Financial Performance - Yum Brands reported revenue of $2.51 billion for the quarter ended December 2025, reflecting a 6.4% increase year-over-year [1] - The earnings per share (EPS) for the quarter was $1.73, up from $1.61 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $2.47 billion by 1.99%, while the EPS fell short of the consensus estimate of $1.78 by 2.62% [1] Key Metrics - Total restaurants for Taco Bell Division reached 9,030, surpassing the average estimate of 8,984 [4] - KFC Division had 33,897 total restaurants, slightly below the average estimate of 33,899 [4] - Pizza Hut Division reported 19,974 total restaurants, which was below the average estimate of 20,190 [4] Same-Store Sales and Revenue Contributions - Taco Bell Division's system same-store sales increased by 7% year-over-year, exceeding the average estimate of 5.8% [4] - Company sales for Taco Bell Division were $971 million, above the estimated $948.02 million, representing a 9.7% year-over-year increase [4] - Franchise and property revenues totaled $997 million, exceeding the average estimate of $987.03 million, marking a 5.5% year-over-year increase [4] Division-Specific Performance - Franchise contributions for advertising and other services in Taco Bell Division were $240 million, surpassing the estimated $232.19 million, with a 3.9% year-over-year increase [4] - KFC Division's franchise contributions for advertising and other services were $201 million, slightly above the average estimate of $200.77 million, reflecting an 8.1% year-over-year increase [4] - Habit Burger Grill Division reported company sales of $170 million, below the estimated $176.31 million, indicating a 10.1% year-over-year decline [4]
Yum (YUM) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates