View ValuationYum! Brands 将来の成長Future 基準チェック /16Yum! Brandsは、7.4%と6.4%でそれぞれ年率7.4%で利益と収益が成長すると予測される一方、EPSはgrowで10.2%年率。主要情報7.4%収益成長率10.20%EPS成長率Hospitality 収益成長18.7%収益成長率6.4%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02 Jul 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 updatesNew Risk • Jul 02New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.4m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Negative equity (-US$7.3b). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (US$1.4m sold).ライブニュース • Jun 26Yum! Brands to Sell Pizza Hut for $2.7 Billion and Boost Capital Return ProgramYum! Brands has agreed to sell its Pizza Hut chain in a split transaction valued at US$2.7b, with LongRange Capital acquiring operations outside mainland China for US$1.5b and Yum China buying the China business for US$1.2b, with closing targeted for the third quarter of 2026 pending regulatory approvals. The divestiture removes a division that had faced sales pressure and franchisee issues, and will see Yum! Brands concentrate management attention and resources on Taco Bell, KFC and Habit Burger & Grill, while still providing technology and transition services to Yum China. Yum! Brands shares trade at US$151.14, with the stock roughly flat so far in 2026, up about 0.4% year to date. This reshaping of the portfolio puts more weight on Yum! Brands’ faster-growing concepts and adds a US$4b buyback authorization, which increases the role of capital returns and brand mix in how you might assess the stock.ナラティブの更新 • Jun 24YUM: Pizza Hut Sale And Buybacks Will Drive Future UpsideAnalysts have slightly trimmed the fair value estimate for Yum! Brands to about $174, reflecting a modest adjustment to growth and discount rate assumptions, even as recent research views the Pizza Hut sale and the Yum China deal as broadly positive for the stock.分析記事 • Jun 19Yum! Brands (YUM) Stock Could Be 12.8% Undervalued on Its Digital Growth NarrativeYum! Brands (YUM) is back in focus after recent share price moves that left the stock roughly flat over the past month and modestly lower over the past 3 months, prompting a closer look at fundamentals. See our latest analysis for Yum! Brands. Over a longer stretch, Yum! Brands has delivered a 1-year total shareholder return of 11.96%, while the share price has been roughly stable in recent months. This may indicate that momentum has cooled following earlier gains. If Yum! Brands has you...ライブニュース • Jun 19Yum! Brands Stock in Focus After $2.7 Billion Pizza Hut Sale to LongRange and Yum ChinaYum! Brands agreed to sell its global Pizza Hut business for about $2.7b, with LongRange Capital acquiring operations outside mainland China for roughly $1.5b and Yum China buying the mainland China business for about $1.2b. The board unanimously approved the divestiture, and closing is targeted for the third quarter of 2026, subject to regulatory approvals. Following the sale, Yum! Brands plans to stop reporting Pizza Hut as a separate division and intends to use the proceeds for growth initiatives, debt reduction, and a sizable share buyback program. The transaction represents a reshaping of Yum! Brands around Taco Bell and KFC, with capital redirected toward areas the company identifies as core to its future growth plans. Investors may want to monitor how execution risk around the 2026 closing, regulatory reviews, and the timing of buybacks and reinvestment influence Yum! Brands’ capital structure and earnings mix over the next few years.お知らせ • Jun 18Yum! Brands, Inc. (NYSE:YUM) announces an Equity Buyback for $4,000 million worth of its shares.Yum! Brands, Inc. (NYSE:YUM) announces a share repurchase program. Under the program, the company will repurchase up to $4,000 million worth of its shares. The repurchase program is valid till June 30, 2028.お知らせ • Jun 17+ 1 more updateLongRange Capital, L.P. entered into definitive agreement to acquire Pizza Hut, LLC from Yum! Brands, Inc. (NYSE:YUM) for $1.6 billion.LongRange Capital, L.P. entered into definitive agreement to acquire Pizza Hut, LLC from Yum! Brands, Inc. (NYSE:YUM) for $1.6 billion on June 16, 2026. The consideration will be paid in cash and is subject to certain purchase price adjustments. Under the terms of the agreement, Yum! Brands, Inc. will sell Pizza Hut Ex-China to LongRange for approximately $1.5 billion. Additionally, Yum! Brands, Inc. has the opportunity to receive an earn-out of $75 million by 2030. In a separate agreement, Yum China Holdings, Inc. entered into definitive agreement to acquire Shanghai Pizza Hut Co., Ltd. from Yum! Brands, Inc. for $1.2 billion. Following the close of the transactions, Yum! Brands, Inc. will no longer report on the Pizza Hut division. The transaction is subject to customary closing conditions, including receipt of required regulatory approvals. The deal has been unanimously approved by the board of directors of Yum! Brands, Inc. The transaction is expected to close in the third quarter of 2026. The proceeds from sale will be used in accordance with the Yum! Brands, Inc's capital allocation strategy, including investing in the business and returning excess capital to shareholders. Barclays Capital Inc. acted as financial advisor to Yum! Brands, Inc. Goldman Sachs & Co. LLC acted as financial advisor to Yum! Brands, Inc. Weil, Gotshal & Manges LLP acted as legal advisor to Yum! Brands, Inc. Mayer Brown LLP acted as legal advisor to Yum! Brands, Inc. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to LongRange Capital, L.P. Greenberg Traurig, LLP acted as legal advisor to LongRange Capital, L.P. UBS Investment Bank is providing financing for the transaction.お知らせ • Jun 16Yum! Brands, Inc. to Report Q2, 2026 Results on Jul 30, 2026Yum! Brands, Inc. announced that they will report Q2, 2026 results on Jul 30, 2026Seeking Alpha • Jun 16Wall Street Lunch: Yum! Brands Serves Up Pizza Hut In $2.7B DealSummary Yum! Brands (YUM) is divesting Pizza Hut for $2.7B to focus on accelerating growth in its remaining brands. Dave & Buster's (PLAY) missed Q1 expectations but reaffirmed its full-year outlook, targeting over $100M in free cash flow. SpaceX (SPCX) has exercised its option to acquire Anysphere in a $60B stock deal aimed at expanding its enterprise AI business. Walmart (WMT) launches a major summer sales event, potentially pulling sales into June and affecting Q2 performance. Read the full article on Seeking Alphaライブニュース • Jun 11Yum! Brands Considers Pizza Hut Sale and Leadership Changes While Expanding AI and Digital StrategyYum! Brands is in exclusive and advanced talks to sell Pizza Hut to private equity firm LongRange Capital, with potential proceeds in a range of US$3.6b to US$4.3b that the company plans to use to reduce net long-term debt and leverage. Management and analysts view the potential Pizza Hut divestiture as a potential catalyst that could let Yum! focus more on KFC and Taco Bell, while some observers remain cautious about deal valuation and the brand’s future under new ownership. Longtime executive Tracy Skeans will retire as COO and Chief People & Culture Officer in November 2026, shifting to a Senior Advisor role through March 2028 while Yum! searches for successors to her current roles. Yum! is also using AI, data science and a Global Innovation Database of more than 7,000 concepts, supported by its Tech Elevate training program, to support product development and its digital restaurant technology efforts across brands, while continuing to emphasize its largely franchised, digital-focused platform model. The combination of a potential Pizza Hut sale, leadership transition and ongoing investment in AI-driven product development highlights a company reshaping its portfolio and operations while keeping its franchise and digital platform model at the center. You may want to pay close attention to final transaction terms for Pizza Hut, succession decisions for Skeans’ roles, and any updates on digital sales and franchise economics, since these areas could influence how the business profile evolves.ナラティブの更新 • Jun 04YUM: Pizza Hut Exit And Buybacks Will Shape Future Risk RewardAnalysts have nudged their average price target on Yum! Brands higher by about $2, reflecting updated views on the stock after a series of target increases and an upgrade to Overweight.お知らせ • Jun 04Yum! Brands, Inc. Announces Retirement of Tracy Skeans from Chief Operating Officer and Chief People & Culture Officer RolesYum! Brands, Inc. announced that Tracy Skeans, Chief Operating Officer and Chief People & Culture Officer, planned to retire after more than 25 years with the company. Skeans would remain in her current role through late this year, after which she would move into an advisory position. Skeans built an impressive career since joining Yum! Brands in 2000 as a finance analyst, steadily advancing through leadership roles and consistently delivering results at the intersection of talent, culture, finance and strategy. After holding a series of senior finance and people leadership roles at Pizza Hut, Skeans became Chief People Officer for Pizza Hut U.S. and later Global Chief People Officer, where she helped shape the evolution of Yum! Brands’ international business structure into separate global brand divisions for KFC and Pizza Hut. She later served as President of Pizza Hut International, overseeing a business spanning more than 85 countries and thousands of restaurants worldwide. In 2016, Skeans joined the Yum! Brands executive leadership team as Chief Transformation & People Officer, helping lead the company’s transition to a pure-play franchisor while advancing the company’s talent and culture strategy. In the years that followed, she played a central role guiding the company through the COVID-19 pandemic, the integration of Habit Burger & Grill and broader business transformation efforts across Yum! Brands’ global system. As Chief Operating Officer and Chief People & Culture Officer, Skeans had global responsibility for leading cross-brand collaboration on operational execution and people capability. Skeans’ responsibilities would transition to the company’s next Chief People & Culture Officer and Chief Scale Officer. Yum! Brands was working to fill both roles. Skeans would assist in the transition in her advisory role through early 2028. On June 2, 2026, Yum! Brands, Inc. announced that Tracy Skeans will transition from her roles as Chief Operating Officer and Chief People & Culture Officer effective on November 1, 2026. Ms. Skeans will remain employed as a Senior Advisor to the Company from the Transition Date through her expected retirement date on March 1, 2028.お知らせ • Jun 02Yum! Brands Reportedly in Exclusive Talks to Sell Pizza Hut to LongRange CapitalYum! Brands, Inc. (NYSE:YUM) is in exclusive talks to sell its Pizza Hut (Pizza Hut, LLC) business to private equity firm LongRange Capital, L.P., Bloomberg reported on May 29, 2026, citing people familiar with the matter. LongRange recently entered into an exclusivity agreement with Yum after emerging ahead of other bidders, including Sycamore Partners (Sycamore Partners Management, L.P.), according to the report. The parties are advancing discussions on a potential transaction that could be finalized within the coming weeks, although there is no certainty that a deal will be reached. Representatives for Yum, LongRange, and Sycamore declined to comment on the report.ライブニュース • May 31Yum! Brands Eyes Pizza Hut Sale to LongRange Capital as Stock GainsYum! Brands is in exclusive talks to sell its Pizza Hut business to private equity firm LongRange Capital, according to a Bloomberg report. The discussions follow Yum!'s previously announced review of options for Pizza Hut, including a possible sale. Yum! reportedly began assessing Pizza Hut after the chain faced rising costs and tougher competition in the U.S. pizza market. A sale of Pizza Hut could reshape Yum!'s portfolio mix and potentially shift management focus and capital toward its remaining brands, depending on final terms and structure. Investors will want to watch for details on valuation, any ongoing licensing or royalty arrangements, and how Yum! plans to use any proceeds if a transaction is completed.Declared Dividend • May 17First quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 27th May 2026 Payment date: 12th June 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 5.0% 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 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.Reported Earnings • Apr 30First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: US$1.56 (up from US$0.90 in 1Q 2025). Revenue: US$2.06b (up 15% from 1Q 2025). Net income: US$432.0m (up 71% from 1Q 2025). Profit margin: 21% (up from 14% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in the US. 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 5% per year.Buy Or Sell Opportunity • Apr 30Now 20% undervaluedOver the last 90 days, the stock has risen 2.7% to US$160. The fair value is estimated to be US$200, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 4.3%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.ナラティブの更新 • Apr 26YUM: Group Repricing And Buybacks Will Shape Future Risk Reward BalanceYum! Brands' analyst price target is updated to $172.25 from $171.92, reflecting minor tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E in light of a series of recent price target increases from major research firms.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ナラティブの更新 • Apr 09YUM: Growth Quality Repricing And Capital Returns Will Shape Future Risk BalanceAnalysts have increased their blended fair value estimate for Yum! Brands by about $0.17 to roughly $171.92, citing a series of recent price target raises across the Street that reflect confidence in what they describe as the quality of the company’s growth profile.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.ナラティブの更新 • Mar 26YUM: Portfolio Simplification And Dividend Actions Will Shape Future Risk BalanceAnalysts have been lifting their price targets on Yum! Brands, with moves such as JPMorgan's shift to $170 and others in the $170 to $179 range.ナラティブの更新 • Mar 12YUM: Portfolio Review And Dividend Increase Will Shape Future Risk BalanceAnalysts have nudged their average price target on Yum! Brands up by about $10 to $170, pointing to what they see as attractive growth quality across the restaurant portfolio and, for some, potential upside from a possible Pizza Hut divestment.ナラティブの更新 • Feb 25YUM: Portfolio Reshaping And Dividend Growth Will Guide Future Risk BalanceOur analyst fair value estimate for Yum! Brands has moved slightly higher from $170.08 to $171.75, reflecting street analysts' higher price targets across banks and a modestly stronger view on growth quality, margins, and future earnings multiples.Recent Insider Transactions • Feb 18COO and Chief People & Culture Officer recently sold US$1.3m worth of stockOn the 17th of February, Tracy Skeans sold around 8k shares on-market at roughly US$160 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.9m. This was Tracy's only on-market trade for the last 12 months.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.ナラティブの更新 • Feb 11YUM: Pizza Hut Options And Commodity Tariff Cuts Will Shape OutlookNarrative Update The analyst price target for Yum! Brands has been nudged higher to reflect a modestly higher fair value estimate of about $170 per share.Recent Insider Transactions • Feb 08Insider recently sold US$1.9m worth of stockOn the 5th of February, Aaron Powell sold around 12k shares on-market at roughly US$161 per share. This transaction amounted to 45% 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 US$8.3m more than they bought in the last 12 months.Declared Dividend • Feb 06Fourth quarter dividend increased to US$0.75Dividend of US$0.75 is 5.6% higher than last year. Ex-date: 20th February 2026 Payment date: 6th March 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 05Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$5.59 (up from US$5.27 in FY 2024). Revenue: US$8.21b (up 8.8% from FY 2024). Net income: US$1.56b (up 4.9% from FY 2024). Profit margin: 19% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in the US. 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 7% per year.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.ナラティブの更新 • Jan 27YUM: Pizza Hut Review And Beef Tariff Relief Will Shape OutlookThe Analyst Price Target for Yum! Brands has moved modestly higher to approximately $166.88.ナラティブの更新 • Jan 12YUM: Potential Pizza Hut Exit And Beef Tariff Relief Will Shape OutlookAnalysts slightly trimmed their consolidated fair value estimate for Yum! Brands to about $164.92 per share from roughly $165.56 as they weighed mixed price target revisions.ナラティブの更新 • Dec 17YUM: Future Pizza Hut Exit And Taco Bell Expansion Will Shape Balanced OutlookAnalysts have nudged their blended price target for Yum! Brands slightly higher, reflecting a modestly improved long term growth and margin outlook.ナラティブの更新 • Dec 03YUM: Future Pizza Hut Exit And Taco Bell Strength Will Unlock OutperformanceAnalysts have nudged their average price target for Yum! Brands modestly higher toward the mid $160s, reflecting increased confidence in Taco Bell driven growth and potential portfolio optimization, such as a Pizza Hut sale, partly offset by concerns around higher costs and mixed same store sales trends.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 1.9%, which is lower than the industry average of 2.2%. 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.ナラティブの更新 • Nov 19YUM: Future Brand Portfolio Moves Will Unlock Sector OutperformanceYum! Brands' analyst price target has increased from $161.40 to $165.56, as analysts cite expected growth from Taco Bell acquisitions, potential strategic moves with Pizza Hut, and overall stronger sales momentum.Recent Insider Transactions Derivative • Nov 19COO and Chief People & Culture Officer notifies of intention to sell stockTracy Skeans intends to sell 24k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of November. If the sale is conducted around the recent share price of US$149, it would amount to US$3.6m. Since December 2024, Tracy's direct individual holding has decreased from 13.54k shares to 5.07k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Nov 05YUM: Upcoming Earnings and Segment Performance Will Define Near-Term TrajectoryThe analyst price target for Yum! Brands was raised slightly in recent updates, with the average moving from $158.67 to $161.33.Reported Earnings • Nov 04Third quarter 2025 earnings: EPS misses analyst expectationsThird 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in the US. 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 7% per year.ナラティブの更新 • Oct 21Analysts See Improved Margins and Balanced Upside in Yum Brands Amid Valuation UpdatesAnalysts have raised their fair value estimate for Yum! Brands from $158.52 to $161.40 per share.Buy Or Sell Opportunity • Oct 18Now 20% overvaluedOver the last 90 days, the stock has fallen 2.5% to US$145. The fair value is estimated to be US$121, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 4.5%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Recent Insider Transactions Derivative • Oct 16Advisor notifies of intention to sell stockDavid Gibbs intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of October. If the sale is conducted around the recent share price of US$144, it would amount to US$4.0m. Since December 2024, David's direct individual holding has increased from 212.02k shares to 223.79k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Sep 16CEO & Director exercised options and sold US$1.1m worth of stockOn the 15th of September, David Gibbs exercised 11k options at a strike price of around US$49.66 and sold these shares for an average price of US$148 per share. This trade did not impact their existing holding. For the year to December 2018, David's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, David's direct individual holding has increased from 221.78k shares to 223.79k. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions in the last 12 months.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 1.9%, which is lower than the industry average of 2.2%. 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.Buy Or Sell Opportunity • Aug 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to US$152. The fair value is estimated to be US$125, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 4.5%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Recent Insider Transactions Derivative • Aug 17COO and Chief People & Culture Officer notifies of intention to sell stockTracy Skeans intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of August. If the sale is conducted around the recent share price of US$148, it would amount to US$1.8m. Since December 2024, Tracy's direct individual holding has decreased from 13.54k shares to 5.07k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Aug 11Independent Non-Executive Chairman exercised options and sold US$291k worth of stockOn the 6th of August, Brian Cornell exercised 3k options at a strike price of around US$49.66 and sold these shares for an average price of US$139 per share. This trade did not impact their existing holding. Since December 2024, Brian's direct individual holding has decreased from 2.48k shares to 452.00. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Aug 05Second quarter 2025 earnings: EPS misses analyst expectationsSecond 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in the US. 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 6% per year.分析記事 • Jul 23Estimating The Fair Value Of Yum! Brands, Inc. (NYSE:YUM)Key Insights The projected fair value for Yum! Brands is US$153 based on 2 Stage Free Cash Flow to Equity Yum! Brands...Recent Insider Transactions Derivative • Jul 22CEO & Director exercised options and sold US$1.0m worth of stockOn the 15th of July, David Gibbs exercised 11k options at a strike price of around US$49.66 and sold these shares for an average price of US$145 per share. This trade did not impact their existing holding. For the year to December 2018, David's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, David's direct individual holding has increased from 221.78k shares to 223.79k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Jul 16CEO & Director exercised options and sold US$1.0m worth of stockOn the 15th of July, David Gibbs exercised 11k options at a strike price of around US$49.66 and sold these shares for an average price of US$145 per share. This trade did not impact their existing holding. For the year to December 2018, David's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, David's direct individual holding has increased from 221.78k shares to 223.79k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.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.Recent Insider Transactions Derivative • Jun 18CEO & Director exercised options and sold US$1.0m worth of stockOn the 16th of June, David Gibbs exercised 11k options at a strike price of around US$49.66 and sold these shares for an average price of US$142 per share. This trade did not impact their existing holding. For the year to December 2018, David's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, David's direct individual holding has increased from 221.78k shares to 223.79k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.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 1.9%, which is lower than the industry average of 2.2%. 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.Recent Insider Transactions Derivative • May 16CEO & Director exercised options and sold US$1.0m worth of stockOn the 15th of May, David Gibbs exercised 11k options at a strike price of around US$49.66 and sold these shares for an average price of US$143 per share. This trade did not impact their existing holding. For the year to December 2018, David's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, David's direct individual holding has decreased from 231.52k shares to 223.79k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.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 01First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst 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 missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Hospitality industry in the US. 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 9% per year, which means it is tracking significantly ahead of earnings growth.Seeking Alpha • Apr 23Yum! Brands: Inflation Is A Short-Term HeadwindSummary Yum! Brands (NYSE:YUM) is rated as a HOLD due to overvaluation compared to peers although having good financial growth opportunities into the future. Taco Bell drives recent growth, with system sales up 14% in Q4'24, while KFC and Pizza Hut show mixed performance. Despite steady revenue and FCF growth, net income growth has slowed, impacted by inflation and decreasing profit margins. The company's stock appears overvalued based on historical and peer comparisons, with intrinsic value calculations suggesting a lower acceptable buying price. Read the full article on Seeking Alpha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 US$4.9m worth of stockOn the 5th of March, David Gibbs sold around 31k shares on-market at roughly US$159 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.Recent Insider Transactions Derivative • Mar 06CEO & Director notifies of intention to sell stockDavid Gibbs intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of March. If the sale is conducted around the recent share price of US$158, it would amount to US$5.2m. For the year to December 2018, David's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, David's direct individual holding has increased from 241.27k shares to 256.79k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in 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 09Fourth quarter dividend increased to US$0.71Dividend of US$0.71 is 6.0% higher than last year. Ex-date: 21st February 2025 Payment date: 7th March 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. 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.Buy Or Sell Opportunity • Feb 06Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 5.0% to US$144. The fair value is estimated to be US$116, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 3.3%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.Seeking Alpha • Feb 06Yum! Brands Is Coming Back StrongSummary Yum! Brands, Inc. is poised for a breakout, with strong near-term trading potential and long-term investment appeal, bolstered by strategic pricing and cost controls. Q4 2024 results showed a double-line beat, with revenues up 8% to $2.4 billion and EPS up 28% to $1.61. Shareholder returns are robust, with $1.2 billion returned via dividends and buybacks in 2024, and a quarterly dividend increase to $0.71. Positive outlook for 2025, driven by AI-driven tech advancements, new store concepts, and expected revenue growth to $8 billion with EPS of at least $6.00. Read the full article on Seeking Alpha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, 2025Seeking Alpha • Dec 23Yum! Brands Is A Hearty Meal For InvestorsSummary Yum! Brands, Inc. shows resilience with strong performance from KFC and Taco Bell, despite Pizza Hut's drag on revenues. YUM's solid business model, high liquidity, and low operating costs from franchising support its stability and growth potential. The stock is undervalued with a P/E of 24.76 and a DCF target price of $172.76, offering significant upside potential. Despite weak technicals, YUM's current price near its 52-week low presents a good entry point for long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Nov 28Yum! Brands: Facing Temporary HeadwindsSummary Weakening consumer health and Middle East-related blowback is leading to a relatively soft year for Yum! Brands. System sales were up just 1% over the first nine months, well below the 7% growth that management targets over the long run. Taco Bell and KFC remain in good health. Store closures will hit unit growth this year, but underlying demand from franchisees remains strong. Between EPS growth and the dividend, the stock just about has enough to justify its mid-20s P/E. Read the full article on Seeking AlphaDeclared Dividend • Nov 26Third 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 2.2%. 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 05Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird 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 missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 4.7%. 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 the US. 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 2% per year.Seeking Alpha • Oct 29Yum! Brands: Taco Bell Overcomes The 'Fast-Food Exodus' With Menu InnovationSummary Taco Bell's success is driven by a clear value proposition and continuous menu innovations, outperforming peers in a challenging market. Yum!'s other brands, KFC and Pizza Hut, struggle with value perceptions and comparable sales, impacting overall performance. Valuation models indicate Yum!'s stock is close to intrinsic value, suggesting a 'Hold' rating with a price target of $127-$130. Read the full article on Seeking AlphaSeeking Alpha • Oct 18AI-Powered Efficiency And Institutional Support Drive Yum! Brands ForwardSummary Yum! Brands, Inc., owner of KFC, Pizza Hut, Taco Bell, and The Habit Burger Grill, attracts strong institutional interest despite mixed analyst ratings. AI initiatives enhance operational efficiency and customer experience, boosting profitability and growth potential, especially at Taco Bell and KFC. Industry challenges include inflation, rising labor costs, and mixed performance in U.S. markets, with KFC U.S. and Pizza Hut facing sales declines. Despite a premium valuation and high debt, Yum! Brands show solid dividend growth and operating earnings, warranting a “Hold” rating amidst market volatility. Read the full article on Seeking Alpha業績と収益の成長予測NYSE:YUM - 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12/31/202810,1982,074N/A2,3141012/31/20279,6461,9872,0732,3582212/31/20269,1901,8601,7162,198203/31/20268,4861,7381,6472,022N/A12/31/20258,2141,5591,6392,010N/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/A12/31/20195,5971,294N/A1,315N/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/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: YUMの予測収益成長率 (年間7.4% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: YUMの収益 ( 7.4% ) US市場 ( 18.4% ) よりも低い成長が予測されています。高成長収益: YUM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: YUMの収益 ( 6.4% ) US市場 ( 12.7% ) よりも低い成長が予測されています。高い収益成長: YUMの収益 ( 6.4% ) 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: YUM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2026/07/05 03:27終値2026/07/02 00:00収益2026/03/31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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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. 22 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。49 アナリスト機関John StaszakArgus Research CompanyDavid TarantinoBairdJeffrey BernsteinBarclays46 その他のアナリストを表示
New Risk • Jul 02New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.4m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Negative equity (-US$7.3b). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (US$1.4m sold).
ライブニュース • Jun 26Yum! Brands to Sell Pizza Hut for $2.7 Billion and Boost Capital Return ProgramYum! Brands has agreed to sell its Pizza Hut chain in a split transaction valued at US$2.7b, with LongRange Capital acquiring operations outside mainland China for US$1.5b and Yum China buying the China business for US$1.2b, with closing targeted for the third quarter of 2026 pending regulatory approvals. The divestiture removes a division that had faced sales pressure and franchisee issues, and will see Yum! Brands concentrate management attention and resources on Taco Bell, KFC and Habit Burger & Grill, while still providing technology and transition services to Yum China. Yum! Brands shares trade at US$151.14, with the stock roughly flat so far in 2026, up about 0.4% year to date. This reshaping of the portfolio puts more weight on Yum! Brands’ faster-growing concepts and adds a US$4b buyback authorization, which increases the role of capital returns and brand mix in how you might assess the stock.
ナラティブの更新 • Jun 24YUM: Pizza Hut Sale And Buybacks Will Drive Future UpsideAnalysts have slightly trimmed the fair value estimate for Yum! Brands to about $174, reflecting a modest adjustment to growth and discount rate assumptions, even as recent research views the Pizza Hut sale and the Yum China deal as broadly positive for the stock.
分析記事 • Jun 19Yum! Brands (YUM) Stock Could Be 12.8% Undervalued on Its Digital Growth NarrativeYum! Brands (YUM) is back in focus after recent share price moves that left the stock roughly flat over the past month and modestly lower over the past 3 months, prompting a closer look at fundamentals. See our latest analysis for Yum! Brands. Over a longer stretch, Yum! Brands has delivered a 1-year total shareholder return of 11.96%, while the share price has been roughly stable in recent months. This may indicate that momentum has cooled following earlier gains. If Yum! Brands has you...
ライブニュース • Jun 19Yum! Brands Stock in Focus After $2.7 Billion Pizza Hut Sale to LongRange and Yum ChinaYum! Brands agreed to sell its global Pizza Hut business for about $2.7b, with LongRange Capital acquiring operations outside mainland China for roughly $1.5b and Yum China buying the mainland China business for about $1.2b. The board unanimously approved the divestiture, and closing is targeted for the third quarter of 2026, subject to regulatory approvals. Following the sale, Yum! Brands plans to stop reporting Pizza Hut as a separate division and intends to use the proceeds for growth initiatives, debt reduction, and a sizable share buyback program. The transaction represents a reshaping of Yum! Brands around Taco Bell and KFC, with capital redirected toward areas the company identifies as core to its future growth plans. Investors may want to monitor how execution risk around the 2026 closing, regulatory reviews, and the timing of buybacks and reinvestment influence Yum! Brands’ capital structure and earnings mix over the next few years.
お知らせ • Jun 18Yum! Brands, Inc. (NYSE:YUM) announces an Equity Buyback for $4,000 million worth of its shares.Yum! Brands, Inc. (NYSE:YUM) announces a share repurchase program. Under the program, the company will repurchase up to $4,000 million worth of its shares. The repurchase program is valid till June 30, 2028.
お知らせ • Jun 17+ 1 more updateLongRange Capital, L.P. entered into definitive agreement to acquire Pizza Hut, LLC from Yum! Brands, Inc. (NYSE:YUM) for $1.6 billion.LongRange Capital, L.P. entered into definitive agreement to acquire Pizza Hut, LLC from Yum! Brands, Inc. (NYSE:YUM) for $1.6 billion on June 16, 2026. The consideration will be paid in cash and is subject to certain purchase price adjustments. Under the terms of the agreement, Yum! Brands, Inc. will sell Pizza Hut Ex-China to LongRange for approximately $1.5 billion. Additionally, Yum! Brands, Inc. has the opportunity to receive an earn-out of $75 million by 2030. In a separate agreement, Yum China Holdings, Inc. entered into definitive agreement to acquire Shanghai Pizza Hut Co., Ltd. from Yum! Brands, Inc. for $1.2 billion. Following the close of the transactions, Yum! Brands, Inc. will no longer report on the Pizza Hut division. The transaction is subject to customary closing conditions, including receipt of required regulatory approvals. The deal has been unanimously approved by the board of directors of Yum! Brands, Inc. The transaction is expected to close in the third quarter of 2026. The proceeds from sale will be used in accordance with the Yum! Brands, Inc's capital allocation strategy, including investing in the business and returning excess capital to shareholders. Barclays Capital Inc. acted as financial advisor to Yum! Brands, Inc. Goldman Sachs & Co. LLC acted as financial advisor to Yum! Brands, Inc. Weil, Gotshal & Manges LLP acted as legal advisor to Yum! Brands, Inc. Mayer Brown LLP acted as legal advisor to Yum! Brands, Inc. Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to LongRange Capital, L.P. Greenberg Traurig, LLP acted as legal advisor to LongRange Capital, L.P. UBS Investment Bank is providing financing for the transaction.
お知らせ • Jun 16Yum! Brands, Inc. to Report Q2, 2026 Results on Jul 30, 2026Yum! Brands, Inc. announced that they will report Q2, 2026 results on Jul 30, 2026
Seeking Alpha • Jun 16Wall Street Lunch: Yum! Brands Serves Up Pizza Hut In $2.7B DealSummary Yum! Brands (YUM) is divesting Pizza Hut for $2.7B to focus on accelerating growth in its remaining brands. Dave & Buster's (PLAY) missed Q1 expectations but reaffirmed its full-year outlook, targeting over $100M in free cash flow. SpaceX (SPCX) has exercised its option to acquire Anysphere in a $60B stock deal aimed at expanding its enterprise AI business. Walmart (WMT) launches a major summer sales event, potentially pulling sales into June and affecting Q2 performance. Read the full article on Seeking Alpha
ライブニュース • Jun 11Yum! Brands Considers Pizza Hut Sale and Leadership Changes While Expanding AI and Digital StrategyYum! Brands is in exclusive and advanced talks to sell Pizza Hut to private equity firm LongRange Capital, with potential proceeds in a range of US$3.6b to US$4.3b that the company plans to use to reduce net long-term debt and leverage. Management and analysts view the potential Pizza Hut divestiture as a potential catalyst that could let Yum! focus more on KFC and Taco Bell, while some observers remain cautious about deal valuation and the brand’s future under new ownership. Longtime executive Tracy Skeans will retire as COO and Chief People & Culture Officer in November 2026, shifting to a Senior Advisor role through March 2028 while Yum! searches for successors to her current roles. Yum! is also using AI, data science and a Global Innovation Database of more than 7,000 concepts, supported by its Tech Elevate training program, to support product development and its digital restaurant technology efforts across brands, while continuing to emphasize its largely franchised, digital-focused platform model. The combination of a potential Pizza Hut sale, leadership transition and ongoing investment in AI-driven product development highlights a company reshaping its portfolio and operations while keeping its franchise and digital platform model at the center. You may want to pay close attention to final transaction terms for Pizza Hut, succession decisions for Skeans’ roles, and any updates on digital sales and franchise economics, since these areas could influence how the business profile evolves.
ナラティブの更新 • Jun 04YUM: Pizza Hut Exit And Buybacks Will Shape Future Risk RewardAnalysts have nudged their average price target on Yum! Brands higher by about $2, reflecting updated views on the stock after a series of target increases and an upgrade to Overweight.
お知らせ • Jun 04Yum! Brands, Inc. Announces Retirement of Tracy Skeans from Chief Operating Officer and Chief People & Culture Officer RolesYum! Brands, Inc. announced that Tracy Skeans, Chief Operating Officer and Chief People & Culture Officer, planned to retire after more than 25 years with the company. Skeans would remain in her current role through late this year, after which she would move into an advisory position. Skeans built an impressive career since joining Yum! Brands in 2000 as a finance analyst, steadily advancing through leadership roles and consistently delivering results at the intersection of talent, culture, finance and strategy. After holding a series of senior finance and people leadership roles at Pizza Hut, Skeans became Chief People Officer for Pizza Hut U.S. and later Global Chief People Officer, where she helped shape the evolution of Yum! Brands’ international business structure into separate global brand divisions for KFC and Pizza Hut. She later served as President of Pizza Hut International, overseeing a business spanning more than 85 countries and thousands of restaurants worldwide. In 2016, Skeans joined the Yum! Brands executive leadership team as Chief Transformation & People Officer, helping lead the company’s transition to a pure-play franchisor while advancing the company’s talent and culture strategy. In the years that followed, she played a central role guiding the company through the COVID-19 pandemic, the integration of Habit Burger & Grill and broader business transformation efforts across Yum! Brands’ global system. As Chief Operating Officer and Chief People & Culture Officer, Skeans had global responsibility for leading cross-brand collaboration on operational execution and people capability. Skeans’ responsibilities would transition to the company’s next Chief People & Culture Officer and Chief Scale Officer. Yum! Brands was working to fill both roles. Skeans would assist in the transition in her advisory role through early 2028. On June 2, 2026, Yum! Brands, Inc. announced that Tracy Skeans will transition from her roles as Chief Operating Officer and Chief People & Culture Officer effective on November 1, 2026. Ms. Skeans will remain employed as a Senior Advisor to the Company from the Transition Date through her expected retirement date on March 1, 2028.
お知らせ • Jun 02Yum! Brands Reportedly in Exclusive Talks to Sell Pizza Hut to LongRange CapitalYum! Brands, Inc. (NYSE:YUM) is in exclusive talks to sell its Pizza Hut (Pizza Hut, LLC) business to private equity firm LongRange Capital, L.P., Bloomberg reported on May 29, 2026, citing people familiar with the matter. LongRange recently entered into an exclusivity agreement with Yum after emerging ahead of other bidders, including Sycamore Partners (Sycamore Partners Management, L.P.), according to the report. The parties are advancing discussions on a potential transaction that could be finalized within the coming weeks, although there is no certainty that a deal will be reached. Representatives for Yum, LongRange, and Sycamore declined to comment on the report.
ライブニュース • May 31Yum! Brands Eyes Pizza Hut Sale to LongRange Capital as Stock GainsYum! Brands is in exclusive talks to sell its Pizza Hut business to private equity firm LongRange Capital, according to a Bloomberg report. The discussions follow Yum!'s previously announced review of options for Pizza Hut, including a possible sale. Yum! reportedly began assessing Pizza Hut after the chain faced rising costs and tougher competition in the U.S. pizza market. A sale of Pizza Hut could reshape Yum!'s portfolio mix and potentially shift management focus and capital toward its remaining brands, depending on final terms and structure. Investors will want to watch for details on valuation, any ongoing licensing or royalty arrangements, and how Yum! plans to use any proceeds if a transaction is completed.
Declared Dividend • May 17First quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 27th May 2026 Payment date: 12th June 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 5.0% 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 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.
Reported Earnings • Apr 30First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: US$1.56 (up from US$0.90 in 1Q 2025). Revenue: US$2.06b (up 15% from 1Q 2025). Net income: US$432.0m (up 71% from 1Q 2025). Profit margin: 21% (up from 14% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in the US. 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 5% per year.
Buy Or Sell Opportunity • Apr 30Now 20% undervaluedOver the last 90 days, the stock has risen 2.7% to US$160. The fair value is estimated to be US$200, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 4.3%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.
ナラティブの更新 • Apr 26YUM: Group Repricing And Buybacks Will Shape Future Risk Reward BalanceYum! Brands' analyst price target is updated to $172.25 from $171.92, reflecting minor tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E in light of a series of recent price target increases from major research firms.
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
ナラティブの更新 • Apr 09YUM: Growth Quality Repricing And Capital Returns Will Shape Future Risk BalanceAnalysts have increased their blended fair value estimate for Yum! Brands by about $0.17 to roughly $171.92, citing a series of recent price target raises across the Street that reflect confidence in what they describe as the quality of the company’s growth profile.
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.
ナラティブの更新 • Mar 26YUM: Portfolio Simplification And Dividend Actions Will Shape Future Risk BalanceAnalysts have been lifting their price targets on Yum! Brands, with moves such as JPMorgan's shift to $170 and others in the $170 to $179 range.
ナラティブの更新 • Mar 12YUM: Portfolio Review And Dividend Increase Will Shape Future Risk BalanceAnalysts have nudged their average price target on Yum! Brands up by about $10 to $170, pointing to what they see as attractive growth quality across the restaurant portfolio and, for some, potential upside from a possible Pizza Hut divestment.
ナラティブの更新 • Feb 25YUM: Portfolio Reshaping And Dividend Growth Will Guide Future Risk BalanceOur analyst fair value estimate for Yum! Brands has moved slightly higher from $170.08 to $171.75, reflecting street analysts' higher price targets across banks and a modestly stronger view on growth quality, margins, and future earnings multiples.
Recent Insider Transactions • Feb 18COO and Chief People & Culture Officer recently sold US$1.3m worth of stockOn the 17th of February, Tracy Skeans sold around 8k shares on-market at roughly US$160 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.9m. This was Tracy's only on-market trade for the last 12 months.
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.
ナラティブの更新 • Feb 11YUM: Pizza Hut Options And Commodity Tariff Cuts Will Shape OutlookNarrative Update The analyst price target for Yum! Brands has been nudged higher to reflect a modestly higher fair value estimate of about $170 per share.
Recent Insider Transactions • Feb 08Insider recently sold US$1.9m worth of stockOn the 5th of February, Aaron Powell sold around 12k shares on-market at roughly US$161 per share. This transaction amounted to 45% 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 US$8.3m more than they bought in the last 12 months.
Declared Dividend • Feb 06Fourth quarter dividend increased to US$0.75Dividend of US$0.75 is 5.6% higher than last year. Ex-date: 20th February 2026 Payment date: 6th March 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 05Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$5.59 (up from US$5.27 in FY 2024). Revenue: US$8.21b (up 8.8% from FY 2024). Net income: US$1.56b (up 4.9% from FY 2024). Profit margin: 19% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in the US. 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 7% per year.
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.
ナラティブの更新 • Jan 27YUM: Pizza Hut Review And Beef Tariff Relief Will Shape OutlookThe Analyst Price Target for Yum! Brands has moved modestly higher to approximately $166.88.
ナラティブの更新 • Jan 12YUM: Potential Pizza Hut Exit And Beef Tariff Relief Will Shape OutlookAnalysts slightly trimmed their consolidated fair value estimate for Yum! Brands to about $164.92 per share from roughly $165.56 as they weighed mixed price target revisions.
ナラティブの更新 • Dec 17YUM: Future Pizza Hut Exit And Taco Bell Expansion Will Shape Balanced OutlookAnalysts have nudged their blended price target for Yum! Brands slightly higher, reflecting a modestly improved long term growth and margin outlook.
ナラティブの更新 • Dec 03YUM: Future Pizza Hut Exit And Taco Bell Strength Will Unlock OutperformanceAnalysts have nudged their average price target for Yum! Brands modestly higher toward the mid $160s, reflecting increased confidence in Taco Bell driven growth and potential portfolio optimization, such as a Pizza Hut sale, partly offset by concerns around higher costs and mixed same store sales trends.
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 1.9%, which is lower than the industry average of 2.2%. 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.
ナラティブの更新 • Nov 19YUM: Future Brand Portfolio Moves Will Unlock Sector OutperformanceYum! Brands' analyst price target has increased from $161.40 to $165.56, as analysts cite expected growth from Taco Bell acquisitions, potential strategic moves with Pizza Hut, and overall stronger sales momentum.
Recent Insider Transactions Derivative • Nov 19COO and Chief People & Culture Officer notifies of intention to sell stockTracy Skeans intends to sell 24k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of November. If the sale is conducted around the recent share price of US$149, it would amount to US$3.6m. Since December 2024, Tracy's direct individual holding has decreased from 13.54k shares to 5.07k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Nov 05YUM: Upcoming Earnings and Segment Performance Will Define Near-Term TrajectoryThe analyst price target for Yum! Brands was raised slightly in recent updates, with the average moving from $158.67 to $161.33.
Reported Earnings • Nov 04Third quarter 2025 earnings: EPS misses analyst expectationsThird 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in the US. 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 7% per year.
ナラティブの更新 • Oct 21Analysts See Improved Margins and Balanced Upside in Yum Brands Amid Valuation UpdatesAnalysts have raised their fair value estimate for Yum! Brands from $158.52 to $161.40 per share.
Buy Or Sell Opportunity • Oct 18Now 20% overvaluedOver the last 90 days, the stock has fallen 2.5% to US$145. The fair value is estimated to be US$121, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 4.5%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Recent Insider Transactions Derivative • Oct 16Advisor notifies of intention to sell stockDavid Gibbs intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of October. If the sale is conducted around the recent share price of US$144, it would amount to US$4.0m. Since December 2024, David's direct individual holding has increased from 212.02k shares to 223.79k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Sep 16CEO & Director exercised options and sold US$1.1m worth of stockOn the 15th of September, David Gibbs exercised 11k options at a strike price of around US$49.66 and sold these shares for an average price of US$148 per share. This trade did not impact their existing holding. For the year to December 2018, David's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, David's direct individual holding has increased from 221.78k shares to 223.79k. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions in the last 12 months.
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 1.9%, which is lower than the industry average of 2.2%. 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.
Buy Or Sell Opportunity • Aug 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to US$152. The fair value is estimated to be US$125, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 4.5%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Recent Insider Transactions Derivative • Aug 17COO and Chief People & Culture Officer notifies of intention to sell stockTracy Skeans intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of August. If the sale is conducted around the recent share price of US$148, it would amount to US$1.8m. Since December 2024, Tracy's direct individual holding has decreased from 13.54k shares to 5.07k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Aug 11Independent Non-Executive Chairman exercised options and sold US$291k worth of stockOn the 6th of August, Brian Cornell exercised 3k options at a strike price of around US$49.66 and sold these shares for an average price of US$139 per share. This trade did not impact their existing holding. Since December 2024, Brian's direct individual holding has decreased from 2.48k shares to 452.00. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Aug 05Second quarter 2025 earnings: EPS misses analyst expectationsSecond 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in the US. 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 6% per year.
分析記事 • Jul 23Estimating The Fair Value Of Yum! Brands, Inc. (NYSE:YUM)Key Insights The projected fair value for Yum! Brands is US$153 based on 2 Stage Free Cash Flow to Equity Yum! Brands...
Recent Insider Transactions Derivative • Jul 22CEO & Director exercised options and sold US$1.0m worth of stockOn the 15th of July, David Gibbs exercised 11k options at a strike price of around US$49.66 and sold these shares for an average price of US$145 per share. This trade did not impact their existing holding. For the year to December 2018, David's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, David's direct individual holding has increased from 221.78k shares to 223.79k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Jul 16CEO & Director exercised options and sold US$1.0m worth of stockOn the 15th of July, David Gibbs exercised 11k options at a strike price of around US$49.66 and sold these shares for an average price of US$145 per share. This trade did not impact their existing holding. For the year to December 2018, David's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, David's direct individual holding has increased from 221.78k shares to 223.79k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.
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.
Recent Insider Transactions Derivative • Jun 18CEO & Director exercised options and sold US$1.0m worth of stockOn the 16th of June, David Gibbs exercised 11k options at a strike price of around US$49.66 and sold these shares for an average price of US$142 per share. This trade did not impact their existing holding. For the year to December 2018, David's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, David's direct individual holding has increased from 221.78k shares to 223.79k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.
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 1.9%, which is lower than the industry average of 2.2%. 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.
Recent Insider Transactions Derivative • May 16CEO & Director exercised options and sold US$1.0m worth of stockOn the 15th of May, David Gibbs exercised 11k options at a strike price of around US$49.66 and sold these shares for an average price of US$143 per share. This trade did not impact their existing holding. For the year to December 2018, David's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, David's direct individual holding has decreased from 231.52k shares to 223.79k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.
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 01First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst 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 missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Hospitality industry in the US. 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 9% per year, which means it is tracking significantly ahead of earnings growth.
Seeking Alpha • Apr 23Yum! Brands: Inflation Is A Short-Term HeadwindSummary Yum! Brands (NYSE:YUM) is rated as a HOLD due to overvaluation compared to peers although having good financial growth opportunities into the future. Taco Bell drives recent growth, with system sales up 14% in Q4'24, while KFC and Pizza Hut show mixed performance. Despite steady revenue and FCF growth, net income growth has slowed, impacted by inflation and decreasing profit margins. The company's stock appears overvalued based on historical and peer comparisons, with intrinsic value calculations suggesting a lower acceptable buying price. Read the full article on Seeking Alpha
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 US$4.9m worth of stockOn the 5th of March, David Gibbs sold around 31k shares on-market at roughly US$159 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.
Recent Insider Transactions Derivative • Mar 06CEO & Director notifies of intention to sell stockDavid Gibbs intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of March. If the sale is conducted around the recent share price of US$158, it would amount to US$5.2m. For the year to December 2018, David's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, David's direct individual holding has increased from 241.27k shares to 256.79k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in 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 09Fourth quarter dividend increased to US$0.71Dividend of US$0.71 is 6.0% higher than last year. Ex-date: 21st February 2025 Payment date: 7th March 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. 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.
Buy Or Sell Opportunity • Feb 06Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 5.0% to US$144. The fair value is estimated to be US$116, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 3.3%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.
Seeking Alpha • Feb 06Yum! Brands Is Coming Back StrongSummary Yum! Brands, Inc. is poised for a breakout, with strong near-term trading potential and long-term investment appeal, bolstered by strategic pricing and cost controls. Q4 2024 results showed a double-line beat, with revenues up 8% to $2.4 billion and EPS up 28% to $1.61. Shareholder returns are robust, with $1.2 billion returned via dividends and buybacks in 2024, and a quarterly dividend increase to $0.71. Positive outlook for 2025, driven by AI-driven tech advancements, new store concepts, and expected revenue growth to $8 billion with EPS of at least $6.00. Read the full article on Seeking Alpha
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
Seeking Alpha • Dec 23Yum! Brands Is A Hearty Meal For InvestorsSummary Yum! Brands, Inc. shows resilience with strong performance from KFC and Taco Bell, despite Pizza Hut's drag on revenues. YUM's solid business model, high liquidity, and low operating costs from franchising support its stability and growth potential. The stock is undervalued with a P/E of 24.76 and a DCF target price of $172.76, offering significant upside potential. Despite weak technicals, YUM's current price near its 52-week low presents a good entry point for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha • Nov 28Yum! Brands: Facing Temporary HeadwindsSummary Weakening consumer health and Middle East-related blowback is leading to a relatively soft year for Yum! Brands. System sales were up just 1% over the first nine months, well below the 7% growth that management targets over the long run. Taco Bell and KFC remain in good health. Store closures will hit unit growth this year, but underlying demand from franchisees remains strong. Between EPS growth and the dividend, the stock just about has enough to justify its mid-20s P/E. Read the full article on Seeking Alpha
Declared Dividend • Nov 26Third 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 2.2%. 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 05Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird 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 missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 4.7%. 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 the US. 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 2% per year.
Seeking Alpha • Oct 29Yum! Brands: Taco Bell Overcomes The 'Fast-Food Exodus' With Menu InnovationSummary Taco Bell's success is driven by a clear value proposition and continuous menu innovations, outperforming peers in a challenging market. Yum!'s other brands, KFC and Pizza Hut, struggle with value perceptions and comparable sales, impacting overall performance. Valuation models indicate Yum!'s stock is close to intrinsic value, suggesting a 'Hold' rating with a price target of $127-$130. Read the full article on Seeking Alpha
Seeking Alpha • Oct 18AI-Powered Efficiency And Institutional Support Drive Yum! Brands ForwardSummary Yum! Brands, Inc., owner of KFC, Pizza Hut, Taco Bell, and The Habit Burger Grill, attracts strong institutional interest despite mixed analyst ratings. AI initiatives enhance operational efficiency and customer experience, boosting profitability and growth potential, especially at Taco Bell and KFC. Industry challenges include inflation, rising labor costs, and mixed performance in U.S. markets, with KFC U.S. and Pizza Hut facing sales declines. Despite a premium valuation and high debt, Yum! Brands show solid dividend growth and operating earnings, warranting a “Hold” rating amidst market volatility. Read the full article on Seeking Alpha
