Yum! Brands
YUM

$128.05

0.72%

Market Cap: 36.1B

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 and Starbucks ($29 billion). Yum is 98% franchised, with the largest franchisee, 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 6,702 funds

0

Analysts bullish %

of 25 analysts

0

News positive %

of 5 articles

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

50% more call options, than puts

Call options by funds: $351M | Put options by funds: $234M

10% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 99

8% more capital invested

Capital invested by funds: $30.2B [Q4 2023] → $32.7B (+$2.55B) [Q1 2024]

1.51% more ownership

Funds ownership: 82.38% [Q4 2023] → 83.89% (+1.51%) [Q1 2024]

1% more funds holding

Funds holding: 1,183 [Q4 2023] → 1,193 (+10) [Q1 2024]

7% less repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 407

45% less funds holding in top 10

Funds holding in top 10: 11 [Q4 2023] → 6 (-5) [Q1 2024]

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Research analyst outlook

25 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target

$130

2%

upside

Avg. target

$150

17%

upside

High target

$166

30%

upside

25 analyst ratings

15 positive

60%

10 neutral

40%

0 negative

0%

Stifel Chris O'Cull	2%upside $130	Hold Maintained	22 Jul 2024
Morgan Stanley John Glass	19%upside $153	Overweight Maintained	16 Jul 2024
Deutsche Bank Lauren Silberman	12%upside $143	Hold Maintained	16 Jul 2024
Evercore ISI Group Matt McGinley	13%upside $145	In-Line Downgraded	16 Jul 2024
TD Cowen Andrew Charles	22%upside $156	Buy Reiterated	13 Jun 2024

See Analyst Rankings

Financial journalist opinion

Based on 5 articles about YUM published over the past 30 days

Driving Entrepreneurial Success: Pizza Hut Canada's Equal Slice Program

Collaborative Efforts with the Initiative for a Competitive Inner City Empower Small Business Owners Across Canada Collaborative Efforts with the Initiative for a Competitive Inner City Empower Small Business Owners Across Canada

Driving Entrepreneurial Success: Pizza Hut Canada's Equal Slice Program

Yum! Brands Announces Q2 2024 Earnings and Conference Call Details

LOUISVILLE, Ky.--(BUSINESS WIRE)--Yum! Brands, Inc. (NYSE: YUM) will release its second quarter financial results on Tuesday, August 6, 2024 at 7:00 a.m. ET with a conference call to review the company's financial performance and strategies at 8:15 a.m. ET. The number is 833/470-1428 for U.S. callers, 833/950-0062 for Canada callers, and 929/526-1599 for all other international callers, conference ID 125949. The event will be webcast live and can be accessed through the Yum! Brands website at h.

Yum! Brands Announces Q2 2024 Earnings and Conference Call Details

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How AI and automation will reshape grocery stores and fast-food chains

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PIZZA HUT® UNVEILS NEW CHICAGO TAVERN-STYLE PIZZA AND TOPPINGS TRANSFORMATION WITH BIGGEST TOPPINGS MENU OVERHAUL IN OVER A DECADE

The first global pizza chain to offer a tavern-style pizza, available nationwide PLANO, Texas , June 18, 2024 /PRNewswire/ -- Today Pizza Hut® announces its latest modern menu innovation, Chicago Tavern-Style Pizza, alongside a toppings transformation, marking the biggest toppings menu overhaul in over a decade. Pizza Hut is the first global pizza chain to offer a Tavern Pizza, in addition to being the first global QSR pizza brand to offer Chicken Sausage, Pesto Swirl and Spicy Sauce as permanent topping offerings.

PIZZA HUT® UNVEILS NEW CHICAGO TAVERN-STYLE PIZZA AND TOPPINGS TRANSFORMATION WITH BIGGEST TOPPINGS MENU OVERHAUL IN OVER A DECADE

The Dividend Dignitaries: 3 Stocks That Will Bring Prestige to Your Income Portfolio

Income investors should embrace higher yields while interest rates remain at (hopefully) their peak. With one Fed rate cut likely in the cards later this year, we've pretty much seen a “reset” of expectations of sorts.

The Dividend Dignitaries: 3 Stocks That Will Bring Prestige to Your Income Portfolio

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The Real Reason Yum! Brands Is Outperforming McDonald's Stock

Some may call it corporate greed, and some may buy the media message, but the truth is that fast food isn't cheap or quick. This CNBC short documentary covered some of the factors behind fast food price increases.

The Real Reason Yum! Brands Is Outperforming McDonald's Stock

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