Yum! Brands, Inc. (YUM) - NYSE
  • Fri, Mar. 18, 11:29 AM
    • Yum Brands (YUM -0.2%) catches a Buy rating from Longbow Research as the investment picks up coverage on the restaurant stock.
    • The positive Longbow call arrives with Yum trading near its 2016 high after an up and down journey in 2015.
    • On Seeking Alpha, some contributors see more upside in buying the parent company following the spin-off of the China business.
    | Fri, Mar. 18, 11:29 AM | 1 Comment
  • Tue, Mar. 15, 6:55 PM
    • Where's Chipotle's lost traffic going? That's an intriguing question as the restaurant chain's brutal stretch of sharp comparable-restaurant sales declines stretches further than many analysts originally forecast.
    • In the burrito category, Del Taco (NASDAQ:TACO), El Pollo Loco (NASDAQ:LOCO), and Taco Bell (NYSE:YUM) are the easy answers to have picked up at least some incremental traffic.
    • By the numbers, McDonald's (NYSE:MCD) and Domino's (NYSE:DPZ) have reported very solid same-store sales in the U.S. compared to the modest industry-wide growth reported by Black Box Intelligence.
    • Then there's fast-casual chains Zoe's Kitchen (NYSE:ZOES) and Noodles (NASDAQ:NDLS) which have the two best YTD share price gains of the 44 stocks in the restaurant sector. Panera Bread (NASDAQ:PNRA) is also showing a solid 8% gain this year.
    • Some restaurant industry watchers think it's the mom and pop southwestern/Tex-Mex chains which may be the biggest beneficiaries of all.
    • Previously: Restaurant same-store traffic falls again (March 10)
    • Previously: Chipotle reports weak February comps, issues Q1 warning; shares drop (March 15)
    | Tue, Mar. 15, 6:55 PM | 8 Comments
  • Thu, Mar. 10, 9:13 AM
    • Taco Bell (NYSE:YUM) fire off a new shot in the breakfast traffic war with a $1 Morning Value Menu.
    • A brand manager for the restaurant chain says the menu is an overhaul of its original value deals.
    • Taco Bell maintains that it's the only national quick-service restaurant to offer a $1 morning menu with all items actually priced at a buck.
    • Prices at QSR chains were in an upward trend before McDonald's rattled the cage by taking market share with its All-Day Breakfast Menu initiative.
    | Thu, Mar. 10, 9:13 AM | 4 Comments
  • Tue, Mar. 8, 6:21 PM
    • Bob Walter, 70, will become YUM Brands' non-executive chairman following the fast-food giant's May 20 annual meeting. Walter has been Yum's Lead Director since 2006, and is the founder of healthcare product provider Cardinal Health. (Press Release)
    • Walter will replace David Novak, 63, who announced in January he would step down as executive chairman following the annual meeting.
    | Tue, Mar. 8, 6:21 PM | 2 Comments
  • Fri, Mar. 4, 4:28 PM
    • Yum! Brands (NYSE:YUM) declares $0.46/share quarterly dividend, in line with previous.
    • Forward yield 2.36%
    • Payable May 6; for shareholders of record April 15; ex-div April 13.
    | Fri, Mar. 4, 4:28 PM | 1 Comment
  • Thu, Feb. 25, 9:48 AM
    • Domino's Pizza (DPZ +7.8%) stole restaurant market share in the U.S. during Q4 with a dominating 11% comp. The company generated over 50% of its U.S. sales through digital channels a level that other quick-service chains will find hard to match.
    • Pizza Hut (NYSE:YUM) and Papa John's (PZZA -1.3%) were both around a 2% comp for roughly the same time period, while the overall restaurant sector was below 1% growth.
    • Pizza companies have been aggressive in recent months with technology initiatives to increase traffic and have funneled some of their savings from lower cheese costs into pricing. Pizza operators have some other tailwinds, including lower fuel costs and solid popularity with millennials.
    • All three companies have set same-store sales growth guidance for the full year ahead of the restaurant sector average. The pizza trio has also outperformed the S&P 500 Index on the year.
    | Thu, Feb. 25, 9:48 AM | 3 Comments
  • Wed, Feb. 17, 11:15 AM
    • Starbucks (SBUX +0.1%) is facing criticism from the Action on Sugar due to the high level of sugar in many of its drinks.
    • The group is pointing to several drinks that have 99 grams of sugar which is more than double than the amount in a can of Coke or Pepsi.
    • The company says it's already agreed to reduce sugar in its "indulgent" drinks by 25% before the end of 2020.
    • Drinks from Costa Coffee (OTC:WTBCF, OTCPK:WTBCY), KFC (NYSE:YUM), and McDonald's (NYSE:MCD) also were singled out as sugar-intense.
    | Wed, Feb. 17, 11:15 AM | 37 Comments
  • 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
    | Sun, Feb. 7, 10:16 AM | 31 Comments
  • 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.
    | Fri, Feb. 5, 8:24 AM | 2 Comments
  • 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, 4:48 PM | 2 Comments
  • Wed, Feb. 3, 4:18 PM
    • Yum! Brands (NYSE:YUM): Q4 EPS of $0.68 beats by $0.02.
    • Revenue of $3.95B (-1.3% Y/Y) misses by $70M.
    • Shares +1.79%.
    | Wed, Feb. 3, 4:18 PM | 1 Comment
  • 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.
    | Wed, Feb. 3, 2:39 PM | 5 Comments
  • Tue, Feb. 2, 5:35 PM
  • 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)
    | Fri, Jan. 29, 11:08 AM | 1 Comment
  • 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.
    | Tue, Jan. 12, 4:44 PM | 4 Comments
  • 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 breakfast day segment is where fast-food chains are scrapping the hardest for extra market share.
    | Thu, Jan. 7, 6:23 PM | 3 Comments
Company Description
Yum! Brands, Inc. is a quick service restaurant company. The company operates its business through five operating segments: YUM China, YUM India, KFC Division, Pizza Hut Division and Taco Bell Division. The YUM China which includes all operations in mainland China. The YUM India which includes... More
Sector: Services
Industry: Restaurants
Country: United States