Акции YUM! Brands, Inc. (YUM) — это хороший бизнес?

Акции YUM! Brands, Inc. (YUM) — это хороший бизнес? — InspectStocks

Just reported

Q3 2026 results

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

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

На чём зарабатывает

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

Доли выручки — это оценки за year ended December 31, 2025, а не цифры из поданной отчётности.

Конкурирует с

Что продаёт5

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.

Показать ещё 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.

Кто покупает3

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.

На чём держится и что может это сломать

От чего зависит бизнес

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.

Что может пойти не так

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.

Полная финансовая отчётность →

О компании 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.

Штаб-квартира: Louisville, Kentucky, United States
Год основания: 1997
Сотрудников: 49,000 (December 31, 2025, high)
Конец финансового года: December 31

Построено по собственной отчётности YUM! Brands, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

Just reported

Q3 2026 results

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

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

The full earnings report →

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.

На чём зарабатывает

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

Доли выручки — это оценки за year ended December 31, 2025, а не цифры из поданной отчётности.

Конкурирует с

Что продаёт5

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.

Показать ещё 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.

Кто покупает3

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.

На чём держится и что может это сломать

От чего зависит бизнес

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.

Что может пойти не так

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.

Полная финансовая отчётность →

О компании YUM! Brands, Inc.

Штаб-квартира: Louisville, Kentucky, United States
Год основания: 1997
Сотрудников: 49,000 (December 31, 2025, high)
Конец финансового года: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

На чём зарабатывает

Конкурирует с

Что продаёт5

Кто покупает3

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании 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

На чём зарабатывает

Конкурирует с

Что продаёт5

Кто покупает3

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании 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

Рост и деньги — 4 из 5

Тренд бизнеса

Цена акции и оценка во времени

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

На чём зарабатывает

Конкурирует с

Что продаёт5

Кто покупает3

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании 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

На чём зарабатывает

Конкурирует с

Что продаёт5

Кто покупает3

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании YUM! Brands, Inc.

Keep exploring

The theme it is part of

Highest-graded in Restaurants

Grade rose recently in Consumer Discretionary

YUM! Brands, Inc.

Доходность за прошлые периоды

Restaurants

Рост и деньги — 4 из 5

Тренд бизнеса

Цена акции и оценка во времени