YUM BRANDS INC SEC 10-K Report
Yum! Brands, Inc. has released its 2025 Form 10-K report, highlighting robust financial performance with $8,214 million in total revenues and $1,559 million in net income. The company, which operates KFC, Taco Bell, Pizza Hut, and Habit Burger & Grill globally, is focusing on growth through strategic initiatives like its 'Recipe for Good Growth' strategy and digital transformation via the Byte by Yum! platform, despite facing challenges such as food safety risks and geopolitical uncertainties. Yum! Brands declared a 6% increase in its quarterly dividend to $0.75 per share, showcasing its commitment to returning value to shareholders.
Firehouse Subs Reignites Growth Plans in King of Prussia and Willow Grove
Firehouse Subs is planning a significant return to the Philadelphia area, specifically targeting King of Prussia and Willow Grove, with ambitions to open 50 to 80 new locations regionally over the next five to ten years. The sandwich chain, acquired by Restaurant Brands International in 2021, aims to launch the first ten of these new restaurants within three years, seeking franchise partners for various location types. This expansion follows their exit from the market in early 2023 for a systemwide transition, with the company now asserting strengthened support systems for growth.
Q1 EPS Estimates for Yum! Brands Raised by Zacks Research
Zacks Research has increased its Q1 2026 earnings per share estimates for Yum! Brands (NYSE:YUM) to $1.37, up from $1.34. The report also provided full-year 2026 and subsequent year estimates for the restaurant operator. Several other firms have issued "buy" or "overweight" ratings for Yum! Brands, with a consensus "Moderate Buy" rating and an average price target of $174.00.
Restaurant Brands China Venture Reshapes Growth Prospects And Profitability Outlook
Restaurant Brands International has formed a new joint venture with CPE Alder Investment Limited to significantly expand Burger King's presence in China, aiming to double its restaurant count by 2030. This strategic shift, which involves CPE taking majority ownership, is expected to inject capital for growth while addressing cost pressures and uneven consumer demand across RBI's brands. Despite higher sales in 2025, net income declined, highlighting margin challenges the company hopes to overcome with this new partnership and focus on franchise-led expansion.
Unhappy With The Food Quality? Call Burger King's President
Burger King is launching an initiative where customers can directly contact Tom Curtis, its President for US and Canada, via call or text to provide feedback on their restaurant experiences. This move is part of the company's strategy to amplify customer voices, building on its "guest-led change" approach, and comes as its parent company, Restaurant Brands International, reports strong global growth despite some domestic challenges. Curtis plans to personally engage with as many messages and calls as possible, using the feedback to help shape the brand's future.
NEOS Investment Management LLC Acquires 11,376 Shares of Yum! Brands, Inc. $YUM
NEOS Investment Management LLC increased its stake in Yum! Brands, Inc. by 45.5% in the third quarter, acquiring an additional 11,376 shares, bringing their total holdings to 36,363 shares valued at approximately $5.53 million. This comes amidst notable insider selling by CEO Aaron Powell and an increase in the company's quarterly dividend to $0.75 per share, resulting in an annualized yield of 1.8%. Analysts currently have a "Moderate Buy" rating for Yum! Brands with a consensus target price of $174.00.
Stifel Nicolaus Sticks to Its Buy Rating for CAVA Group, Inc. (CAVA)
Stifel Nicolaus analyst Chris O`Cull maintained a Buy rating for CAVA Group, Inc. with a $75.00 price target, highlighting the analyst's positive track record in the Consumer Cyclical sector. Despite some analyst divergence, with Benchmark Co. also issuing a Buy and Citi a Hold, CAVA Group reported increased quarterly revenue of $292.24 million, although net profit slightly decreased. Insider sentiment is currently negative, with recent share sales by a corporate insider.
Is Chipotle Leveraging AI to Reengage Lapsed Customers?
Chipotle Mexican Grill (CMG) is expanding its use of AI within its digital platform to enhance customer engagement, specifically targeting lapsed or less frequent customers with personalized communications and offers. This strategy differentiates Chipotle from competitors like McDonald's, which focuses on operational efficiency, and Yum! Brands, which emphasizes broad digital growth. Despite these efforts, CMG's stock has underperformed, with estimates for fiscal 2026 EPS showing a decline, leading to a Zacks Rank #5 (Strong Sell).
Ex-Dividend Reminder: Atmus Filtration Technologies, Yum! Brands and Bath & Body Works
This article serves as an ex-dividend reminder for Atmus Filtration Technologies (ATMU), Yum! Brands (YUM), and Bath & Body Works (BBWI), which will all trade ex-dividend on February 20, 2026. ATMU will pay $0.055, YUM will pay $0.75, and BBWI will pay $0.20 per share. Investors are advised to consider the historical dividend stability to gauge future yield expectations.
International Cuisine Restaurant Market Is Going to Boom | Brinker International • PF Chang's • Nando's
The International Cuisine Restaurant Market is projected for significant growth between 2026 and 2033 due to evolving consumer demand, technological advancements, and supportive regulatory frameworks. A new report by Coherent Market Insights provides an in-depth analysis of market trends, competitive landscape, key segments, and strategic opportunities for stakeholders. The study highlights major players like Darden Restaurants, Yum! Brands, and Chipotle Mexican Grill, offering insights into market drivers, challenges, and future outlook across various regions and restaurant types.
Can Synopsys Stock Recover If Markets Fall?
Synopsys (SNPS) stock has recently dropped 17.0% due to concerns over its IP business transition and China market headwinds. Despite this, the article analyzes SNPS's historical resilience during market downturns, including the 2022 inflation shock, 2020 Covid Pandemic, 2018 Correction, and 2008 Global Financial Crisis, showing it often recovered faster than the S&P 500. The company's fundamentals are strong, but its valuation is considered relatively expensive, prompting a look into its ability to bounce back if broader markets decline further.
Top Yum! Brands Executives Quietly Cash In on Major Stock Moves
Two top executives at Yum! Brands (YUM), COO Tracy L. Skeans and KFC Division CEO Scott Mezvinsky, recently sold significant amounts of company stock, totaling over $1.5 million. These insider sales indicate substantial cash realizations by senior leadership amid recent positive Q4 earnings for Yum! Brands, driven by Taco Bell and KFC's performance, despite some headwinds from Pizza Hut's strategic reset. Spark, TipRanks' AI Analyst, rates YUM as Outperform, citing strong cash flow and operating performance, though noting a highly leveraged balance sheet and relatively expensive valuation.
Scott Mezvinsky Sells 1,612 Shares of Yum! Brands (NYSE:YUM) Stock
Yum! Brands CEO Scott Mezvinsky sold 1,612 shares on February 13th for approximately $265,384, following a previous sale in December. The company recently increased its quarterly dividend to $0.75 per share and reported quarterly earnings, missing EPS estimates but exceeding revenue expectations. Analysts generally rate the stock as a "Moderate Buy" with a consensus price target of $174.00.
Habit Burger launches core menu update
Habit Burger & Grill is updating its core menu with retooled sandwiches, improved classic items, and a lineup of limited-time offers, aiming to boost same-store sales which were down 1% in 2025. The changes include reimagined Sirloin Steak and Grilled Chicken Sandwiches, new BBQ Chicken Salad and BBQ Bacon Char, and LTOs like the Baja Crispy Fish Sandwich. This move follows other fast-casual burger chains updating their menus amidst consumer pullback in the restaurant industry.
Burger King doubles down on customer feedback with new initiative
Burger King President Tom Curtis is launching a new initiative to directly collect customer feedback by taking calls and texts for several hours a day. This builds on the success of their "Whopper by You" platform, aiming to gather unfiltered input on menu items, loyalty programs, and service quality. The feedback will be used to drive accountability and make tangible improvements, reflecting a continued commitment to being a consumer-driven brand.
Jack in the Box (JACK) Reports Earnings Tomorrow: What To Expect
Jack in the Box (JACK) is scheduled to report its earnings this Wednesday. Analysts anticipate a 21.6% year-on-year revenue decline to $368 million and adjusted earnings of $1.11 per share. The company has missed Wall Street's revenue estimates six times in the past two years, and the stock is currently trading at $21.14 against an average analyst price target of $22.19.
Yum! Brands, Inc. (NYSE:YUM) Sees Large Drop in Short Interest
Yum! Brands (NYSE:YUM) experienced a significant 18.8% decrease in short interest in January, with total short interest falling to 7,008,607 shares, representing about 2.5% of outstanding shares. The company recently reported quarterly EPS of $1.73, missing estimates by $0.03, but saw revenue increase by 6.4% to $2.51 billion, exceeding consensus. Yum! Brands also raised its quarterly dividend to $0.75 per share, providing a 1.9% yield.
Do financial experts on Wall Street have a positive view of Yum! Brands shares?
Yum! Brands, a global quick-service restaurant franchisor, has shown solid stock performance and revenue growth, though slightly lagging the S&P 500. Analysts hold a "Moderate Buy" consensus, with a recent increase in price targets, indicating a positive outlook for the company's future earnings. The company recently reported a 6% year-over-year increase in revenue and a 3% climb in global same-store sales for Q4 2025.
JPMorgan Chase & Co. Trims Stake in Yum! Brands, Inc. $YUM
JPMorgan Chase & Co. reduced its stake in Yum! Brands by 15.4% during the third quarter, now holding 15.9 million shares valued at approximately $2.42 billion. Meanwhile, other institutional investors like Norges Bank and Invesco Ltd. increased their positions in the restaurant operator. Yum! Brands recently reported Q3 earnings, slightly missing EPS estimates but exceeding revenue expectations, and raised its quarterly dividend to $0.75 per share.
Do Wall Street Analysts Like Yum! Brands Stock?
Yum! Brands Inc. (YUM) has a market cap of $44.6 billion and operates global restaurant chains like KFC and Pizza Hut. Despite trailing the S&P 500 over the past year, YUM's stock has outperformed the AdvisorShares Restaurant ETF (EATZ) and is showing positive year-to-date growth. Analysts currently rate YUM as a "Moderate Buy," with a recent price target increase to $190 reflecting continued confidence in the stock's potential.
Do Wall Street Analysts Like Yum! Brands Stock?
Yum! Brands (YUM) stock is receiving a "Moderate Buy" rating from analysts, with 11 "Strong Buy" and 17 "Hold" recommendations. Despite trailing the S&P 500 in overall annual performance, YUM has outperformed the AdvisorShares Restaurant ETF and analysts project a 9.4% EPS growth for the company in 2026. This positive sentiment is reinforced by Evercore ISI raising its price target for Yum! Brands to $190, signaling confidence in its future upside.
Restaurant Brands International sales up 5.8% in Q4 2025
Restaurant Brands International (RBI) saw its consolidated system-wide sales increase by 5.8% to $12.13 billion in Q4 2025, with comparable sales rising 3.1%, primarily driven by its international segment. Despite this growth, net income from continuing operations decreased. RBI also announced a joint venture for Burger King China and declared a quarterly dividend of $0.65 per share for Q1 2026.
Do financial experts on Wall Street have a positive view of Yum! Brands shares?
Yum! Brands, Inc. (YUM) has shown resilience with its stock advancing 6.1% year-to-date, outperforming the S&P 500 and the restaurant sector ETF despite lagging the broader S&P 500 over the past year. Analysts project a 9.4% EPS growth for the fiscal year 2026, with a "Moderate Buy" consensus rating and an average price target of $170.25, indicating a positive outlook. This optimism is reinforced by Evercore ISI increasing its price target to $190, the highest on Wall Street.
What Yum! Brands (YUM)'s Strong Q4, Digital Surge and Dividend Hike Mean For Shareholders
Yum! Brands (YUM) reported strong fourth-quarter and full-year 2025 results, with increased sales, revenue, and net income, alongside a US$0.75 quarterly dividend hike. A significant highlight was that nearly 60% of systemwide sales now come through digital channels, reinforcing the company's asset-light, franchise, and tech-focused strategy, which analysts believe could drive continued global system sales growth despite varying demand across its brands. While one board member resigned, the company's strong digital execution and international unit growth remain key drivers, with a fair value estimate suggesting a potential 6% upside from its current price.
Final days until LongHorn Steakhouse rival opens new restaurant - bosses confirm February 16th date
Texas Roadhouse is set to open a new restaurant in Marlton, New Jersey, on February 16, directly competing with LongHorn Steakhouse. This opening is part of the company's plan to launch 35 new locations nationwide by the end of the year. The Marlton restaurant replaces a former TGI Fridays, and its upcoming opening has generated excitement among local diners.
McDonald’s stock price dips after a late-week swing as upgrades collide with a busy macro calendar
McDonald's stock dipped on Friday, falling 1.4% to $327.58, despite recent analyst upgrades. The retreat occurred just before a holiday-shortened trading week, with investors anticipating Federal Reserve minutes, PCE data, and Q4 GDP numbers. McDonald's reported strong Q4 global comparable sales and increased its quarterly dividend, but faces headwinds from cost inflation and tough winter weather.
Most Powerful Women Asia
Joey Wat, CEO of Yum China Holdings Inc., has been ranked among the Most Powerful Women in Asia. Since taking the helm in 2018, Wat has successfully navigated China's challenging consumption landscape, leading Yum China to achieve its most profitable second quarter since its 2016 spinoff, with a 12% growth in core operating profit. The company, which operates KFC, Pizza Hut, and Taco Bell in China, had 15,423 stores as of June 30.
McDonald’s stock: MCD pulls back from $335 high as Argus upgrades; traders watch new McCafé drinks
McDonald's (MCD) stock pulled back from a high of $335, closing at $327.58, despite an upgrade to Buy by Argus with a $380 price target, and a Jefferies price target increase to $375. The company is focusing on expanding its McCafé beverages, with a successful 500-store test showing increased sales and predictions for significant comparable sales growth from new CosMc's-inspired drinks. Investors are also anticipating the return of seasonal items like the Shamrock Shake and upcoming macroeconomic data that could influence consumer stocks.
Iconic pizza chain is set to close nearly 300 locations in 2026
Pizza Hut is expected to close approximately 250 "underperforming" stores nationwide in 2026 as part of its parent company Yum! Brands' "Hut forward" strategy. This move comes after a 3% decline in sales for Pizza Hut late last year, contrasting with a 7% increase for other Yum! Brands like Taco Bell. Yum! Brands is also conducting a strategic review of Pizza Hut, including the potential sale of the brand.
Golden Arches Glimmer: McDonald’s Defies Economic Headwinds with Dominant Q4 Earnings Beat
McDonald's (NYSE: MCD) reported a strong Q4 earnings beat, surpassing revenue and profit expectations with consolidated revenue up 10% to $7.01 billion and global comparable sales growing 5.7%. This success is attributed to its "Value Leadership" strategy, which included a renewed focus on affordable offerings like the $5 Meal Deal and the return of the Snack Wrap, effectively attracting price-sensitive consumers. While McDonald's thrives, competitors like Wendy's (NASDAQ: WEN) struggle, highlighting the bifurcated market and McDonald's advantage in digital integration and scale.
This Insider Has Just Sold Shares In Yum! Brands
An insider at Yum! Brands, Aaron Powell, recently sold US$1.9 million worth of stock, reducing their holding by 45%. This follows another significant sale by insider David Gibbs in the past year, totaling US$4.9 million. While insiders own a small percentage of the company (0.2%), there has been no insider buying in the last twelve months, leading to caution despite the company's profitability and growth.
FOOD NEWS: Krispy Kreme is Giving Away 13,000 Donuts Nationwide.
Krispy Kreme is giving away 13,000 donuts nationwide, a special event happening just before Valentine's Day. This news is accompanied by other food updates, including the return of McDonald's Shamrock Shake and Sonic's partnership with Lisa Rinna to promote their new All-American Sonic Smasher burgers.
Illinois Municipal Retirement Fund Sells 9,087 Shares of Yum! Brands, Inc. $YUM
The Illinois Municipal Retirement Fund decreased its holdings in Yum! Brands, Inc. by 7.8% in the third quarter, selling 9,087 shares. Despite this, other institutional investors like Sumitomo Mitsui Trust Group Inc., Amundi, Invesco Ltd., Retirement Systems of Alabama, and Thrivent Financial for Lutherans increased their stakes in the company. Yum! Brands recently reported earnings per share slightly below consensus and declared an increased quarterly dividend of $0.75 per share.
Popeyes sales took a hit last quarter
Popeyes' domestic same-store sales declined by 4.9% last quarter, marking its fourth consecutive quarterly decrease and fifth in the past six periods. In contrast, its sister chain Burger King saw a 2.6% increase in U.S. same-store sales, largely due to a successful December promotion. Restaurant Brands International (RBI) reported a 7.4% rise in overall revenues to $2.5 billion, despite a 24% decline in net income, and stated that international business performance continued to be strong.
Yum! Brands (NYSE:YUM) Sets New 1-Year High - Here's What Happened
Yum! Brands (NYSE:YUM) recently reached a new 52-week high of $163.63, with analysts maintaining a "Moderate Buy" rating and a target price of $173.50. The company reported quarterly EPS of $1.73, below estimates, but revenue exceeded expectations at $2.51 billion, up 6.4% year-over-year. Yum! Brands has also increased its quarterly dividend to $0.75, while insider selling has been noted recently, with CEO Aaron Powell selling a significant number of shares.
AI deployments gone wrong: The fallout and lessons learned
This article examines the common reasons behind AI implementation failures, which range from misaligned business goals and lack of trust to weak change management. It highlights high-profile examples like Taco Bell's automated drive-thru orders and McDonald's hiring platform, detailing their financial and reputational impacts. The piece emphasizes the importance of clear business objectives, robust governance, comprehensive testing, and human oversight to ensure successful AI deployments.
Yum! Brands Announces Board Resignation Amid Routine Refresh
Yum! Brands announced that director Keith Barr resigned from its board on February 10, 2026, due to his appointment to an external leadership role. The company clarified that his departure was not due to any disagreements, indicating a routine governance change. Analysts currently hold a 'Buy' rating on YUM with a $180.00 price target, and TipRanks’ AI Analyst, Spark, rates YUM as Outperform, citing strong cash flow and operating performance despite some financial leverage and Pizza Hut headwinds.
McDonald's Q4 Earnings & Revenues Beat Estimates, Rise Y/Y
McDonald's Corporation (MCD) reported stronger-than-expected fourth-quarter 2025 results, with earnings per share and revenues surpassing Zacks Consensus Estimates. The company saw a year-over-year increase in both its top and bottom lines, driven by comparable-sales growth, restaurant expansion, and strategic initiatives. Operational highlights include strong performance across U.S. and international markets, despite various economic headwinds affecting other industry players.
Higher prices and pizzas on china: Papa Johns bets on premium as it returns to a pizza-mature India
Papa Johns is re-entering the Indian market with a premium strategy, positioning itself 10-15% above competitors. The company is focusing on higher pricing, a dine-in led experience, and ingredient quality, having spent two years preparing for this comeback. They believe the Indian consumer's understanding of food quality has evolved, supporting their premium approach despite intense competition in the QSR sector.
McDonald's Stock Edges Lower Ahead Of Q4 Earnings
McDonald's (MCD) shares are trading slightly lower ahead of its fourth-quarter earnings report, with analysts expecting revenue of $6.83 billion and EPS of $3.05. The company's loyalty program is highlighted as a key driver of visitor traffic and growth, especially after a mixed third quarter. MCD shares are trading above key moving averages, indicating short-term strength, and analysts maintain a "Buy" rating with an average target price of $333.09.
Pizza Hut closing 250 US stores as parent company considers selling the brand
Pizza Hut plans to close 250 U.S. restaurants in the first half of this year as its parent company, Yum Brands, considers selling the chain. The closures are targeting underperforming locations, following a 5% decline in U.S. same-store sales last year. Yum Brands CEO Chris Turner aims to complete the review of options for Pizza Hut this year, noting stronger international performance for the company.
Pizza Hut closing 250 US stores as parent company considers selling the brand
Pizza Hut's parent company, Yum Brands, is planning to close 250 underperforming U.S. Pizza Hut restaurants in the first half of the year and is considering selling the brand. This move comes as the chain has struggled with outdated stores and increasing competition in the U.S., resulting in a 5% decline in U.S. same-store sales last year. Internationally, however, Pizza Hut's sales remain stronger.
Yum! Brands's Q4 Earnings Call: Our Top 5 Analyst Questions
Yum! Brands (YUM) exceeded revenue expectations in Q4 2025, driven by strong performance from KFC and Taco Bell, significant digital adoption, and robust international growth. The article highlights key financial figures and focuses on the top five analyst questions during the earnings call, covering topics like post-Pizza Hut review growth acceleration, KFC's international growth, sustainability of unit growth, Taco Bell's comp growth, and Byte platform adoption. Upcoming catalysts include Byte platform success, new menu initiatives, and the Pizza Hut strategic review.
Yum! Brands’s Q4 Earnings Call: Our Top 5 Analyst Questions
Yum! Brands (YUM) reported a Q4 that surpassed revenue expectations, driven by strong performance at KFC and Taco Bell, and significant digital adoption. While adjusted EPS slightly missed estimates, revenue and EBITDA beat forecasts. The article highlights key analyst questions from the earnings call, focusing on growth strategies, international market development, and technological investments.
3 Reasons ECPG is Risky and 1 Stock to Buy Instead
This article identifies three reasons why Encore Capital Group (ECPG) is considered a risky investment despite a recent stock price surge: disappointing long-term revenue growth, declining earnings per share, and high debt levels. The author suggests avoiding ECPG and instead recommends investing in a "superior stock" that owns Taco Bell.
Owner of DQ, Papa John’s China Operations Is Said to Weigh $500 Million Sale
FountainVest Partners, a private equity firm, is reportedly considering selling CFB Group, which operates the Dairy Queen and Papa John's franchises in China, along with local restaurant brands. The potential transaction could value CFB Group at approximately $500 million. FountainVest is in discussions with financial advisers regarding the disposal.
Understanding the Setup: (YUM) and Scalable Risk
This article analyzes Yum! Brands Inc. (NYSE: YUM) with a neutral sentiment across all time horizons, suggesting a wait-and-see approach. It highlights that resistance is being tested and presents an exceptional 18.0:1 risk-reward short setup. The piece details three AI-generated trading strategies—position, momentum breakout, and risk hedging—tailored for different risk profiles.
7-Eleven Answers Chicken Cravings With New $5 Deal
7-Eleven is introducing new $5 chicken offers across its Raise the Roost®, Speedy Café®, and Laredo Taco Company® restaurant concepts to cater to customers' chicken cravings with affordable, bold flavors. William Armstrong, Senior Vice President of Restaurant Operations at 7-Eleven, Inc., emphasized the company's commitment to delivering quality and delicious flavors. The new deals aim to provide multiple ways for customers to enjoy diverse chicken options at a value price point.
Pizza Hut, Backstreet Boys team up for ‘Shape of My Heart-Shaped Pizza’ Valentine’s Day promo
Pizza Hut is collaborating with two members of the Backstreet Boys, Nick Carter and Howie Dorough, for a Valentine's Day marketing campaign centered around heart-shaped pizzas. Titled "Shape of my Heart-Shaped Pizza," the promotion plays on 90s nostalgia, referencing the band's hit song and their album's 25th anniversary. Customers can order heart-shaped pizzas for a limited time, starting at $11.99, until February 22nd.
Pizza Hut brings back heart-shaped pizza with Backstreet Boys duo
Pizza Hut is bringing back its Heart-Shaped Pizza for Valentine's Day, partnering with Backstreet Boys members Nick Carter and Howie Dorough for a promotional campaign. The collaboration includes social media spots inspired by their hit song "Shape of My Heart" and offers medium one-topping Heart-Shaped Pizzas starting at $11.99 through February 22nd. This initiative aims to encourage consumers to share love during the holiday season with a nostalgic and festive food item.
