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More on Yum Brands (YUM) Q4 earnings: "Adverse publicity on poultry supply continues to...

Monday, February 4, 5:25 PM ET
More on Yum Brands (YUM) Q4 earnings: "Adverse publicity on poultry supply continues to significantly impact China KFC sales." Indeed. Same-store sales in China for January and February off about 25% Y/Y. Shares -6.2% AH. (PR)

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This news story has 13 comments:

Garthilk Comments (406)

No suprise here. In the media $YUM is getting some negative attention in most major news outlets in China. US investors out of the loop aren't hearing anything, but the impact is going to be felt for years to come.

4 Feb, 06:11 PM Reply Like

Maria Auziliadora Comments (628)

I wonder what they eat in China

4 Feb, 06:39 PM Reply Like

Teutonic Knight Comments (1869)

Wonder what is causing this 'Chinese crater"; I smell a rat, something fishy. Wasn't it supposedly all peachy all along? No warning?

Not good.

4 Feb, 08:37 PM Reply Like

Joseph Poma Comments (352)

There were plenty of warnings in the media.

5 Feb, 10:52 AM Reply Like

Craigcosta Comments (29)

This has been on my Watch List for a while. Do most think this is a good opportunity/price to open a position? Close to 52 week low, will be for my long term dividend taxable account......

4 Feb, 09:03 PM Reply Like

redarrow5150 Comments (472)

Ummm no! Give it two weeks....25% YOY is a WTF is going on!

4 Feb, 11:33 PM Reply Like

Mark Williams Comments (330)

I too am wondering what is going on. I go down to my local KFC in Beijing from time to time. The first thing I notice is that the price is up about 25% since late 2011. The second thing I notice is that there seems to be less promotion of KFC going on than there used to be. You'd think a company in trouble would be rolling out promotions. Is this a head fake of some kind?

5 Feb, 03:42 AM Reply Like

hahaha48 Comments (691)

some executive in kfc should be fire for what happen
he think profit is more important than health and put more homones to grow his chicken.
Knowing what I know kfc may never recover from this in China.

The next quarter will be really bad because business is really bad in the last 2 weeks in december and will carry over to the next quarter.

5 Feb, 06:15 AM Reply Like

7iron10 Comments (27)

Interested to see the conference call on this - saw a mention of new promotion campaign coming out in China to address these concerns. Also worth noting, Toyota/Japan suffered/is suffering from similar negative press in China. I'm thinking along the lines of BP on this one and more a matter of 'when' I pull the trigger than 'if'.

5 Feb, 06:22 AM Reply Like