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Sun, Feb. 7, 10:16 AM
- New products and fresh marketing campaigns will be highlighted during today's Super Bowl.
- Anheuser-Busch InBev (NYSE:BUD): The Bud Light Party is back and Shock Top breaks new ground for craft beers with a SB call-up.
- Audi (OTCPK:VLKAY): No apologies from Volkswagen, as it looks ahead with an Audi ad featuring David Bowie classic Starman.
- Unilever (NYSE:UL): The AXE brand will be pushed to the Y-chromosome set in a key spot.
- Buick: General Motors (NYSE:GM) continues to work on making Buick cool with younger generations. NFL star Odell Beckham and actress Emily Ratajkowski feature today.
- Coca-Cola (NYSE:KO) - Disney (NYSE:DIS): The two iconic companies will feature together when Coca-Cola promotes Marvel characters with its products.
- Fitbit (NYSE:FIT): The tech firm will throw a Hail Mary in the third quarter with a 30-second spot on its Blaze model. Shares of Fitbit are off 47% YTD.
- Newell-Rubbermaid (NYSE:NWL): Marmot will be promoted in a Super Bowl ad for the first time. The outdoor gear brand has seen momentum build over the last few months.
- Taco Bell (NYSE:YUM): A new product will be unveiled during the game. The timing is key with McDonald's All-Day Breakfast initiative showing strong results in the U.S.
- Kia (OTC:HYMLF): The South Korean automaker rolls out Christopher Walken for an Optima ad. Walken brings a viral potential to any setting.
- AdAge's full Super Bowl breakdown
Fri, Feb. 5, 8:24 AM
- RBC Capital reiterates Yum Brands (NYSE:YUM) as a top pick in the restaurant sector.
- Capital allocation and the planned business separation at Yum are seen as two catalysts for share price gains.
- There's plenty of debate on Yum on Seeking Alpha (long views/short views), although the investing angles get even more interesting after the pure-play China business is spun off. A breakdown on the China-based Yum should be upcoming from the contributor network.
- Shares of Yum sit just above $72 vs. the 52-week range of $66.35 to $95.90.
Wed, Feb. 3, 4:48 PM
- Yum Brands (NYSE:YUM) reports operating profit increased 13% in Q4.
- China division: Sales +7% (constant currency), restaurant margin +430 bps to 11.4%, operating profit +200%.
- KFC division: Sales: Sales +6%, operating profit +7%.
- Pizza Hut division: Sales +2%, operating profit +6%.
- Taco Bell division: Sales +7%, same-store sales +4%, operating profit -7%.
- India division: Sales -9%, same-store sales -13%.
- The company paid an effective tax rate of 29.4% during the quarter, down 60 bps from a year ago.
- Yum Brands backs full-year 2016 operating profit growth of 10% in constant currency.
- Previously: Yum! Brands beats by $0.02, misses on revenue (Feb. 3)
- YUM -1.48% AH to $71.35.
Wed, Feb. 3, 4:18 PM
Wed, Feb. 3, 2:39 PM
- Panera Bread (PNRA -1.5%) is seen by many restaurant analysts as gaining the most traffic out of Chipotle's rough patch of decimating traffic losses.
- Other picks as beneficiaries include Qdoba, Moe's Southwest Grill, and perhaps in the biggest surprise, McDonald's (MCD -2%) is given the nod by some sector watchers.
- Tonight, Yum Brands (NYSE:YUM) reports how U.S. sales at Taco Bell fared during the Chipotle crisis.
Tue, Feb. 2, 5:35 PM
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Fri, Jan. 29, 11:08 AM
- The National Retail Federation expects Super Bowl spending to increase 5.5% to $82.19 per viewer/partygoer.
- Viewership is anticipated to rise 2.8% to 188.9M for the February 7th game.
- Companies which traditionally benefit from an intriguing Super Bowl matchup include Party City (PRTY +1%), Buffalo Wild Wings (BWLD +0.4%), Domino's Pizza (DPZ +1%), Papa John's (PZZA +0.6%), and Pizza Hut (NYSE:YUM).
- Consumer products giants like Anheuser-Busch InBev (NYSE:BUD), PepsiCo (NYSE:PEP), and Coca-Cola (NYSE:KO) will use the event to launch new marketing campaigns.
- Previously: Shock Top looks like a Super Bowl winner (Jan. 28 2016)
Tue, Jan. 12, 4:44 PM
- YUM Brands' China Division same-store sales rose 1% Y/Y in December, after dropping 3% in November. KFC same-store sales rose 5%; Pizza Hut fell 11%. (8-K filing)
- For the whole of FQ4 (features September, October, November, and December), China Division same-store sales rose 2%. KFC grew 6%; Pizza Hut fell 8%.
- Yum has risen to $71.99 after hours. FQ4 results arrive on Feb. 3.
Thu, Jan. 7, 6:23 PM
- Taco Bell (NYSE:YUM) plans to unveil what it calls its largest food creation ever during an advertisement scheduled to be run during the Super Bowl next month.
- The company is looking to create some early buzz by teasing a heavily redacted press release.
- The breakfast day segment is where fast-food chains are scrapping the hardest for extra market share.
Tue, Jan. 5, 4:41 PM
- David C. Novak, YUM Brands' chairman since 2000 and its CEO until last year (when Greg Creed took over), plans to step down from the board in May following Yum's annual meeting.
- The board "plans to appoint a Non-Executive Chairman from among its Directors to succeed Mr. Novak and will announce that appointment at the Company's annual shareholder meeting."
Dec. 21, 2015, 3:58 PM
- A statement from Chipotle (NYSE:CMG) addresses the new report from the CDC on 5 more E. coli cases tied to the restaurant chain.
- The company says it completed a "comprehensive" reassessment of food safety programs and believes it can achieve a "near zero" level of food safety risk.
- The five new cases disclosed today that dated back to November were expected, according to the Chipotle release.
- Shares of Chipotle fell 3.6% with over 2.6M shares traded.
- Sector watch: Restaurant analysts have been divided over which chain may have picked up some lost Chipotle traffic over the last few months, although the name most mentioned has been Qdoba (NASDAQ:JACK). Pret a Manger and Panera Bread (NASDAQ:PNRA) have also been cited due to their strong rate of geographic overlap with Chipotle. The case for Taco Bell (NYSE:YUM) and Del Taco (NASDAQ:TACO) hasn't been supported by early channel checks on traffic. Both Starbucks (NASDAQ:SBUX) and McDonald's (NYSE:MCD) may have caught some extra lunch business, but not enough to drive comps significantly higher.
- Previously: Chipotle hit again by E. coli report (Dec. 21 2015)
Dec. 10, 2015, 3:53 PM
- Wasting little time after the company detailed plans to split off its China operation, S&P downgrades the corporate credit rating of Yum Brands (YUM -1%) to BB from BBB. Yum had been on CreditWatch negative since October, so the downgrade doesn't come as too much of a surprise (the outlook is now stable).
- Noted by S&P is the company's plan to return up to $6.2B to shareholders and the resultant meaningfully higher leverage.
- Previously: Yum Brands stays confident at investor conference (Dec. 10)
Dec. 10, 2015, 11:29 AM
- Yum Brands (YUM -3%) plans to list shares of the China-focused company on the NYSE after it is spun off. A dual listing in Hong Kong is also possible.
- Execs that presented today indicated that growth will continue in China, despite the pressure on comparable-restaurant sales. Taco Bell could see a new format in the region.
- Yum Brands investor conference webcast
- Previously: Yum Brands execs to dish out details on business split (Dec. 10 2015)
Dec. 10, 2015, 8:38 AM
- Yum Brands (NYSE:YUM) will present this morning at an investor conference with a sharp focus on the company's plan to split into two.
- Execs will highlight the business separation which will allow Yum to go from a single company with 10% EPS growth to two entities each with 15% shareholder returns (EPS + dividends).
- Yum plans to distribute $6.2B to shareholders ahead of the split.
- Ahead of the talk, Yum's November sales tallies for China were released. The China division saw a 3% decline in same-store sales during the month, driven lower by weakness at Pizza Hut.
- Yum Brands webcast
- YUM -0.14% premarket to $73.70.
Dec. 7, 2015, 4:40 PM| Dec. 7, 2015, 4:40 PM | 2 Comments
Dec. 1, 2015, 8:43 AM
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