Here's What Key Metrics Tell Us About Yum (YUM) Q3 Earnings

Core Insights - Yum Brands reported revenue of $1.98 billion for the quarter ended September 2025, reflecting an 8.4% increase year-over-year and surpassing the Zacks Consensus Estimate of $1.96 billion by 0.88% [1] - The company's EPS for the quarter was $1.58, up from $1.37 in the same quarter last year, exceeding the consensus EPS estimate of $1.47 by 7.48% [1] Financial Performance Metrics - Yum's shares returned +2.3% over the past month, outperforming the Zacks S&P 500 composite's +1.3% change [3] - Total restaurants in the KFC Division reached 32,951, exceeding the six-analyst average estimate of 32,864 [4] - System same-store sales for the Pizza Hut Division decreased by 1% year-over-year, compared to an estimated increase of 0.1% [4] - KFC Division's system same-store sales increased by 3%, surpassing the average estimate of 2.5% [4] Revenue Breakdown - Company sales for Yum amounted to $697 million, exceeding the average estimate of $682.87 million and representing a 12.2% year-over-year increase [4] - Franchise and property revenues were reported at $857 million, slightly above the average estimate of $855.24 million, with a year-over-year change of 6.6% [4] - Franchise contributions for advertising and other services totaled $426 million, closely matching the average estimate of $426.43 million, reflecting a 6.2% increase year-over-year [4] - KFC Division's franchise contributions for advertising and other services were $161 million, slightly below the average estimate of $162.06 million, with an 8.8% year-over-year increase [4] - Habit Burger Grill Division reported company sales of $130 million, below the average estimate of $131.77 million, indicating a 2.3% year-over-year decline [4] - Pizza Hut Division's franchise contributions for advertising and other services were $85 million, below the average estimate of $88.35 million, reflecting a 2.3% year-over-year decline [4] - Taco Bell Division's franchise contributions for advertising and other services reached $178 million, exceeding the average estimate of $175.11 million, with a year-over-year increase of 7.9% [4]