You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Filippino quick-service company Jollibee Foods Corp. confirmed in a filing with the Philippine Stock Exchange that the company is preparing to spin off its international division. The global division will operate as a separate company with plans to eventually debut on the U.S. stock exchange, while the rest of the company will remain listed on the Philippine Stock Exchange. The news of a future initial public offering f ...

The market's latest bullish signal didn't come from AI, chips, or high-beta growth. It came from burgers, soda, and fried chicken. Over the past few sessions, Coca-Cola Co (NYSE:KO) , McDonald’s Corp (NYSE:MCD) , Yum! Brands Inc (NYSE:YUM) and Yum China Holdings Inc (NYSE:YUMC) have all flashed a Golden Cross — a technical pattern that often signals a shift in longer-term momentum.Track KO stock here.For each of these stocks, the 50-day SMA (simple moving average) has crossed above the 200-day SMA, making a ...

The decades-old chicken chain is battling U.S. sales declines as consumers choose sandwiches and tenders over buckets of fried chicken. 🔗 https://t.co/O7yr9J7vb5 https://t.co/t3YeaE7rNR ...

Core Insights - The CEO of Domino's has unexpectedly stepped down amid concerns that the UK pizza market is nearing saturation, prompting a shift in strategy towards fried chicken [1][2][4] Group 1: Leadership Changes - Andrew Rennie, the CEO, has left the company immediately after announcing plans to diversify into fried chicken due to declining pizza demand [1][3] - Nicola Frampton, the current COO, will serve as the caretaker CEO while the board searches for a permanent replacement [2] Group 2: Market Conditions - The UK pizza market is reportedly approaching saturation, with increased competition from other fast food options like burgers and fried chicken [2][4] - Domino's has experienced a significant slowdown in sales over the past two years, negatively impacting profits [4] Group 3: Strategic Shifts - Plans have been announced to introduce a new brand called "Chick 'n' Dip" in 1,400 UK stores, focusing on fried chicken sales [3] - The company will pause any new acquisitions until a permanent CEO is appointed, indicating a cautious approach to future growth [4] Group 4: Financial Performance - Domino's share price has decreased by 51% over the past year, making it one of the most shorted stocks on the London market [5] - Hedge fund Browning West, which holds a 5% stake in the company, has urged for a £100 million share buyback instead of pursuing acquisitions [6]

Core Insights - Yum! Brands has initiated a formal strategic review of its Pizza Hut business, appointing Goldman Sachs and Barclays as financial advisers to evaluate options for the brand [1][2] - CEO Chris Turner emphasized the need for additional actions to help Pizza Hut realize its full value, suggesting that this may be better executed outside of Yum! Brands [2] Financial Performance - Yum! Brands reported a Q3 profit increase, with net income rising to $397 million, or $1.41 per share, compared to $382 million, or $1.35 per share, a year earlier [3] - On an adjusted basis, earnings were $1.58 per share, excluding costs related to the strategic review of Pizza Hut [3] - The company's revenue for the quarter ended September 30, 2025, rose 8% year-on-year to $1.97 billion [3] Sales and Growth Metrics - Worldwide system sales increased by 5% excluding foreign currency translation, with Taco Bell leading at 9% and KFC at 6% [4] - Digital transactions reached $10 billion systemwide, accounting for approximately 60% of orders [4] - Group same-store sales grew by 3%, driven by gains at Taco Bell and KFC [4] Division Performance - Taco Bell achieved a 7% increase in same-store sales, while KFC posted a 3% rise [5] - In China, KFC's system sales advanced by 6%, and in the US, KFC's same-store sales were up by 2% [5] - Pizza Hut was the only division to report a decline, with same-store sales falling by 1%, primarily due to a 7% drop at US locations open for at least a year [5] Strategic Priorities - CEO Chris Turner outlined three priorities for future growth: staying relevant with the next generation of consumers, leveraging global scale to strengthen franchisees' store-level economics, and expanding Byte across more restaurants worldwide [6] Leadership and Operational Enhancements - In September 2025, Yum! Brands announced a series of leadership appointments aimed at enhancing operational capabilities and supporting long-term value creation across its global operations [7]

Core Viewpoint - Yum Brands has initiated a strategic review of its Pizza Hut business, indicating a potential sale of all or parts of the pizza chain [1] Company Summary - Yum Brands is the parent company of Taco Bell and KFC, and the strategic review of Pizza Hut suggests a shift in focus or restructuring within its portfolio [1] Industry Summary - The decision to review Pizza Hut may reflect broader trends in the fast-food industry, where companies are reassessing their brand strategies and market positions [1]

Craving fried chicken in New York City, but don't know where to go. Head to Times Square. Here you'll find flagship locations for raising Cane's Popeyes and Jollibee.Fried chicken chains have become full blown fandoms with followers who swear by each fast food, chicken's taste and quality. But one chain is missing. Kentucky Fried Chicken.Where is it. The colonel practically invented the idea of a fried chicken chain way back in 1930. What does its absence in a high foot traffic area like Times Square say ab ...

The fried chicken wars are leaving KFC "irrelevant." Bloomberg's @redd_brown55 reports that the company has a plan for a comeback: Ditch the bones https://t.co/JFk0sqffmX https://t.co/qgvUK3cTKq ...

Market Trends - The fried chicken industry is experiencing intense competition, leading to a "fried chicken war" [1] - KFC is facing challenges and risks becoming "irrelevant" in the market [1] Company Strategy - KFC is planning a comeback strategy [1] - A key element of KFC's strategy involves focusing on boneless chicken options [1]

Core Insights - The article discusses the expansion of Asian food chains in the United States, focusing on Jollibee, Luckin Coffee, Kura Sushi, and Haidi Lao Hot Pot, and their potential as investment opportunities [1][22]. Jollibee - Jollibee is a Philippine-based fast food chain known for its fried chicken and unique spaghetti, with over 1,300 locations in the Philippines and nearly 500 internationally, including over 100 in North America [1][19]. - The company aims to expand its North American presence from about 100 to 250 locations through franchising, with average unit volumes of $4.2 million per year for company-owned locations [1][19]. - Jollibee's brand is as popular in the Philippines as McDonald's and Coca-Cola, and 60% of its U.S. customers are non-Filipinos, indicating a growing appeal beyond its traditional customer base [1][19]. - The company currently spends less than 2.5% of its total costs on marketing in the U.S., which may hinder brand recognition and average unit volumes as it expands [4][19]. - The management's focus appears to be on acquiring smaller beverage chains rather than solely promoting the Jollibee brand, raising concerns about the company's strategic focus [4][19]. Luckin Coffee - Luckin Coffee, a Chinese coffee chain, has made a significant comeback after a fraud scandal, now boasting over 26,000 locations globally and a revenue growth of 47% last quarter [7][10]. - The company operates on a low-cost, quick-service model, appealing to consumers seeking speed and efficiency rather than a premium experience [9][10]. - Despite its past issues, Luckin Coffee's current growth strategy and profitability metrics are seen as promising, with a lower price-to-sales multiple compared to Starbucks [7][10]. - The company has been expanding aggressively, opening around 2,000 new locations quarterly, and has seen double-digit growth in same-store sales [7][10]. Kura Sushi - Kura Sushi is a conveyor belt sushi restaurant expanding in the U.S. through company-owned locations rather than franchising, which may provide more lucrative returns for investors [11][12]. - The chain has about 75-80 U.S. locations, reporting restaurant-level operating margins of 17-18% and average unit volumes of $4.2 million [12][13]. - Despite its fun dining experience, Kura Sushi is not yet profitable due to high expenses associated with aggressive unit growth [13][16]. - The concept may face challenges in becoming a regular dining choice for consumers, as it is perceived more as a special occasion experience [13][16]. Haidi Lao Hot Pot - Haidi Lao Hot Pot is a high-end hot pot chain with over 1,400 locations globally and more than a dozen in the U.S., known for its unique dining experience [17][19]. - The company operates with low margins, reporting only 3% operating margins in the first half of the year, highlighting the importance of disciplined growth and operational efficiency [17][19]. - The niche market appeal of hot pot dining may limit its mass market success, requiring careful market selection for expansion [17][19].