Sep 30, 2021

Yum Q3 2021 Earnings Report

Yum! Brands reported strong Q3 2021 results, driven by record net-new unit growth and sustained digital sales momentum.

Key Takeaways

Yum! Brands reported strong Q3 2021 results with worldwide system sales excluding foreign currency translation growing 8%, driven by 5% same-store sales growth and 4% unit growth. The company achieved a record 760 net-new units and sustained digital system sales of over $5 billion. Third-quarter GAAP EPS was $1.75, an increase of 90% over the prior year quarter. Third-quarter EPS excluding Special Items was $1.22, an increase of 21% over the prior year quarter.

Worldwide system sales excluding foreign currency translation grew 8%, with KFC at 11%, Taco Bell at 8% and Pizza Hut at 4%.

Reported 4% unit growth year-over-year and record third-quarter net-new unit growth of 760.

Foreign currency translation favorably impacted divisional operating profit by $12 million.

Advanced digital capabilities with the acquisition of Dragontail, enhancing store operations and customer experience.

Total Revenue
$1.61B
Previous year: $1.45B
+10.9%
EPS
$1.22
Previous year: $1.01
+20.8%
KFC Same Store Sales Growth
6%
Previous year: -4%
-250.0%
Taco Bell Same Store Sales Growth
5%
Previous year: 3%
+66.7%
Pizza Hut Same Store Sales Growth
4%
Previous year: -3%
-233.3%
Gross Profit
$779M
Previous year: $723M
+7.7%
Cash and Equivalents
$1B
Previous year: $1.11B
-9.8%
Free Cash Flow
$465M
Previous year: $459M
+1.3%
Total Assets
$6.42B
Previous year: $6.06B
+5.9%

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Forward Guidance

This announcement may contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934.

Revenue & Expenses

Visualization of income flow from segment revenue to net income