Mar 31, 2022

Yum Q1 2022 Earnings Report

Yum! Brands reported mixed first-quarter results with strong system sales growth offset by a slight EPS decrease excluding special items. The company achieved a record number of gross unit openings and a high digital mix.

Key Takeaways

Yum! Brands reported an 8% increase in worldwide system sales, excluding foreign currency translation, driven by 6% unit growth and 3% same-store sales growth. GAAP EPS increased by 27% to $1.36, while EPS excluding special items decreased by 1% to $1.05. The company opened a record 997 gross units and saw digital sales reach approximately $6 billion, representing over 40% of sales.

Worldwide system sales grew by 8%, excluding foreign currency translation, with KFC leading at 9%, followed by Taco Bell at 8%, and Pizza Hut at 3%.

A record 997 gross units were added, resulting in 628 net-new units and a 6% year-over-year unit growth.

Digital sales reached approximately $6 billion, a 15% increase year-over-year, with the digital mix exceeding 40%.

The company repurchased 3.4 million shares totaling approximately $407 million at an average price of $121 per share.

Total Revenue
$1.55B
Previous year: $1.49B
+4.1%
EPS
$1.05
Previous year: $1.07
-1.9%
KFC Same Store Sales Growth
3%
Previous year: 8%
-62.5%
Taco Bell Same Store Sales Growth
5%
Previous year: 9%
-44.4%
KFC Unit Count
27.37K
Previous year: 25.29K
+8.2%
Gross Profit
$752M
Previous year: $728M
+3.3%
Cash and Equivalents
$365M
Previous year: $561M
-34.9%
Free Cash Flow
$211M
Previous year: $279M
-24.4%
Total Assets
$5.82B
Previous year: $5.55B
+4.8%

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Yum Revenue by Segment

Forward Guidance

No specific forward guidance was provided in the press release.

Revenue & Expenses

Visualization of income flow from segment revenue to net income