Jun 30, 2020

Yum Q2 2020 Earnings Report

Yum Brands experienced a challenging quarter due to COVID-19, but demonstrated resilience through digital adaptation and operational adjustments.

Key Takeaways

Yum! Brands reported a decline in worldwide system sales by 12% and a same-store sales decline of 15%, offset by 3% net unit growth. Digital sales reached an all-time high of $3.5 billion. Approximately 95% of global system restaurants were at least partially open by the end of the quarter.

Worldwide system sales declined by 12% due to the impact of COVID-19.

Digital sales reached a record high of $3.5 billion, driven by increased online ordering and delivery.

Approximately 95% of the company's global restaurants were partially open by the end of the quarter.

Same-store sales trends for open stores stabilized in June, nearing flat despite dining room closures.

Total Revenue
$1.2B
Previous year: $1.31B
-8.5%
EPS
$0.82
Previous year: $0.93
-11.8%
KFC Same Store Sales Growth
-21%
Taco Bell Same Store Sales Growth
-8%
Pizza Hut Same Store Sales Growth
-9%
Gross Profit
$549M
Previous year: $671M
-18.2%
Cash and Equivalents
$1.24B
Previous year: $252M
+393.3%
Free Cash Flow
$92M
Previous year: $129M
-28.7%
Total Assets
$6.42B
Previous year: $4.67B
+37.4%

Yum

Yum

Yum Revenue by Segment

Forward Guidance

The report does not contain specific forward guidance. It expresses confidence in the company's ability to emerge as a stronger growth company.

Positive Outlook

  • Brands adapted with agility.
  • Leveraged consumer insights.
  • Digitally enabled off-premise capabilities adjusted.
  • Operations, menu options and marketing adjusted across the globe.
  • Scale and capabilities driving profitable system sales growth.

Challenges Ahead

  • Second-quarter results were meaningfully impacted by COVID-19.
  • Worldwide system sales excluding foreign currency translation declined (12)%.
  • Same-store sales decline of (15)%.
  • Net units declined (118) during the quarter.
  • Operating margin decreased.

Revenue & Expenses

Visualization of income flow from segment revenue to net income