Yum Brands Inc.
YUM
Market Cap$40.79B
Close$
Earnings Call Q2 2025
August 5, 2025 - AI Summary
Strong System Sales Growth: Yum! Brands reported 4% system sales growth, with digital sales reaching a record 57%, driven by a 22% increase in KFC's digital sales. Positive transaction growth was noted at KFC International and Taco Bell U.S., with the latter outpacing the limited-service category by 4 percentage points.
CEO Transition: David Gibbs is stepping down as CEO and will be succeeded by Chris Turner starting October 1. Gibbs will serve as an advisor until the end of 2026, signaling a smooth leadership transition. This change may bring new strategies and approaches under Turner's leadership.
Expectations for Profit Growth: Yum! anticipates achieving 8% core operating profit growth for the full year, although Chris Turner highlighted a reduction in buffer due to some higher expenses in G&A. The expected restaurant-level margins for Taco Bell U.S. are between 24% and 25%.
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$189.97
31.4% upside
Current Fair Value
31.4% upsideUndervalued by 31.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $40.79 Billion |
|---|---|
| Enterprise Value | $51.50 Billion |
| Dividend Yield | $2.09 (1.42%) |
| Earnings per Share | $5.28 |
| Beta | 0.73 |
| Outstanding Shares | 279,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 28.63 |
|---|---|
| PEG | 1501.27 |
| Price to Sales | 4.98 |
| Price to Book Ratio | -5.16 |
| Enterprise Value to Revenue | 6.2 |
| Enterprise Value to EBIT | 18.72 |
| Enterprise Value to Net Income | 35 |
| Total Debt to Enterprise | 0.22 |
| Debt to Equity | -1.48 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Yum Brands Inc.
34,000 employees
CEO: David Gibbs Yum! Brands, Inc., based in Louisville, Kentucky, has over 50,000 restaurants in more than 150 countries and territories primarily operating the Company's KFC, Pizza Hut, and Taco Bell brands - global leaders of the chicken, pizza, and M...