Investor Outlook: Taco Bell and KFC lift Yum Brands as Pizza Hut lags [BNN Bloomberg (Canada)]
Yum! Brands, Inc. (YUM)
Last yum! brands, inc. earnings: 4/29 07:00 am
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US:NYSE Investor Relations:
yum.com/investors
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Source: BNN Bloomberg
While some brands continue to gain momentum through innovation and expansion, others face structural challenges tied to changing consumer habits. BNN Bloomberg spoke with Danilo Gargiulo, senior analyst, U.S. restaurants, at Bernstein, about the outlook for the sector, the growing appeal of chicken-based menus and why valuations could recover if traffic trends improve. Key Takeaways Value-focused menus are helping support same-store sales as consumers remain cautious with discretionary spending. Chicken demand continues to rise, driven by higher beef prices, delivery-friendly formats and greater menu innovation. International expansion is a key growth driver for global restaurant brands, particularly where store bases are newer. Pizza remains a slow-growth category, with legacy dine-in real estate limiting competitiveness in off-premise dining. Restaurant sector valuations are under pressure, but could rebound if traffic and consumer confidence improve. Read the full t
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YUM
News
- Pizza Hut closing hundreds of locations around the U.S. [Los Angeles Times (CA)]Los Angeles Times
- Yum! Brands reports modest fourth quarter earnings beat [Yahoo! Finance]Yahoo! Finance
- Yum Brands Logs Higher Revenue on Growth at Taco Bell, KFC [Yahoo! Finance]Yahoo! Finance
- Yum! Brands (NYSE:YUM) had its price target raised by analysts at Citigroup Inc. from $170.00 to $171.00. They now have a "neutral" rating on the stock.MarketBeat
- Pizza Hut closing 250 U.S. stores as parent company considers selling the brand [BNN Bloomberg (Canada)]BNN Bloomberg
YUM
Earnings
- 2/4/26 - Miss
YUM
Sec Filings
- 2/6/26 - Form 4
- 2/5/26 - Form 144
- 2/4/26 - Form 8-K
- YUM's page on the SEC website