YUM
NYSE · Consumer Cyclical · Restaurants · US
Research · Nov 4, 2026
Yum! Brands (YUM) Q3 2026 Earnings: Core Profit Up 1% After Pizza Hut Sale
Yum! Brands Q3 2026 core operating profit excluding Pizza Hut grew 1%, below its 8% target, as Taco Bell U.S. sales fell 4% and stranded costs weighed.
Research · Nov 3, 2026
[YUM] Yum! Brands: Q3 2026 Earnings Test Taco Bell's Lettuce Recall Recovery
Yum! Brands grew Q2 2026 revenue 12% to $2,169 million with Core Operating Profit up 8% ex-Pizza Hut; Q3 tests whether Taco Bell U.S. margin holds 19%-21% after the lettuce recall.
Research · Sep 3, 2026
[YUM] Yum Brands Thesis 2026: Taco Bell Leads as Pizza Hut Faces Strategic Review
Yum Brands FY25 (Dec 31, 2025) at $8.21B revenue (+9%). NI $1.56B; EPS $5.56 (+7%). Taco Bell same-store +7% gaining share. KFC opened 30,000th international restaurant + record unit development. Digital mix near 60% / +20% YoY. Pizza Hut in strategic review. FY26 ex-Pizza Hut guide: meet/exceed long-term algorithm (>5% net new units), Taco Bell US restaurant-level margin 24-25%.