View ValuationYum! Brands 향후 성장Future 기준 점검 2/6Yum! Brands은 연간 수입과 매출이 각각 7.6%와 6.4% 증가할 것으로 예상되고 EPS는 연간 10.2%만큼 증가할 것으로 예상됩니다.핵심 정보7.6%이익 성장률10.24%EPS 성장률Hospitality 이익 성장20.9%매출 성장률6.4%향후 자기자본이익률n/a애널리스트 커버리지Good마지막 업데이트22 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • 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 released: EPS: US$1.56 (vs US$0.90 in 1Q 2025)First 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 is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Italy.공시 • 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, 2026공시 • Apr 07Yum! Brands, Inc., Annual General Meeting, May 14, 2026Yum! Brands, Inc., Annual General Meeting, May 14, 2026.공시 • 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.Recent Insider Transactions • Feb 18COO and Chief People & Culture Officer recently sold €1.1m worth of stockOn the 17th of February, Tracy Skeans sold around 8k shares on-market at roughly €136 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 €1.6m. This was Tracy's only on-market trade for the last 12 months.공시 • 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.Declared Dividend • Feb 08Dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 19th February 2026 Payment date: 6th March 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.1%. 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.Recent Insider Transactions • Feb 07Insider recently sold €1.6m worth of stockOn the 5th of February, Aaron Powell sold around 12k shares on-market at roughly €137 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 €7.5m more than they bought in the last 12 months.Reported Earnings • Feb 05Full year 2025 earnings released: EPS: US$5.59 (vs US$5.27 in FY 2024)Full 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 is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Italy.공시 • Feb 04Yum! Brands, Inc. Increases Dividend, Payable on March 6, 2026The Board of Directors of Yum! Brands, Inc. approved a dividend of $0.75 per share of common stock, an increase of 6%. The quarterly dividend will be distributed March 6, 2026 to shareholders of record at the close of business on February 20, 2026.Buy Or Sell Opportunity • Dec 11Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €128. The fair value is estimated to be €106, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 4.5%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Declared Dividend • Nov 24Dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 1st December 2025 Payment date: 12th December 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. 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.Buy Or Sell Opportunity • Nov 21Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.5% to €132. The fair value is estimated to be €109, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 4.5%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.공시 • Nov 21Yum! Brands, Inc. Declares Quarterly Dividend, Payable on December 12, 2025Yum! Brands, Inc. Board of Directors declared a dividend of $0.71 per share of common stock. The quarterly cash dividend will be distributed December 12, 2025, to shareholders of record at the close of business on December 2, 2025.Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: US$1.43 (vs US$1.36 in 3Q 2024)Third quarter 2025 results: EPS: US$1.43 (up from US$1.36 in 3Q 2024). Revenue: US$1.98b (up 8.4% from 3Q 2024). Net income: US$397.0m (up 3.9% from 3Q 2024). Profit margin: 20% (in line with 3Q 2024). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.Buy Or Sell Opportunity • Oct 21Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €126. The fair value is estimated to be €104, 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.공시 • 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.공시 • 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 27Dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 1st September 2025 Payment date: 12th September 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. 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.공시 • 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% overvaluedThe stock has been flat over the last 90 days, currently trading at €130. The fair value is estimated to be €108, 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.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$1.34 (vs US$1.30 in 2Q 2024)Second quarter 2025 results: EPS: US$1.34 (up from US$1.30 in 2Q 2024). Revenue: US$1.93b (up 9.6% from 2Q 2024). Net income: US$374.0m (up 1.9% from 2Q 2024). Profit margin: 19% (down from 21% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.공시 • 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.공시 • 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.공시 • 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.이익 및 매출 성장 예측BIT:1YUM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202810,2232,1402,4242,4541212/31/20279,6642,0042,0752,3712412/31/20269,1941,8681,7822,190223/31/20268,4861,7381,6472,022N/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/A6/13/201513,078915N/A1,912N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1YUM 의 연간 예상 수익 증가율(7.6%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1YUM 의 연간 수익(7.6%)이 Italian 시장(11.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 1YUM 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 1YUM 의 수익(연간 6.4%)이 Italian 시장(연간 5.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1YUM 의 수익(연간 6.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1YUM의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 20:42종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Yum! Brands, Inc.는 52명의 분석가가 다루고 있습니다. 이 중 24명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관John StaszakArgus Research CompanyDavid TarantinoBairdJeffrey BernsteinBarclays49명의 분석가 더 보기
공시 • 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 released: EPS: US$1.56 (vs US$0.90 in 1Q 2025)First 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 is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Italy.
공시 • 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
공시 • Apr 07Yum! Brands, Inc., Annual General Meeting, May 14, 2026Yum! Brands, Inc., Annual General Meeting, May 14, 2026.
공시 • 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.
Recent Insider Transactions • Feb 18COO and Chief People & Culture Officer recently sold €1.1m worth of stockOn the 17th of February, Tracy Skeans sold around 8k shares on-market at roughly €136 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 €1.6m. This was Tracy's only on-market trade for the last 12 months.
공시 • 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.
Declared Dividend • Feb 08Dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 19th February 2026 Payment date: 6th March 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.1%. 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.
Recent Insider Transactions • Feb 07Insider recently sold €1.6m worth of stockOn the 5th of February, Aaron Powell sold around 12k shares on-market at roughly €137 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 €7.5m more than they bought in the last 12 months.
Reported Earnings • Feb 05Full year 2025 earnings released: EPS: US$5.59 (vs US$5.27 in FY 2024)Full 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 is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Italy.
공시 • Feb 04Yum! Brands, Inc. Increases Dividend, Payable on March 6, 2026The Board of Directors of Yum! Brands, Inc. approved a dividend of $0.75 per share of common stock, an increase of 6%. The quarterly dividend will be distributed March 6, 2026 to shareholders of record at the close of business on February 20, 2026.
Buy Or Sell Opportunity • Dec 11Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €128. The fair value is estimated to be €106, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 4.5%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Declared Dividend • Nov 24Dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 1st December 2025 Payment date: 12th December 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. 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.
Buy Or Sell Opportunity • Nov 21Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.5% to €132. The fair value is estimated to be €109, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 4.5%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
공시 • Nov 21Yum! Brands, Inc. Declares Quarterly Dividend, Payable on December 12, 2025Yum! Brands, Inc. Board of Directors declared a dividend of $0.71 per share of common stock. The quarterly cash dividend will be distributed December 12, 2025, to shareholders of record at the close of business on December 2, 2025.
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: US$1.43 (vs US$1.36 in 3Q 2024)Third quarter 2025 results: EPS: US$1.43 (up from US$1.36 in 3Q 2024). Revenue: US$1.98b (up 8.4% from 3Q 2024). Net income: US$397.0m (up 3.9% from 3Q 2024). Profit margin: 20% (in line with 3Q 2024). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.
Buy Or Sell Opportunity • Oct 21Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €126. The fair value is estimated to be €104, 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.
공시 • 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.
공시 • 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 27Dividend of US$0.71 announcedShareholders will receive a dividend of US$0.71. Ex-date: 1st September 2025 Payment date: 12th September 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. 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.
공시 • 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% overvaluedThe stock has been flat over the last 90 days, currently trading at €130. The fair value is estimated to be €108, 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.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$1.34 (vs US$1.30 in 2Q 2024)Second quarter 2025 results: EPS: US$1.34 (up from US$1.30 in 2Q 2024). Revenue: US$1.93b (up 9.6% from 2Q 2024). Net income: US$374.0m (up 1.9% from 2Q 2024). Profit margin: 19% (down from 21% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Hospitality industry in Italy. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.
공시 • 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.
공시 • 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.
공시 • 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.