Seeking Alpha

Seeking Alpha Portfolio App for iPad

6,737 people get YUM articles and Market Currents by email alert.

Get email alerts on YUM »

YUM

YUM! Brands, Inc.

6/19/2013, 9:07 PM ET

Quote & Headlines Market Currents StockTalk

All
| Earnings
| Dividends
| M&A
| On the move

Thursday, June 13, 9:04 AM A new report on fast-food chains concludes there isn't a differentiator between options as consumers bounce between restaurants. McDonald's (MCD) due to its scale and convenience factor has an advantage over Arby's, Burger King (BKW), Jack in the Box (JACK), Taco Bell (YUM), Wendy's (WEN) and Dairy Queen - but it still lacking the brand loyalty infused by fast-casual chains such as Starbucks and Panera Bread. 1 Comment [Consumer]
Wednesday, June 12, 9:35 AM Jefferies thinks yesterday's same-store sales figures for Yum Brands (YUM +0.6%) in China are already priced into the market as the company's situation in the region slowly improves. During May, same-store sales fell 25% at KFC while Pizza Hut grew sales by 12%. Comment! [Consumer]
Tuesday, June 11, 4:53 PM Yum's (YUM) Chinese same-store sales fell 19% Y/Y in May as avian flu fears continue taking a toll on local KFC demand. However, the decline is better than April's 29% drop, and matches an 8-analyst consensus. KFC same-store sales -25% in China, Pizza Hut +12%. Shares -1.3% AH. Comment! [Consumer, Earnings]
Friday, June 7, 7:20 AM UBS upgrades Yum Brands (YUM) to a Buy rating. The word on the street is that comparable store sales improved for KFC China in May. YUM +1.1% premarket. Comment! [Consumer]
Thursday, June 6, 9:50 AM McDonald's (MCD +0.3%) plans to test offering breakfast and dinner items at select restaurants which are open 24 hours a day. Though it's only a small step toward rolling out the After Midnight program nationally, the chain's results will be closely watched. Taco Bell (YUM +3%) has been the major QSR player that has had the most success in the midnight hours. 2 Comments [Consumer]
Thursday, May 30, 9:50 AM Good news for Buffalo Wild Wings (BWLD +0.5%): Pizza Hut (YUM -0.2%) closed its first stand-alone WingStreet after the store didn't perform well in testing. The company will still operate WingStreet within existing Pizza Hut stores and maintains the stand-alone concept could be resurrected down the road, but the development takes some pricing pressure off of Buffalo Wild Wings for now. Comment!
Wednesday, May 15, 4:47 PM Yum Brands Inc. (YUM) declares $0.335/share quarterly dividend, in line with previous. Forward yield 1.92%. For shareholders of record July 12. Payable August 2. Ex-div date July 10. (PR) Comment! [Dividends]
Wednesday, May 15, 12:27 PM Will Yum Brands (YUM +0.3%) energize its other chains with star performer KFC China suddenly hitting it a number of speed bumps in its race for runaway growth? Taco Bell and KFC have showed momentum in the U.S. recently, while other international markets look tempting with safety concerns tainting the company in China. Comment! [Consumer]
Monday, May 13, 6:59 AM The collapse of Yum Brands' (YUM) market share in China isn't solely tied to the avian bird flu crisis, according to industry analysts. The KFC chain hasn't adapted its menu to consumer tastes in China successfully or tapped into "aspiration" diners. 8 Comments [Consumer]
Friday, May 10, 6:02 PM Yum Brands (YUM) -0.6% AH after announcing Chinese same-store sales fell 29% Y/Y in April amidst widespread avian flu/food safety fears. That's a little worse than a 27% consensus from 5 polled analysts and much worse than March's 13% drop, but as the consensus indicates, investors have already priced in a lot of China-related woe. Yum has 5.4K restaurant locations in China, and received 51% of its 2012 sales from the country. Comment! [Consumer, Earnings]
Friday, May 10, 7:47 AM Yum Brands (YUM) is cleared in China by the Shanghai Municipal Food Safety Committee over allegations it sourced meat from a wholesale food supplier under investigation. The company's Little Sheep unit was incorrectly posted on the agency's website. Comment! [Consumer]
Monday, May 6, 6:40 AM Authorities in China investigate a supplier to a chain of Yum Brands (YUM) in the nation over safety procedures. The crackdown in the meat industry follows several high-profile incidents in China involving contaminated meat, several of which have embroiled Yum Brands. Comment! [Consumer, Global & FX]
Friday, May 3, 11:24 AM More on Taco Bell (previous): The mysterious roll-out of a new "low-end" menu is based on a strategy of offering items at the $1 price point. Execs say the Cravings menu will make sure the restaurant chain is taking care of the value-oriented consumers. QSR sector watch: The focus on the magical $1 mark by Taco Bell (YUM +1.4%) could add a little more pressure to peers such as McDonald's (MCD +0.8%), Wendy's (WEN +2.1%), and Burger King (BKW +2.2%) which have been running down a dual path of competing on value while also trying to entire consumers away from Panera Bread and Chipotle with fresher offerings. Comment! [Consumer]
Thursday, May 2, 3:36 PM Taco Bell (YUM +0.9%) is working on introducing a new "low-end" menu, according to a Bloomberg headline. If the report pans out, it will be a head scratcher since much of the recent strategy from the restaurant operator has been aimed at taking a little piece of Chipotle's lunchtime market share. 1 Comment [Consumer]
Monday, April 29, 2:27 PM McDonald's (MCD +1.5%) and Dunkin' Donuts (DNKN +0.4%) are leading a pack of restaurant chains that are extending hours of operation in order to help pump up revenue. In some cases, the plan is pitting some companies against their own franchisees that are somewhat convinced the wee midnight to early breakfast hours aren't unprofitable. Analysts say it depends on the brand. What works for Taco Bell, Denny's, or White Castle might not work for the sector as a whole. 4 Comments [Consumer]
Wednesday, April 24, 6:43 AM More on Yum Brands (YUM) (previous: I, II): With all the focus on China this year, it's almost lost in the shuffle that Yum Brands (YUM) operates more than a couple of KFC and Taco Bell restaurants in the U.S. where performance in Q1 came in strong. Same-store sales grew 2% to beat the pace of many rivals, while the company improved its operating margin by 4 percentage points to 23.7% due to sales leverage at Taco Bell. Though its painful for some Chipotle (CMG) loyalists to admit, the refreshed menu at Taco Bell is helping the chain make strides. YUM +3.7% premarket. 3 Comments [Consumer, Earnings, On the Move]

1
2
3
4
5
6
...
16
Next Page