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TickerTalks›$YUM
YUYUM

Yum! Brands, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 15% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (97 mentions/wk)
$YUM·$38B·Restaurants·Consumer Cyclical
$150.51-0.2%YTD-7.2%1Y+5.0%
Price updated 2d ago·X counts updated 7d ago
YUYUM
$YUMYum! Brands, Inc.
$150.51-0.21%97 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $YUM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

97X posts · last 7 days
Sep 30Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $YUM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

Yum Brands chatter frames it as a simple Peter Lynch-style toll booth business on KFC, Taco Bell, and Pizza Hut franchisees, plus a 254,000-square-foot California headquarters lease commitment for Taco Bell and Habit Burger. Sentiment leans constructive on durable QSR economics.

Read what X is saying about $YUM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $YUM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Yum! Brands at 7% of 52w range with Pizza Hut just sold off — KFC + Taco Bell franchise economics intact but the market is skeptical.

Yum! Brands is the global QSR franchise giant — KFC, Taco Bell, and now a slimmer portfolio after the Pizza Hut sale. The stock has lost 7% YTD, now at 7% of its 52-week range as the restructuring unfolds.

  • Growth is still accelerating: Q1 2026 revenue of $2.06B at +15% YoY after +6.4%, +8.4%, and +9.6% in prior quarters — same-store sales plus unit growth across KFC/Taco Bell are working, with 31% operating margins intact.
  • EPS beats are consistent: last four prints at +3.2%, +8.7%, -1.7%, +6% — operating leverage is landing, with 2026 consensus EPS of $6.00+ against the $136 stock giving a 23x forward P/E.
  • The Pizza Hut sale is the specific pivot event: CEO Aaron Powell resigned effective Sep 1 in connection with the closing of the "Pizza Hut Transaction" — the slimmer portfolio should expand margins, but the analyst downgrade (Sep 24) says the market wants to see it in the numbers.

A Nov 3 Q3 print with KFC same-store sales positive plus Taco Bell AUR commentary firming restarts the thesis; another SSS miss or a QSR-cycle slowdown and the cooling extends.

Agrees with X sentimentX correctly frames YUM as a Peter Lynch-style toll booth business on KFC/Taco Bell/Pizza Hut franchisees — the mechanics (15% revenue growth, 31% op margin) back it. The 254,000 sq ft California HQ lease commitment for Taco Bell/Habit Burger is honest operational-execution signal.

What to watch: Nov 3 Q3 earnings — KFC and Taco Bell same-store sales positive, net-new unit development, operating-margin trend, and FY27 guide now that Pizza Hut is divested. A SSS miss or a QSR-cycle slowdown is the hard downside; a clean beat extends the move.

On the calendar: 2026-11-03 — Q3 2026 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Value-trade-down sustains QSR at casual dining's expense.

What this means for $YUM

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

Industry benchmark

18-name peer basket
+7.1%YTD
-4.6%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
Q2 2026Jul 30, 2026$1.62$1.57+3.2%
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%
Next earningsTue, Nov 3·consensus EPS $1.53

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 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.0B$8.7B – $9.2B$6.60$6.30 – $7.1212
FY27$9.3B$8.9B – $10.0B$7.27$6.72 – $8.1012
FY28$9.8B$9.7B – $9.9B$8.06$7.48 – $8.637
FY29$10.6B$10.4B – $10.9B$8.78$8.52 – $9.073
FY30$11.1B$10.9B – $11.4B$10.73$10.41 – $11.085

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.0.8×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.45%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.+3.5%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.-2.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 272.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β0.555-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

SellOct 7Turner Christopher LeeCEO285 sh$40KSellOct 1Scott MezvinskyCEO241 sh$33KSellSep 1Scott MezvinskyCEO268 sh$41KSellSep 1Turner Christopher LeeCEO261 sh$40KSellAug 24Tracy L SkeansCOO3.5K sh$552KSellAug 3Russell David EricPresident8.0K sh$1.2MSellAug 3Scott MezvinskyCEO268 sh$41KSellAug 3Turner Christopher LeeCEO261 sh$40KSellJul 1Aaron PowellCEO6.0K sh$963KSellJul 1Turner Christopher LeeCEO250 sh$40K
1–10 of 18
+ 20 other (9 exempts · 7 returns · 2 inkinds · 1 award · 1 other) 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-KOfficer or director changeSep 18-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Yum! Brands, Inc. disclosed that Aaron Powell, CEO of Pizza Hut, resigned effective September 1, 2026, in connection with the closing of the 'Pizza Hut Transaction' — the completed strategic sale or spinoff of the Pizza Hut business. Yum! Brands announced the completion of the Pizza Hut Transaction and issued a related press release under Reg FD (Item 7.01). Powell's departure coincides with the completion of the strategic transaction involving the Pizza Hut brand.

8-K/AOfficer or director change (amended)Aug 288-K/A — Item 5.02: Officer or director change
AI summary

Yum! Brands, Inc. amended its August 20, 2026, Form 8-K to disclose that newly-appointed board director Steve Bratspies was assigned to the Management Planning and Development Committee, effective August 27, 2026. The original 8-K reported his board appointment; this amendment provides the committee assignment. Routine governance update with no material business or financial implications.

3New insider — initial holdingsAug 273
AI summary

A new director of Yum Brands, Inc. filed a Form 3 reporting no beneficial ownership of Yum securities as of August 26, 2026. This is a routine initial director ownership report with no economic significance.

8-KOfficer or director changeAug 218-K — Item 5.02: Officer or director change
AI summary

Yum! Brands (YUM) appointed Steve Bratspies as a director effective August 26, 2026; he will stand for election at the next annual meeting of shareholders and has not been assigned to any board committee at the time of filing. Compensation follows the company's standard non-employee director arrangements as described in the most recent proxy. Routine board addition; Bratspies brings consumer/retail industry expertise relevant to Yum!'s global restaurant portfolio.

8-K/AOfficer or director change (amended)Aug 78-K/A — Item 5.02: Officer or director change
AI summary

BRANDS, INC. (YUM) disclosed an officer or director change (Item 5.02) on 2026-08-07. This is an amended 8-K filing. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No financial terms were disclosed in this filing.

8-KAcquisition completedAug 78-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
AI summary

BRANDS, INC. (YUM) entered into License Agreement (the “ A&R MLA ”) with Yum Restaurants Consulting (Shanghai) Company with a counterparty on 2026-08-07, involving an undisclosed amount. Other items: Item 2.01, Item 7.01. . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

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.

+ 10 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 8-Ks) in window

Recent news

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

KFC Is Dumping Pepsi for Coca-Cola After 40 Years247wallst.com·2d agoKFC Had Pepsi for Nearly 40 Years. Coca-Cola Stock Is Trending After Winning It Overbenzinga.com·2d agoTWO SECRET RECIPES, ONE ICONIC PARTNERSHIP: KFC® U.S. ANNOUNCES NEW BEVERAGE PARTNERSHIP WITH THE COCA-COLA COMPANYprnewswire.com·3d agoYum Brands faces weaker Taco Bell sales as Pizza Hut exit cuts earnings outlookproactiveinvestors.com·4d agoYum! Brands, Inc. (NYSE:YUM) Stock Now Rated “Moderate Buy” by Wall Street Analystsdefenseworld.net·9d ago

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Voices on X · last 7 days

No standout posts about $YUM on X in the 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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