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]

Core Insights - YUM! Brands, Inc. reported strong third-quarter 2025 results, with earnings and revenues exceeding Zacks Consensus Estimates, leading to a 3.2% increase in share price during pre-market trading [1][9] Financial Performance - Adjusted earnings per share (EPS) for Q3 2025 were $1.58, surpassing the Zacks Consensus Estimate of $1.47, reflecting a 15% year-over-year increase [3][9] - Quarterly revenues reached $1.98 billion, exceeding the consensus mark of $1.96 billion, and showing an 8% increase year over year [3][9] - Worldwide system sales, excluding foreign currency translation, increased by 5% year over year, with Taco Bell rising 9% and KFC increasing 6%, while Pizza Hut experienced a 1% decline [4][9] Divisional Performance - KFC revenues totaled $879 million, up 12% from the prior-year quarter, with comparable sales rising 3% [5][6] - Pizza Hut revenues were $240 million, a 1% increase year over year, but comparable sales decreased by 1% [6][9] - Taco Bell generated $730 million in revenues, a 10% increase from the previous year, with comparable sales growing by 7% [7][9] - Habit Burger Grill revenues amounted to $134 million, slightly down from $137 million in the prior-year quarter, with comparable sales growing by 1% [8] Strategic Initiatives - YUM announced a strategic review for the Pizza Hut brand to maximize long-term value and plans to acquire 128 Taco Bell restaurants in the Southeast U.S. to enhance its equity-owned restaurant base and unlock new growth opportunities [2][9] Financial Position - As of September 30, 2025, cash and cash equivalents were $1.05 billion, up from $616 million at the end of 2024, while long-term debt increased to $11.5 billion from $11.3 billion [10] Long-Term Growth Targets - YUM reaffirmed its long-term growth algorithm, targeting approximately 5% annual unit growth, around 7% yearly system sales growth, and at least 8% annual growth in core operating profit [11]

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]

Company Overview - YUM! Brands Inc. is a global leader in multi-branding, offering consumers a variety of choices and convenience at one outlet [11] - The company operates through four segments: KFC (41% of total 2024 revenues), Taco Bell (37.9%), Pizza Hut (13.4%), and Habit Burger Grill (7.9%) [11] Investment Ratings - YUM is currently rated as a 2 (Buy) on the Zacks Rank, indicating a favorable investment outlook [12] - The company has a VGM Score of B, suggesting a balanced approach to value, growth, and momentum [12] Performance Metrics - YUM has a Momentum Style Score of A, with shares increasing by 3.7% over the past four weeks [12] - The Zacks Consensus Estimate for YUM's earnings has risen to $6.01 per share, with three analysts revising their earnings estimates upwards in the last 60 days [12] - YUM has an average earnings surprise of +0.5%, indicating a history of exceeding earnings expectations [12] Investment Considerations - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, YUM is recommended for investors looking for potential growth opportunities [13]

Company Overview - YUM! Brands Inc. is a global leader in multi-branding, offering consumers a variety of choices at one outlet, and operates through four segments: KFC (41% of total 2024 revenues), Pizza Hut (13.4%), Taco Bell (37.9%), and Habit Burger Grill (7.9%) [11] Investment Ratings - YUM is currently rated as a 3 (Hold) on the Zacks Rank, with a VGM Score of B, indicating a solid position but not a strong buy [12] - The company has a Momentum Style Score of B, with shares increasing by 2.1% over the past four weeks [12] Earnings Estimates - For fiscal 2025, seven analysts have revised their earnings estimates upwards in the last 60 days, with the Zacks Consensus Estimate increasing by $0.02 to $6.01 per share [12] - YUM has an average earnings surprise of 0.5%, suggesting a consistent performance relative to expectations [12] Investment Considerations - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, YUM is recommended to be on investors' short lists for potential investment opportunities [13]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to help investors identify stocks with the potential to outperform the market in the short term [2] Zacks Style Scores Overview - The Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] - Value Score emphasizes finding undervalued stocks using financial ratios [3] - Growth Score focuses on a company's financial health and future growth potential [4] - Momentum Score identifies stocks with favorable price trends and earnings outlooks [5] - VGM Score combines all three styles to highlight stocks with attractive value, growth, and momentum characteristics [6] Zacks Rank and Style Scores Interaction - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investment decisions [7] - Stocks rated 1 (Strong Buy) have historically outperformed the S&P 500, with an average annual return of +25.41% since 1988 [8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal investment potential [9][10] Company Spotlight: Yum Brands - Yum Brands, a leader in multi-branding, operates through four segments: KFC (41% of total 2024 revenues), Pizza Hut (13.4%), Taco Bell (37.9%), and Habit Burger Grill (7.9%) [11] - Currently rated 3 (Hold) by Zacks, Yum Brands has a VGM Score of B and a Growth Style Score of A, indicating a projected year-over-year earnings growth of 9.7% for the current fiscal year [12] - Recent upward revisions in earnings estimates by analysts suggest a positive outlook for Yum Brands, making it a potential pick for growth investors [12][13]

Company Overview - YUM! Brands Inc. is a global leader in multi-branding, offering consumers a variety of choices at a single outlet. The company operates through four segments: KFC (41% of total 2024 revenues), Pizza Hut (13.4%), Taco Bell (37.9%), and Habit Burger Grill (7.9%) [11]. Investment Ratings - YUM is currently rated as a 3 (Hold) on the Zacks Rank, with a VGM Score of B. This indicates a moderate investment outlook [12]. - The company has a Growth Style Score of A, forecasting a year-over-year earnings growth of 9.7% for the current fiscal year [12]. Earnings Estimates - In the last 60 days, seven analysts have revised their earnings estimates higher for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.04 to $6.01 per share [12]. - YUM has an average earnings surprise of 0.5%, suggesting that the company has a history of exceeding earnings expectations [12]. Investment Potential - With a solid Zacks Rank and top-tier Growth and VGM Style Scores, YUM is recommended to be on investors' short lists for potential growth opportunities [13].

Core Insights - Yum Brands reported $1.79 billion in revenue for Q1 2025, an 11.8% year-over-year increase, with EPS of $1.30 compared to $1.15 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $1.84 billion by 2.76%, while the EPS exceeded the consensus estimate of $1.29 by 0.78% [1] Financial Performance Metrics - System same-store sales for Pizza Hut Division decreased by 2% compared to an estimated increase of 1.4% [4] - Taco Bell Division saw a 9% increase in same-store sales, surpassing the estimated 7.4% [4] - KFC Division reported a 2% increase in same-store sales, slightly above the estimated 1.6% [4] - Total restaurants for Taco Bell Division were 8,723, below the average estimate of 8,794 [4] Revenue Breakdown - Company sales for Taco Bell Division were $607 million, below the average estimate of $640.81 million, but represented a year-over-year increase of 28.1% [4] - Franchise contributions for advertising and other services amounted to $395 million, slightly above the average estimate of $394.76 million, with a year-over-year change of 7.6% [4] - Franchise and property revenues totaled $785 million, below the average estimate of $805.21 million, reflecting a 3.7% year-over-year increase [4] - Habit Burger Grill Division company sales were $125 million, below the average estimate of $134.02 million [4] - Taco Bell Division franchise and property revenues reached $234 million, exceeding the estimated $229.75 million, with an 11.4% year-over-year increase [4] - Pizza Hut Division franchise and property revenues were $143 million, below the average estimate of $151.72 million, representing a 3.4% year-over-year decline [4] - KFC Division franchise and property revenues totaled $407 million, slightly below the average estimate of $416.53 million, with a 2.5% year-over-year increase [4] - Taco Bell Division franchise contributions for advertising and other services were $160 million, slightly below the average estimate of $162.24 million, with an 8.1% year-over-year increase [4] Stock Performance - Yum Brands shares have returned -7.1% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]