Jun 30, 2022

Yum Q2 2022 Earnings Report

Yum! Brands reported mixed second-quarter results with system sales growth offset by a decline in EPS, driven by Taco Bell's strong performance and digital sales growth.

Key Takeaways

Yum! Brands reported a 3% increase in worldwide system sales excluding foreign currency translation, driven by 4% unit growth and 1% same-store sales growth. Taco Bell U.S. saw an 8% increase in same-store sales. Second quarter GAAP EPS was $0.77, a 40% decrease year-over-year, while EPS excluding Special Items was $1.05, a 9% decrease year-over-year. The company added 781 gross units but experienced a net decline of 702 units due to the removal of 1,165 Russia units.

Worldwide system sales grew 3% excluding foreign currency translation, with Taco Bell leading at 10% growth.

The company added 781 gross units, but due to exiting the Russian market, saw a net decline of 702 units.

Worldwide same-store sales ex-China grew 6% during the quarter.

Digital system sales reached nearly $6 billion.

Total Revenue
$1.64B
Previous year: $1.6B
+2.1%
EPS
$1.05
Previous year: $1.16
-9.5%
KFC Same Store Sales Growth
-1%
Previous year: 30%
-103.3%
Taco Bell Same Store Sales Growth
8%
Previous year: 21%
-61.9%
Pizza Hut Same Store Sales Growth
-3%
Previous year: 10%
-130.0%
Gross Profit
$796M
Previous year: $786M
+1.3%
Cash and Equivalents
$412M
Previous year: $552M
-25.4%
Free Cash Flow
$214M
Previous year: $410M
-47.8%
Total Assets
$5.79B
Previous year: $5.65B
+2.5%

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Forward Guidance

This announcement may contain forward-looking statements, which are subject to risks, uncertainties, and assumptions that could cause our actual results to differ materially from those indicated by those statements.

Revenue & Expenses

Visualization of income flow from segment revenue to net income