Seeking Alpha
 

Yum! Brands, Inc. (YUM)

- NYSE
  • Feb. 22, 2013, 8:50 AM
    The restaurant sector is on watch after a pre-earnings warning from Darden Restaurants (DRI) and a harsh downgrade on Wendy's (WEN) sets a negative tone. The picture being painted for 2013 is starting to get pretty consistent - margin pain and soft traffic trends. Other things to watch in 2013 for the sector: 1) The impact of higher payroll taxes. 2) The coming costs of the Affordable Care Act. 3) The push to raise the minimum wage. 4) Which chains can succeed in China and India?
    | Feb. 22, 2013, 8:50 AM | 5 Comments
  • Feb. 13, 2013, 10:14 AM
    Margin pain on the horizon: Restaurants could get squeezed this year from a combination of higher commodity costs and frugal consumers, according to AlixPartners. Though traffic is forecast to rise 3%, the average ticket is expected to decline 4.7% with coupons, promotions, and discounts gaining favor. Chains that are expected to ride out the expected tough environment are those that can deliver healthy food fast. Chipotle (CMG -1.8%), privately-held Subway, and Panera (PNRA -1.5%) fit the bill.
    | Feb. 13, 2013, 10:14 AM | 6 Comments
  • Feb. 12, 2013, 10:45 AM
    A food testing indicator for consumers will hit China soon to help them identify contaminated food. Yum Brands (YUM -0.5%) could see a minor boost from the development if its KFC brand can recover from the recent stumbles in the nation over the issue.
    | Feb. 12, 2013, 10:45 AM | Comment!
  • Feb. 11, 2013, 10:00 AM
    Will Yum Brands (YUM -0.4%) consider making a play for Wendy's (WEN +3.4%)? David Englander raises the idea as he notes how the positive changes at Wendy's makes the company quite attractive to Yum Brands which has a gaping hole in its restaurant brand portfolio without a burger business of its own. An acquisition would also lower the company's dependence on China - a sticking point to some investors at the moment.
    | Feb. 11, 2013, 10:00 AM | 2 Comments
  • Feb. 4, 2013, 5:47 PM
    After-hours top gainers, as of 5:15 p.m.: JNY +5%. EDMC +5%. BRKS +5%. MM +5%. GFF +4%.
    After-hours top losers: PC -10%. IDIX -7%. RTEC -6%. YUM -6%. BIDU -5%.
    | Feb. 4, 2013, 5:47 PM | Comment!
  • Feb. 4, 2013, 5:25 PM
    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)
    | Feb. 4, 2013, 5:25 PM | 13 Comments
  • Feb. 4, 2013, 4:51 PM
    Yum Brands (YUM): Q4 EPS of $0.83 beats by $0.01. Revenue of $4.12B beats by $0.B. (PR)
    | Feb. 4, 2013, 4:51 PM | Comment!
  • Feb. 4, 2013, 7:46 AM
    Yum Brands' (YUM) Q4 earnings are due out after the bell today, with analysts expecting that EPS rose to $0.82 from $0.75 and that revenue inched up 0.1% to $4.12B. Investors will be particularly interested in the impact on Yum's earnings of a scandal in China over the use of chickens that were allegedly given dangerous hormones. The affair could have hurt same-store sales by 6% after they increased 9% in the first nine months of 2012.
    | Feb. 4, 2013, 7:46 AM | Comment!
  • Feb. 4, 2013, 12:10 AM
    Notable earnings after Monday’s close: ACLS, APC, APKT, ARRY, BIDU, EW, GGP, GILD, HI, HIG, HOLX, LEG, LIFE, MDU, MKL, SIMO, SWI, YUM
    | Feb. 4, 2013, 12:10 AM | Comment!
  • Feb. 3, 2013, 5:35 PM
    Notable earnings after Monday’s close: ACLS, APC, APKT, ARRY, BIDU, EW, GGP, GILD, HI, HIG, HOLX, LEG, LIFE, MDU, MKL, SIMO, SWI, YUM
    | Feb. 3, 2013, 5:35 PM | Comment!
  • Jan. 30, 2013, 1:29 PM
    Citigroup is out with a note which tips off that Yum Brands (YUM -0.8%) will report improved sales in China for January after the company by its own admission saw company-wide same-store sales for China fall in Q4. "Our most recent checks show KFC China sales have likely stabilized and even improved."
    | Jan. 30, 2013, 1:29 PM | 1 Comment
  • Jan. 22, 2013, 1:44 PM
    Analysts warn that with the economy so fragile and pricing competition fierce it will hard for restaurants to pass on the higher wholesale beef prices that are forecast down to consumers. Though quick-service chains will toy with their menus (more chicken) and try to use forward purchase contracts to lower costs, the impact of last year's drought could take a few seasons to reverse.
    | Jan. 22, 2013, 1:44 PM | 6 Comments
  • Jan. 16, 2013, 7:55 AM
    Shares of Chipotle (CMG) shed 10.7% in premarket trading after the company estimated its Q4 profit would fall well-below the estimate of analysts. Analysts think Chipotle's warning on food costs could cut a wide swath across the quick-service restaurant sector with the introduction of more dollar value menus making price hikes trickier.
    | Jan. 16, 2013, 7:55 AM | 1 Comment
  • Jan. 15, 2013, 7:10 AM
    Yum Brands (YUM) hears criticism in China from state-run Xinhua News over its quality control and for capitalizing on loopholes in regulations. A blistering editorial states the Chinese government is serious about cracking down on illegal activities by foreign companies. The warning: "Establishing a world-recognized brand may take a hundred years, but it takes just one ugly incident to destroy it."
    | Jan. 15, 2013, 7:10 AM | Comment!
  • Jan. 14, 2013, 1:17 PM
    Taco Bell (YUM -0.3%) expands on testing a new dollar menu initiative that could place it in closer competition with the value propositions at McDonald's (MCD -0.1%), Burger King (BKW -2.9%), and Wendy's (WEN +0.7%) in the U.S. Analysts see the move as well-timed with the burger chains likely to struggle a bit to hold the line on prices in the face of escalating beef costs.
    | Jan. 14, 2013, 1:17 PM | 2 Comments
  • Jan. 14, 2013, 9:09 AM
    Oppenheimer reduces its price target on Yum Brands (YUM) to $74 from $82 after factoring in the troubles the company is seeing in China. The firm thinks the short-term could be tricky for the restaurant operator, but keep a positive long-term view with an Outperform rating on shares.
    | Jan. 14, 2013, 9:09 AM | Comment!
Visit Seeking Alpha's
YUM vs. ETF Alternatives
Company Description
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