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Mar 31, 2025
Yum Q1 2025 Earnings Report
Yum! Brands reported a strong first quarter with notable gains in Taco Bell and KFC divisions while Pizza Hut continued to face headwinds.
Key Takeaways
Yum! Brands delivered a solid Q1 performance driven by Taco Bell U.S. same-store sales growth of 9% and KFC International unit growth of 7%. EPS excluding special items rose to $1.30. However, Pizza Hut remained a drag on overall results with declines in revenue and profit.
EPS excluding special items rose 13% to $1.30
Taco Bell U.S. same-store sales grew 9%, leading brand performance
KFC International grew units by 7% YoY
Pizza Hut division faced a 20% decline in operating profit
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Yum! maintains long-term goals with emphasis on unit and sales growth, driven by digital transformation and AI integration.
Positive Outlook
- Targeting 5% unit growth long term
- Aiming for 7% system sales growth excluding FX and 53rd week
- Expecting at least 8% core operating profit growth
- Expanding Byte by Yum! digital initiatives
- Collaboration with NVIDIA to advance AI in restaurants
Challenges Ahead
- Pizza Hut underperformance remains a concern
- Currency fluctuations negatively impacted profit
- Higher maintenance costs for KFC U.K. store base
- Franchise transitions causing margin pressure
- Uncertainty in forecasting special items and FX impact
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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