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Just reported
Q3 2026 results
From YUM! Brands's results release of 2026年11月3日; its quarterly report has since been filed.
Revenue
Actual
$2.05B
+3.8% y/y
-5.3% q/qGuided
—
No guide given
EPS, GAAP
Actual
$5.92
+320% y/y
+92% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$2.32B
+248% y/y
+254% q/qGuided
—
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.
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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 themes it is part of
Highest-graded in Restaurants
Graded A or B and worth $2B or more: A first, then the largest.
CMGChipotle Mexican Grill, Inc.$44.7BA+
YUMCYum China Holdings, Inc.$17.1BA
TXRHTexas Roadhouse, Inc.$12.2BA
DPZDomino’s Pizza, Inc.$11.2BA+
CAKEThe Cheesecake Factory Incorporated$5.4BA
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.
TMToyota Motor Corp.2026年8月4日BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.2026年10月27日FBGraded F, now B
AZOAutoZone, Inc.2026年10月26日CBGraded C, now B
SWSmurfit Westrock plc2026年10月28日CBGraded C, now B
HSAIHesai Group2026年11月10日CBGraded C, now B
どうやって稼いでいるか
- Franchise and property revenue42%
- Sales at company-run restaurants36%
- Advertising and related services22%
売上構成比はyear ended December 31, 2025の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか5
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.
さらに2件を表示
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.
誰が買っているか3
- 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.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 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.
うまくいかなくなる可能性
- 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.
YUM! Brands, Inc.について
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.
- 本社
- Louisville, Kentucky, United States
- 設立
- 1997
- 従業員数
- 49,000 (December 31, 2025, high)
- 決算期
- December 31
YUM! Brands, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。