Dec 31, 2024

Yum Q4 2024 Earnings Report

Yum! Brands reported fourth-quarter and full-year results, with Taco Bell U.S. delivering notable same-store sales growth and KFC International achieving significant unit expansion.

Key Takeaways

Yum! Brands reported an 8% worldwide system sales growth, excluding foreign currency translation, driven by KFC, Taco Bell, and Pizza Hut. The company opened 1,804 gross units, leading to 5% year-over-year unit growth. Digital system sales exceeded $9 billion, with a digital mix surpassing 50%. GAAP EPS was $1.49, while EPS excluding Special Items was $1.61.

Taco Bell U.S. same-store sales grew by 5%, outpacing the industry.

KFC International delivered its second consecutive year with over 2,000 net new units.

Digital sales increased by approximately 15%, with the digital mix surpassing 50%.

Byte by Yum!, a proprietary Software as a Service digital ecosystem, was announced.

Total Revenue
$2.36B
Previous year: $2.04B
+16.0%
EPS
$1.61
Previous year: $1.26
+27.8%
Taco Bell Same Store Sales Growth
5%
Previous year: 3%
+66.7%
KFC Unit Count
31.98K
Previous year: 29.9K
+7.0%
Taco Bell Unit Count
8.76K
Previous year: 8.56K
+2.3%
Gross Profit
$1.05B
Previous year: $973M
+7.8%
Cash and Equivalents
$616M
Previous year: $512M
+20.3%
Free Cash Flow
$407M
Previous year: $342M
+19.0%
Total Assets
$6.73B
Previous year: $6.23B
+8.0%

Yum

Yum

Yum Revenue by Segment

Forward Guidance

Yum! Brands expects 2025 to be another on-algorithm year for Core Operating Profit growth.

Revenue & Expenses

Visualization of income flow from segment revenue to net income