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Jun 30, 2025
Yum Q2 2025 Earnings Report
Yum! Brands reports strong second-quarter results driven by digital sales and unit growth.
Key Takeaways
Yum! Brands reported a robust second quarter for 2025, with GAAP EPS of $1.33 and non-GAAP EPS of $1.44, a 7% increase year-over-year. The company saw worldwide system sales growth of 4%, excluding foreign currency translation, led by strong performances from Taco Bell and KFC. Digital system sales exceeded $9 billion, representing a record 57% digital sales mix.
Worldwide system sales grew 4% excluding foreign currency translation, driven by Taco Bell at 6% and KFC at 5%.
Unit count increased 3% with 871 gross new units opened in the quarter.
Digital system sales surpassed $9 billion, achieving a record digital mix of approximately 57%.
Non-GAAP EPS increased by 7% year-over-year to $1.44.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Yum! Brands targets long-term financial performance metrics including 5% unit growth, 7% system sales growth (excluding F/X and 53rd week), and at least 8% Core Operating Profit Growth (excluding F/X and 53rd week).
Positive Outlook
- Targeting 5% unit growth over an extended period.
- Aiming for 7% system sales growth, excluding foreign currency translation and 53rd week impact.
- Projecting at least 8% Core Operating Profit Growth, excluding foreign currency translation and 53rd week impact.
- Chris Turner's succession as CEO is expected to propel Yum! forward with his deep understanding of the business and bold vision.
- Taco Bell's plan to scale its innovative Live Más Café to 30 locations by the end of 2025 supports long-term beverage sales goals.
Challenges Ahead
- Unable to forecast Special Items or impacts from changes in F/X rates for Operating Profit Growth on a GAAP basis.
- Pizza Hut Division operating profit negatively impacted by timing of technology spending and expenses related to franchise transitions and Global Franchise Convention.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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