Financial Performance - Yum! Brands reported first-quarter GAAP EPS of $0.90, with EPS excluding Special Items at $1.30, reflecting a 13% increase year-over-year [2]. - Total revenues for Q1 2025 reached $1,787 million, a 12% increase from $1,598 million in Q1 2024 [29]. - Company sales increased by 28% to $607 million in Q1 2025, compared to $474 million in Q1 2024 [29]. - Net income for Q1 2025 was $253 million, down 19% from $314 million in Q1 2024 [29]. - Operating profit for the company was $548 million, a 5% increase from $520 million in Q1 2024 [29]. - Core Operating Profit grew by 8%, with GAAP Operating Profit increasing by 5% [3]. - Core Operating Profit rose to $586 million, reflecting a 7.7% increase from $544 million in the prior year [51]. - Diluted EPS excluding Special Items was $1.30, compared to $1.15 for the same quarter last year, marking a 13.0% increase [54]. - Total revenues for Q1 2025 reached $1,787 million, a 11.8% increase from $1,598 million in Q1 2024 [57]. - Operating profit for Q1 2025 was $548 million, compared to $520 million in Q1 2024, reflecting a 5.4% increase [57]. Division Performance - Taco Bell U.S. achieved 9% same-store sales growth, while KFC International reported 7% unit growth year-over-year [3]. - KFC division reported a 22% increase in total revenues to $773 million, up from $632 million in Q1 2024 [32]. - Taco Bell division achieved total revenues of $657 million, a 10% increase from $598 million in Q1 2024 [35]. - Pizza Hut division's total revenues decreased by 3% to $231 million, down from $238 million in Q1 2024 [38]. - Taco Bell Division system sales reached $3.98 billion, an 11% increase, with same-store sales growth of 9% [13]. - KFC Division opened 528 gross new restaurants across 52 countries, with system sales of $8.34 billion, a 3% increase [10]. - Pizza Hut Division experienced a 4% decline in system sales to $3.03 billion, with same-store sales down by 2% [14]. Expenses and Costs - Company restaurant expenses totaled $520 million in Q1 2025, up from $400 million in Q1 2024, indicating a 30% increase [57]. - General and administrative expenses were $302 million in Q1 2025, compared to $286 million in Q1 2024, a 5.6% increase [57]. - Franchise advertising and other services expense amounted to $396 million in Q1 2025, up from $367 million in Q1 2024, a 7.9% increase [57]. - Total costs and expenses for Q1 2025 were $1,239 million, an increase from $1,078 million in Q1 2024, reflecting a 14.9% rise [57]. Cash Flow and Assets - Net Cash Provided by Operating Activities increased to $404 million, up 11.3% from $363 million year-over-year [43]. - Total assets as of March 31, 2025, were $6,659 million, a slight decrease from $6,727 million at the end of 2024 [41]. - Long-term debt remained stable at $11,327 million as of March 31, 2025, compared to $11,306 million at the end of 2024 [41]. Strategic Initiatives - The company announced a collaboration with NVIDIA to integrate AI technologies into its restaurants globally [9]. - The company aims to accelerate growth through resource reallocation and optimization strategies [64]. - The company recorded charges of $17 million in Q1 2025 related to a resource optimization program aimed at enhancing digital and technology capabilities [64]. - Approximately $7 million in charges were recorded in Q1 2025 for relocating brand headquarters to improve collaboration [64]. Shareholder Returns - The company declared a dividend of $0.71 per common share, up from $0.67 in the previous year [29].

YUM! Brands, Inc. (YUM) is scheduled to report first-quarter 2025 results on April 30, before the opening bell. In the last reported quarter, the company’s bottom line beat the Zacks Consensus Estimate by 1.9%.Q1 Estimates for YUMThe Zacks Consensus Estimate for earnings per share is pegged at $1.29, indicating a gain of 12.2% from the prior-year quarter. In the past 30 days, the consensus estimate for current-quarter earnings has witnessed an upward revision of 0.8%. The Zacks Consensus Estimate for revenu ...

KFC's Chicken & Waffles returns for the first time in over five years, just in time for Mother's Day. The fan- favorite combo features crispy fried chicken, sweet Liège-style waffles, and Mrs. Butterworth's syrup, starting at $7. KFC's new Strawberry & Crème Pie Poppers are a sweet treat perfect for mom—flaky, golden, and filled with strawberry and cream. LOUISVILLE, Ky., April 28, 2025 /PRNewswire/ -- KFC® is bringing back its popular sweet and savory menu item, Chicken & Waffles, for the first time in ove ...

日前，在第56个世界地球日来临之际，肯德基携手桂林日报社小记者团，于当地餐厅举办"小小炸鸡 侠"食物驿站体验活动。活动通过沉浸式体验余量食物管理流程、趣味竞赛与创意实践，向青少年传 递"节约粮食、低碳环保"的可持续发展理念。 活动中，孩子们通过创意菜单设计，用余量食材制作"原汁原味鸡汤""可乐鸡翅""双丝凉面""彩椒鸡翅 海苔拌饭"等，直观感受食物在大家的巧手设计下如何变成餐桌上的美味。这种 "小手拉大手" 的互动方 式，让孩子们更直观了解节约粮食的方式与方法。（谈婕） "原来余量食物不是直接丢弃，而是经过这么多安全步骤送到需要的人手中！" 参与活动的小记者们惊 叹道。在"余量食物打包竞赛"环节，孩子们分组比拼包装速度与规范度，通过模拟操作加深对科学管理 流程的理解。随后的知识抢答与创意菜单设计环节，更将"创意美味""物尽其用"的理念融入趣味互动， 激发孩子们对可持续生活的思考。 在桂林，联达肯德基、八里街肯德基、万福肯德基三家食物驿站持续通过对每一份余量食物的妥善处 理，持续推动对周边社区的温暖关爱。 图为孩子们体验"小小炸鸡侠"的工作。谈婕 摄 在桂林联达肯德基餐厅的活动现场，小记者们化身 "炸鸡侠"，在 ...

The upcoming report from Yum Brands (YUM) is expected to reveal quarterly earnings of $1.29 per share, indicating an increase of 12.2% compared to the year-ago period. Analysts forecast revenues of $1.84 billion, representing an increase of 15.1% year over year.The consensus EPS estimate for the quarter has been revised 0.1% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Ahead of ...

Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks is challenging due to inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Yum Brands (YUM) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being highly desirable [3] - Yum's historical EPS growth rate is 10.3%, with projected EPS growth of 9.3% this year, significantly outperforming the industry average of 5% [4] Group 3: Asset Utilization - Yum's asset utilization ratio (sales-to-total-assets ratio) is 1.17, indicating higher efficiency in generating sales compared to the industry average of 0.97 [5] Group 4: Sales Growth - Yum's sales are expected to grow by 8.6% this year, which is substantially higher than the industry average of 3.6% [6] Group 5: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements, and Yum has seen a 0.5% upward revision in current-year earnings estimates over the past month [7][8] Group 6: Overall Assessment - Yum has achieved a Growth Score of B and a Zacks Rank of 2, indicating it is a potential outperformer and a solid choice for growth investors [10]

Core Concept - Pizza Hut introduces "Pizza Caviar," a unique pepperoni-flavored caviar-style product, aiming to capitalize on the current caviar trend in the food industry [1][2][3] Product Innovation - Pizza Caviar is designed to replicate traditional caviar's appearance and texture, using pepperoni-flavored water and agar agar-based pearls [2][4] - The product is featured in the new Pizza Caviar Bump Box, which includes a Personal Pan Pizza and a choice of wings or fries, all topped with Pizza Caviar [2][3] Marketing Strategy - The Chief Marketing Officer of Pizza Hut emphasizes the brand's commitment to innovation and indulgence while staying true to popular flavors [3] - The Pizza Caviar Bump Box will be available exclusively at a specific New York City location for a limited time, highlighting a targeted marketing approach [3][4] Company Background - Pizza Hut, a subsidiary of Yum! Brands, has a long history of innovation in the pizza industry, with over 19,000 restaurants in more than 100 countries [6] - The company has been a pioneer in digital ordering, with over half of its transactions coming from digital platforms [6]

Core Concept - Pizza Hut introduces "Pizza Caviar," a unique product that reimagines the caviar trend by creating pepperoni-flavored caviar-style pearls, aiming to blend indulgence with familiar flavors [1][3]. Product Innovation - Pizza Caviar is designed to replicate traditional caviar's appearance and texture, offering a bold, smoky pepperoni flavor without using fish [2]. - The product is featured in the new Pizza Caviar Bump Box, which includes a cheese Personal Pan Pizza and a choice of three boneless wings or fries, all topped with the pepperoni-flavored "Pizza Caviar" [2]. Marketing Strategy - The Chief Marketing Officer of Pizza Hut emphasizes the brand's commitment to pushing culinary boundaries and capitalizing on current food trends [3]. - The Pizza Caviar Bump Box will be available exclusively at a specific Pizza Hut location in New York City for a limited time, from April 10th to April 12th, 2025 [3]. Company Background - Pizza Hut, a subsidiary of Yum! Brands, has a long history of innovation in the pizza industry, with over 19,000 restaurants in more than 100 countries [6]. - The company has been a pioneer in digital ordering, with over half of its transactions coming from digital platforms [6].

Core Insights - Pizza Hut launches a new brand campaign featuring "Peter Zahut," the ultimate delivery guy, aimed at enhancing the customer experience during March Madness [1][2] - The campaign emphasizes not just the pizza but the joy and fun associated with sharing pizza during special moments [2] - New culinary innovations include the return of Cheesy Bites Pizza and the introduction of the Ranch Lover's Flight, enhancing the dipping experience [3] Product Innovations - Cheesy Bites Pizza features 28 pull-apart, cheese-filled bites, designed for dipping and sharing [3] - The Ranch Lover's Flight includes three exclusive dipping sauces: Ultimate Ranch, Chipotle Ranch, and Pepperoni Ranch, enhancing the overall pizza experience [3][6] - The new offerings are available for a limited time, starting March 26, 2025, coinciding with the NCAA Sweet 16 [1][4] Marketing Strategy - The campaign aims to spotlight the good times and moments of joy that come with pizza, aligning with the excitement of basketball events [2] - The marketing approach leverages the cultural significance of March Madness to engage customers and drive sales [1][2] - The campaign is supported by a nationwide TV spot debuting during the NCAA tournament [1][4]

Core Viewpoint - Yum! Brands, Inc. (YUM) is positioned to benefit from digital transformation, product innovation, and expansion efforts, despite facing an uncertain macroeconomic environment [1] Factors Driving Growth - Year-to-date, Yum! Brands' shares have increased by 17.7%, outperforming the industry's growth of 1.4%, driven by a strategic mix of value offerings and digital innovation [2] - In Q4 2024, worldwide comparable sales at Yum! Brands rose by 1% year-over-year, recovering from a 2% decline in the previous quarter, with strong recoveries noted in the Middle East and solid performances in Africa, Latin America, and Canada [3] - Looking ahead to 2025, Yum! Brands plans to enhance market penetration by expanding product offerings and refining pricing strategies, expecting continued same-store sales improvement [4] Digital Transformation and Customer Engagement - Yum! Brands is enhancing its digital ecosystem, with digital sales growing by 15% year-over-year to over $30 billion in 2024, supported by increased kiosk adoption and successful loyalty initiatives [5] - The deployment of the Byte digital ordering platform has led to over 50% growth in digital transactions in certain markets, with plans to expand this platform to five more markets in 2025 [6] Expansion Efforts - In 2024, Yum! Brands opened 4,500 new units globally, with 2,900 of those being KFC locations, and Taco Bell showing strong growth across all income segments in the U.S. [8] - The company is focusing on international expansion, particularly in China, India, and Latin America, while testing innovative formats like Saucy by KFC and Live Más Cafe by Taco Bell [8] Concerns - Yum! Brands faces macroeconomic challenges, including global economic uncertainty and shifts in consumer sentiment, which have impacted performance, especially in regions affected by geopolitical conflicts [9]