Yum (YUM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Yum Brands reported revenue of $1.93 billion for the quarter ended June 2025, reflecting a year-over-year increase of 9.6% and a slight revenue surprise of +0.15% over the Zacks Consensus Estimate [1] - The earnings per share (EPS) for the quarter was $1.44, which is an increase from $1.35 in the same quarter last year, but fell short of the consensus EPS estimate of $1.45, resulting in an EPS surprise of -0.69% [1] Financial Performance Metrics - System same-store sales for the Pizza Hut Division decreased by 1% compared to an average estimate of -1.8% [4] - KFC Division's same-store sales increased by 2%, slightly below the average estimate of 2.3% [4] - Taco Bell Division's same-store sales rose by 4%, which is lower than the estimated 5.2% [4] - Total number of restaurants was reported at 61,272, which is below the estimated 61,524 [4] - Company sales revenue was $669 million, compared to the estimated $680.67 million, marking a 17% increase year-over-year [4] - Franchise and property revenues reached $835 million, exceeding the estimate of $826.92 million, with a year-over-year increase of 5.8% [4] - Franchise contributions for advertising and other services totaled $428 million, slightly above the estimate of $426.07 million, representing a 6.5% year-over-year increase [4] - KFC Division's franchise contributions for advertising and other services were $167 million, surpassing the estimate of $159.68 million, with a year-over-year increase of 12.1% [4] - Habit Burger Grill Division reported revenues of $134 million, below the estimate of $142.99 million, reflecting a 5% decrease year-over-year [4] - Pizza Hut Division's franchise contributions for advertising and other services were $85 million, below the estimate of $90.52 million, indicating a 4.5% year-over-year decline [4] - Taco Bell Division's franchise contributions for advertising and other services were $176 million, slightly above the estimate of $174.54 million, with a year-over-year increase of 7.3% [4] - Habit Burger Grill Division's company sales were $130 million, below the estimate of $141.27 million [4] Stock Performance - Yum Brands' shares have returned -2.2% over the past month, contrasting with the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]