Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables. Let's have a look at how Benzinga's most-accurate analysts have rated the company in the recent period. Considering buying YUM stock? Here's what analysts think: Read This Next: Yum! Brands, Inc. YUM will release earnings results for the second quarter before the opening bell on Tuesday, Aug. 5. Analysts expect the Louisvill ...

Company Overview - Yum! Brands is the parent company of Taco Bell, KFC, Pizza Hut, and Habit Burger & Grill, with a current market capitalization of $41 billion [3] - The company is expected to announce its second-quarter earnings on August 5, 2025, with analysts estimating earnings of $1.46 per share on $1.94 billion in revenue, reflecting a 12% increase in earnings year-over-year and a 10% rise in sales [2] Financial Performance - In the past twelve months, Yum! Brands reported total revenue of $7.7 billion, with operating profits of $2.4 billion and a net income of $1.4 billion [3] - The company delivered strong Q1 results, driven by earnings growth and momentum at Taco Bell and KFC, despite a slight revenue miss [3] Historical Trends - Historically, Yum! Brands stock has exceeded expectations after earnings announcements 63% of the time, with a median increase of 1.9% in one day and a maximum observed growth of 10% [2][6] - Over the last five years, there have been 19 recorded earnings data points, with 12 positive and 7 negative one-day returns, indicating a 63% occurrence of positive returns [6] Market Reaction - The results of Yum! Brands will significantly impact market reactions against consensus expectations, and historical trends may favor event-driven traders [3][4] - The correlation between short-term and medium-term returns following earnings can provide a relatively lower-risk strategy for traders [7]

Core Insights - The restaurant industry in 2025 is at a crossroads between "rapid expansion" and "rational cultivation," with a reported 4.3% year-on-year growth in national dining revenue from February to June 2025, indicating a shift to a "slow growth" cycle due to market saturation and intensified competition [2][25] - Despite the slow growth, brands like Mixue Ice City are rapidly expanding, adding over 10,000 stores in a year, while the coffee sector sees three brands in the top growth rankings, highlighting potential opportunities within the slow growth period [2][14] Key Data Points - The top five brands in the growth ranking added over 5,000 stores in the past year, with Mixue Ice City leading by adding 10,160 stores [4] - Coffee and tea drinks dominate the growth list with 26 brands, including 9 coffee and 17 tea brands, while other notable categories include rice noodles (11 brands), fried chicken and burgers (9 brands), and snacks (8 brands) [4] - The growth rate of the top 10 brands by new store count shows that two brands specializing in boiled beef rice noodles achieved over 90% growth [4] Growth Categories Analysis - **Coffee and Tea Drinks**: Brands like Mixue Ice City and Luckin Coffee are expanding rapidly, leveraging supply chain efficiencies to offer competitive pricing. New entrants like Grandpa Not Brewing Tea are also finding success through unique positioning [14][21] - **Snack Foods**: Brands such as Hao Xiang Lai and Zhao Yi Ming are leading the snack food segment, benefiting from direct supply chain sourcing and scale efficiencies, with Zhao Yi Ming adding 376 stores recently [16][17] - **Quick Service Restaurants**: The quick service segment is seeing rapid growth, with brands like Tasitin and Cao's Duck Neck capitalizing on standardized operations and efficient supply chains. However, traditional brands face challenges due to limited marketing and single consumption scenarios [19][21] Slow Growth Cycle Insights - The slow growth cycle presents opportunities at the intersection of supply chain efficiency and user value. Successful brands are those that enhance supply chain capabilities and differentiate through unique user value propositions [23][25] - Brands that remain stagnant often do so due to a lack of innovation and reliance on imitation rather than building competitive barriers [23][25]

Core Viewpoint - Yum Brands (YUM) is expected to report quarterly earnings of $1.45 per share, a 7.4% increase year-over-year, with revenues projected at $1.93 billion, reflecting a 9.5% year-over-year growth [1]. Earnings Projections - The consensus EPS estimate for the quarter has been revised upward by 0.2% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts estimate 'Revenues- Company sales' to reach $680.67 million, indicating a year-over-year increase of 19% [5]. - 'Revenues- Franchise and property revenues' are forecasted at $826.92 million, suggesting a 4.8% year-over-year change [5]. - 'Revenues- Franchise contributions for advertising and other services' are expected to be $426.07 million, reflecting a 6% increase from the previous year [5]. - The KFC Division's franchise contributions for advertising and other services are projected at $159.68 million, a 7.2% year-over-year increase [6]. Same-Store Sales and Restaurant Metrics - System same-store sales for the Taco Bell Division are expected to show a year-over-year change of 5.2%, slightly up from 5.0% last year [6]. - The number of restaurants in the KFC Division (Franchise & License) is estimated to reach 31,934, compared to 30,255 a year ago [7]. - Total restaurants in the Taco Bell Division are projected at 8,803, up from 8,565 in the same quarter last year [7]. - The number of company-owned Taco Bell restaurants is expected to be 510, an increase from 488 last year [8]. - The total number of restaurants in the Pizza Hut Division is estimated at 19,921, compared to 19,864 a year ago [9]. - The total number of restaurants across all divisions is projected to reach 61,524, up from 59,498 last year [10]. Stock Performance - Over the past month, Yum shares have returned -3.9%, while the Zacks S&P 500 composite has increased by 2.3% [11]. - Yum currently holds a Zacks Rank 2 (Buy), indicating potential outperformance in the near future [11].

Core Viewpoint - YUM! Brands, Inc. is expected to report second-quarter 2025 results on August 5, with earnings per share estimated at $1.45, reflecting a 7.4% year-over-year increase, and revenues projected at $1.93 billion, a 9.5% increase from the previous year [1][2][10] Group 1: Revenue and Earnings Estimates - The Zacks Consensus Estimate for earnings per share is $1.45, indicating a 7.4% increase from the prior-year quarter [2] - Revenue estimates are pegged at $1.93 billion, representing a 9.5% increase from $1.76 billion in the prior-year quarter [2][10] Group 2: Growth Drivers - Revenue growth is likely driven by strong performances from Taco Bell U.S. and KFC International, alongside rapid digital expansion across the portfolio [3][10] - Investments in the Byte by Yum! platform, including kiosks and app personalization, are expected to enhance consumer experiences and increase order values [3] - AI-powered marketing initiatives and loyalty programs, such as the "build your own Luxe Box" campaign, are anticipated to deepen brand loyalty and increase traffic [4] Group 3: Menu Innovation and Consumer Engagement - New beverage-led concepts like Taco Bell's Live Mas Cafe and KFC's Quench pilot are expected to attract younger demographics and contribute to top-line growth [5] - Menu innovations, including global items like the Double Down Zinger and Zinger Nachos, are projected to boost consumer engagement and same-store sales [5] Group 4: Same-Store Sales and Revenue Projections - Same-store sales are predicted to grow by 2.2% year-over-year in the upcoming quarter [6] - Revenue estimates for KFC, Taco Bell, and Habit Burger are projected to increase by 11.2%, 7.3%, and 16.3%, respectively, while Pizza Hut revenues are expected to rise by 1.8% [6] Group 5: Bottom-Line Performance - The company's bottom-line performance is expected to benefit from disciplined cost management, operational efficiency, and improved store-level margins [7][10] Group 6: Earnings Prediction Model - The model indicates a likelihood of an earnings beat for YUM! Brands, supported by a positive Earnings ESP of +1.34% and a Zacks Rank of 2 [8][9]

在百花广场经营28年后，佛山首家肯德基，搬迁了。 日前，网传位于佛山市禅城区百花广场的肯德基门店关闭，引发关注。8月1日，记者来到百花广场，看 见原先店址的肯德基招牌已被全部撤下。门店内，约莫5名工人正进行拆除撤场等相关工作，现场空旷 且杂乱。靠近门口处"THE FIRST KFC IN FOSHAN"招牌下，原先供客人用餐的圆桌、座椅几乎已经被 拆卸殆尽。徒留墙上两幅壁画，记录着肯德基在中国以及该门店的关键发展节点。 原先的肯德基招牌已经被撤下 工作人员正在店内进行撤场处置 原先供用餐的桌椅大多已被撤除 在原店址的玻璃门处，记者看到一张告示，写明因合同期满，该店于7月28日搬迁至岭南天地康德斯酒 店一层。 随后，记者往祖庙博物馆方向步行约600米，来到肯德基新店址。新店位于良缘路与祖庙路交界，内部 空间略显狭小，但设有外部就餐区，整体观感干净整洁。一入店门，就能看到标志性的肯德基爷爷人物 塑像。 负责该店具体运营的谢店长告诉记者，门店搬迁的决定是合同期满以及"上面的安排"，新店保留了原先 的团队，没有解聘员工。"我们希望为顾客提供原先水准的服务。"其称。 肯德基祖庙店新址 肯德基爷爷 1997年2月，就在肯 ...

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Yum Brands identified as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2]. Earnings Growth - Yum Brands has a historical EPS growth rate of 9.9%, but projected EPS growth for the current year is expected to be 10%, significantly outperforming the industry average of 6.7% [4]. Asset Utilization Ratio - The company's asset utilization ratio stands at 1.18, indicating that Yum generates $1.18 in sales for every dollar in assets, compared to the industry average of 0.97, showcasing superior efficiency [5]. Sales Growth - Yum's sales are projected to grow by 6.9% this year, which is notably higher than the industry average growth rate of 2.4% [6]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Yum, with the Zacks Consensus Estimate for the current year increasing by 0.3% over the past month, indicating favorable market sentiment [8]. Overall Assessment - Yum Brands has achieved a Growth Score of A and holds a Zacks Rank of 2, reflecting its strong growth potential and positive earnings revisions, making it a solid choice for growth investors [9][10].

Core Concept - The article discusses the concept of "wide moats," which refers to companies with sustainable competitive advantages that protect them from rivals, leading to long-term profitability [1][3]. Group 1: Characteristics of Wide-Moat Companies - Wide-moat companies benefit from strong brand recognition, network effects, high customer switching costs, regulatory hurdles, and economies of scale, creating significant challenges for competitors [3]. - These companies typically enjoy solid pricing power, stable profit margins, and the ability to reinvest in their businesses, further enhancing their competitive edge [3][4]. Group 2: Investment Appeal - Investing in wide-moat companies is attractive due to their ability to deliver steady, long-term returns, especially during economic downturns [4][5]. - These firms generally produce consistent cash flows and provide shareholder value through dividends and stock price appreciation [5]. Group 3: Company Examples - Lam Research Corporation (LRCX) holds a leadership position in wafer fabrication equipment, benefiting from deep expertise and long-term customer relationships, which form a strong competitive moat [7]. - Adobe Inc. (ADBE) maintains dominance in creative software with high switching costs and a subscription model that ensures recurring revenues [10][11]. - The Walt Disney Company (DIS) leverages unmatched brand equity and a global media ecosystem, successfully transforming its streaming business into a profitable growth engine [15]. - Yum! Brands, Inc. (YUM) benefits from a strong franchise model and global scale, with its brands being leaders in their respective food categories [19]. Group 4: Growth and Innovation - Lam Research is positioned to benefit from the growth in the semiconductor memory market driven by advancements in AI, machine learning, and cloud computing [8][9]. - Adobe's integration of AI-powered tools enhances its creative platform, attracting a growing user base and addressing the needs of professionals [12][13]. - Disney's strategic investments in its parks and streaming services are expected to drive significant growth and profitability [17][18]. - Yum! Brands is focused on next-generation growth initiatives, streamlining operations, and expanding its digital platforms to enhance efficiency [20][21].

Core Concept - Pizza Hut is launching "The After Pizza Cake" sweepstakes to capitalize on wedding trends, offering a unique pizza wedding cake experience during the wedding season [1][2][5] Group 1: Product Offering - The After Pizza Cake is a three-tiered pizza cake made from the Hut Lover's Line, designed to be a centerpiece for weddings [2][3] - The Hut Lover's Line features a limited-time menu with pizzas priced at $12.99 for a large pizza, including varieties like Spicy Hawaiian Lover's, Meat Lover's, Pepperoni Lover's, and Veggie Lover's [5][8] Group 2: Market Trends - Studies indicate that 90% of couples enjoy the idea of late-night snacks at weddings, making pizza a popular choice for receptions [2][6] - The initiative aligns with the growing trend of incorporating unique food experiences into wedding celebrations [2] Group 3: Marketing Strategy - The campaign aims to enhance the wedding experience by providing memorable surprises, such as the pizza wedding cake, appealing to couples looking for innovative catering options [5] - Pizza Hut is also promoting a chance to win a trip to Hawaii, targeting couples at various stages of their relationships [4][5] Group 4: Company Background - Pizza Hut, a subsidiary of Yum! Brands, operates nearly 20,000 restaurants globally and is known for its innovative pizza offerings [8] - The brand has a strong digital presence, with over half of its transactions coming from digital orders, reflecting its commitment to technology and customer engagement [8]

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Yum Brands (YUM) , which belongs to the Zacks Retail - Restaurants industry.When looking at the last two reports, this parent company of KFC, Taco Bell and Pizza Hut has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 1.34%, on average, in the last two quarters.For the most recent quarter, Yum was expected to pos ...