YUM! Brands, Inc. (YUM) 주식 — 좋은 사업일까?

YUM! Brands, Inc. (YUM) 주식 — 좋은 사업일까? — InspectStocks

Just reported

Q3 2026 results

From YUM! Brands's results release of 2026년 11월 3일; its quarterly report has since been filed.

Revenue
Actual
US$2.05B
+3.8% y/y
-5.3% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$5.92
+320% y/y
+92% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$2.32B
+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.

The full earnings report →

어떻게 돈을 버는가

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

매출 비중은 year ended December 31, 2025 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.

경쟁 상대

무엇을 파는가5

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.

2개 더 보기

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.

누가 사는가3

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.

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

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.

잘못될 수 있는 일

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.

전체 재무제표 보기 →

YUM! Brands, Inc. 소개

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.

본사: Louisville, Kentucky, United States
설립: 1997
임직원 수: 49,000 (December 31, 2025, high)
회계연도 종료: December 31

YUM! Brands, Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.

Just reported

Q3 2026 results

From YUM! Brands's results release of 2026년 11월 3일; its quarterly report has since been filed.

Revenue
Actual
US$2.05B
+3.8% y/y
-5.3% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$5.92
+320% y/y
+92% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$2.32B
+248% y/y
+254% q/q
Guided
—
No guide given

The full earnings report →

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