’s rose to 55%.

That reach gives YUM more direct customer touchpoints across apps, loyalty, kiosks and delivery. McDonald’s Corporation (MCD - Free Report) is pursuing a similar restaurant-platform strategy, showing that digital infrastructure has become an important competitive battleground for global quick-service chains.

Byte Could Make YUM’s Growth More ProfitableByte by Yum! connects menus, pricing, promotions and store hours across ordering channels. Management’s long-term goal is for the platform to power the vast majority of YUM system sales outside China.

A common technology foundation can reduce operating complexity and help brands introduce changes faster across markets. It may also support more consistent guest experiences and better visibility into restaurant operations as the company expands its global franchise base.

YUM Is Turning Artificial Intelligence Into ActionYUM has deployed Voice AI in more than 900 Taco Bell U.S. restaurants. Byte Coach also gives restaurant managers personalized recommendations intended to improve operating performance.

The company is applying artificial intelligence beyond the restaurant. Employees have access to productivity tools, teams have built more than 400 specialized AI agents and an internal innovation database covers more than 7,000 food, beverage and marketing concepts across 35 countries.

Taco Bell Shows How Digital Investment Can Pay OffTaco Bell’s digital mix increased five percentage points to 47%, with more than half of the growth coming from first-party loyalty channels. The brand also generated 7% same-store sales growth, 9% system sales growth and 19% operating profit growth in the second quarter.

Domino’s Pizza, Inc. (DPZ - Free Report) offers another example of restaurant technology supporting convenience through digital ordering and AI-enabled order tracking. For YUM, Taco Bell’s results show how owned digital channels can work alongside value, innovation and loyalty to support demand.

YUM’s Digital Promise Still Faces Execution RisksDigital progress does not remove brand-level risk. Taco Bell U.S. same-store sales were down 2% quarter to date through July 27 following an industry-wide food safety issue, although management reported steady improvement after the peak impact.

KFC delivered 7% unit growth but only 2% same-store sales growth. Pizza Hut’s planned sale also brings closing and transition work, while the Zacks Consensus Estimate for current-year earnings declined 1.8% over the past four weeks.

YUM’s Mixed Signals Favor a Watchful ApproachYUM’s digital scale, proprietary platform and growing use of artificial intelligence strengthen its long-term operating case. Near-term earnings visibility remains limited, making the stock more suitable for monitoring than aggressive buying until execution improves.

The stock currently carries a Zacks Rank #3 (Hold). Its Growth Score of C is accompanied by a Value Score of D, Momentum Score of F and VGM Score of D. The Hold rank supports a wait-and-see stance, while the weaker Value, Momentum and combined VGM readings suggest that the current setup lacks the favorable style characteristics typically associated with top-ranked stocks.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-08-04 19:58 2mo ago
2026-08-04 14:21 2mo ago
YUM Drops 10.4% in a Month: Is This Sell-Off a Buying Opportunity?
YUM Yum! Brands
FMP Stock News
Original source text
Key Takeaways YUM fell 10.4% in a month as estimate cuts and operating uncertainty pressured investor confidence.Taco Bell's sales weakened after a food safety issue, making a quick recovery crucial for YUM.KFC expansion and the $2.7B Pizza Hut sale may support growth, but execution risks remain. Shares of Yum! Brands, Inc. (YUM - Free Report) have declined 10.4% in the past month, creating a potential entry point for investors willing to look past near-term pressure. The pullback follows weakening earnings estimates and fresh operating uncertainty at key brands.

The second-quarter results still showed earnings growth, digital progress and restaurant expansion. The investment case now depends on whether Taco Bell recovers quickly, KFC converts unit growth into better productivity and the Pizza Hut separation proceeds as planned.

YUM’s Earnings Beat Offers a Reason to Look AgainAdjusted earnings of $1.62 per share increased 12.5% year over year and beat the Zacks Consensus Estimate of $1.59 by 1.9%. Revenues rose 12.2% to $2.17 billion but missed the consensus mark by 0.6%.

The mixed result explains why the quarter may not have fully restored confidence. Earnings benefited from solid operating performance, yet the revenue miss and a 1.8% decline in the current-year earnings estimate over the past four weeks point to softer near-term expectations.

Taco Bell’s Recovery Could Decide YUM’s Next MoveTaco Bell delivered 7% same-store sales growth, 9% system sales growth and 19% operating profit growth in the second quarter. U.S. company-owned restaurant margins reached 26.2%, while digital mix increased five percentage points to 47%.

The picture changed after an industry-wide food safety issue. U.S. same-store sales were down 2% quarter to date through July 27, though management said trends improved after the peak impact. McDonald’s Corporation (MCD - Free Report) also competes heavily on value, digital access and convenience, raising the importance of a timely Taco Bell recovery.

KFC Expansion Gives YUM a Long-Term Growth LeverKFC opened 660 gross new restaurants across 55 markets and increased its restaurant count 7%. System sales rose 6% excluding foreign currency effects, but same-store sales advanced only 2%.

That gap makes restaurant productivity the key issue. KFC is modernizing its menu, visual identity and digital capabilities, with core elements targeted for its top 20 markets by the end of 2027. Better average unit volumes would make rapid expansion more valuable to franchisees and shareholders.

Pizza Hut’s Exit Could Remove a Major Drag on YUMPizza Hut remained weak before the planned divestiture. Second-quarter system sales declined 2% excluding foreign currency effects, same-store sales fell 1% and operating profit dropped 14% on the same basis.

YUM agreed to sell Pizza Hut for $2.7 billion and expects about $2.3 billion in net proceeds. Domino’s Pizza, Inc. (DPZ - Free Report) , a focused global pizza operator, provides a relevant contrast as Pizza Hut moves to separate ownership. Closing and transition work remain risks, including technology and finance services that are expected to phase out during 2027.

YUM’s Valuation Makes the Pullback Worth WatchingYUM trades at 21.1X forward 12-month earnings, below its five-year median of 23.3X and the restaurant sub-industry’s 22.9X. The discount suggests that part of the operating risk is already reflected in the share price.

The valuation is not outright cheap relative to the broader market because the S&P 500 trades at 20.3X. Investors therefore need evidence that Taco Bell is normalizing, KFC productivity is improving and portfolio simplification can support earnings growth.

YUM’s Mixed Signals Support a Selective ApproachThe sell-off makes YUM more interesting, but the current setup supports patience rather than an aggressive entry. Brand strength, unit development and digital scale provide long-term support, while estimate cuts, Taco Bell’s recovery and separation execution limit near-term visibility.

The stock currently carries a Zacks Rank #3 (Hold). Its Growth Score of C is accompanied by a Value Score of D, Momentum Score of F and VGM Score of D. The Hold rank suggests waiting for clearer earnings-estimate direction, while the weaker Value, Momentum and combined VGM readings indicate that the recent decline alone does not create a broadly favorable style profile.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-08-01 09:10 2mo ago
2026-08-01 03:04 2mo ago
Yum! Brands Q2 Earnings Call Highlights
YUM Yum! Brands
FMP Stock News
Original source text
Domino's Stock Slides to 52-Week Low as Investors Digest CEO ChangeYum! Brands NYSE: YUM reported second-quarter growth across its operations excluding Pizza Hut, while management addressed a recent U.S. food-safety issue that has temporarily affected Taco Bell sales and outlined plans to sell Pizza Hut in separate transactions.

Get Yum! Brands alerts:

Chief Executive Officer Chris Turner said consumer safety remains the company’s top priority and that Yum!’s teams have acted “quickly and transparently” in response to the industry-wide issue. He said Taco Bell has experienced a meaningful near-term sales impact but expects the effect to be temporary.

Top Consumer Discretionary Brands Add Buyback Capacity Amid WeaknessExcluding Pizza Hut, Yum! reported 7% system sales growth in the second quarter, supported by 6% unit growth and 4% same-store sales growth. Core operating profit increased 8%, according to Chief Financial Officer Ranjith Roy. Digital sales excluding Pizza Hut approached $9 billion during the quarter and represented 61% of sales.

Pizza Hut Sale Expected to Close in August Yum! completed its strategic review of Pizza Hut in June and entered separate agreements to sell the business to Yum China and LongRange Capital. The transactions are valued at $2.7 billion in aggregate, with the potential for an additional $75 million earn-out from LongRange Capital by 2030.

MarketBeat Week in Review – 06/01 - 06/05Roy said Yum! expects both transactions to close in August. Afterward, Yum! will provide transition services to Pizza Hut outside China, including enterprise technology and finance support. Most of those services are expected to phase out during 2027.

The company expects to receive about $2.3 billion in net proceeds from the transactions. Yum! plans to use a portion to pay down its revolver balance and expects to reserve most of the remaining proceeds for share repurchases, subject to market conditions. Yum! repurchased approximately $670 million of stock during the first half of 2026.

Turner said the sale would create “a stronger Yum! and a stronger Pizza Hut” and allow Yum! to focus on its remaining brands and priorities, including consumer relevance, restaurant economics and digital capabilities.

KFC Development and Global Brand Strategy KFC, which represented 58% of Yum!’s divisional operating profit excluding Pizza Hut, delivered 6% system sales growth in the quarter. The gain reflected 7% unit growth and 2% same-store sales growth.

KFC opened 660 gross new stores across 55 markets during the quarter. Roy said the brand is expected to have its best development year ever, supported by franchisee confidence and opportunities in both established and underpenetrated markets. The Middle East reached 1,500 KFC restaurants during the quarter.

Management highlighted growth opportunities in India, Southeast Asia, West Africa and Brazil, which together represent more than one-third of the global population. KFC’s restaurant density in those markets is approximately one-fifth of that in its top 25 markets, representing what Roy described as a 20,000-unit opportunity.

KFC is also pursuing a global strategy centered on boneless chicken, sauces, updated restaurant experiences and a refreshed visual identity. Turner said the brand aims to bring core elements of the strategy to its top 20 markets by the end of 2027. In the United Kingdom, KFC’s Pickle Mania limited-time offering helped drive 8% same-store sales growth in the second quarter, while Asia delivered 6% same-store sales growth.

Turner said KFC’s long-term objective is to improve same-store sales growth and average unit volumes. He said the company has seen early evidence of progress in markets including the United Kingdom, Korea, Japan and Brazil.

Taco Bell Sales Recovery Underway Taco Bell generated 7% same-store sales growth in the second quarter, outperforming the quick-service restaurant industry for the ninth consecutive quarter, according to Turner. Its digital sales mix reached 47%, up five percentage points from a year earlier, with more than half of the growth coming from first-party loyalty channels.

More recently, Taco Bell’s U.S. same-store sales were down 2% quarter-to-date through July 27, Roy said. He noted that the figure included a period of normal growth before the food-safety issue became prominent and that the largest sales impact occurred over the weekend of July 18.

Roy said sales declines had moderated materially since then. Based on the four most recent days discussed on the call, Taco Bell had recovered about halfway to prior-year sales levels. He said the company expects Taco Bell’s third-quarter equity restaurant-level margins to range from 19% to 21%, reflecting lower sales volumes, promotional investments and a higher concentration of company-operated restaurants in more affected markets.

Turner said Taco Bell’s social-sentiment measures had returned to pre-issue levels of positivity and that the company has seen no decline in measures of brand love. He pointed to the brand’s recent promotional activity, including $1 Enchirito and Mexican Pizza loyalty offers, as examples of efforts to reengage customers. The Mexican Pizza promotion produced the highest app traffic, app transactions and loyalty acquisitions of any Taco Bell Tuesday drop, he said.

Taco Bell plans to introduce a redesigned app during the third quarter, with more personalized features, improved menu discovery and expanded order customization. Internationally, the brand recently launched Baja Blast in the United Kingdom, where the first week of the launch helped lift same-store sales by 14%, Turner said.

Byte and AI Remain Central to Growth Plans Yum! continues to expand Byte, its proprietary AI-enabled technology platform, across its restaurant system. Roy said Byte allows restaurant operators to manage menus, pricing, promotions and store hours through a single platform across ordering channels.

Taco Bell has deployed Voice AI capabilities to more than 900 U.S. restaurants, with additional franchisees adopting the technology. Yum! ultimately aims for Byte to support the vast majority of system sales outside China.

The company said more than 400 specialized AI agents have been created internally to address business tasks, while daily usage of AI productivity tools by corporate employees has increased more than 50% year over year. Yum!’s Collider agency has also developed an innovation database containing information on more than 7,000 food, beverage and marketing concepts across 35 countries.

Looking ahead, management said it remains focused on its “Raise the B.A.R.” strategy: battling for the future consumer, accelerating restaurant unit economics and expanding the company’s technology and digital capabilities.

About Yum! Brands (NYSE:YUM)Yum! Brands, Inc NYSE: YUM is a global quick-service restaurant company that develops, operates and franchises a portfolio of well-known restaurant brands. The company's principal brands are KFC, Pizza Hut and Taco Bell, each focused on distinct product categories—KFC on fried chicken and related menu items, Pizza Hut on pizza and complementary offerings, and Taco Bell on Mexican-inspired quick-service food. Yum! is headquartered in Louisville, Kentucky and was formed as Tricon Global Restaurants in 1997 when PepsiCo spun off its restaurant businesses, later adopting the Yum! Brands name.

The company's operating model centers on brand development, system growth and franchising; a large portion of its restaurants are operated by independent franchisees, and Yum! generates revenue through franchise royalties and fees in addition to sales from company-operated locations.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Yum! Brands Right Now?Before you consider Yum! Brands, you'll want to hear this.

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2026-07-31 23:33 2mo ago
2026-07-31 19:31 2mo ago
Yum (YUM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
YUM Yum! Brands
FMP Stock News
Original source text
For the quarter ended June 2026, Yum Brands (YUM - Free Report) reported revenue of $2.17 billion, up 12.2% over the same period last year. EPS came in at $1.62, compared to $1.44 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.18 billion, representing a surprise of -0.55%. The company delivered an EPS surprise of +1.89%, with the consensus EPS estimate being $1.59.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Yum performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

System same-store sales - Habit Burger Grill Division: 3% versus the five-analyst average estimate of 1.4%.System same-store sales - Taco Bell Division - YoY change: 7% versus the five-analyst average estimate of 5.7%.Number of restaurants - Company-owned - Habit Burger Grill Division: 304 compared to the 312 average estimate based on five analysts.Number of restaurants - Franchise & License - Habit Burger Grill Division: 84 versus 83 estimated by five analysts on average.Revenues- Franchise and property revenues: $895 million compared to the $894.76 million average estimate based on five analysts. The reported number represents a change of +7.2% year over year.Revenues- Taco Bell Division- Franchise and property revenues: $271 million versus the five-analyst average estimate of $264.68 million. The reported number represents a year-over-year change of +9.3%.Revenues- Pizza Hut Division: $254 million compared to the $261.49 million average estimate based on five analysts. The reported number represents a change of +6.3% year over year.Revenues- Taco Bell Division: $853 million versus the five-analyst average estimate of $836.13 million. The reported number represents a year-over-year change of +20%.Revenues- Franchise contributions for advertising and other services: $438 million versus the five-analyst average estimate of $456.63 million. The reported number represents a year-over-year change of +2.3%.Revenues- KFC Division- Franchise contributions for advertising and other services: $172 million compared to the $182.78 million average estimate based on five analysts. The reported number represents a change of +3% year over year.Revenues- Habit Burger Grill Division: $139 million versus the five-analyst average estimate of $135.66 million. The reported number represents a year-over-year change of +3.7%.Revenues- Pizza Hut Division- Franchise contributions for advertising and other services: $80 million compared to the $86.18 million average estimate based on five analysts. The reported number represents a change of -5.9% year over year.View all Key Company Metrics for Yum here>>>

Shares of Yum have returned -4.7% over the past month versus the Zacks S&P 500 composite's -0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
2026-07-30 18:43 2mo ago
2026-07-30 13:20 2mo ago
Taco Bell Sales Briefly Move South After Parasite Outbreak
YUM Yum! Brands
FMP Stock News
Original source text
By PYMNTS  |  July 30, 2026

 | 

Taco Bell saw sales decline this month following a parasite outbreak tied to the chain.

Parent company Yum Brands addressed the multi-state cyclospora outbreak, which happened during its current quarter, on a Thursday (June 30) earnings call to discuss the previous quarter.

“The brand has seen a meaningful near-term sales impact,” CEO Chris Turner said. “We expect the sales impact to be temporary and are encouraged by a few factors.”

For example, consumer demand was initially dampened by heightened uncertainty, though the public has since become more aware that the parasite is an industry-wide issue, not one confined to Taco Bell.

The company said that so far this quarter and through July 27, same-store sales for Taco Bell have dipped 2% in the U.S. During the second quarter, sales for Taco Bell and KFC were both up 7%.

“Since the U.S. food safety industry issue became front and center only two weeks ago, we saw maximum impact to sales over the weekend of July 18,” said CFO Ranjith Roy, who also pointed out that sales have since started to recover.

A report on the earnings by CNBC cites data from Placer.ai showing that traffic to Taco Bell has fallen by double-digit percentages since the Food and Drug Administration (FDA) first connected the parasitic outbreak to iceberg lettuce served by Taco Bell earlier this month.

Cyclospora is a water-borne parasite and often found on fresh produce, such as iceberg lettuce, herbs and raspberries.

It can cause diarrhea, fatigue, nausea, cramping and loss of appetite, symptoms that could persist for weeks or even months if left untreated, according to the Centers for Disease Control (CDC). The parasite is not fatal, and not everyone exposed to it will get sick.

Taylor Farms, which supplies lettuce to Taco Bell and to retail stores, issued a wide-ranging recall earlier this month.

In response to recent food safety concerns, Yum said it is further investing in promotions like its Tuesday Drops program to drive restaurant traffic.

Earlier this week, it sold $1 versions of its Mexican Pizzas, typically priced between $5 to $7. The prior week, it sold $1 enchritos, a burrito/enchilada hybrid normally sold for $4. Both were the highest-performing Tuesday Drop promotions the company has recorded, Turner said.
2026-07-30 16:19 2mo ago
2026-07-30 11:23 2mo ago
Yum! Brands, Inc. (YUM) Q2 2026 Earnings Call Transcript
YUM Yum! Brands
FMP Stock News
Original source text
Yum! Brands, Inc. (YUM) Q2 2026 Earnings Call Transcript
2026-07-30 16:19 2mo ago
2026-07-30 12:15 2mo ago
Yum! Brands Q2 Earnings Beat Estimates on Taco Bell Strength
YUM Yum! Brands
FMP Stock News
Original source text
Key Takeaways Yum! Brands delivered double-digit EPS growth, driven by Taco Bell's strong same-store sales momentum.YUM expanded its global restaurant base and digital sales with more than 1,000 new unit openings.Pizza Hut remained under pressure as same-store sales declined despite strategic divestiture plans. Yum! Brands, Inc. (YUM - Free Report) delivered second-quarter 2026 results, wherein earnings surpassed the Zacks Consensus Estimate, while revenues missed the same.

Adjusted earnings of $1.62 per share increased 12.5% year over year and beat the consensus mark of $1.59 by 1.9%. Revenues rose 12.2% to $2.17 billion but fell short of the estimate of $2.18 billion by 0.6%. Results benefited from Taco Bell’s 7% same-store sales growth, while worldwide system sales increased 5% excluding foreign currency translation.

YUM Gains From Global Sales and Digital GrowthWorldwide same-store sales increased 3% in the quarter. The company’s restaurant count rose 5% year over year, supported by 1,053 gross new unit openings.

Excluding Pizza Hut, system sales increased 7% excluding foreign currency translation. Unit count grew 6%, same-store sales rose 4% and core operating profit advanced 8%. Digital system sales excluding Pizza Hut approached $9 billion, with digital transactions accounting for more than 60% of system sales.

Yum! Brands Expands KFC’s Global FootprintKFC generated second-quarter revenues of $924 million, up 9% from $849 million in the prior-year period. System sales rose 6% excluding foreign currency translation, while same-store sales increased 2%.

Operating profit climbed 13% to $410 million. Core operating profit increased 9% after excluding currency effects. Operating margin expanded 160 basis points to 44.3%, although company-owned restaurant margin declined 10 basis points to 12%.

KFC opened 660 gross new restaurants across 55 countries, lifting its restaurant base 7% to 34,747. System sales advanced 20% in the Middle East, Turkey and North Africa, 16% in India and 10% in both Asia and Latin America.

YUM Extends Taco Bell’s Strong MomentumTaco Bell revenues surged 20% year over year to $853 million. System sales increased 9%, supported by a 7% rise in same-store sales.

U.S. system sales grew 9%, while domestic same-store sales increased 7%. International system sales advanced 13% excluding foreign currency translation, and international same-store sales rose 5%.

Operating profit increased 19% to $311 million. Company-owned restaurant margin expanded 160 basis points to 25.9%, reflecting stronger restaurant-level profitability. However, operating margin contracted 40 basis points to 36.4%.

Taco Bell opened 54 gross new restaurants across 15 countries. Its restaurant count increased 3% to 9,046.

Yum! Brands Faces Continued Pizza Hut WeaknessPizza Hut revenues increased 6% to $254 million. Company sales rose to $31 million from $7 million, while franchise and property revenues declined 3% to $143 million.

Underlying sales remained pressured. System sales fell 2% excluding foreign currency translation, while same-store sales declined 1%. U.S. system sales decreased 5% and international system sales were flat.

Operating profit fell 12% to $70 million, while core operating profit declined 14%. Operating margin contracted 590 basis points to 27.6%. Pizza Hut opened 333 gross new restaurants across 33 countries, taking the restaurant count 1% higher to 19,985.

YUM Advances With Pizza Hut DivestituresYUM entered two definitive agreements to sell Pizza Hut, bringing the strategic review of the brand to a close. LongRange Capital will acquire Pizza Hut outside Mainland China, while Yum China will purchase the Mainland China operations.

The company classified $746 million of assets and $262 million of liabilities as held for sale at the end of the quarter. YUM expects the transactions to provide Pizza Hut with ownership structures tailored to its regional markets and long-term priorities.

Management also unveiled a refreshed KFC strategy focused on boneless chicken, beverages and sauces. The company aims to introduce the strategy’s core elements across KFC’s top 20 markets by the end of 2027.

Yum! Brands Posts Higher Operating ProfitGAAP operating profit increased 5% to $655 million. Core operating profit also rose 5% to $683 million after excluding special items and foreign currency effects.

Company sales advanced 25% to $837 million, while franchise and property revenues increased 7% to $895 million. General and administrative expenses rose 7% to $324 million.

GAAP earnings were $3.08 per share, up from $1.33 in the prior-year quarter. The reported figure included special-item tax benefits related mainly to the planned Pizza Hut sale and internal intellectual property transactions.

YUM Generates Solid First-Half Cash FlowNet cash provided by operating activities totaled $923 million during the first half of 2026, up from $850 million a year earlier. Capital expenditures increased to $175 million from $142 million.

The company repurchased $674 million of common stock and paid $413 million in dividends. Cash and cash equivalents were $674 million as of June 30, 2026, while long-term debt totaled $9.46 billion and short-term borrowings were $2.81 billion.

YUM continues to target long-term average growth of 5% in units, 7% in system sales excluding currency movements and at least 8% in core operating profit.

YUM currently carries a Zacks Rank #3 (Hold).

Stocks to ConsiderHere are some better-ranked stocks from the Zacks Retail-Wholesale sector:

Five Below, Inc. (FIVE - Free Report) presently sports a Zacks Rank #1 (Strong Buy). The company delivered a trailing four-quarter earnings surprise of 70.1%, on average. FIVE stock has gained 4.4% in the past six months. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Five Below’s 2026 sales and EPS indicates growth of 15.1% and 36.1%, respectively, from the year-ago period’s levels.

FIGS, Inc. (FIGS - Free Report) has a Zacks Rank #2 (Buy) at present. The company delivered a trailing four-quarter earnings surprise of 212.5%, on average. FIGS stock has declined 4.9% in the past six months.

The Zacks Consensus Estimate for FIGS’ 2026 sales and EPS indicates growth of 15.5% and 36.8%, respectively, from the prior-year levels.

Dutch Bros Inc. (BROS - Free Report) carries a Zacks Rank of 2 at present. The company delivered a trailing four-quarter earnings surprise of 31.6%, on average. BROS stock has increased 15.8% in the past six months.

The Zacks Consensus Estimate for Dutch Bros’ 2026 sales and EPS indicates growth of 27% and 23.7%, respectively, from the prior-year levels.
2026-07-30 13:54 2mo ago
2026-07-30 09:20 2mo ago
Taco Bell Parent Company Says Sales Already Recovering After Cyclospora Outbreak Hit Foot Traffic
YUM Yum! Brands
FMP Stock News
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ToplineYum! Brands, the publicly traded parent company of Taco Bell, says it's already recovering from a sales slump driven by a cyclospora outbreak that sent foot traffic to the chain plummeting after thousands of people were sickened by eating tainted lettuce served at its restaurants.

A Taco Bell restaurant on July 14, 2026 in La Cañada Flintridge, California.

Getty Images

Key FactsYum! Brands CEO Chris Turner on Thursday said the outbreak, linked to lettuce supplied to Taco Bell by produce giant Taylor Farms, had a "meaningful near-term sales impact" on the company but that sales trends have been "steadily improving" over the last 10 days.

He also said brand sentiment on social media has returned to pre-Cyclospora levels and reported “consumers have become increasingly aware that this is an industry-wide issue, not an issue specific to Taco Bell.”

The comments came as Yum! reported second-quarter earnings for the period ending June 30—before the outbreak hit.

Yum! Brands earnings per share beat industry expectations and the company reported net revenue climbed 12% to $2.17 billion.

Shares of Yum! were up about 4% in premarket trading.

BIG NUMBER31%. That’s how much foot traffic to Taco Bell plummeted on July 17, the first Friday after the chain was linked to the outbreak, per Placer.ai. The broader fast-food category posted only a 1.9% traffic decline that same day, meaning Taco Bell's drop was approximately 16 times worse than its peers.

Key backgroundThousands of people had been sickened by cyclosporiasis, caused by the cyclospora bacteria, before the Food and Drug Administration linked the outbreak to iceberg lettuce served at Taco Bell. More than 1,600 of the estimated 7,000 sick people at the time—mid-July—reported eating at Taco Bell restaurants in five states. The restaurants had already stopped serving the tainted lettuce by the time the link was identified, and Taylor Farms later recalled products in 27 states. While the Taco Bell common thread is undeniable, the FDA says, it doesn’t explain all of the cyclosporiasis cases—now roughly 11,500—nationwide. To date, none of the produce the FDA has tested has produced a positive sample result for cyclospora and investigators are still working to trace what other produce may be making people sick.

SURPRISING FACTYum! Brands warned investors that cyclospora was a material business risk long before the active outbreak. The company listed the parasite alongside E. coli, listeria, salmonella and trichinosis as a prominent risk factor in its most recent SEC annual filing and named it as the No. 1 threat—ahead of every other business problem it predicted.

further readingForbesMichigan Passes 10,000 Cyclosporiasis Cases—And Experts Still Don’t Have A Definitive CauseBy Mary Whitfill RoeloffsForbesTaco Bell Lettuce Linked To Multistate Cyclosporiasis Outbreak—But Not Every Sick Person Ate ThereBy Mary Whitfill Roeloffs