홈/YUM

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YUMNYSE/consumer discretionary

Yum! Brands, Inc.

$161.68Down-1.86 (-1.14%)
Research reviewed: 2026년 7월 12일 AM 12:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Yum! Brands, Inc. operates in Restaurants within the consumer discretionary sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

시가
163.46
고가
164.97
저가
161.58
시가총액
445.62억
PER
26.08
52주 최고가
--
배당
1.830%
분기 배당금
--

3-month price context

최근 3개월 추세를 통해 전체 리서치 워크스페이스로 가기 전 단기 구조를 빠르게 파악할 수 있습니다.

Investment thesis

Base case
Distinctive value, menu innovation and strong franchise economics can sustain U.S. share gains. The base case remains conditional on brand turnaround execution staying manageable.
Bull case
Distinctive value, menu innovation and strong franchise economics can sustain U.S. share gains. Capital-light franchise openings can compound fees across underpenetrated markets. Ordering, loyalty and restaurant technology can improve convenience and franchisee productivity.
Bear case
Persistent weakness at KFC or Pizza Hut could offset Taco Bell strength. Labor, food and financing pressure can slow openings or increase closures. Currency, geopolitics and food-safety events can disrupt royalties and brand trust.
Thesis invalidation
Reassess the thesis if persistent weakness at KFC or Pizza Hut could offset Taco Bell strength.

Key catalysts

  • Taco Bell momentum

    Distinctive value, menu innovation and strong franchise economics can sustain U.S. share gains.

  • Global unit development

    Capital-light franchise openings can compound fees across underpenetrated markets.

  • Digital restaurant platform

    Ordering, loyalty and restaurant technology can improve convenience and franchisee productivity.

Principal risks

  • Brand turnaround execution

    Persistent weakness at KFC or Pizza Hut could offset Taco Bell strength.

  • Franchisee health

    Labor, food and financing pressure can slow openings or increase closures.

  • Global operating exposure

    Currency, geopolitics and food-safety events can disrupt royalties and brand trust.

Latest earnings research

Q1 2026

Yum! Brands' first-quarter update reflected franchise-led unit development and digital ordering across Taco Bell, KFC and Pizza Hut, with brand-level sales trends remaining mixed.

Valuation interpretation

  • Yum's franchise premium depends on unit growth and Taco Bell strength outweighing weaker brand systems.
  • Reported capital efficiency should be assessed alongside franchisee leverage and required brand-support spending.

Peer research

MCDCMGSBUX

Recent news

Yahoo Finance Video · 3일 전

Trending: Netflix considers live TV, Yum Brands' Taco Bell faces parasite outbreak

Trefis · 4일 전

Where Analysts Pushed Back On DRI's Latest Call

Moneywise · 4일 전

Pizza Hut's $90K nostalgia makeovers are outperforming $300K remodels — and the chain is going all in

Motley Fool · 4일 전

PepsiCo vs. Molson Coors: Which Stock Will Quench Investor Thirst For Profits in 2026?

Barrons.com · 5일 전

Dunkin’ Teams Up With Kylie Jenner as the Drinks War Rages On

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전체 리서치 시스템 살펴보기

각 단계는 고유한 역할을 수행하고 다음 단계가 확인할 수 있는 결과를 남깁니다.

리서치 방법론시장 보고서 읽기

Zacks · 5일 전

Starbucks Near Its 52-Week High: Can the Stock Sustain the Rally?

Data and research sources

Research updated: 2026년 7월 12일 AM 12:00 UTC
3 verified sources
Yum! Brands Reports First-Quarter 2026 ResultsYum! Brands, Inc. · earningsVerified

Fetched: 2026. 7. 12. AM 12시 0분 0초 UTC

Published: 2026. 5. 6. AM 12:00:00

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Yum! Brands, Inc. Investor RelationsYum! Brands, Inc. · companyVerified

Fetched: 2026. 7. 12. AM 12시 0분 0초 UTC

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Yum! Brands, Inc. SEC filingsU.S. Securities and Exchange Commission · filingVerified

Fetched: 2026. 7. 12. AM 12시 0분 0초 UTC

Published: 2026. 5. 6. AM 12:00:00

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