Yum Brands (YUM) reported $1.79 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 11.8%. EPS of $1.30 for the same period compares to $1.15 a year ago.The reported revenue represents a surprise of -2.76% over the Zacks Consensus Estimate of $1.84 billion. With the consensus EPS estimate being $1.29, the EPS surprise was +0.78%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

YUM! Brands, Inc. (YUM) reported first-quarter 2025 results, with adjusted earnings beating the Zacks Consensus Estimate and revenues missing the same. The top and bottom lines increased on a year-over-year basis.The company’s performance reflects solid contributions from the KFC and Taco Bell divisions. On the digital front, the company reported meaningful progress, with digital sales nearing $9 billion and accounting for 55% of total sales. Franchisee feedback on Yum!’s proprietary digital platform, Byte ...

Yum! Brands reported solid earnings with strong performance in its Taco Bell and KFC segments, overcoming challenges in the Pizza Hut segment.Yum! Brands (YUM 1.19%), the global fast-food powerhouse with brands like KFC, Taco Bell, and Pizza Hut, shared its first-quarter earnings report on April 30, 2025. The report revealed mixed results, with a Non-GAAP EPS of $1.30, narrowly surpassing the $1.29 expectation. The revenue totaled $1.79 billion, underperforming the anticipated $1.85 billion.Despite revenue ...

Yum Brands (YUM) came out with quarterly earnings of $1.30 per share, beating the Zacks Consensus Estimate of $1.29 per share. This compares to earnings of $1.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 0.78%. A quarter ago, it was expected that this parent company of KFC, Taco Bell and Pizza Hut would post earnings of $1.58 per share when it actually produced earnings of $1.61, delivering a surprise of 1.90%.Over the l ...

Yum! Brands (YUM) Q1 2025 Earnings Call April 30, 2025 08:15 AM ET Speaker0 I would now like to hand over to your host, Matt Morris, Head of Investor Relations, begin. Please go ahead, Matt. Speaker1 Good morning, everyone, and thank you for joining us today. On our call are David Gibbs, our CEO Chris Turner, our CFO and Dave Russell, our Senior Vice President and Corporate Controller. Following remarks from David and Chris, we'll open the call to questions. Please note that this call includes forward looki ...

Financial Performance - Yum! Brands reported first-quarter GAAP EPS of $0.90, with EPS excluding Special Items at $1.30, reflecting a 13% increase year-over-year [2]. - Total revenues for Q1 2025 reached $1,787 million, a 12% increase from $1,598 million in Q1 2024 [29]. - Company sales increased by 28% to $607 million in Q1 2025, compared to $474 million in Q1 2024 [29]. - Net income for Q1 2025 was $253 million, down 19% from $314 million in Q1 2024 [29]. - Operating profit for the company was $548 million, a 5% increase from $520 million in Q1 2024 [29]. - Core Operating Profit grew by 8%, with GAAP Operating Profit increasing by 5% [3]. - Core Operating Profit rose to $586 million, reflecting a 7.7% increase from $544 million in the prior year [51]. - Diluted EPS excluding Special Items was $1.30, compared to $1.15 for the same quarter last year, marking a 13.0% increase [54]. - Total revenues for Q1 2025 reached $1,787 million, a 11.8% increase from $1,598 million in Q1 2024 [57]. - Operating profit for Q1 2025 was $548 million, compared to $520 million in Q1 2024, reflecting a 5.4% increase [57]. Division Performance - Taco Bell U.S. achieved 9% same-store sales growth, while KFC International reported 7% unit growth year-over-year [3]. - KFC division reported a 22% increase in total revenues to $773 million, up from $632 million in Q1 2024 [32]. - Taco Bell division achieved total revenues of $657 million, a 10% increase from $598 million in Q1 2024 [35]. - Pizza Hut division's total revenues decreased by 3% to $231 million, down from $238 million in Q1 2024 [38]. - Taco Bell Division system sales reached $3.98 billion, an 11% increase, with same-store sales growth of 9% [13]. - KFC Division opened 528 gross new restaurants across 52 countries, with system sales of $8.34 billion, a 3% increase [10]. - Pizza Hut Division experienced a 4% decline in system sales to $3.03 billion, with same-store sales down by 2% [14]. Expenses and Costs - Company restaurant expenses totaled $520 million in Q1 2025, up from $400 million in Q1 2024, indicating a 30% increase [57]. - General and administrative expenses were $302 million in Q1 2025, compared to $286 million in Q1 2024, a 5.6% increase [57]. - Franchise advertising and other services expense amounted to $396 million in Q1 2025, up from $367 million in Q1 2024, a 7.9% increase [57]. - Total costs and expenses for Q1 2025 were $1,239 million, an increase from $1,078 million in Q1 2024, reflecting a 14.9% rise [57]. Cash Flow and Assets - Net Cash Provided by Operating Activities increased to $404 million, up 11.3% from $363 million year-over-year [43]. - Total assets as of March 31, 2025, were $6,659 million, a slight decrease from $6,727 million at the end of 2024 [41]. - Long-term debt remained stable at $11,327 million as of March 31, 2025, compared to $11,306 million at the end of 2024 [41]. Strategic Initiatives - The company announced a collaboration with NVIDIA to integrate AI technologies into its restaurants globally [9]. - The company aims to accelerate growth through resource reallocation and optimization strategies [64]. - The company recorded charges of $17 million in Q1 2025 related to a resource optimization program aimed at enhancing digital and technology capabilities [64]. - Approximately $7 million in charges were recorded in Q1 2025 for relocating brand headquarters to improve collaboration [64]. Shareholder Returns - The company declared a dividend of $0.71 per common share, up from $0.67 in the previous year [29].

YUM! Brands, Inc. (YUM) is scheduled to report first-quarter 2025 results on April 30, before the opening bell. In the last reported quarter, the company’s bottom line beat the Zacks Consensus Estimate by 1.9%.Q1 Estimates for YUMThe Zacks Consensus Estimate for earnings per share is pegged at $1.29, indicating a gain of 12.2% from the prior-year quarter. In the past 30 days, the consensus estimate for current-quarter earnings has witnessed an upward revision of 0.8%. The Zacks Consensus Estimate for revenu ...

The upcoming report from Yum Brands (YUM) is expected to reveal quarterly earnings of $1.29 per share, indicating an increase of 12.2% compared to the year-ago period. Analysts forecast revenues of $1.84 billion, representing an increase of 15.1% year over year.The consensus EPS estimate for the quarter has been revised 0.1% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Ahead of ...

Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks is challenging due to inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Yum Brands (YUM) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being highly desirable [3] - Yum's historical EPS growth rate is 10.3%, with projected EPS growth of 9.3% this year, significantly outperforming the industry average of 5% [4] Group 3: Asset Utilization - Yum's asset utilization ratio (sales-to-total-assets ratio) is 1.17, indicating higher efficiency in generating sales compared to the industry average of 0.97 [5] Group 4: Sales Growth - Yum's sales are expected to grow by 8.6% this year, which is substantially higher than the industry average of 3.6% [6] Group 5: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements, and Yum has seen a 0.5% upward revision in current-year earnings estimates over the past month [7][8] Group 6: Overall Assessment - Yum has achieved a Growth Score of B and a Zacks Rank of 2, indicating it is a potential outperformer and a solid choice for growth investors [10]

Core Concept - Pizza Hut introduces "Pizza Caviar," a unique product that reimagines the caviar trend by creating pepperoni-flavored caviar-style pearls, aiming to blend indulgence with familiar flavors [1][3]. Product Innovation - Pizza Caviar is designed to replicate traditional caviar's appearance and texture, offering a bold, smoky pepperoni flavor without using fish [2]. - The product is featured in the new Pizza Caviar Bump Box, which includes a cheese Personal Pan Pizza and a choice of three boneless wings or fries, all topped with the pepperoni-flavored "Pizza Caviar" [2]. Marketing Strategy - The Chief Marketing Officer of Pizza Hut emphasizes the brand's commitment to pushing culinary boundaries and capitalizing on current food trends [3]. - The Pizza Caviar Bump Box will be available exclusively at a specific Pizza Hut location in New York City for a limited time, from April 10th to April 12th, 2025 [3]. Company Background - Pizza Hut, a subsidiary of Yum! Brands, has a long history of innovation in the pizza industry, with over 19,000 restaurants in more than 100 countries [6]. - The company has been a pioneer in digital ordering, with over half of its transactions coming from digital platforms [6].