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Mar 31
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
Yum
Yum
Yum Revenue by Segment
Yum Revenue by Geographic Location
Revenue by Segment
KFC Division Revenue
CapyFin.comTaco Bell Division Revenue
CapyFin.comPizza Hut Division Revenue
CapyFin.comRevenue by Geographic Location
China Revenue
CapyFin.comUnited States Revenue
CapyFin.comAsia Revenue
CapyFin.comLatin America Revenue
CapyFin.comAustralia Revenue
CapyFin.comUnited Kingdom Revenue
CapyFin.comMiddle East / Turkey / North Africa Revenue
CapyFin.comAfrica Revenue
CapyFin.comCanada Revenue
CapyFin.comIndia Revenue
CapyFin.com 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