Jun 30, 2024

Yum Q2 2024 Earnings Report

Yum! Brands reported mixed second-quarter results with system sales growth offset by same-store sales decline, alongside operating profit growth and strategic advancements in technology.

Key Takeaways

Yum! Brands reported a 3% increase in worldwide system sales, excluding foreign currency translation, driven by Taco Bell and KFC, but same-store sales declined by 1%. The company saw a 6% growth in GAAP operating profit and a 10% increase in core operating profit. Digital sales remained strong at nearly $8 billion, representing over 50% of total sales. The company continues to expect to deliver at least 8% Core Operating Profit growth this year.

Worldwide system sales grew 3%, excluding foreign currency translation, with Taco Bell and KFC as key drivers.

Unit count increased by 5%, with 894 gross new units added during the quarter.

Digital sales reached nearly $8 billion, accounting for over 50% of the sales mix.

Core operating profit increased by 10%, driven by strong performance of Taco Bell U.S. and KFC International.

Total Revenue
$1.76B
Previous year: $1.69B
+4.5%
EPS
$1.35
Previous year: $1.41
-4.3%
KFC Same Store Sales Growth
-3%
Previous year: 13%
-123.1%
Taco Bell Same Store Sales Growth
5%
Previous year: 4%
+25.0%
Pizza Hut Same Store Sales Growth
-3%
Previous year: 4%
-175.0%
Gross Profit
$869M
Previous year: $852M
+2.0%
Cash and Equivalents
$404M
Previous year: $437M
-7.6%
Free Cash Flow
$292M
Previous year: $269M
+8.6%
Total Assets
$6.4B
Previous year: $5.85B
+9.4%

Yum

Yum

Yum Revenue by Segment

Forward Guidance

Yum! Brands expects to deliver at least 8% Core Operating Profit growth this year.

Revenue & Expenses

Visualization of income flow from segment revenue to net income