Core Insights - Yum! Brands, Inc. has a market capitalization of $41.1 billion and operates globally with brands like KFC, Pizza Hut, Taco Bell, and The Habit Burger Grill, serving diverse food categories in over 150 countries [1] Financial Performance - Analysts predict Yum! Brands will report an adjusted EPS of $1.46 for Q3 2025, reflecting a 6.6% increase from $1.37 in the same quarter last year [2] - For fiscal 2025, the adjusted EPS is forecasted to be $6, a 9.5% rise from $5.48 in fiscal 2024, with further growth anticipated to $6.57 in fiscal 2026 [3] Stock Performance - Yum! Brands' shares have increased by 10.3% over the past 52 weeks, underperforming the S&P 500 Index's 14.8% return and the Consumer Discretionary Select Sector SPDR Fund's 18.4% increase [4] Recent Developments - The company's shares fell by 5.1% on August 5 after reporting Q2 2025 adjusted EPS of $1.44, which missed analyst estimates due to rising ingredient costs, higher advertising spending, and a 13% increase in total expenses, while same-store sales grew only 2%, below the forecast of 2.37% [5] Analyst Sentiment - The consensus view on Yum! Brands stock is cautiously optimistic, with a "Moderate Buy" rating from 29 analysts, including nine recommending "Strong Buy" and 20 indicating "Hold." The average price target is $160.08, suggesting an 8% potential upside from current levels [6]

Company Overview - Yum! Brands, Inc. (YUM) has a market capitalization of $40.5 billion and operates globally through its well-known brands: KFC, Pizza Hut, Taco Bell, and The Habit Burger Grill, with a presence in over 150 countries and territories primarily through franchise and license agreements [1][2] Stock Performance - Yum! Brands' shares have decreased by 10.6% from their 52-week high of $163.30, while the stock has risen 1.5% over the past three months, underperforming the S&P 500 Index, which gained 8.2% in the same period [3] - Year-to-date, YUM stock is up 8.8%, lagging behind the S&P 500's 11.1% increase, and has increased by 9.9% over the past 52 weeks compared to the S&P 500's 18.9% return [4] Financial Performance - In Q2 2025, Yum! Brands reported an adjusted EPS of $1.44, which missed analyst estimates, leading to a 5.1% drop in shares on August 5. Rising ingredient costs, increased advertising spending, and a 13% rise in total expenses pressured margins, while worldwide same-store sales grew only 2%, below the forecast of 2.37% [5] - Taco Bell, which accounts for 38% of revenue, experienced a slowdown in U.S. same-store sales growth to 4% [5] Analyst Sentiment - Despite underperforming relative to the S&P 500, analysts maintain a moderately optimistic outlook on Yum! Brands, with a consensus rating of "Moderate Buy" from 28 analysts and a mean price target of $159.78, indicating a potential upside of 9.4% from current levels [6]