Yum! Brands
YUM

$133.87

0.47%

Market Cap: $37.6B

About: Yum Brands is a US-based restaurant operator featuring a portfolio of four brands: KFC (29,900 global units at year-end 2023), Pizza Hut (19,866 units), Taco Bell (8,564 units), and The Habit Burger Grill (381 units). With $64 billion in 2023 systemwide sales, the firm is the second-largest restaurant company in the world behind McDonald's ($130 billion), ahead of Restaurant Brands International ($43 billion) and Starbucks ($29 billion). Yum is 98% franchised, with the largest franchisee, wide-moat Yum China, spun out in 2016, after which Yum China agreed to pay 3% royalties to Yum Brands in perpetuity. Yum is the newest evolution of Tricon, formerly a division of PepsiCo, and generates the bulk of its revenue from franchise royalties and marketing contributions.

Employees: 35,000

Consumer Discretionary Eating Places

0

Funds holding %

of 6,686 funds

0

Analysts bullish %

of 9 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

75% more call options, than puts

Call options by funds: $521M | Put options by funds: $297M

2% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 394

0.34% more ownership

Funds ownership: 85.21% [Q1] → 85.55% (+0.34%) [Q2]

4% less capital invested

Capital invested by funds: $33.2B [Q1] → $31.9B (-$1.32B) [Q2]

3% less funds holding

Funds holding: 1,210 [Q1] → 1,175 (-35) [Q2]

29% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 121

50% less funds holding in top 10

Funds holding in top 10: 6 [Q1] → 3 (-3) [Q2]

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Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$130

3%

downside

Avg. target

$148

11%

upside

High target

$156

17%

upside

9 analyst ratings

4 positive

44%

5 neutral

56%

0 negative

0%

Deutsche Bank Lauren Silberman 67% 1-year accuracy 12 / 18 met price target	10%upside $147	Hold Maintained	7 Aug 2024
Baird David Tarantino 58% 1-year accuracy 11 / 19 met price target	15%upside $154	Outperform Maintained	7 Aug 2024
TD Cowen Andrew Charles 47% 1-year accuracy 54 / 116 met price target	17%upside $156	Buy Reiterated	6 Aug 2024
Stifel Chris O'Cull 68% 1-year accuracy 23 / 34 met price target	3%downside $130	Hold Maintained	22 Jul 2024
Morgan Stanley John Glass 26% 1-year accuracy 5 / 19 met price target	14%upside $153	Overweight Maintained	16 Jul 2024

See Analyst Rankings

Financial journalist opinion

Based on 8 articles about YUM published over the past 30 days

Why the value meal is making a comeback

Chains like McDonald's, Burger King and Wendy's are trying to bring customers back with deals.

Why the value meal is making a comeback

PIZZA HUT UNVEILS THE MOVING BOX TABLE: SPECIALTY PIZZA BOXES THAT TURN INTO A MINATURE TABLE FOR MOVING DAY

New Packaging Innovation Ensures Movers Won't Be Eating Their Moving Day Pizza Order on the Floor PLANO, Texas , Aug. 27, 2024 /PRNewswire/ -- Today, Pizza Hut® delivers a slice of innovation and a tasty solution for moving woes with the launch of the Moving Box Table, a specialty pizza box that turns into a miniature table offering a practical solution for pizza lovers who need a quick and easy dining setup amidst the chaos of moving. Nearly 9 in 10 (87%*) Americans have ordered pizza during a move, and a resounding 79%* of movers admitted to eating their moving day pizza on the floor.

PIZZA HUT UNVEILS THE MOVING BOX TABLE: SPECIALTY PIZZA BOXES THAT TURN INTO A MINATURE TABLE FOR MOVING DAY

Zacks Investment Research

Here's Why You Should Retain YUM! Brands (YUM) Stock Now

Yum! Brands (YUM) focus on value offerings, commercial strategies and digital innovation bode well. However, conflict in the Middle East is a concern.

Here's Why You Should Retain YUM! Brands (YUM) Stock Now

Yum! Brands, Inc. Declares Quarterly Dividend of $0.67 Per Share

LOUISVILLE, Ky.--(BUSINESS WIRE)--Yum! Brands, Inc. (NYSE: YUM) Board of Directors declared a dividend of $0.67 per share of common stock. The quarterly dividend will be distributed September 6, 2024 to shareholders of record at the close of business on August 27, 2024. Yum! Brands, Inc., based in Louisville, Kentucky, and its subsidiaries franchise or operate a system of over 59,000 restaurants in more than 155 countries and territories under the company's concepts – KFC, Taco Bell, Pizza Hut.

Yum! Brands, Inc. Declares Quarterly Dividend of $0.67 Per Share

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Taco Bell UK launches Encore Hours, a brand-new initiative extending closing hours at select restaurants, so music fans don't need to choose between tunes and tacos

LONDON, Aug. 14, 2024 (GLOBE NEWSWIRE) -- This summer, Taco Bell UK is keeping its doors open late with the launch of Encore Hours, a brand-new initiative to reward music fans at select Taco Bell locations. With current restaurant options closing as early as 10 p.m., music fans often face the tough choice of missing their favourite artists' encore songs or grabbing a bite to eat; but now concertgoers won't need to choose between tunes and tacos!

Yum Brands: Valuation Appears Stretched

Past per-share performance was largely driven by debt-funded share buybacks. This led to today's high leverage of YUM. With KFC, Taco Bell, and Pizza Hut, Yum operates high-margin franchises.

Yum Brands: Valuation Appears Stretched

KFC® Expands $5 Value Menu to Offer Customers More Options - Choose from Three Taste of KFC Deals

KFC claps back in "Value Wars" with more deals for customers every day of the week this fall LOUISVILLE, Ky. , Aug. 12, 2024 /PRNewswire/ -- KFC is rolling out brand-new $5 deals to its Taste of KFC menu to deliver finger lickin' good value and make KFC affordable for everyone.

KFC® Expands $5 Value Menu to Offer Customers More Options - Choose from Three Taste of KFC Deals

KFC Owner Yum Brands Sees Slower Sales Growth, Goldman Sachs Analyst Revises Forecast

Yum! Brands, Inc. YUM released earnings results for its second quarter Tuesday before the opening bell.

KFC Owner Yum Brands Sees Slower Sales Growth, Goldman Sachs Analyst Revises Forecast

KFC, Pizza Hut sales slump as sticky inflation hampers parent Yum's bottom line

While KFC and Pizza Hut disappointed, Taco Bell reported same-store sales growth in the US.

KFC, Pizza Hut sales slump as sticky inflation hampers parent Yum's bottom line

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