View ValuationYum! Brands 将来の成長Future 基準チェック /26Yum! Brandsは、9.5%と6.7%でそれぞれ年率9.5%で利益と収益が成長すると予測される一方、EPSはgrowで12%年率。主要情報9.5%収益成長率12.04%EPS成長率Hospitality 収益成長69.5%収益成長率6.7%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日22 Apr 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 14Yum! Brands, Inc. Declares Quarterly Cash Dividend, Payable on June 12, 2026Yum! Brands, Inc. Board of Directors declared a dividend of $0.75 per share of common stock. The quarterly cash dividend will be distributed June 12, 2026, to shareholders of record at the close of business on May 27, 2026.お知らせ • Apr 16Yum! Brands, Inc. to Report Q1, 2026 Results on Apr 29, 2026Yum! Brands, Inc. announced that they will report Q1, 2026 results at 7:00 AM, Eastern Standard Time on Apr 29, 2026お知らせ • Apr 07Yum! Brands, Inc., Annual General Meeting, May 14, 2026Yum! Brands, Inc., Annual General Meeting, May 14, 2026.お知らせ • Apr 01Yum! Brands, Inc. Appoints Kathleen (Leeny) K. Oberg to its Board of Directors, Effective April 1, 2026Yum! Brands, Inc. announced the appointment of Kathleen (Leeny) K. Oberg, former Chief Financial Officer and Executive Vice President, Development of Marriott International, Inc., to its Board of Directors, effective April 1, 2026. Ms. Oberg served as Marriott International, Inc.’s Chief Financial Officer from 2016 until 2026 and Executive Vice President, Development of Marriott from 2023 until 2026. Previously, Ms. Oberg was the Chief Financial Officer for The Ritz-Carlton from 2013-2015, where she contributed significantly to the brand’s performance, growth and organizational effectiveness. Prior to that role, Ms. Oberg served in a range of financial leadership positions with Marriott, including Senior Vice President, Corporate and Development Finance and Senior Vice President, International Project Finance and Asset Management for Europe, the Middle East and Africa. Ms. Oberg first joined Marriott as part of its Investor Relations group in 1999. Prior to that, she held a variety of financial leadership positions with Sodexo (previously Sodexo Marriott Services), Sallie Mae, Goldman Sachs and Chase Manhattan Bank. Ms. Oberg was previously a member of the American Hotel and Lodging Association's IREFAC Council. She currently serves on the Board of Directors of Adobe, Inc. She earned a bachelor’s degree in commerce with concentrations in finance and management information systems from the University of Virginia’s McIntire School of Commerce, and she received an MBA from Stanford University’s Graduate School of Business.お知らせ • Feb 13Yum! Brands, Inc. Announces Resignation of Keith Barr from the Board, Effective February 10, 2026On February 10, 2026, Keith Barr, a member of the Board of Directors of Yum! Brands, Inc. informed the Company that he will resign from the Board effective February 10, 2026. Mr. Barr’s resignation was not the result of any disagreement with the Company on any matter relating to its operations, policies, or practices, and it coincides with his recent appointment to a leadership position outside of YUM.お知らせ • Feb 04Yum! Brands, Inc. Increases Dividend, Payable on March 6, 2026The Board of Directors of Yum! Brands, Inc. approved a dividend of $0.75 per share of common stock, an increase of 6%. The quarterly dividend will be distributed March 6, 2026 to shareholders of record at the close of business on February 20, 2026.Buy Or Sell Opportunity • Dec 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.4% to €132. The fair value is estimated to be €109, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 4.5%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Declared Dividend • Nov 24Third quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 2nd December 2025 Payment date: 12th December 2025 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 21Yum! Brands, Inc. Declares Quarterly Dividend, Payable on December 12, 2025Yum! Brands, Inc. Board of Directors declared a dividend of $0.71 per share of common stock. The quarterly cash dividend will be distributed December 12, 2025, to shareholders of record at the close of business on December 2, 2025.Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: US$1.43 (vs US$1.36 in 3Q 2024)Third quarter 2025 results: EPS: US$1.43 (up from US$1.36 in 3Q 2024). Revenue: US$1.98b (up 8.4% from 3Q 2024). Net income: US$397.0m (up 3.9% from 3Q 2024). Profit margin: 20% (in line with 3Q 2024). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.お知らせ • Sep 09+ 1 more updateYum! Brands, Inc. Announces Executive ChangesYum! Brands, Inc. announced strategic leadership appointments. The appointments come as Chris Turner, Chief Executive Officer-Designate and Chief Financial & Franchise Officer, Yum! Brands, Inc., prepares to step into the role of Chief Executive Officer on October 1. Sean Tresvant has been promoted to Yum! Brands’ Chief Consumer Officer and Chief Executive Officer of Taco Bell, a role dedicated to ensuring the consumer of today and tomorrow remains at the forefront across Yum!’s iconic brands. Tresvant will continue to lead Taco Bell. With his added responsibilities, he will spearhead efforts across all brands to enhance consumer insights, drive brand relevance, and foster innovation that resonates with consumers worldwide. Since joining Yum! in January 2022 as the Global Brand Officer at Taco Bell, Tresvant's leadership has propelled the brand to new heights and driven strong business results, delivering positive same-store sales growth every quarter of his tenure. He also led transformative initiatives across marketing, innovation, and brand strategy notably driving cultural moments like the viral return of the Mexican Pizza and Taco Bell’s Consumer Day investor event and Live Mas Live for fans. Prior to joining Yum!, Tresvant served as the Chief Marketing Officer of the Jordan Brand at Nike. In addition, Jim Dausch, Global Chief Digital and Technology Officer of Pizza Hut, has been promoted to Yum! Brands’ Chief Digital and Technology Officer and President of Byte by Yum!, replacing Joe Park who is leaving Yum! to pursue an outside opportunity. Since joining Pizza Hut Global as CDTO, he’s led the brand’s technology strategy and created strong franchisee relationships. Previously, Dausch served as Executive Vice President & Chief Consumer Officer at Under Armour, where he focused on driving consumer demand and engagement across the brand’s digital channels. Prior to that, he spent more than 20 years at Marriott, where, during his tenure, he led global digital and technology, sales, brand, operations and business transformation. In addition to these promotions, Turner plans to add a Chief Scale Officer to his leadership team. Yum! Brands is beginning a search for a candidate to fill this new role, which will focus on leveraging Yum!’s scale to accelerate franchisee returns, maximize unit economics and drive restaurant profitability across the entire enterprise.お知らせ • Aug 28Yum! Brands, Inc. Appoints Chris Turner as Director of the Board, Effective October 1, 2025Yum! Brands, Inc. announced that Chris Turner, who will become Chief Executive Officer of the Company on October 1, 2025, was appointed as a Director of the Board, also effective October 1, 2025. Turner was appointed to become Yum! Brand’s next Chief Executive Officer on June 13, effective October 1, 2025, succeeding David Gibbs, who, in March 2025, informed the Board of Directors of his intention to retire after 36 years with the Company and a successful tenure as CEO. Turner has served as Yum! Brands' Chief Financial Officer since 2019 and expanded his role to include Chief Franchise Officer in 2024, with responsibilities for finance, corporate strategy, supply chain, franchise standards and support. Also, effective October 1, 2025, Gibbs will no longer be a Director of the Board but will remain as an executive advisor to the Company through 2026.Declared Dividend • Aug 25Second quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 2nd September 2025 Payment date: 12th September 2025 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 22Yum! Brands, Inc. Declares Quarterly Dividend, Payable on September 12, 2025Yum! Brands, Inc. Board of Directors declared a dividend of $0.71 per share of common stock. The quarterly cash dividend will be distributed September 12, 2025, to shareholders of record at the close of business on September 2, 2025.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$1.34 (vs US$1.30 in 2Q 2024)Second quarter 2025 results: EPS: US$1.34 (up from US$1.30 in 2Q 2024). Revenue: US$1.93b (up 9.6% from 2Q 2024). Net income: US$374.0m (up 1.9% from 2Q 2024). Profit margin: 19% (down from 21% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.お知らせ • Jul 07Yum! Brands Reportedly in Talks to Facilitate Devyani, Sapphire MergerYum! Brands, Inc. (NYSE:YUM), the American owner of fast-food restaurant chains KFC and Pizza Hut, is in talks to facilitate a merger of Devyani International Limited (NSEI:DEVYANI) and Sapphire Foods India Limited (NSEI:SAPPHIRE)—its publicly-traded franchisee partners in the country, people aware of the developments said. The negotiations could result in Sapphire Foods getting absorbed by DIL through a share swap deal. This would entail the latter either acquiring the franchisee rights of KFC and Pizza Hut from Sapphire Foods, or all of KFC’s franchisee stores in India getting consolidated under DIL, the people cited above said. One of the persons cited above said a 1:3 share swap ratio is being prepared with Sapphire shareholders getting one share of DIL for every three owned. This plan could not be independently verified. "There are direct synergies for DIL, since it is owned by PepsiCo’s bottling partner Varun Beverages Ltd. (VBL),” a second person said.お知らせ • Jun 17Yum! Brands, Inc. Announces CEO Changes, Effective October 1, 2025Yum! Brands, Inc. announced that its Board of Directors has unanimously elected Chris Turner, 50, as Chief Executive Officer, effective October 1, 2025. Turner, who currently serves as Chief Financial & Franchise Officer for Yum! Brands, will succeed current Chief Executive Officer David Gibbs, who, in March 2025, informed the Board of Directors of his intention to retire in the next year after 37 years with the Company and a successful tenure as CEO. Turner has served as Yum! Brands' Chief Financial Officer since 2019 and expanded his role to include Chief Franchise Officer in 2024, with responsibilities for finance, corporate strategy, supply chain, franchise standards and support. In recent years, he has been instrumental in driving bold actions that leverage Yum!’s scale, such as accelerating the Company’s digital and technology transformation through initiatives like the establishment of Byte by Yum!, an AI-driven restaurant technology platform; launching a centralized, global Supply Chain Center of Excellence; and the creation of Saucy by KFC, a bold new restaurant concept. He has worked closely with Gibbs and the entire Yum! Brands leadership team to drive growth through unit development, deliver strong shareholder returns and foster a people-first culture of collaboration. Gibbs has served as Yum! Brands’ CEO since January 2020. As CEO, Gibbs was instrumental in architecting and leading the Company’s digital transformation and tripled the pace of Yum! Brands’ annual net new unit development, leading to nearly 61,000 restaurant units worldwide. Gibbs also successfully navigated the Company through the COVID-19 pandemic and an increasingly complex operating environment, making Yum! a top performer in the restaurant industry. During Gibbs’ tenure, digital sales surpassed $30 billion in 2024, with over 50% of sales through digital channels. Gibbs remains CEO until September 30, 2025, and will serve as an adviser to the Company until the end of 2026 to ensure a seamless transition. Before joining the Company, Mr. Turner served as Senior Vice President and General Manager of PepsiCo’s retail and e-commerce business covering Walmart in the U. S. and more than 25 countries from December 2017 to July 2019.Declared Dividend • May 19First quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 27th May 2025 Payment date: 6th June 2025 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 16Yum! Brands, Inc. Declares Quarterly Dividend, Payable on June 6, 2025Yum! Brands, Inc.'s Board of Directors declared a dividend of $0.71 per share of common stock. The quarterly cash dividend will be distributed June 6, 2025, to shareholders of record at the close of business on May 27, 2025.Reported Earnings • May 02First quarter 2025 earnings released: EPS: US$0.90 (vs US$1.11 in 1Q 2024)First quarter 2025 results: EPS: US$0.90 (down from US$1.11 in 1Q 2024). Revenue: US$1.79b (up 12% from 1Q 2024). Net income: US$253.0m (down 19% from 1Q 2024). Profit margin: 14% (down from 20% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.お知らせ • Mar 31Yum! Brands, Inc. Announces That Avid Gibbs, Chief Executive Officer to Retire in 2026Yum! Brands, Inc. announced that David Gibbs, Chief Executive Officer, has informed the Board of Directors of his intention to retire from the Company in the next year. The Board has established a succession planning committee and will work deliberately to identify and appoint the best candidate to lead the company’s next chapter. Gibbs will continue leading the company throughout the search process until his retirement, expected in the first quarter of 2026. Gibbs has served as Yum! Brands’ CEO since January 2020. As CEO, Gibbs focused on leading the company’s digital transformation, building the Company’s development engine and delivering strong shareholder returns powered by a people-first culture of collaboration. Simultaneously, Gibbs also successfully navigated the Company through the COVID-19 pandemic and an increasingly complex operating environment, making the Company a top performer in the restaurant industry. During Gibbs’ tenure, digital sales surpassed $30 billion in 2024 with over 50% of sales through digital channels and the pace of annual net new unit development tripled, leading to more than 61,000 restaurant units worldwide.お知らせ • Mar 12Pizza Hut Introduces Pizza Charcuterie BoardPizza Hut is taking charcuterie to the next level just in time for Pi Day (3.14). Introducing Pizza Charcuterie, a customizable, Instagram-worthy pizza board designed for the ultimate social gathering. Whether hosting a Pi Day celebration, a watch party, or just looking for an easy (but impressive) way to elevate get-together, Pizza Hut's new Pizza Charcuterie is the ultimate crowd-pleaser. Think of it as a build-your-own experience that's as fun to design as it is to devour. For $24.99, pizza lovers can design their own savory board with: Any 2 Medium Pizzas: Pick your faves, from classic Hand Tossed to bold flavors like Chicago Tavern-Style Pizza. Any 8 Boneless Wings: Because every great spread needs something crispy, saucy and shareable. Any Sticks and Dips: Sticks and a variety of savory dips to take your board to the next level. To help launch the Pizza Charcuterie, Pizza Hut teamed up with Robert Gronkowski, former football tight end and pizza lover. Known for his oversized appetite and even bigger personality, Gronk is the first to design his own Pizza Charcuterie board that pizza fans can watch for inspiration here.Recent Insider Transactions • Mar 07CEO & Director recently sold €4.5m worth of stockOn the 5th of March, David Gibbs sold around 31k shares on-market at roughly €148 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.お知らせ • Feb 21Yum! Brands, Inc., Annual General Meeting, May 15, 2025Yum! Brands, Inc., Annual General Meeting, May 15, 2025.Declared Dividend • Feb 10Fourth quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 21st February 2025 Payment date: 7th March 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 06Full year 2024 earnings released: EPS: US$5.27 (vs US$5.68 in FY 2023)Full year 2024 results: EPS: US$5.27 (down from US$5.68 in FY 2023). Revenue: US$7.55b (up 6.7% from FY 2023). Net income: US$1.49b (down 7.0% from FY 2023). Profit margin: 20% (down from 23% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.お知らせ • Feb 06+ 1 more updateYum! Brands, Inc. Introduces Byte by Yum!Yum! Brands, Inc. announced the introduction of Byte by Yum! a comprehensive collection of proprietary Software as a Service (SaaS) AI-driven products that will enable KFC, Taco Bell, Pizza Hut and Habit Burger & Grill restaurants across the world to delight customers, streamline operations and empower teams. The technology platform enables easy operations for team members and improved experiences for customers, while consolidating essential systems into a cohesive, easy-to-manage platform. The implementation of Byte by Yum! will also enable a faster and more impactful adoption of AI by Yum! and its brands. Backed by artificial intelligence, Byte by Yum! offers franchisees leading technology capabilities with advantaged economics made possible by the scale of Yum! The Byte by Yum! platform includes online and mobile app ordering, point of sale, kitchen and delivery optimization, menu management, inventory and labor management, and team member tools. Joe Park will serve as President of Byte by Yum! in addition to his overall Chief Digital & Technology Officer role. In recent years, Yum! Brands acquired and developed new and emerging technology capabilities. With the introduction of Byte by YUM!, the Company is phasing out the legacy names and branding for technology products such as Poseidon, Yum!Commerce Platform, Tracks, and SuperApp, which are now housed under Byte by Yum! In the U.S., all four of Yum!'s brands are using elements of Byte by Yum! to process more than 300 million digital transactions a year. And Yum! is rapidly expanding the technology for use in international markets with 25,000 Yum! restaurants globally using at least one Byte by Yum! product. For example, Taco BellU.S. enables its rich customer experiences and speedy operations by using Byte by Yum!'s integrated online ordering, point of sale, and back of house technologies. Pizza HutU.S. improves guest satisfaction by using the Byte by Yum! kitchen system to improve delivery times, reduce the time pizzas wait in the restaurant, and provide guests real-time visibility into their order location. Across KFC globally, Byte by Yum!'s AI restaurant coach is widely scaled and enables operational consistency and restaurant manager efficiency. The Company's brands and franchisees are continuing to see significant benefits from the products within the Byte by Yum! platform. Benefits include: Digital transaction growth; Increased pricing and promotional speed and agility; Improved order accuracy and delivery experiences leading to an overall increase in guest satisfaction; Greater forecast accuracy for inventory ordering; Greater team member satisfaction and reduced turnover. Leveraging Byte by Yum! Brands looks forward to continuing to lead the industry through its digital and technology advancements, driving impact and growth for Yum! and its franchisees.お知らせ • Jan 14Yum! Brands, Inc. Announces the Promotion of Scott Mezvinsky, 49, to KFC Division Chief Executive Officer, Effective March 1, 2025Yum! Brands, Inc. announced the promotion of Scott Mezvinsky, 49, to KFC Division Chief Executive Officer, effective March 1, 2025. Mezvinsky, a 20-year veteran of the Company who currently serves as President of Taco Bell North America and International, will succeed Sabir Sami, who is stepping down as KFC CEO at the end of February 2025. Mezvinsky will assume global responsibility for driving the brand strategy and performance of KFC. Prior to his most recent role, Mezvinsky was Taco Bell’s Global Chief Strategy & Financial Officer, leading the finance, development and strategy functions to help reach the Company’s goal of becoming a $20 billion brand. Since joining Yum! Brands in 2004, Mezvinsky held various roles at KFC and Yum!, including General Manager (GM) of KFC Iberia, where he helped turn the market into one of KFC’s leaders, achieving record same store sales growth, net new unit growth and ops metrics in 2018 and 2019. He also held roles in the KFC Latin America and Caribbean market, including Chief Development Officer and VP, Development and Operations. Mezvinsky received his BBA in Accounting from Southern Methodist University and MBA from the University of Chicago Booth School of Business. Sabir Sami has been CEO of the KFC Division since January 2022 and has held executive positions with Yum! Brands since 2009, including KFC Division Chief Operating Officer and Managing Director of KFC Asia, Managing Director for the KFC Middle East, North Africa, Pakistan and Turkey markets, and GM of Yum! Canada and GM of the KFC Canada and Turkey businesses. Sami remains KFC Division CEO through the end of February 2025, to ensure a smooth and seamless transition.お知らせ • Jan 12+ 3 more updatesYum! Brands, Inc. to Report Q1, 2025 Results on Apr 30, 2025Yum! Brands, Inc. announced that they will report Q1, 2025 results on Apr 30, 2025Declared Dividend • Nov 25Third quarter dividend of US$0.67 announcedShareholders will receive a dividend of US$0.67. Ex-date: 2nd December 2024 Payment date: 13th December 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (12% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 22Yum! Brands, Inc. Declares Quarterly Dividend, Payable on December 13, 2024Yum! Brands, Inc.'s Board of Directors declared a dividend of $0.67 per share of common stock. The quarterly dividend will be distributed December 13, 2024 to shareholders of record at the close of business on December 2, 2024.Reported Earnings • Nov 06Third quarter 2024 earnings released: EPS: US$1.36 (vs US$1.48 in 3Q 2023)Third quarter 2024 results: EPS: US$1.36 (down from US$1.48 in 3Q 2023). Revenue: US$1.83b (up 6.9% from 3Q 2023). Net income: US$382.0m (down 8.2% from 3Q 2023). Profit margin: 21% (down from 24% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.Upcoming Dividend • Aug 21Upcoming dividend of US$0.67 per shareEligible shareholders must have bought the stock before 27 August 2024. Payment date: 06 September 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.6%).お知らせ • Aug 16Yum! Brands, Inc. Declares Quarterly Dividend, Payable on September 6, 2024Yum! Brands, Inc. Board of Directors declared a dividend of $0.67 per share of common stock. The quarterly dividend will be distributed September 6, 2024 to shareholders of record at the close of business on August 27, 2024.Recent Insider Transactions • Aug 11Chief Executive Officer of KFC Division recently sold €1.1m worth of stockOn the 7th of August, Sabir Sami sold around 9k shares on-market at roughly €125 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.8m more than they bought in the last 12 months.Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$1.30 (vs US$1.49 in 2Q 2023)Second quarter 2024 results: EPS: US$1.30 (down from US$1.49 in 2Q 2023). Revenue: US$1.76b (up 4.5% from 2Q 2023). Net income: US$367.0m (down 12% from 2Q 2023). Profit margin: 21% (down from 25% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.Declared Dividend • May 20First quarter dividend of US$0.67 announcedShareholders will receive a dividend of US$0.67. Ex-date: 24th May 2024 Payment date: 7th June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 17Yum! Brands, Inc. (NYSE:YUM) announces an Equity Buyback for $2,000 million worth of its shares.Yum! Brands, Inc. (NYSE:YUM) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of its shares. The program will run through December 31, 2026.お知らせ • May 16Yum! Brands, Inc. Declares Quarterly Dividend, Payable on June 7, 2024The Board of Directors of Yum! Brands, Inc. declared a dividend of $0.67 per share of common stock. The quarterly dividend will be distributed June 7, 2024 to shareholders of record at the close of business on May 28, 2024.Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$1.11 (vs US$1.07 in 1Q 2023)First quarter 2024 results: EPS: US$1.11 (up from US$1.07 in 1Q 2023). Revenue: US$1.60b (down 2.9% from 1Q 2023). Net income: US$314.0m (up 4.7% from 1Q 2023). Profit margin: 20% (up from 18% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.お知らせ • Apr 07Yum! Brands, Inc., Annual General Meeting, May 16, 2024Yum! Brands, Inc., Annual General Meeting, May 16, 2024, at 09:00 Central Standard Time. Location: 7100 Corporate Drive in Plano, Texas Plano United States Agenda: To consider Election of Directors Ratification of Independent Auditors Advisory Vote on Executive Compensation Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals Shareholder Proposal Regarding a Strategic Review of Proposed Capital Transactions Involving the Brands.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$5.68 (vs US$4.63 in FY 2022)Full year 2023 results: EPS: US$5.68 (up from US$4.63 in FY 2022). Revenue: US$7.08b (up 3.4% from FY 2022). Net income: US$1.60b (up 21% from FY 2022). Profit margin: 23% (up from 19% in FY 2022). Same store sales growth: 6.0% vs FY 2022 Total stores: 58,708 (up by 3,347 from FY 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 13% per year.Upcoming Dividend • Feb 13Upcoming dividend of US$0.67 per share at 2.0% yieldEligible shareholders must have bought the stock before 20 February 2024. Payment date: 08 March 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.7%).Reported Earnings • Feb 08Full year 2023 earnings released: EPS: US$5.68 (vs US$4.63 in FY 2022)Full year 2023 results: EPS: US$5.68 (up from US$4.63 in FY 2022). Revenue: US$7.08b (up 3.4% from FY 2022). Net income: US$1.60b (up 21% from FY 2022). Profit margin: 23% (up from 19% in FY 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.Declared Dividend • Jan 29Third quarter dividend of US$0.67 announcedShareholders will receive a dividend of US$0.67. Ex-date: 20th February 2024 Payment date: 8th March 2024 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (11% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 25Yum! Brands, Inc. Announces Increase in Quarterly Dividend, Payable on March 8, 2024The Board of Directors of Yum! Brands, Inc. approved an 11% increase in the company’s quarterly dividend. The quarterly cash dividend will increase from $0.605 to $0.67 per share of common stock and be distributed March 8, 2024 to shareholders of record at the close of business on February 21, 2024.お知らせ • Jan 11Yum! Brands, Inc. Promotes Joe Park Its Chief Digital & Technology Officer Effective March 1, 2024Yum! Brands, Inc. announced the promotion of Joe Park to Chief Digital & Technology Officer, reporting to Chris Turner, Yum! Brands Chief Financial Officer, effective March 1, 2024. Park, who most recently served as Chief Digital & Technology Officer for Pizza Hut Global, succeeds Clay Johnson, who will continue with Yum! Brands as a Senior Advisor. As CDTO, Park will join the Yum! Brands Global Leadership Team and oversee the Company’s global technology strategy, partnering with the KFC, Pizza Hut, Taco Bell and the Habit Burger Grill divisions to ensure the Company provides a best-in-class digital experience for customers and restaurant team members and strong economics for franchisees. Park joined Yum! Brands in 2020 as its first Chief Innovation Officer and has served as Chief Digital and Technology Officer for Pizza Hut Global since 2021. In his most recent role, Park was responsible for leading omnichannel customer experiences, e-commerce and restaurant technologies for more than 19,000 Pizza Hut restaurants in more than 100 countries. At Pizza Hut, Park oversaw the rollout of Dragontail’s AI-based platform for optimizing and managing the entire food preparation process from order through delivery, and HutBot, Pizza Hut’s “coach-in-your-pocket” app for managers, both of which have been deployed in thousands of restaurants across multiple markets. In his previous role as Chief Innovation Officer for Yum! Brands, Park led the development of emerging technologies, including leveraging artificial intelligence and automation to streamline operations in the Company’s restaurant kitchens and enhance the experience for team members and customers. Prior to joining Yum! Brands, Park held executive leadership positions at Walmart and GE. At Walmart, Park was VP of Associate Digital Experience and Enterprise Architecture, overseeing 2,000 employees and providing technology to the largest private sector workforce in the world, modernizing platforms, digitizing processes and transforming user experiences.お知らせ • Dec 14+ 3 more updatesYum! Brands, Inc. to Report Q4, 2024 Results on Feb 05, 2025Yum! Brands, Inc. announced that they will report Q4, 2024 results on Feb 05, 2025お知らせ • Nov 17Yum! Brands, Inc. Declares Quarterly Dividend, Payable on December 8, 2023Yum! Brands, Inc. declared a dividend of $0.605 per share of common stock. The quarterly dividend will be distributed December 8, 2023 to shareholders of record at the close of business on November 28, 2023.Recent Insider Transactions • Nov 08Insider recently sold €1.1m worth of stockOn the 6th of November, Mark King sold around 10k shares on-market at roughly €118 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.お知らせ • Aug 18+ 1 more updateYum! Brands, Inc. Announces Board AppointmentsYum! Brands, Inc. filed this amendment to its Current Report on Form 8-K filed on July 19, 2023, which reported the appointment of Brett Biggs and Susan Doniz to the Company’s Board of Directors. At the time of their appointment, the Board had not appointed Mr. Biggs or Ms. Doniz to any of its standing committees. On August 17, 2023, the Board appointed Mr. Biggs and Ms. Doniz to the Board’s Audit Committee, effective immediately.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$1.49 (vs US$0.78 in 2Q 2022)Second quarter 2023 results: EPS: US$1.49 (up from US$0.78 in 2Q 2022). Revenue: US$1.69b (up 3.1% from 2Q 2022). Net income: US$418.0m (up 87% from 2Q 2022). Profit margin: 25% (up from 14% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 22Yum! Brands, Inc. Appoints Brett Biggs and Susan Doniz to Its Board of Directors, Effective from August 10, 2023Yum! Brands, Inc. announced the appointments of Brett Biggs, former Executive Vice President and Chief Financial Officer of Walmart Inc., and Susan Doniz, Chief Information Officer and Senior Vice President of Information Technology & Data Analytics of The Boeing Company, to its Board of Directors, effective August 10, 2023 Biggs is the former Executive Vice President and Chief Financial Officer for Walmart Inc., a people-led, tech-powered omnichannel retailer. In his role as Chief Financial Officer at Walmart Inc., in which he served from 2016 until June 2022, Biggs was responsible for all global finance and indirect procurement functions as well as corporate strategy. His oversight also included Walmart’s global Enterprise Business Services work to deliver digital and finance transformation initiatives worldwide. Biggs spent nearly 23 years at Walmart, serving in senior leadership positions including Chief Financial Officer for Walmart International, Walmart U.S. and Sam’s Club. He also served as Senior Vice President of International Strategy, Mergers and Acquisitions, and as Senior Vice President of Operations for Sam’s Club. Before joining Walmart, Biggs held various M&A and corporate finance positions with Leggett & Platt, Phillips Petroleum Co. and Price Waterhouse. Biggs serves as a senior advisor for Blackstone and sits on the Board of Directors of Adobe. He holds a bachelor’s degree in accounting from Harding University and received an MBA with Honors from Oklahoma State University. Doniz is Chief Information Officer and Senior Vice President of Information Technology & Data Analytics of The Boeing Company, a leading global aerospace company. In this role, Doniz oversees all aspects of information technology, information security, data and analytics and supports the growth of Boeing’s business through IT and analytics-related revenue generating programs. She is also a member of the company’s Executive Council. Before joining Boeing in 2020, Doniz was the Group CIO of Qantas Airways and, prior to that, served in digital transformation and IT leadership roles at SAP and Aimia. Doniz also spent 17 years at Procter & Gamble leading IT programs in support of sales, research and development and the supply chain. Doniz serves as an adviser to the Center for Digital Transformation at the University of California, Irvine, Paul Merage School of Business. She has served as Vice Chair of the Digital Transformation Advisory Council of the International Air Transport Association and as a board member of multiple nonprofit organizations. Doniz has been a champion and self-starter of a variety of diversity networks for women in science, technology, engineering and mathematics, as well as for Hispanics in business leadership. The Association of Latino Professionals For America named Doniz as one of the most powerful Latinas in 2022. She is an honors graduate of the University of Toronto with a bachelor’s degree in applied science and engineering and studied post graduate in industrial engineering at Eindhoven University of Technology.お知らせ • Jul 01Taco Bell Announces Executive ChangesTaco Bell announced that CEO Mark King is retiring at the end of the year, and the brand is promoting from within to replace him. Sean Tresvant, global chief brand and strategy officer at Taco Bell, will step into the top executive role on Jan. 1, 2024. As CEO, he will assume global responsibility for driving Taco Bell's growth strategies, franchise operations and overall performance, reporting to Yum Brands CEO David Gibbs. Tresvant joined Taco Bell in January 2022 as global chief brand officer. He was promoted to an expanded role as global chief brand and strategy officer earlier this year, focused on developing perspective and ambition for long-term global growth. In his current role, Tresvant has overseen the brand's strategy, food innovation, architecture and design and global communications functions as well as the Taco Bell International business. During his time with Taco Bell, he set a "powerful strategic framework that has created iconic moments within culture and driven massive awareness and buzz for the brand," including several high-profile celebrity partnerships and the return of the fan favorite Mexican Pizza. Prior to joining Taco Bell, Tresvant spent more than 15 years in leadership roles at Nike including chief marketing officer of the Jordan Brand. King joined Taco Bell in 2019 after successfully leading global sporting goods businesses with adidas. Under King's leadership, the Taco Bell business prioritized on-trend innovation, leaned into everyday value and grew from strength to strength, finishing 2022 with same-store sales growth of 8%, the release states.お知らせ • May 20Yum! Brands, Inc. Declares Quarterly Dividend, Payable on June 9, 2023Yum! Brands, Inc. Board of Directors declared a dividend of $0.605 per share of common stock. The quarterly dividend will be distributed June 9, 2023 to shareholders of record at the close of business on May 30, 2023.Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$1.07 (vs US$1.38 in 1Q 2022)First quarter 2023 results: EPS: US$1.07 (down from US$1.38 in 1Q 2022). Revenue: US$1.65b (up 6.3% from 1Q 2022). Net income: US$300.0m (down 25% from 1Q 2022). Profit margin: 18% (down from 26% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Mar 08COO & Chief People Officer recently sold €482k worth of stockOn the 7th of March, Tracy Skeans sold around 4k shares on-market at roughly €123 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Tracy's only on-market trade for the last 12 months.Upcoming Dividend • Feb 14Upcoming dividend of US$0.60 per share at 1.8% yieldEligible shareholders must have bought the stock before 21 February 2023. Payment date: 10 March 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.1%).Reported Earnings • Feb 09Full year 2022 earnings released: EPS: US$4.63 (vs US$5.30 in FY 2021)Full year 2022 results: EPS: US$4.63 (down from US$5.30 in FY 2021). Revenue: US$6.84b (up 3.9% from FY 2021). Net income: US$1.33b (down 16% from FY 2021). Profit margin: 19% (down from 24% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.お知らせ • Feb 09Yum! Brands, Inc. Declares Quarterly Dividend, Payable on March 10, 2023Yum! Brands, Inc.'s Board of Directors declared a dividend of $0.605 per share of common stock. The quarterly dividend will be distributed March 10, 2023 to shareholders of record at the close of business on February 22, 2023.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. Independent Director Keith Barr was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: US$1.16 (vs US$1.78 in 3Q 2021)Third quarter 2022 results: EPS: US$1.16 (down from US$1.78 in 3Q 2021). Revenue: US$1.64b (up 2.1% from 3Q 2021). Net income: US$331.0m (down 37% from 3Q 2021). Profit margin: 20% (down from 33% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: US$0.78 (vs US$1.31 in 2Q 2021)Second quarter 2022 results: EPS: US$0.78 (down from US$1.31 in 2Q 2021). Revenue: US$1.64b (up 2.1% from 2Q 2021). Net income: US$224.0m (down 43% from 2Q 2021). Profit margin: 14% (down from 24% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.8%, compared to a 702% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 05First quarter 2022 earnings released: EPS: US$1.38 (vs US$1.08 in 1Q 2021)First quarter 2022 results: EPS: US$1.38 (up from US$1.08 in 1Q 2021). Revenue: US$1.55b (up 4.1% from 1Q 2021). Net income: US$399.0m (up 22% from 1Q 2021). Profit margin: 26% (up from 22% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 7.4%, compared to a 115% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$5.30 (up from US$2.99 in FY 2020). Revenue: US$6.58b (up 17% from FY 2020). Net income: US$1.58b (up 74% from FY 2020). Profit margin: 24% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.2%, compared to a 110% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Nov 17Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 24 November 2021. Payment date: 10 December 2021. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.2%).Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$1.78 (vs US$0.93 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.61b (up 11% from 3Q 2020). Net income: US$528.0m (up 87% from 3Q 2020). Profit margin: 33% (up from 20% in 3Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 19Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 26 August 2021. Payment date: 10 September 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.0%).Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$1.31 (vs US$0.68 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.60b (up 34% from 2Q 2020). Net income: US$391.0m (up 90% from 2Q 2020). Profit margin: 24% (up from 17% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Upcoming Dividend • May 20Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 11 June 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.1%).Reported Earnings • Apr 29First quarter 2021 earnings released: EPS US$1.08 (vs US$0.28 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$1.49b (up 18% from 1Q 2020). Net income: US$326.0m (up 293% from 1Q 2020). Profit margin: 22% (up from 6.6% in 1Q 2020). The increase in margin was primarily driven by higher revenue.Is New 90 Day High Low • Mar 16New 90-day high: €91.45The company is up 3.0% from a price of €88.66 on 16 December 2020. Underperformed the German market, which is up 9.0% over the last 90 days. Lagged the Hospitality industry, which is up 5.0% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €83.41 per share.Reported Earnings • Feb 25Full year 2020 earnings released: EPS US$2.99 (vs US$4.23 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$5.65b (up 1.0% from FY 2019). Net income: US$904.0m (down 30% from FY 2019). Profit margin: 16% (down from 23% in FY 2019). Same store sales growth: Down 6.0% vs FY 2019Analyst Estimate Surprise Post Earnings • Feb 25Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 11%, compared to a 27% growth forecast for the Hospitality industry in Germany.Reported Earnings • Feb 06Full year 2020 earnings released: EPS US$2.99 (vs US$4.23 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$5.65b (up 1.0% from FY 2019). Net income: US$904.0m (down 30% from FY 2019). Profit margin: 16% (down from 23% in FY 2019).Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 10%, compared to a 27% growth forecast for the Hospitality industry in Germany.Recent Insider Transactions • Nov 21Chief Transformation & People Officer recently sold €425k worth of stockOn the 18th of November, Tracy Skeans sold around 5k shares on-market at roughly €88.46 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €9.4m more than they bought in the last 12 months.Is New 90 Day High Low • Nov 11New 90-day high: €88.18The company is up 12% from its price of €78.86 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €73.35 per share.Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS US$0.93The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: US$1.45b (up 8.1% from 3Q 2019). Net income: US$283.0m (up 11% from 3Q 2019). Profit margin: 20% (in line with 3Q 2019).Analyst Estimate Surprise Post Earnings • Nov 08Revenue beats expectationsRevenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 8.2% compared to a 5.0% decline forecast for the Hospitality industry in Germany.業績と収益の成長予測XTRA:TGR - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202810,1672,1512,4092,4591312/31/20279,6061,9902,0912,2952512/31/20269,1181,8291,7412,1372512/31/20258,2141,5591,6392,010N/A9/30/20258,0611,4471,5641,906N/A6/30/20257,9081,4331,5341,834N/A3/31/20257,7381,4251,4511,730N/A12/31/20247,5491,4861,4321,689N/A9/30/20247,2231,5261,3671,624N/A6/30/20247,1051,5601,3681,630N/A3/31/20247,0291,6111,3451,617N/A12/31/20237,0761,5971,3181,603N/A9/30/20237,0591,5051,3071,607N/A6/30/20236,9911,4201,2791,583N/A3/31/20236,9401,2261,2241,523N/A12/31/20226,8421,3251,1481,427N/A9/30/20226,7131,2841,1391,389N/A6/30/20226,6791,4811,2121,455N/A3/31/20226,6451,6481,4081,635N/A12/31/20216,5841,5751,4761,706N/A9/30/20216,4371,5771,5451,744N/A6/30/20216,2791,3321,5391,716N/A3/31/20215,8751,1471,2211,391N/A12/31/20205,6529041,1451,305N/A9/30/20205,6031,0601,0991,285N/A6/30/20205,4941,0321,0291,216N/A3/31/20205,6061,1151,0661,253N/A12/31/20195,5971,2941,1191,315N/A9/30/20195,4611,140N/A1,263N/A6/30/20195,5131,339N/A1,256N/A3/31/20195,5711,371N/A1,287N/A12/31/20185,6881,542N/A1,176N/A9/30/20185,7071,644N/A1,108N/A6/30/20185,7521,608N/A972N/A3/31/20185,8321,493N/A931N/A12/31/20175,8781,340N/A1,030N/A9/30/20176,1871,212N/A1,030N/A6/30/20176,2691,012N/A1,100N/A3/31/20176,3301,072N/A1,227N/A12/31/20166,3561,018N/A1,248N/A9/30/20161,756628N/A332N/A6/30/20163,665831N/A853N/A3/31/20165,261800N/A1,006N/A12/31/20156,418926N/A1,260N/A9/5/201513,151932N/A2,254N/A6/13/201513,078915N/A1,912N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TGRの予測収益成長率 (年間9.5% ) は 貯蓄率 ( 1.7% ) を上回っています。収益対市場: TGRの収益 ( 9.5% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: TGRの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: TGRの収益 ( 6.7% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: TGRの収益 ( 6.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TGRの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/04/22 18:34終値2026/01/23 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Yum! Brands, Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。52 アナリスト機関John StaszakArgus Research CompanyDavid TarantinoBairdJeffrey BernsteinBarclays49 その他のアナリストを表示
お知らせ • May 14Yum! Brands, Inc. Declares Quarterly Cash Dividend, Payable on June 12, 2026Yum! Brands, Inc. Board of Directors declared a dividend of $0.75 per share of common stock. The quarterly cash dividend will be distributed June 12, 2026, to shareholders of record at the close of business on May 27, 2026.
お知らせ • Apr 16Yum! Brands, Inc. to Report Q1, 2026 Results on Apr 29, 2026Yum! Brands, Inc. announced that they will report Q1, 2026 results at 7:00 AM, Eastern Standard Time on Apr 29, 2026
お知らせ • Apr 07Yum! Brands, Inc., Annual General Meeting, May 14, 2026Yum! Brands, Inc., Annual General Meeting, May 14, 2026.
お知らせ • Apr 01Yum! Brands, Inc. Appoints Kathleen (Leeny) K. Oberg to its Board of Directors, Effective April 1, 2026Yum! Brands, Inc. announced the appointment of Kathleen (Leeny) K. Oberg, former Chief Financial Officer and Executive Vice President, Development of Marriott International, Inc., to its Board of Directors, effective April 1, 2026. Ms. Oberg served as Marriott International, Inc.’s Chief Financial Officer from 2016 until 2026 and Executive Vice President, Development of Marriott from 2023 until 2026. Previously, Ms. Oberg was the Chief Financial Officer for The Ritz-Carlton from 2013-2015, where she contributed significantly to the brand’s performance, growth and organizational effectiveness. Prior to that role, Ms. Oberg served in a range of financial leadership positions with Marriott, including Senior Vice President, Corporate and Development Finance and Senior Vice President, International Project Finance and Asset Management for Europe, the Middle East and Africa. Ms. Oberg first joined Marriott as part of its Investor Relations group in 1999. Prior to that, she held a variety of financial leadership positions with Sodexo (previously Sodexo Marriott Services), Sallie Mae, Goldman Sachs and Chase Manhattan Bank. Ms. Oberg was previously a member of the American Hotel and Lodging Association's IREFAC Council. She currently serves on the Board of Directors of Adobe, Inc. She earned a bachelor’s degree in commerce with concentrations in finance and management information systems from the University of Virginia’s McIntire School of Commerce, and she received an MBA from Stanford University’s Graduate School of Business.
お知らせ • Feb 13Yum! Brands, Inc. Announces Resignation of Keith Barr from the Board, Effective February 10, 2026On February 10, 2026, Keith Barr, a member of the Board of Directors of Yum! Brands, Inc. informed the Company that he will resign from the Board effective February 10, 2026. Mr. Barr’s resignation was not the result of any disagreement with the Company on any matter relating to its operations, policies, or practices, and it coincides with his recent appointment to a leadership position outside of YUM.
お知らせ • Feb 04Yum! Brands, Inc. Increases Dividend, Payable on March 6, 2026The Board of Directors of Yum! Brands, Inc. approved a dividend of $0.75 per share of common stock, an increase of 6%. The quarterly dividend will be distributed March 6, 2026 to shareholders of record at the close of business on February 20, 2026.
Buy Or Sell Opportunity • Dec 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.4% to €132. The fair value is estimated to be €109, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 4.5%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Declared Dividend • Nov 24Third quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 2nd December 2025 Payment date: 12th December 2025 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 21Yum! Brands, Inc. Declares Quarterly Dividend, Payable on December 12, 2025Yum! Brands, Inc. Board of Directors declared a dividend of $0.71 per share of common stock. The quarterly cash dividend will be distributed December 12, 2025, to shareholders of record at the close of business on December 2, 2025.
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: US$1.43 (vs US$1.36 in 3Q 2024)Third quarter 2025 results: EPS: US$1.43 (up from US$1.36 in 3Q 2024). Revenue: US$1.98b (up 8.4% from 3Q 2024). Net income: US$397.0m (up 3.9% from 3Q 2024). Profit margin: 20% (in line with 3Q 2024). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Sep 09+ 1 more updateYum! Brands, Inc. Announces Executive ChangesYum! Brands, Inc. announced strategic leadership appointments. The appointments come as Chris Turner, Chief Executive Officer-Designate and Chief Financial & Franchise Officer, Yum! Brands, Inc., prepares to step into the role of Chief Executive Officer on October 1. Sean Tresvant has been promoted to Yum! Brands’ Chief Consumer Officer and Chief Executive Officer of Taco Bell, a role dedicated to ensuring the consumer of today and tomorrow remains at the forefront across Yum!’s iconic brands. Tresvant will continue to lead Taco Bell. With his added responsibilities, he will spearhead efforts across all brands to enhance consumer insights, drive brand relevance, and foster innovation that resonates with consumers worldwide. Since joining Yum! in January 2022 as the Global Brand Officer at Taco Bell, Tresvant's leadership has propelled the brand to new heights and driven strong business results, delivering positive same-store sales growth every quarter of his tenure. He also led transformative initiatives across marketing, innovation, and brand strategy notably driving cultural moments like the viral return of the Mexican Pizza and Taco Bell’s Consumer Day investor event and Live Mas Live for fans. Prior to joining Yum!, Tresvant served as the Chief Marketing Officer of the Jordan Brand at Nike. In addition, Jim Dausch, Global Chief Digital and Technology Officer of Pizza Hut, has been promoted to Yum! Brands’ Chief Digital and Technology Officer and President of Byte by Yum!, replacing Joe Park who is leaving Yum! to pursue an outside opportunity. Since joining Pizza Hut Global as CDTO, he’s led the brand’s technology strategy and created strong franchisee relationships. Previously, Dausch served as Executive Vice President & Chief Consumer Officer at Under Armour, where he focused on driving consumer demand and engagement across the brand’s digital channels. Prior to that, he spent more than 20 years at Marriott, where, during his tenure, he led global digital and technology, sales, brand, operations and business transformation. In addition to these promotions, Turner plans to add a Chief Scale Officer to his leadership team. Yum! Brands is beginning a search for a candidate to fill this new role, which will focus on leveraging Yum!’s scale to accelerate franchisee returns, maximize unit economics and drive restaurant profitability across the entire enterprise.
お知らせ • Aug 28Yum! Brands, Inc. Appoints Chris Turner as Director of the Board, Effective October 1, 2025Yum! Brands, Inc. announced that Chris Turner, who will become Chief Executive Officer of the Company on October 1, 2025, was appointed as a Director of the Board, also effective October 1, 2025. Turner was appointed to become Yum! Brand’s next Chief Executive Officer on June 13, effective October 1, 2025, succeeding David Gibbs, who, in March 2025, informed the Board of Directors of his intention to retire after 36 years with the Company and a successful tenure as CEO. Turner has served as Yum! Brands' Chief Financial Officer since 2019 and expanded his role to include Chief Franchise Officer in 2024, with responsibilities for finance, corporate strategy, supply chain, franchise standards and support. Also, effective October 1, 2025, Gibbs will no longer be a Director of the Board but will remain as an executive advisor to the Company through 2026.
Declared Dividend • Aug 25Second quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 2nd September 2025 Payment date: 12th September 2025 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 22Yum! Brands, Inc. Declares Quarterly Dividend, Payable on September 12, 2025Yum! Brands, Inc. Board of Directors declared a dividend of $0.71 per share of common stock. The quarterly cash dividend will be distributed September 12, 2025, to shareholders of record at the close of business on September 2, 2025.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$1.34 (vs US$1.30 in 2Q 2024)Second quarter 2025 results: EPS: US$1.34 (up from US$1.30 in 2Q 2024). Revenue: US$1.93b (up 9.6% from 2Q 2024). Net income: US$374.0m (up 1.9% from 2Q 2024). Profit margin: 19% (down from 21% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Jul 07Yum! Brands Reportedly in Talks to Facilitate Devyani, Sapphire MergerYum! Brands, Inc. (NYSE:YUM), the American owner of fast-food restaurant chains KFC and Pizza Hut, is in talks to facilitate a merger of Devyani International Limited (NSEI:DEVYANI) and Sapphire Foods India Limited (NSEI:SAPPHIRE)—its publicly-traded franchisee partners in the country, people aware of the developments said. The negotiations could result in Sapphire Foods getting absorbed by DIL through a share swap deal. This would entail the latter either acquiring the franchisee rights of KFC and Pizza Hut from Sapphire Foods, or all of KFC’s franchisee stores in India getting consolidated under DIL, the people cited above said. One of the persons cited above said a 1:3 share swap ratio is being prepared with Sapphire shareholders getting one share of DIL for every three owned. This plan could not be independently verified. "There are direct synergies for DIL, since it is owned by PepsiCo’s bottling partner Varun Beverages Ltd. (VBL),” a second person said.
お知らせ • Jun 17Yum! Brands, Inc. Announces CEO Changes, Effective October 1, 2025Yum! Brands, Inc. announced that its Board of Directors has unanimously elected Chris Turner, 50, as Chief Executive Officer, effective October 1, 2025. Turner, who currently serves as Chief Financial & Franchise Officer for Yum! Brands, will succeed current Chief Executive Officer David Gibbs, who, in March 2025, informed the Board of Directors of his intention to retire in the next year after 37 years with the Company and a successful tenure as CEO. Turner has served as Yum! Brands' Chief Financial Officer since 2019 and expanded his role to include Chief Franchise Officer in 2024, with responsibilities for finance, corporate strategy, supply chain, franchise standards and support. In recent years, he has been instrumental in driving bold actions that leverage Yum!’s scale, such as accelerating the Company’s digital and technology transformation through initiatives like the establishment of Byte by Yum!, an AI-driven restaurant technology platform; launching a centralized, global Supply Chain Center of Excellence; and the creation of Saucy by KFC, a bold new restaurant concept. He has worked closely with Gibbs and the entire Yum! Brands leadership team to drive growth through unit development, deliver strong shareholder returns and foster a people-first culture of collaboration. Gibbs has served as Yum! Brands’ CEO since January 2020. As CEO, Gibbs was instrumental in architecting and leading the Company’s digital transformation and tripled the pace of Yum! Brands’ annual net new unit development, leading to nearly 61,000 restaurant units worldwide. Gibbs also successfully navigated the Company through the COVID-19 pandemic and an increasingly complex operating environment, making Yum! a top performer in the restaurant industry. During Gibbs’ tenure, digital sales surpassed $30 billion in 2024, with over 50% of sales through digital channels. Gibbs remains CEO until September 30, 2025, and will serve as an adviser to the Company until the end of 2026 to ensure a seamless transition. Before joining the Company, Mr. Turner served as Senior Vice President and General Manager of PepsiCo’s retail and e-commerce business covering Walmart in the U. S. and more than 25 countries from December 2017 to July 2019.
Declared Dividend • May 19First quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 27th May 2025 Payment date: 6th June 2025 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 16Yum! Brands, Inc. Declares Quarterly Dividend, Payable on June 6, 2025Yum! Brands, Inc.'s Board of Directors declared a dividend of $0.71 per share of common stock. The quarterly cash dividend will be distributed June 6, 2025, to shareholders of record at the close of business on May 27, 2025.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: US$0.90 (vs US$1.11 in 1Q 2024)First quarter 2025 results: EPS: US$0.90 (down from US$1.11 in 1Q 2024). Revenue: US$1.79b (up 12% from 1Q 2024). Net income: US$253.0m (down 19% from 1Q 2024). Profit margin: 14% (down from 20% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Mar 31Yum! Brands, Inc. Announces That Avid Gibbs, Chief Executive Officer to Retire in 2026Yum! Brands, Inc. announced that David Gibbs, Chief Executive Officer, has informed the Board of Directors of his intention to retire from the Company in the next year. The Board has established a succession planning committee and will work deliberately to identify and appoint the best candidate to lead the company’s next chapter. Gibbs will continue leading the company throughout the search process until his retirement, expected in the first quarter of 2026. Gibbs has served as Yum! Brands’ CEO since January 2020. As CEO, Gibbs focused on leading the company’s digital transformation, building the Company’s development engine and delivering strong shareholder returns powered by a people-first culture of collaboration. Simultaneously, Gibbs also successfully navigated the Company through the COVID-19 pandemic and an increasingly complex operating environment, making the Company a top performer in the restaurant industry. During Gibbs’ tenure, digital sales surpassed $30 billion in 2024 with over 50% of sales through digital channels and the pace of annual net new unit development tripled, leading to more than 61,000 restaurant units worldwide.
お知らせ • Mar 12Pizza Hut Introduces Pizza Charcuterie BoardPizza Hut is taking charcuterie to the next level just in time for Pi Day (3.14). Introducing Pizza Charcuterie, a customizable, Instagram-worthy pizza board designed for the ultimate social gathering. Whether hosting a Pi Day celebration, a watch party, or just looking for an easy (but impressive) way to elevate get-together, Pizza Hut's new Pizza Charcuterie is the ultimate crowd-pleaser. Think of it as a build-your-own experience that's as fun to design as it is to devour. For $24.99, pizza lovers can design their own savory board with: Any 2 Medium Pizzas: Pick your faves, from classic Hand Tossed to bold flavors like Chicago Tavern-Style Pizza. Any 8 Boneless Wings: Because every great spread needs something crispy, saucy and shareable. Any Sticks and Dips: Sticks and a variety of savory dips to take your board to the next level. To help launch the Pizza Charcuterie, Pizza Hut teamed up with Robert Gronkowski, former football tight end and pizza lover. Known for his oversized appetite and even bigger personality, Gronk is the first to design his own Pizza Charcuterie board that pizza fans can watch for inspiration here.
Recent Insider Transactions • Mar 07CEO & Director recently sold €4.5m worth of stockOn the 5th of March, David Gibbs sold around 31k shares on-market at roughly €148 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
お知らせ • Feb 21Yum! Brands, Inc., Annual General Meeting, May 15, 2025Yum! Brands, Inc., Annual General Meeting, May 15, 2025.
Declared Dividend • Feb 10Fourth quarter dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 21st February 2025 Payment date: 7th March 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 06Full year 2024 earnings released: EPS: US$5.27 (vs US$5.68 in FY 2023)Full year 2024 results: EPS: US$5.27 (down from US$5.68 in FY 2023). Revenue: US$7.55b (up 6.7% from FY 2023). Net income: US$1.49b (down 7.0% from FY 2023). Profit margin: 20% (down from 23% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Feb 06+ 1 more updateYum! Brands, Inc. Introduces Byte by Yum!Yum! Brands, Inc. announced the introduction of Byte by Yum! a comprehensive collection of proprietary Software as a Service (SaaS) AI-driven products that will enable KFC, Taco Bell, Pizza Hut and Habit Burger & Grill restaurants across the world to delight customers, streamline operations and empower teams. The technology platform enables easy operations for team members and improved experiences for customers, while consolidating essential systems into a cohesive, easy-to-manage platform. The implementation of Byte by Yum! will also enable a faster and more impactful adoption of AI by Yum! and its brands. Backed by artificial intelligence, Byte by Yum! offers franchisees leading technology capabilities with advantaged economics made possible by the scale of Yum! The Byte by Yum! platform includes online and mobile app ordering, point of sale, kitchen and delivery optimization, menu management, inventory and labor management, and team member tools. Joe Park will serve as President of Byte by Yum! in addition to his overall Chief Digital & Technology Officer role. In recent years, Yum! Brands acquired and developed new and emerging technology capabilities. With the introduction of Byte by YUM!, the Company is phasing out the legacy names and branding for technology products such as Poseidon, Yum!Commerce Platform, Tracks, and SuperApp, which are now housed under Byte by Yum! In the U.S., all four of Yum!'s brands are using elements of Byte by Yum! to process more than 300 million digital transactions a year. And Yum! is rapidly expanding the technology for use in international markets with 25,000 Yum! restaurants globally using at least one Byte by Yum! product. For example, Taco BellU.S. enables its rich customer experiences and speedy operations by using Byte by Yum!'s integrated online ordering, point of sale, and back of house technologies. Pizza HutU.S. improves guest satisfaction by using the Byte by Yum! kitchen system to improve delivery times, reduce the time pizzas wait in the restaurant, and provide guests real-time visibility into their order location. Across KFC globally, Byte by Yum!'s AI restaurant coach is widely scaled and enables operational consistency and restaurant manager efficiency. The Company's brands and franchisees are continuing to see significant benefits from the products within the Byte by Yum! platform. Benefits include: Digital transaction growth; Increased pricing and promotional speed and agility; Improved order accuracy and delivery experiences leading to an overall increase in guest satisfaction; Greater forecast accuracy for inventory ordering; Greater team member satisfaction and reduced turnover. Leveraging Byte by Yum! Brands looks forward to continuing to lead the industry through its digital and technology advancements, driving impact and growth for Yum! and its franchisees.
お知らせ • Jan 14Yum! Brands, Inc. Announces the Promotion of Scott Mezvinsky, 49, to KFC Division Chief Executive Officer, Effective March 1, 2025Yum! Brands, Inc. announced the promotion of Scott Mezvinsky, 49, to KFC Division Chief Executive Officer, effective March 1, 2025. Mezvinsky, a 20-year veteran of the Company who currently serves as President of Taco Bell North America and International, will succeed Sabir Sami, who is stepping down as KFC CEO at the end of February 2025. Mezvinsky will assume global responsibility for driving the brand strategy and performance of KFC. Prior to his most recent role, Mezvinsky was Taco Bell’s Global Chief Strategy & Financial Officer, leading the finance, development and strategy functions to help reach the Company’s goal of becoming a $20 billion brand. Since joining Yum! Brands in 2004, Mezvinsky held various roles at KFC and Yum!, including General Manager (GM) of KFC Iberia, where he helped turn the market into one of KFC’s leaders, achieving record same store sales growth, net new unit growth and ops metrics in 2018 and 2019. He also held roles in the KFC Latin America and Caribbean market, including Chief Development Officer and VP, Development and Operations. Mezvinsky received his BBA in Accounting from Southern Methodist University and MBA from the University of Chicago Booth School of Business. Sabir Sami has been CEO of the KFC Division since January 2022 and has held executive positions with Yum! Brands since 2009, including KFC Division Chief Operating Officer and Managing Director of KFC Asia, Managing Director for the KFC Middle East, North Africa, Pakistan and Turkey markets, and GM of Yum! Canada and GM of the KFC Canada and Turkey businesses. Sami remains KFC Division CEO through the end of February 2025, to ensure a smooth and seamless transition.
お知らせ • Jan 12+ 3 more updatesYum! Brands, Inc. to Report Q1, 2025 Results on Apr 30, 2025Yum! Brands, Inc. announced that they will report Q1, 2025 results on Apr 30, 2025
Declared Dividend • Nov 25Third quarter dividend of US$0.67 announcedShareholders will receive a dividend of US$0.67. Ex-date: 2nd December 2024 Payment date: 13th December 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (12% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 22Yum! Brands, Inc. Declares Quarterly Dividend, Payable on December 13, 2024Yum! Brands, Inc.'s Board of Directors declared a dividend of $0.67 per share of common stock. The quarterly dividend will be distributed December 13, 2024 to shareholders of record at the close of business on December 2, 2024.
Reported Earnings • Nov 06Third quarter 2024 earnings released: EPS: US$1.36 (vs US$1.48 in 3Q 2023)Third quarter 2024 results: EPS: US$1.36 (down from US$1.48 in 3Q 2023). Revenue: US$1.83b (up 6.9% from 3Q 2023). Net income: US$382.0m (down 8.2% from 3Q 2023). Profit margin: 21% (down from 24% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.
Upcoming Dividend • Aug 21Upcoming dividend of US$0.67 per shareEligible shareholders must have bought the stock before 27 August 2024. Payment date: 06 September 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.6%).
お知らせ • Aug 16Yum! Brands, Inc. Declares Quarterly Dividend, Payable on September 6, 2024Yum! Brands, Inc. Board of Directors declared a dividend of $0.67 per share of common stock. The quarterly dividend will be distributed September 6, 2024 to shareholders of record at the close of business on August 27, 2024.
Recent Insider Transactions • Aug 11Chief Executive Officer of KFC Division recently sold €1.1m worth of stockOn the 7th of August, Sabir Sami sold around 9k shares on-market at roughly €125 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.8m more than they bought in the last 12 months.
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$1.30 (vs US$1.49 in 2Q 2023)Second quarter 2024 results: EPS: US$1.30 (down from US$1.49 in 2Q 2023). Revenue: US$1.76b (up 4.5% from 2Q 2023). Net income: US$367.0m (down 12% from 2Q 2023). Profit margin: 21% (down from 25% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year and the company’s share price has also increased by 4% per year.
Declared Dividend • May 20First quarter dividend of US$0.67 announcedShareholders will receive a dividend of US$0.67. Ex-date: 24th May 2024 Payment date: 7th June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 17Yum! Brands, Inc. (NYSE:YUM) announces an Equity Buyback for $2,000 million worth of its shares.Yum! Brands, Inc. (NYSE:YUM) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of its shares. The program will run through December 31, 2026.
お知らせ • May 16Yum! Brands, Inc. Declares Quarterly Dividend, Payable on June 7, 2024The Board of Directors of Yum! Brands, Inc. declared a dividend of $0.67 per share of common stock. The quarterly dividend will be distributed June 7, 2024 to shareholders of record at the close of business on May 28, 2024.
Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$1.11 (vs US$1.07 in 1Q 2023)First quarter 2024 results: EPS: US$1.11 (up from US$1.07 in 1Q 2023). Revenue: US$1.60b (down 2.9% from 1Q 2023). Net income: US$314.0m (up 4.7% from 1Q 2023). Profit margin: 20% (up from 18% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Apr 07Yum! Brands, Inc., Annual General Meeting, May 16, 2024Yum! Brands, Inc., Annual General Meeting, May 16, 2024, at 09:00 Central Standard Time. Location: 7100 Corporate Drive in Plano, Texas Plano United States Agenda: To consider Election of Directors Ratification of Independent Auditors Advisory Vote on Executive Compensation Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals Shareholder Proposal Regarding a Strategic Review of Proposed Capital Transactions Involving the Brands.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$5.68 (vs US$4.63 in FY 2022)Full year 2023 results: EPS: US$5.68 (up from US$4.63 in FY 2022). Revenue: US$7.08b (up 3.4% from FY 2022). Net income: US$1.60b (up 21% from FY 2022). Profit margin: 23% (up from 19% in FY 2022). Same store sales growth: 6.0% vs FY 2022 Total stores: 58,708 (up by 3,347 from FY 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 13% per year.
Upcoming Dividend • Feb 13Upcoming dividend of US$0.67 per share at 2.0% yieldEligible shareholders must have bought the stock before 20 February 2024. Payment date: 08 March 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.7%).
Reported Earnings • Feb 08Full year 2023 earnings released: EPS: US$5.68 (vs US$4.63 in FY 2022)Full year 2023 results: EPS: US$5.68 (up from US$4.63 in FY 2022). Revenue: US$7.08b (up 3.4% from FY 2022). Net income: US$1.60b (up 21% from FY 2022). Profit margin: 23% (up from 19% in FY 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.
Declared Dividend • Jan 29Third quarter dividend of US$0.67 announcedShareholders will receive a dividend of US$0.67. Ex-date: 20th February 2024 Payment date: 8th March 2024 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (11% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 25Yum! Brands, Inc. Announces Increase in Quarterly Dividend, Payable on March 8, 2024The Board of Directors of Yum! Brands, Inc. approved an 11% increase in the company’s quarterly dividend. The quarterly cash dividend will increase from $0.605 to $0.67 per share of common stock and be distributed March 8, 2024 to shareholders of record at the close of business on February 21, 2024.
お知らせ • Jan 11Yum! Brands, Inc. Promotes Joe Park Its Chief Digital & Technology Officer Effective March 1, 2024Yum! Brands, Inc. announced the promotion of Joe Park to Chief Digital & Technology Officer, reporting to Chris Turner, Yum! Brands Chief Financial Officer, effective March 1, 2024. Park, who most recently served as Chief Digital & Technology Officer for Pizza Hut Global, succeeds Clay Johnson, who will continue with Yum! Brands as a Senior Advisor. As CDTO, Park will join the Yum! Brands Global Leadership Team and oversee the Company’s global technology strategy, partnering with the KFC, Pizza Hut, Taco Bell and the Habit Burger Grill divisions to ensure the Company provides a best-in-class digital experience for customers and restaurant team members and strong economics for franchisees. Park joined Yum! Brands in 2020 as its first Chief Innovation Officer and has served as Chief Digital and Technology Officer for Pizza Hut Global since 2021. In his most recent role, Park was responsible for leading omnichannel customer experiences, e-commerce and restaurant technologies for more than 19,000 Pizza Hut restaurants in more than 100 countries. At Pizza Hut, Park oversaw the rollout of Dragontail’s AI-based platform for optimizing and managing the entire food preparation process from order through delivery, and HutBot, Pizza Hut’s “coach-in-your-pocket” app for managers, both of which have been deployed in thousands of restaurants across multiple markets. In his previous role as Chief Innovation Officer for Yum! Brands, Park led the development of emerging technologies, including leveraging artificial intelligence and automation to streamline operations in the Company’s restaurant kitchens and enhance the experience for team members and customers. Prior to joining Yum! Brands, Park held executive leadership positions at Walmart and GE. At Walmart, Park was VP of Associate Digital Experience and Enterprise Architecture, overseeing 2,000 employees and providing technology to the largest private sector workforce in the world, modernizing platforms, digitizing processes and transforming user experiences.
お知らせ • Dec 14+ 3 more updatesYum! Brands, Inc. to Report Q4, 2024 Results on Feb 05, 2025Yum! Brands, Inc. announced that they will report Q4, 2024 results on Feb 05, 2025
お知らせ • Nov 17Yum! Brands, Inc. Declares Quarterly Dividend, Payable on December 8, 2023Yum! Brands, Inc. declared a dividend of $0.605 per share of common stock. The quarterly dividend will be distributed December 8, 2023 to shareholders of record at the close of business on November 28, 2023.
Recent Insider Transactions • Nov 08Insider recently sold €1.1m worth of stockOn the 6th of November, Mark King sold around 10k shares on-market at roughly €118 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.
お知らせ • Aug 18+ 1 more updateYum! Brands, Inc. Announces Board AppointmentsYum! Brands, Inc. filed this amendment to its Current Report on Form 8-K filed on July 19, 2023, which reported the appointment of Brett Biggs and Susan Doniz to the Company’s Board of Directors. At the time of their appointment, the Board had not appointed Mr. Biggs or Ms. Doniz to any of its standing committees. On August 17, 2023, the Board appointed Mr. Biggs and Ms. Doniz to the Board’s Audit Committee, effective immediately.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$1.49 (vs US$0.78 in 2Q 2022)Second quarter 2023 results: EPS: US$1.49 (up from US$0.78 in 2Q 2022). Revenue: US$1.69b (up 3.1% from 2Q 2022). Net income: US$418.0m (up 87% from 2Q 2022). Profit margin: 25% (up from 14% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 22Yum! Brands, Inc. Appoints Brett Biggs and Susan Doniz to Its Board of Directors, Effective from August 10, 2023Yum! Brands, Inc. announced the appointments of Brett Biggs, former Executive Vice President and Chief Financial Officer of Walmart Inc., and Susan Doniz, Chief Information Officer and Senior Vice President of Information Technology & Data Analytics of The Boeing Company, to its Board of Directors, effective August 10, 2023 Biggs is the former Executive Vice President and Chief Financial Officer for Walmart Inc., a people-led, tech-powered omnichannel retailer. In his role as Chief Financial Officer at Walmart Inc., in which he served from 2016 until June 2022, Biggs was responsible for all global finance and indirect procurement functions as well as corporate strategy. His oversight also included Walmart’s global Enterprise Business Services work to deliver digital and finance transformation initiatives worldwide. Biggs spent nearly 23 years at Walmart, serving in senior leadership positions including Chief Financial Officer for Walmart International, Walmart U.S. and Sam’s Club. He also served as Senior Vice President of International Strategy, Mergers and Acquisitions, and as Senior Vice President of Operations for Sam’s Club. Before joining Walmart, Biggs held various M&A and corporate finance positions with Leggett & Platt, Phillips Petroleum Co. and Price Waterhouse. Biggs serves as a senior advisor for Blackstone and sits on the Board of Directors of Adobe. He holds a bachelor’s degree in accounting from Harding University and received an MBA with Honors from Oklahoma State University. Doniz is Chief Information Officer and Senior Vice President of Information Technology & Data Analytics of The Boeing Company, a leading global aerospace company. In this role, Doniz oversees all aspects of information technology, information security, data and analytics and supports the growth of Boeing’s business through IT and analytics-related revenue generating programs. She is also a member of the company’s Executive Council. Before joining Boeing in 2020, Doniz was the Group CIO of Qantas Airways and, prior to that, served in digital transformation and IT leadership roles at SAP and Aimia. Doniz also spent 17 years at Procter & Gamble leading IT programs in support of sales, research and development and the supply chain. Doniz serves as an adviser to the Center for Digital Transformation at the University of California, Irvine, Paul Merage School of Business. She has served as Vice Chair of the Digital Transformation Advisory Council of the International Air Transport Association and as a board member of multiple nonprofit organizations. Doniz has been a champion and self-starter of a variety of diversity networks for women in science, technology, engineering and mathematics, as well as for Hispanics in business leadership. The Association of Latino Professionals For America named Doniz as one of the most powerful Latinas in 2022. She is an honors graduate of the University of Toronto with a bachelor’s degree in applied science and engineering and studied post graduate in industrial engineering at Eindhoven University of Technology.
お知らせ • Jul 01Taco Bell Announces Executive ChangesTaco Bell announced that CEO Mark King is retiring at the end of the year, and the brand is promoting from within to replace him. Sean Tresvant, global chief brand and strategy officer at Taco Bell, will step into the top executive role on Jan. 1, 2024. As CEO, he will assume global responsibility for driving Taco Bell's growth strategies, franchise operations and overall performance, reporting to Yum Brands CEO David Gibbs. Tresvant joined Taco Bell in January 2022 as global chief brand officer. He was promoted to an expanded role as global chief brand and strategy officer earlier this year, focused on developing perspective and ambition for long-term global growth. In his current role, Tresvant has overseen the brand's strategy, food innovation, architecture and design and global communications functions as well as the Taco Bell International business. During his time with Taco Bell, he set a "powerful strategic framework that has created iconic moments within culture and driven massive awareness and buzz for the brand," including several high-profile celebrity partnerships and the return of the fan favorite Mexican Pizza. Prior to joining Taco Bell, Tresvant spent more than 15 years in leadership roles at Nike including chief marketing officer of the Jordan Brand. King joined Taco Bell in 2019 after successfully leading global sporting goods businesses with adidas. Under King's leadership, the Taco Bell business prioritized on-trend innovation, leaned into everyday value and grew from strength to strength, finishing 2022 with same-store sales growth of 8%, the release states.
お知らせ • May 20Yum! Brands, Inc. Declares Quarterly Dividend, Payable on June 9, 2023Yum! Brands, Inc. Board of Directors declared a dividend of $0.605 per share of common stock. The quarterly dividend will be distributed June 9, 2023 to shareholders of record at the close of business on May 30, 2023.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$1.07 (vs US$1.38 in 1Q 2022)First quarter 2023 results: EPS: US$1.07 (down from US$1.38 in 1Q 2022). Revenue: US$1.65b (up 6.3% from 1Q 2022). Net income: US$300.0m (down 25% from 1Q 2022). Profit margin: 18% (down from 26% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Mar 08COO & Chief People Officer recently sold €482k worth of stockOn the 7th of March, Tracy Skeans sold around 4k shares on-market at roughly €123 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Tracy's only on-market trade for the last 12 months.
Upcoming Dividend • Feb 14Upcoming dividend of US$0.60 per share at 1.8% yieldEligible shareholders must have bought the stock before 21 February 2023. Payment date: 10 March 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.1%).
Reported Earnings • Feb 09Full year 2022 earnings released: EPS: US$4.63 (vs US$5.30 in FY 2021)Full year 2022 results: EPS: US$4.63 (down from US$5.30 in FY 2021). Revenue: US$6.84b (up 3.9% from FY 2021). Net income: US$1.33b (down 16% from FY 2021). Profit margin: 19% (down from 24% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Feb 09Yum! Brands, Inc. Declares Quarterly Dividend, Payable on March 10, 2023Yum! Brands, Inc.'s Board of Directors declared a dividend of $0.605 per share of common stock. The quarterly dividend will be distributed March 10, 2023 to shareholders of record at the close of business on February 22, 2023.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. Independent Director Keith Barr was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: US$1.16 (vs US$1.78 in 3Q 2021)Third quarter 2022 results: EPS: US$1.16 (down from US$1.78 in 3Q 2021). Revenue: US$1.64b (up 2.1% from 3Q 2021). Net income: US$331.0m (down 37% from 3Q 2021). Profit margin: 20% (down from 33% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.
Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: US$0.78 (vs US$1.31 in 2Q 2021)Second quarter 2022 results: EPS: US$0.78 (down from US$1.31 in 2Q 2021). Revenue: US$1.64b (up 2.1% from 2Q 2021). Net income: US$224.0m (down 43% from 2Q 2021). Profit margin: 14% (down from 24% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.8%, compared to a 702% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 05First quarter 2022 earnings released: EPS: US$1.38 (vs US$1.08 in 1Q 2021)First quarter 2022 results: EPS: US$1.38 (up from US$1.08 in 1Q 2021). Revenue: US$1.55b (up 4.1% from 1Q 2021). Net income: US$399.0m (up 22% from 1Q 2021). Profit margin: 26% (up from 22% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 7.4%, compared to a 115% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.
Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$5.30 (up from US$2.99 in FY 2020). Revenue: US$6.58b (up 17% from FY 2020). Net income: US$1.58b (up 74% from FY 2020). Profit margin: 24% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.2%, compared to a 110% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Nov 17Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 24 November 2021. Payment date: 10 December 2021. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.2%).
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$1.78 (vs US$0.93 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.61b (up 11% from 3Q 2020). Net income: US$528.0m (up 87% from 3Q 2020). Profit margin: 33% (up from 20% in 3Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 19Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 26 August 2021. Payment date: 10 September 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.0%).
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$1.31 (vs US$0.68 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.60b (up 34% from 2Q 2020). Net income: US$391.0m (up 90% from 2Q 2020). Profit margin: 24% (up from 17% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 20Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 11 June 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.1%).
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS US$1.08 (vs US$0.28 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$1.49b (up 18% from 1Q 2020). Net income: US$326.0m (up 293% from 1Q 2020). Profit margin: 22% (up from 6.6% in 1Q 2020). The increase in margin was primarily driven by higher revenue.
Is New 90 Day High Low • Mar 16New 90-day high: €91.45The company is up 3.0% from a price of €88.66 on 16 December 2020. Underperformed the German market, which is up 9.0% over the last 90 days. Lagged the Hospitality industry, which is up 5.0% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €83.41 per share.
Reported Earnings • Feb 25Full year 2020 earnings released: EPS US$2.99 (vs US$4.23 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$5.65b (up 1.0% from FY 2019). Net income: US$904.0m (down 30% from FY 2019). Profit margin: 16% (down from 23% in FY 2019). Same store sales growth: Down 6.0% vs FY 2019
Analyst Estimate Surprise Post Earnings • Feb 25Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 11%, compared to a 27% growth forecast for the Hospitality industry in Germany.
Reported Earnings • Feb 06Full year 2020 earnings released: EPS US$2.99 (vs US$4.23 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$5.65b (up 1.0% from FY 2019). Net income: US$904.0m (down 30% from FY 2019). Profit margin: 16% (down from 23% in FY 2019).
Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 10%, compared to a 27% growth forecast for the Hospitality industry in Germany.
Recent Insider Transactions • Nov 21Chief Transformation & People Officer recently sold €425k worth of stockOn the 18th of November, Tracy Skeans sold around 5k shares on-market at roughly €88.46 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €9.4m more than they bought in the last 12 months.
Is New 90 Day High Low • Nov 11New 90-day high: €88.18The company is up 12% from its price of €78.86 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €73.35 per share.
Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS US$0.93The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: US$1.45b (up 8.1% from 3Q 2019). Net income: US$283.0m (up 11% from 3Q 2019). Profit margin: 20% (in line with 3Q 2019).
Analyst Estimate Surprise Post Earnings • Nov 08Revenue beats expectationsRevenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 8.2% compared to a 5.0% decline forecast for the Hospitality industry in Germany.