Yum! Brands, Inc.

NYSE:YUM Stock Report

Market Cap: US$39.5b

Yum! Brands Future Growth

Future criteria checks 0/6

Yum! Brands's earnings are forecast to decline at 5% per annum while its annual revenue is expected to grow at 6% per year. EPS is expected to decline by 1.8% per annum.

Key information

-5.0%

Earnings growth rate

-1.77%

EPS growth rate

Hospitality earnings growth19.4%
Revenue growth rate6.0%
Future return on equityn/a
Analyst coverage

Good

Last updated19 Aug 2026

Recent future growth updates

No updates

Recent updates

New Narrative • Aug 05

Yum! Brands: A High-Quality Compounder With Continued Global Growth Potential

Yum! Brands appears fairly valued today, but it still offers attractive long-term growth through international expansion, Taco Bell's global rollout, and its highly profitable franchise model.
Seeking Alpha • Jul 21

Yum! Brands: Fear Is On The Menu

Summary Yum! Brands faces a cyclosporiasis outbreak, but the impact appears less severe than past industry incidents, with no fatalities and effective recalls underway. I revise my price target on YUM to ~$165.60 per share, reflecting a modest 12.6% upside from current levels and factoring in a minor EBITDA headwind. I reissue a 'Buy' rating, citing satisfactory total return potential when including YUM's 2% dividend yield and prospective share buybacks. Key risks include outbreak duration, potential EBITDA impact of $2.6–$2.7B, and possible market multiple compression to ~18x EBITDA. Read the full article on Seeking Alpha
Narrative Update • Jun 24

YUM: Pizza Hut Sale And Buybacks Will Drive Future Upside

Analysts 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.
Analysis Article • Jun 19

Yum! Brands (YUM) Stock Could Be 12.8% Undervalued on Its Digital Growth Narrative

Yum! 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...
Narrative Update • Jun 04

YUM: Pizza Hut Exit And Buybacks Will Shape Future Risk Reward

Analysts 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.
Narrative Update • Apr 26

YUM: Group Repricing And Buybacks Will Shape Future Risk Reward Balance

Yum! 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.
Narrative Update • Apr 09

YUM: Growth Quality Repricing And Capital Returns Will Shape Future Risk Balance

Analysts 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.
Narrative Update • Mar 26

YUM: Portfolio Simplification And Dividend Actions Will Shape Future Risk Balance

Analysts 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.
Narrative Update • Mar 12

YUM: Portfolio Review And Dividend Increase Will Shape Future Risk Balance

Analysts 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.
Narrative Update • Feb 25

YUM: Portfolio Reshaping And Dividend Growth Will Guide Future Risk Balance

Our 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.
Narrative Update • Feb 11

YUM: Pizza Hut Options And Commodity Tariff Cuts Will Shape Outlook

Narrative 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.
Narrative Update • Jan 27

YUM: Pizza Hut Review And Beef Tariff Relief Will Shape Outlook

The Analyst Price Target for Yum! Brands has moved modestly higher to approximately $166.88.
Narrative Update • Jan 12

YUM: Potential Pizza Hut Exit And Beef Tariff Relief Will Shape Outlook

Analysts 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.
Narrative Update • Dec 17

YUM: Future Pizza Hut Exit And Taco Bell Expansion Will Shape Balanced Outlook

Analysts have nudged their blended price target for Yum! Brands slightly higher, reflecting a modestly improved long term growth and margin outlook.
Narrative Update • Dec 03

YUM: Future Pizza Hut Exit And Taco Bell Strength Will Unlock Outperformance

Analysts 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.
Narrative Update • Nov 19

YUM: Future Brand Portfolio Moves Will Unlock Sector Outperformance

Yum! 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.
Narrative Update • Nov 05

YUM: Upcoming Earnings and Segment Performance Will Define Near-Term Trajectory

The analyst price target for Yum! Brands was raised slightly in recent updates, with the average moving from $158.67 to $161.33.
Narrative Update • Oct 21

Analysts See Improved Margins and Balanced Upside in Yum Brands Amid Valuation Updates

Analysts have raised their fair value estimate for Yum! Brands from $158.52 to $161.40 per share.
Seeking Alpha • Apr 23

Yum! Brands: Inflation Is A Short-Term Headwind

Summary 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
Seeking Alpha • Feb 06

Yum! Brands Is Coming Back Strong

Summary 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
Seeking Alpha • Dec 23

Yum! Brands Is A Hearty Meal For Investors

Summary 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

Earnings and Revenue Growth Forecasts

NYSE:YUM - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202810,1661,8542,1012,1627
12/31/20279,6581,9861,9672,37715
12/31/20269,0812,1702,2692,46315
6/30/20268,7222,2161,6792,083N/A
3/31/20268,4861,7381,6472,022N/A
12/31/20258,2141,5591,6392,010N/A
9/30/20258,0611,4481,5641,906N/A
6/30/20257,9081,4331,5341,834N/A
3/31/20257,7381,4251,4511,730N/A
12/31/20247,5491,4861,4321,689N/A
9/30/20247,2231,5261,3671,624N/A
6/30/20247,1051,5601,3681,630N/A
3/31/20247,0291,6111,3451,617N/A
12/31/20237,0761,5971,3181,603N/A
9/30/20237,0591,5051,3071,607N/A
6/30/20236,9911,4201,2791,583N/A
3/31/20236,9401,2261,2241,523N/A
12/31/20226,8421,3251,1481,427N/A
9/30/20226,7131,2841,1391,389N/A
6/30/20226,6791,4811,2121,455N/A
3/31/20226,6451,6481,4081,635N/A
12/31/20216,5841,5751,4761,706N/A
9/30/20216,4371,5771,5451,744N/A
6/30/20216,2791,3321,5391,716N/A
3/31/20215,8751,1471,2211,391N/A
12/31/20205,6529041,1451,305N/A
9/30/20205,6031,0601,0991,285N/A
6/30/20205,4941,0321,0291,216N/A
3/31/20205,6061,115N/A1,253N/A
12/31/20195,5971,294N/A1,315N/A
9/30/20195,4611,140N/A1,263N/A
6/30/20195,5131,339N/A1,256N/A
3/31/20195,5711,371N/A1,287N/A
12/31/20185,6881,542N/A1,176N/A
9/30/20185,7071,644N/A1,108N/A
6/30/20185,7521,608N/A972N/A
3/31/20185,8321,493N/A931N/A
12/31/20175,8781,340N/A1,030N/A
9/30/20176,1871,212N/A1,030N/A
6/30/20176,2691,012N/A1,100N/A
3/31/20176,3301,072N/A1,227N/A
12/31/20166,3561,018N/A1,248N/A
9/30/20161,756628N/A332N/A
6/30/20163,665831N/A853N/A
3/31/20165,261800N/A1,006N/A
12/31/20156,418926N/A1,260N/A
9/5/201513,151932N/A2,254N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: YUM's earnings are forecast to decline over the next 3 years (-5% per year).

Earnings vs Market: YUM's earnings are forecast to decline over the next 3 years (-5% per year).

High Growth Earnings: YUM's earnings are forecast to decline over the next 3 years.

Revenue vs Market: YUM's revenue (6% per year) is forecast to grow slower than the US market (12.9% per year).

High Growth Revenue: YUM's revenue (6% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: Insufficient data to determine if YUM's Return on Equity is forecast to be high in 3 years time

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/19 04:38
End of Day Share Price 2026/08/19 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Yum! Brands, Inc. is covered by 50 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John StaszakArgus Research Company
David TarantinoBaird
Jeffrey BernsteinBarclays