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YUYUM

Yum! Brands, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 15% YoY at strong marginsCatalyst pendingConsistent chatter on X (574/wk), no spike
$YUM·$41B·Restaurants·Consumer Cyclical
$147.07-0.6%YTD-2.4%1Y-0.1%
Mentions · last 7 days
2026-07-12: 131 posts2026-07-13: 199 posts2026-07-14: 88 posts2026-07-15: 55 posts2026-07-16: 39 posts2026-07-17: 55 posts2026-07-18: 7 posts574-23%
Price updated 14m ago·X counts updated 2d ago
YUYUM
$YUMYum! Brands, Inc.
$147.07-0.57%574 posts-23%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $YUM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-19

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Yum! Brands mid-divestiture of Pizza Hut — earnings in 12 days as Taco Bell absorbs a lettuce recall.

Yum! Brands is the global quick-service restaurant franchise owner — KFC, Taco Bell, Pizza Hut, and Habit Burger. It's in the middle of a transformative Pizza Hut divestiture, and Taco Bell just got hit by a cyclospora lettuce recall — earnings in 12 days.

Where the setup sits:

  • Recent prints are quietly strong: Q1 revenue grew 15% YoY to $2.06B and EPS of $1.50 beat by 9% — Taco Bell continues to be the growth engine, and KFC international-market recovery is showing up in the numbers.
  • The Pizza Hut sale is transformational strategic: the June definitive agreement to sell the global Pizza Hut business (excluding China) to Toppings TopCo LLC removes the underperforming segment and leaves Yum a cleaner Taco-Bell-plus-KFC franchise machine.
  • Taco Bell cyclosporiasis lawsuits are near-term noise: contaminated Mexican-grown iceberg lettuce triggered lawsuits — for a franchised model where the operator carries much of the direct legal exposure, the impact should stay manageable but headlines will dog the near-term tape.
  • Valuation is fair: 24x trailing earnings and ~22x FY27 EPS on consensus makes YUM appropriately priced for a defensive high-quality QSR franchise — the 3% operating margin trajectory is what supports the compounding thesis.

The path is the July 30 print holding Taco Bell same-store-sales momentum plus concrete Pizza Hut divestiture timing — a clean beat plus a raise sustains the setup. What breaks it is a fresh cyclosporiasis-lawsuit expansion or same-store-sales miss at KFC US — those are the specific segment risks the multiple can't fully absorb.

What to watch: July 30 Q2 earnings — Taco Bell same-store sales, KFC international traffic, Pizza Hut divestiture timing/proceeds, and any cyclosporiasis-related commentary. A same-store-sales miss at KFC US or expanding lawsuits breaks the setup.

On the calendar: 2026-07-30 — Q2 earnings

no sentiment

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bearish sentiment10 posts analyzed · as of 2026-07-19

Yum Brands down ~6-8% this past week after Taco Bell's supplier Taylor Farms was identified as a potential source of a cyclosporiasis parasitic outbreak — ~7,000 people sick across 5 states, Michigan cases surpassing 4,000. Taco Bell removed lettuce from menu in five states. 'No rebound in sight.' Same supplier is used by $MCD/$CMG/$DRI/$QSR/$WEN per Gemini. One contrarian bull noting 'explosive diarrhea has never stopped anyone from going to Taco Bell.'

Read the AI verdict + X sentiment for $YUM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Franchises and operates KFC, Taco Bell, Pizza Hut, and Habit Burger Grill across 155 countries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $YUM.

Restaurants · Consumer Cyclical

No material change from last week — Food input cost inflation is the margin headwind across the sector; Cracker Barrel's turnaround narrative and CAVA's Mediterranean expansion are the two..

What this means for $YUM

Partial — Franchises and operates KFC, Taco Bell, Pizza Hut, and Habit Burger Grill across 155 countries; partial earnings exposure to restaurants demand dynamics through its product portfolio.

Industry benchmark

17-name peer basket
+8.5%YTD
-17.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
24.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
31.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
31.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-23.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
45.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$1.50$1.38+8.7%
Q4 2025Feb 4, 2026$1.73$1.76-1.7%
Q3 2025Nov 4, 2025$1.58$1.49+6.0%
Q2 2025Aug 5, 2025$1.44$1.46-1.4%
Next earningsThu, Jul 30·consensus EPS $1.59

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.1B+15.2%44.7%31.3%$1.56$341.0M
Q4 FY25$2.5B+6.4%44.5%29.4%$1.92$482.0M
Q3 FY25$2.0B+8.4%47.0%33.6%$1.43$449.0M
Q2 FY25$1.9B+9.6%46.8%32.2%$1.34$377.0M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.1B$8.9B – $9.2B$6.73$6.49 – $6.8416
FY27$9.5B$8.7B – $9.8B$7.39$6.91 – $7.8116
FY28$9.9B$9.8B – $10.0B$8.16$7.68 – $8.9512
FY29$10.6B$10.0B – $10.9B$9.31$8.62 – $9.5811
FY30$11.1B$10.5B – $11.4B$10.73$9.93 – $11.046

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.32%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-4.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 275.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.565-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 1Scott MezvinskyCEO277 sh$44KSellJul 1Aaron PowellCEO6.0K sh$963KSellJul 1Turner Christopher LeeCEO250 sh$40KSellJun 1Turner Christopher LeeCEO270 sh$40KSellJun 1Scott MezvinskyCEO261 sh$39KSellMay 26Sean TresvantCEO3.0K sh$464KSellMay 19Aaron PowellCEO6.0K sh$914KSellMay 15Tracy L SkeansCOO1.8K sh$279KSellMay 1Scott MezvinskyCEO277 sh$44KSellMay 1Turner Christopher LeeCEO250 sh$40K
1–10 of 18
+ 19 other (10 exempts · 6 returns · 2 inkinds · 1 award) in window

See when $YUM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 168-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Yum! Brands entered an Equity Purchase Agreement on June 16, 2026, with Toppings TopCo LLC (a Delaware LLC) to sell the global Pizza Hut and Telepizza restaurant business — encompassing development, ownership, operation, franchising, licensing, and related technology assets globally, excluding the People's Republic of China. Major strategic divestiture; Pizza Hut is a foundational Yum! brand, and this sale would significantly reshape Yum!'s portfolio and capital allocation strategy. Subject to customary regulatory and closing conditions.

8-KPress release / Reg FDJun 168-K — Item 7.01: Press release / Reg FD
AI summary

Yum! Brands issued a press release on June 16, 2026, announcing the entry into definitive agreements for the sale of its global Pizza Hut business, excluding restaurants in the People's Republic of China. This significant strategic divestiture would separate Yum!'s second-largest brand from its KFC and Taco Bell operations; specific deal terms were announced via press release but are not in the available excerpt.

8-KOfficer or director changeJun 28-K — Item 5.02: Officer or director change
AI summary

YUM (YUM) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in Chief Operating Officer. Individuals named in the filing include North Carolina, Identification No. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KShareholder voteMay 198-K — Item 5.07: Shareholder vote
AI summary

YUM (YUM) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor, shareholder proposals. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

3New insider — initial holdingsApr 23
8-KOfficer or director changeApr 18-K — Item 5.02: Officer or director change
8-KOfficer or director changeFeb 128-K — Item 5.02: Officer or director change
+ 14 other (6 13Gs · 2 earnings 8-Ks · 2 proxys · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Lettuce Supplier Linked to Cyclospora Outbreak Is a Global Salad Giantwsj.com·2d agoMexico ministries investigate cyclospora linked to Mexican farmreuters.com·2d agoTaco Bell faces first lawsuits over diarrhea-causing contaminated lettucenypost.com·3d agoTaco Bell stock sees slight rebound amid cyclosporiasis outbreakyoutube.com·3d agoTaylor Farms Is Recalling Its Mexican-Grown Iceberg Lettuce from U.S.wsj.com·3d ago

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Voices on X · top 12 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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