Sep 30, 2022

Yum Q3 2022 Earnings Report

Yum! Brands reported strong Q3 2022 results with system sales growth driven by same-store sales and unit development.

Key Takeaways

Yum! Brands reported a strong third quarter with 10% system sales growth excluding Russia, driven by demand for iconic brands, increased digital adoption, and unit development. Worldwide system sales grew 7%, with 5% same-store sales growth and 4% unit growth. Third quarter GAAP EPS was $1.14 and third quarter EPS excluding Special Items was $1.09.

Worldwide system sales grew 7%, excluding foreign currency translation, with KFC at 8%, Taco Bell at 9% and Pizza Hut 4%.

We added 979 gross units during the third quarter resulting in 644 net-new units.

Reported digital sales of approximately $6 billion, with digital mix exceeding 40%.

Foreign currency translation unfavorably impacted divisional operating profit by $39 million.

Total Revenue
$1.64B
Previous year: $1.61B
+2.1%
EPS
$1.09
Previous year: $1.22
-10.7%
KFC Same Store Sales Growth
7%
Previous year: 6%
+16.7%
Taco Bell Same Store Sales Growth
6%
Previous year: 5%
+20.0%
Pizza Hut Same Store Sales Growth
1%
Previous year: 4%
-75.0%
Gross Profit
$814M
Previous year: $779M
+4.5%
Cash and Equivalents
$410M
Previous year: $1B
-59.0%
Free Cash Flow
$392M
Previous year: $465M
-15.7%
Total Assets
$5.78B
Previous year: $6.42B
-10.0%

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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