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YUM! Brands, Inc. (YUM)

  • Oct. 8, 2012, 5:30 PM
    Notable earnings after Tuesday’s close: AA, ADTN, YUM
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  • Oct. 3, 2012, 11:19 AM
    A taco too far? Shares of Chipotle (CMG) recover more than half the ground lost after David Einhorn unleashed his short thesis on the company yesterday. Though the argument on valuation and commodity costs resonate, Einhorn seems to have lost the investment community with his take that Taco Bell's (YUM +0.3%) refreshed menu will steal significant market share from Chipotle. The counterpoint being bandied about is that CMG's brand equity and Taco Bell's long history as an unhealthy fast-food stopping off point make the two chains too far away for direct comparisons.
  • Oct. 1, 2012, 11:15 AM
    Citi sees some bumps in the road for the growth plans of Yum Brands (YUM +1.8%) with its KFC chain in China. The company's advantage of being one of the first QSR players in the nation is starting diminish with McDonald's and other rivals stepping up their game, while a weakened Chinese consumer is also having a material effect on store traffic. Important to note, in China KFC is more of a step-up restaurant than a step-down choice.
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  • Sep. 28, 2012, 9:53 AM
    Yum Brands (YUM -3.5%) moves lower after a downgrade on McDonald's and concerns on growth in China - highlighted rather dramatically in Nike's earnings report - spill over to sway sentiment. Long story short, YUM shares could be in positive territory if McDonald's and Nike were firing on all cylinders.
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  • Sep. 27, 2012, 7:49 AM
    Taco Bell's (YUM) decision to find a new media agency could be warning sign for sales, notes Hedgeye's Howard Penney. This summer the chain unveiled its Cantina Bell menu in a move aimed at catching some of Chipotle's lunchtime traffic with its lines often out of the doors.
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  • Sep. 25, 2012, 8:16 AM
    The National Restaurant Association says it will join the growing opposition to the proposed $7.2B settlement between retailers and credit card companies. The trade group maintains that the proposed agreement would allow swipe fees to rise unchecked to eventually dwarf the compensation offered. The issue isn't likely to be resolved this year with a New York judge still needing to rule on it.
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  • Sep. 24, 2012, 11:45 AM
    Is Domino's about to eat Pizza Hut's lunch? While Pizza Hut (YUM -0.7%) keeps a concentrated focus on growth potential in China, Domino's (DPZ +1.2%) says it will take on the company head on in the U.S. with a move into pan pizza. Starting today, the company's 5K U.S. stores will offer the popular style that accounts for close to 20% of the broad pizza market.
  • Sep. 20, 2012, 1:40 PM
    With its spanking-new dividend hike Yum Brands (YUM -0.1%) is now one of only a handful of companies in the S&P 500 to increase its dividend at a double-digit pace over the last 8 years. Shares now trade with a 1.98% yield but attention is clearly more focused on how it will fare in China with opinions varied. (Point/Counterpoint: SA author PowerOptions vs. SA author Garrett Dallas)
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  • Sep. 20, 2012, 1:33 PM
    Yum! Brands (YUM) declares $0.335/share quarterly dividend, 18% increase from prior dividend of $0.285. Forward yield 1.97%. For shareholders of record Oct 12. Payable Nov 02. Ex-div date Oct 10. (PR)
  • Sep. 10, 2012, 1:46 PM
    As restaurant chains such as Dunkin' Brands (DNKN -0.1%), Yum Brands (YUM +1.0%), and Krispy Kreme (KKD 0.0%) prepare to ramp up growth in India, rival McDonald's (MCD +0.4%) could stumble out of the starting gate. A meatless menu in the nation is almost critical due to the Hindu and Muslim population, leaving McDonald's a target of protest groups despite revamping its lineup of food offerings to cater to local tastes.
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  • Sep. 4, 2012, 6:43 AM
    Yum Brands (YUM) plans to keep pushing its business in China as Pizza Hut and KFC evolve into upscale destinations in the nation. Analysts see the company's revenue in China doubling U.S. sales within five years.
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  • Aug. 31, 2012, 1:26 PM
    A performance index tracked by the National Restaurant Association fell to its lowest level in nine months, with a reading of 100.2 for July down 1.1% M/M. Sagging optimism over future business dampened the effect of brisk same-store sales, as only 22% of restaurant operators expect economic conditions to improve in the next six months. The outlook for capital spending in the sector remained relatively stable.
  • Aug. 23, 2012, 2:12 PM
    Shorting Yum Brands (YUM -1.1%) due its heavy reliance on China could be a mistake, according to Simon Baker on Fast Money. He sees a soft landing for China, instead of the painful hard landing that YUM critics are trumpeting. Also of note, YUM trades 13% off of its 52-week high in an indication that continued China weakness might already be baked in to its share price.
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  • Aug. 14, 2012, 2:40 PM
    Restaurant visit growth slumped to a 1% gain over the spring quarter, according to research firm NPD. Though the quick-service restaurant segment registered 2% growth for the period, both the midscale and casual dining segments saw fewer visits over the past year. Diners did spend a bit more per visit, with the average check going up 2%.
  • Aug. 10, 2012, 7:28 AM
    Summer discounts are back at restaurants after a recent cooling off period at major chains. McDonald's (MCD), Chipotle (CMG), and Starbucks (SBUX) are just a few of the growing number of companies that say they will focus on value to make up for recent sales slumps. Analysts warn that when industry leaders starts upping their discounts and deals, it puts a "world of hurt" on the entire industry.
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  • Aug. 7, 2012, 2:59 PM
    Sausage McMuffins at 2:00 AM? McDonald's (MCD -0.4%) tests selling breakfast items beginning at midnight at select 24-hour stores in Ohio as it evaluates customer response. Though the 12:00 AM - 5:00 AM market isn't large, if Mickey D's takes the plunge, both Taco Bell (YUM +0.5%) and DineEquity's (DIN +1.1%) IHOP franchise could see some late-night competition.
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Company Description
Yum Brands Inc Yum Brands Inc through the three concepts of KFC, Pizza Hut and Taco Bell, develops, operates, franchises and licenses a system of restaurants which prepare, package and sell a menu of competitively priced food items.
Sector: Services
Industry: Restaurants
Country: United States