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Sep 30, 2025
Yum Q3 2025 Earnings Report
Yum! Brands posted solid performance in Q3 2025 with strong growth at Taco Bell and KFC, while Pizza Hut faced challenges.
Key Takeaways
Yum! Brands delivered robust earnings in Q3 2025 driven by growth at Taco Bell and KFC, record digital sales, and expanding unit count globally, despite Pizza Hut showing flat to negative performance.
Revenue by Segment
Forward Guidance
Yum! Brands reiterated confidence in long-term growth with focus on digital expansion, new unit development, and franchisee economics.
Positive Outlook
- Initiated strategic review to optimize Pizza Hut's performance
- Achieved record $10B in digital system sales
- KFC and Taco Bell showed strong unit and same-store sales growth
- Planned acquisition of 128 Taco Bell restaurants to boost profitability
- Leadership changes aimed at accelerating innovation and growth
Challenges Ahead
- Pizza Hut US continues to underperform with -6% same-store sales
- Operating margin contraction in Pizza Hut and Taco Bell
- Flat unit count at Pizza Hut indicates stagnation
- US KFC system sales remained flat
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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