Dec 31, 2020

Yum Q4 2020 Earnings Report

Yum! Brands reported mixed Q4 2020 results, with same-store sales declining and digital sales reaching a record high.

Key Takeaways

Yum! Brands reported a decline in GAAP EPS but an increase in EPS excluding special items for Q4 2020. System sales declined, but digital sales saw significant growth. The company is focused on leveraging its scale and investing in digital and technology.

Worldwide system sales declined 2%, with KFC at (1)%, Taco Bell at (3)%, and Pizza Hut at (6)%.

The company added 227 net new units during the quarter.

Yum! repurchased 2.4 million shares totaling $250 million at an average price per share of $103.

Digital sales hit a record of $17 billion, about a 45% increase over the prior year.

Total Revenue
$1.74B
Previous year: $1.69B
+2.9%
EPS
$1.15
Previous year: $1
+15.0%
KFC Same Store Sales Growth
-2%
Previous year: 3%
-166.7%
Taco Bell Same Store Sales Growth
1%
Previous year: 4%
-75.0%
Pizza Hut Same Store Sales Growth
-1%
0
Gross Profit
$818M
Previous year: $826M
-1.0%
Cash and Equivalents
$730M
Previous year: $605M
+20.7%
Free Cash Flow
$391M
Previous year: $345M
+13.3%
Total Assets
$5.85B
Previous year: $5.23B
+11.9%

Yum

Yum

Yum Revenue by Segment

Forward Guidance

Yum! enters 2021 a stronger company primed to profitably grow system sales this year and beyond.

Revenue & Expenses

Visualization of income flow from segment revenue to net income