Yum Brands Inc.

Yum Brands Inc.

YUM

Get informed when a big investor buys or sells

+ Follow
Market Cap$40.78B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Yum Brands Inc.Yum Brands Inc.23.61.97%-24%4.9-1.6

Earnings Call Q1 2026

April 29, 2026 - AI Summary

Strong Q1 Performance: Yum! Brands reported a solid start to 2026 with a 6% system sales growth and a 3% increase in same-store sales globally, reflecting robust demand and execution. Digital sales approached $11 billion, with a digital mix hitting a new high of 63%. Taco Bell led U.S. performance with 8% same-store sales growth and restaurant-level margins at 23.9%. In contrast, KFC's restaurant level margins were 10.3%, showcasing operational efficiency despite inflationary pressures.
Priorities for Growth: The company's "raise-the-bar" strategy focuses on three key priorities: battling for future consumers, accelerating restaurant unit economics, and leveraging the Byte digital platform. With KFC reporting 6% system sales growth and Taco Bell U.S. outperforming the industry, Yum! aims to connect with the next generation of consumers through innovation and cultural relevance, bolstered by strong franchise partnerships.
Unit Development Success: KFC opened 648 new stores in Q1, a record gross build, while Taco Bell added 30 locations. The company anticipates continued development in core markets, including strong enthusiasm in India, the Middle East, and Europe. Franchisees also appear committed to growth, with minimal disruption expected from current geopolitical issues.

Exclusive for Stockcircle Pro members

Sign upSign Up
$175.11

Target Price by Analysts

17.9% upsideYum Brands Target Price DetailsTarget Price
$202.42

Current Fair Value

36.3% upside

Undervalued by 36.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$40.78 Billion
Enterprise Value$52.04 Billion
Dividend Yield$2.92 (1.97%)
Earnings per Share$5.59
Beta0.6
Outstanding Shares277,000,000

Return

Return on Equity-23.66%ROE
Return on Assets20.98%
Return on Invested Capital51.66%

Valuation & Multiples

P/E Ratio23.58P/E Ratio
PEG33.33PEG
Price to Sales4.95Price to Sales
Price to Book Ratio-5.5Price to Book Ratio
Enterprise Value to Revenue6.25
Enterprise Value to EBIT19.78
Enterprise Value to Net Income30
Total Debt to Enterprise0.23
Debt to Equity-1.64Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$1.37
Average shareholder expectation
Revenue Estimate
$2.04 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$1.61
Average shareholder expectation
Revenue Estimate
$2.19 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.1521 56.39%
Total Calls2,180,600 73.03%
Total Puts331,595 63.25%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %84.55% 1.88%
Total Invested$36.51B 0.47%
Investors Holding1,462 29.00%

ESG Score

No data

About Yum Brands Inc.

34,000 employees
CEO: David Gibbs

Yum! Brands, Inc., based in Louisville, Kentucky, has over 50,000 restaurants in more than 150 countries and territories primarily operating the Company's KFC, Pizza Hut, and Taco Bell brands - global leaders of the chicken, pizza, and M...

Relevant Senate Committees

Joint Committee on Taxation

This committee's role in developing and analyzing tax legislation, including providing official revenue estimates, directly influences the final form of tax policy, which has a high impact on Yum Brands' financial structure and profitability.

Finance

As the primary tax-writing committee, its decisions on corporate taxation, international tax policy, and trade tariffs (e.g., on food ingredients or equipment) directly impact Yum Brands' profitability and global supply chain costs.

Agriculture, Nutrition, and Forestry

The Farm Bill and agricultural policies directly influence the commodity prices (e.g., chicken, beef, produce, grains) that form the core ingredients for Yum Brands, significantly impacting its supply chain costs and profitability. Nutrition initiatives can also shape consumer demand.

Health, Education, Labor, and Pensions

Labor laws (e.g., minimum wage, workplace safety, unionization) directly impact Yum Brands' significant labor costs. Federal food safety guidelines, while often locally enforced, are also influenced by this committee's jurisdiction.

Foreign Relations

With over 50,000 restaurants in 150+ countries, Yum Brands' global operations are highly susceptible to U.S. foreign policy, sanctions, trade agreements, and geopolitical stability, directly impacting market access and profitability.