Azioni YUM! Brands, Inc. (YUM) — è una buona azienda?

Azioni YUM! Brands, Inc. (YUM) — è una buona azienda? — InspectStocks

Just reported

Q3 2026 results

From YUM! Brands's results release of 3 novembre 2026; its quarterly report has since been filed.

Revenue
Actual
2,05B USD
+3,8% y/y
-5,3% q/q
Guided
—
No guide given
EPS, GAAP
Actual
5,92 USD
+320% y/y
+92% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
2,32B USD
+248% y/y
+254% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Come guadagna

Franchise and property revenue42%
Sales at company-run restaurants36%
Advertising and related services22%

Le quote di ricavo sono stime per year ended December 31, 2025, non cifre tratte da un documento depositato.

Compete con

Che cosa vende5

KFC
Fried and non-fried chicken, including chicken sandwiches, strips and chicken on the bone.
Taco Bell
Mexican-style food such as tacos, burritos, quesadillas, salads and nachos.
Pizza Hut
Ready-to-eat pizza sold for delivery, carryout and dining in.

Mostra altri 2

Habit Burger & Grill
Made-to-order chargrilled burgers and sandwiches.
Byte by Yum!
Software for restaurant ordering, payments, kitchen and delivery work, menus, inventory, staffing and team-member tasks, made available to restaurant operators.

Chi lo compra3

Independent franchisees and licensees pay fees to use Yum! Brands' restaurant names and operating methods, including ongoing fees based mainly on their restaurant sales.
Restaurant customers buy meals at franchised and company-run locations, including through dine-in, drive-through, carryout and delivery.
Advertising cooperatives and franchise organizations contribute funds for brand advertising and related services.

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

1The business depends on franchisees having the money and ability to open restaurants and run them to the brands' standards.
2Yum China is its largest master franchisee and pays a 3% continuing fee on system sales in mainland China (as of December 31, 2025, high); the relationship ties KFC and Taco Bell in that market to one major operator.
3Restaurants depend on steady supplies of chicken, beef, cheese, pork, packaging and equipment, and on third-party distributors to deliver many of those supplies.
4The company depends increasingly on digital ordering and delivery, including services run by outside delivery companies.

Che cosa potrebbe andare storto

1Food safety problems or concerns about food-borne illness can lead customers to avoid the brands, as illustrated by Taco Bell U.S.'s July 2026 removal of recalled lettuce and the resulting near-term sales impact.
2Because most restaurants are run by franchisees, poor franchisee performance, closures or difficulty funding new restaurants can reduce fee income and slow restaurant growth.
3Yum! Brands has substantial exposure to mainland China through Yum China, its largest master franchisee; changes in that market or problems with the franchise relationship could affect the business.

Bilanci completi →

Informazioni su YUM! Brands, Inc.

Yum! Brands owns the KFC, Taco Bell, Pizza Hut and Habit Burger & Grill brands and earns much of its income from independent operators who run restaurants under franchise agreements. At June 30, 2026, its system had 64,166 restaurants in 157 countries and territories, with 97% run by franchisees (June 30, 2026, high). It also earns money from restaurants run by its subsidiaries and from advertising services. In June 2026, it agreed to sell Pizza Hut in two transactions.

Sede: Louisville, Kentucky, United States
Fondata nel: 1997
Dipendenti: 49,000 (December 31, 2025, high)
Chiusura dell'esercizio: December 31

Costruito dai documenti depositati da YUM! Brands, Inc. presso la Securities and Exchange Commission (SEC), l’autorità di vigilanza statunitense. Le cifre sono quelle dichiarate, con lo storico per azione ricalcolato sulla base azionaria di oggi. Questo descrive un’azienda: non è consulenza finanziaria né una raccomandazione di acquisto o vendita.

Just reported

Q3 2026 results

From YUM! Brands's results release of 3 novembre 2026; its quarterly report has since been filed.

Revenue
Actual
2,05B USD
+3,8% y/y
-5,3% q/q
Guided
—
No guide given
EPS, GAAP
Actual
5,92 USD
+320% y/y
+92% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
2,32B USD
+248% y/y
+254% q/q
Guided
—
No guide given

Keep exploring

The themes YUM! Brands is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Restaurants

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Consumer Discretionary

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

Come guadagna

Franchise and property revenue42%
Sales at company-run restaurants36%
Advertising and related services22%

Le quote di ricavo sono stime per year ended December 31, 2025, non cifre tratte da un documento depositato.

Compete con

Che cosa vende5

KFC
Fried and non-fried chicken, including chicken sandwiches, strips and chicken on the bone.
Taco Bell
Mexican-style food such as tacos, burritos, quesadillas, salads and nachos.
Pizza Hut
Ready-to-eat pizza sold for delivery, carryout and dining in.

Mostra altri 2

Habit Burger & Grill
Made-to-order chargrilled burgers and sandwiches.
Byte by Yum!
Software for restaurant ordering, payments, kitchen and delivery work, menus, inventory, staffing and team-member tasks, made available to restaurant operators.

Chi lo compra3

Independent franchisees and licensees pay fees to use Yum! Brands' restaurant names and operating methods, including ongoing fees based mainly on their restaurant sales.
Restaurant customers buy meals at franchised and company-run locations, including through dine-in, drive-through, carryout and delivery.
Advertising cooperatives and franchise organizations contribute funds for brand advertising and related services.

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

1The business depends on franchisees having the money and ability to open restaurants and run them to the brands' standards.
2Yum China is its largest master franchisee and pays a 3% continuing fee on system sales in mainland China (as of December 31, 2025, high); the relationship ties KFC and Taco Bell in that market to one major operator.
3Restaurants depend on steady supplies of chicken, beef, cheese, pork, packaging and equipment, and on third-party distributors to deliver many of those supplies.
4The company depends increasingly on digital ordering and delivery, including services run by outside delivery companies.

Che cosa potrebbe andare storto

1Food safety problems or concerns about food-borne illness can lead customers to avoid the brands, as illustrated by Taco Bell U.S.'s July 2026 removal of recalled lettuce and the resulting near-term sales impact.
2Because most restaurants are run by franchisees, poor franchisee performance, closures or difficulty funding new restaurants can reduce fee income and slow restaurant growth.
3Yum! Brands has substantial exposure to mainland China through Yum China, its largest master franchisee; changes in that market or problems with the franchise relationship could affect the business.

Bilanci completi →

Informazioni su YUM! Brands, Inc.

Sede: Louisville, Kentucky, United States
Fondata nel: 1997
Dipendenti: 49,000 (December 31, 2025, high)
Chiusura dell'esercizio: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Come guadagna

Compete con

Che cosa vende5

Chi lo compra3

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su YUM! Brands, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The theme it is part of

Highest-graded in Restaurants

Grade rose recently in Consumer Discretionary

Come guadagna

Compete con

Che cosa vende5

Chi lo compra3

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su YUM! Brands, Inc.

Keep exploring

The theme it is part of

Highest-graded in Restaurants

Grade rose recently in Consumer Discretionary

YUM! Brands, Inc.

Restaurants

Crescita e cassa — 4 su 5

Andamento dell'attività

Prezzo dell’azione e voto nel tempo

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Come guadagna

Compete con

Che cosa vende5

Chi lo compra3

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su YUM! Brands, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The theme it is part of

Highest-graded in Restaurants

Grade rose recently in Consumer Discretionary

Come guadagna

Compete con

Che cosa vende5

Chi lo compra3

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su YUM! Brands, Inc.

Keep exploring

The theme it is part of

Highest-graded in Restaurants

Grade rose recently in Consumer Discretionary

YUM! Brands, Inc.

Andamento passato

Restaurants

Crescita e cassa — 4 su 5

Andamento dell'attività

Prezzo dell’azione e voto nel tempo