Core Viewpoint - YUM! Brands, Inc. is expected to report second-quarter 2025 results on August 5, with earnings per share estimated at $1.45, reflecting a 7.4% year-over-year increase, and revenues projected at $1.93 billion, a 9.5% increase from the previous year [1][2][10] Group 1: Revenue and Earnings Estimates - The Zacks Consensus Estimate for earnings per share is $1.45, indicating a 7.4% increase from the prior-year quarter [2] - Revenue estimates are pegged at $1.93 billion, representing a 9.5% increase from $1.76 billion in the prior-year quarter [2][10] Group 2: Growth Drivers - Revenue growth is likely driven by strong performances from Taco Bell U.S. and KFC International, alongside rapid digital expansion across the portfolio [3][10] - Investments in the Byte by Yum! platform, including kiosks and app personalization, are expected to enhance consumer experiences and increase order values [3] - AI-powered marketing initiatives and loyalty programs, such as the "build your own Luxe Box" campaign, are anticipated to deepen brand loyalty and increase traffic [4] Group 3: Menu Innovation and Consumer Engagement - New beverage-led concepts like Taco Bell's Live Mas Cafe and KFC's Quench pilot are expected to attract younger demographics and contribute to top-line growth [5] - Menu innovations, including global items like the Double Down Zinger and Zinger Nachos, are projected to boost consumer engagement and same-store sales [5] Group 4: Same-Store Sales and Revenue Projections - Same-store sales are predicted to grow by 2.2% year-over-year in the upcoming quarter [6] - Revenue estimates for KFC, Taco Bell, and Habit Burger are projected to increase by 11.2%, 7.3%, and 16.3%, respectively, while Pizza Hut revenues are expected to rise by 1.8% [6] Group 5: Bottom-Line Performance - The company's bottom-line performance is expected to benefit from disciplined cost management, operational efficiency, and improved store-level margins [7][10] Group 6: Earnings Prediction Model - The model indicates a likelihood of an earnings beat for YUM! Brands, supported by a positive Earnings ESP of +1.34% and a Zacks Rank of 2 [8][9]

Group 1 - Yum! Brands has appointed Chris Turner as the new CEO, effective October 1, replacing David Gibbs, who will remain as an advisor until 2026 [1] - Chris Turner has been with Yum! Brands since 2019 and previously held senior positions at PepsiCo and McKinsey [1] - Under David Gibbs, Yum! Brands expanded digital ordering and introduced value menus, a strategy that Turner is expected to continue [2] Group 2 - Yum! Brands operates well-known fast-food chains including KFC, Taco Bell, Pizza Hut, and Habit Burger in over 150 countries [3] - The company's shares have increased by approximately 5% year-to-date [3]

Core Viewpoint - Yum! Brands, Inc. is set to report its first-quarter 2025 results on April 30, with expectations of strong revenue growth driven by same-store sales and brand performance, particularly from KFC [1][3]. Group 1: Earnings Estimates - The Zacks Consensus Estimate for earnings per share is $1.29, reflecting a 12.2% increase from the prior-year quarter [2]. - Revenue estimates stand at $2.32 billion, indicating a growth of 15.1% from $1.84 billion in the same quarter last year [2]. Group 2: Growth Drivers - Key factors contributing to Yum's anticipated results include higher same-store sales, ongoing expansion in the U.S. and internationally, and continued menu innovation [3]. - The adoption of an AI-enhanced ordering system is expected to improve operational efficiency and customer experience, leading to increased sales [4]. Group 3: Brand Performance - Revenue predictions for KFC, Taco Bell, and Habit Burger are expected to rise by 15%, 10.2%, and 15.8%, respectively, with KFC projected to generate $726.6 million [5]. - Pizza Hut revenues are forecasted to increase by 6.4% to $253.3 million [5]. Group 4: Cost Pressures - An increase in employee wages, benefits, and other operating costs is anticipated to pressure Yum's margins, with total costs and expenses expected to rise by 14.2% year-over-year [6]. Group 5: Earnings Prediction Model - The current model does not predict an earnings beat for Yum! Brands, as it has an Earnings ESP of -0.29% and a Zacks Rank of 3 [7][8].