Jun 30, 2023

Yum Q2 2023 Earnings Report

Yum! Brands reported strong Q2 2023 results driven by system sales growth, same-store sales growth, and unit expansion.

Key Takeaways

Yum! Brands reported a strong second quarter with worldwide system sales growth of 13%, driven by 9% same-store sales growth and 6% unit growth. The company added 1,025 gross new units and achieved record digital sales of $7 billion. GAAP EPS was $1.46, and EPS excluding Special Items was $1.41.

Worldwide system sales grew 13%, excluding foreign currency translation.

Added 1,025 gross new units.

Record digital sales of $7 billion, with digital mix exceeding 45%.

GAAP operating profit grew 4% and core operating profit grew 12%.

Total Revenue
$1.69B
Previous year: $1.64B
+3.1%
EPS
$1.41
Previous year: $1.05
+34.3%
KFC Same Store Sales Growth
13%
Previous year: -1%
-1400.0%
Taco Bell Same Store Sales Growth
4%
Previous year: 8%
-50.0%
Pizza Hut Same Store Sales Growth
4%
Previous year: -3%
-233.3%
Gross Profit
$852M
Previous year: $796M
+7.0%
Cash and Equivalents
$437M
Previous year: $412M
+6.1%
Free Cash Flow
$269M
Previous year: $214M
+25.7%
Total Assets
$5.85B
Previous year: $5.79B
+1.0%

Yum

Yum

Yum Revenue by Segment

Forward Guidance

With strong year-to-date results and continued momentum, the company expects to deliver full year 2023 results well above its long-term growth algorithm for system sales and core operating profit growth.

Revenue & Expenses

Visualization of income flow from segment revenue to net income