- Worldwide comparable sales rose by 2%, slightly below the estimate of 2.29%.
- Pizza Hut’s comparable sales decreased by 1%, better than the expected drop of 1.52%.
- KFC saw a 2% increase in comparable sales, just under the 2.24% estimate.
- Taco Bell’s comparable sales increased by 4%, but were below the expected 5.17%.
- Adjusted earnings per share (EPS) was $1.44, up from $1.35 the previous year, narrowly missing the $1.46 estimate.
- Reported EPS was $1.33, an increase from $1.28 year-over-year.
- Revenue matched estimates at $1.93 billion, marking a 9.6% year-over-year increase.
- Overall restaurant margin was 16.3%, below the 17.6% estimate.
- Pizza Hut’s restaurant margin fell to -6.6%, a significant drop from -2.2% the previous year and below the estimate of -2.23%.
- KFC’s restaurant margin improved to 12.1% from 11.9%, surpassing the estimate of 11.7%.
- Taco Bell’s restaurant margin declined to 24.3%, underperforming the 25.5% estimate.
- Habit Burger maintained a restaurant margin of 10.7%, which was lower than the estimated 11.4%.
- Operating profit increased by 2.5% year-over-year to $622 million, below the estimated $657.3 million.
- KFC’s operating margin decreased to 43%, falling short of the estimated 44.4% and last year’s 46.6%.
- Pizza Hut’s operating margin dropped to 33.5% from 39.3% the previous year, missing the 37% estimate.
- Taco Bell’s operating margin was 36.8%, slightly down from last year’s 37.5% and below the 37.4% estimate.
- KFC’s system sales grew by 6% year-over-year to $8.72 billion, but did not meet the $8.86 billion estimate.
- Pizza Hut’s system sales decreased by 0.8% to $3.12 billion, slightly above the $3.09 billion estimate.
- Taco Bell’s system sales increased by 6.4% to $4.28 billion, falling short of the $4.31 billion estimate.
Yum! Brands Inc on Smartkarma
Analyst Coverage of Yum! Brands Inc on Smartkarma
Analysts on Smartkarma, such as Baptista Research, are closely monitoring Yum! Brands Inc, the company behind popular fast-food chains like Taco Bell, KFC, Pizza Hut, and Habit Burger & Grill. In a report titled “Yum! Brands: 5 Probable Blockades That Can Hinder Its Performance in 2025!“, Baptista Research highlighted the company’s strong first-quarter results for 2025. The core operating profit increased by 8%, mainly driven by the performance of Taco Bell in the U.S. and KFC International.
Furthermore, in another report titled “Yum! Brands: The Digital Surge Is Real—But Will It Be Enough to Fend Off Competition?“, Baptista Research discussed Yum! Brands’ recent earnings presentation, revealing a mix of results for the latest financial year. The company, known for brands like KFC, Taco Bell, and Pizza Hut, showcased robust digital growth, strategic expansions, and effective cost management strategies, although performance varied across different market segments. The analysis provides valuable insights for investors following Yum! Brands Inc on the Smartkarma platform.
A look at Yum! Brands Inc Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 0 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 5 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysing Yum! Brands Inc utilizing the Smartkarma Smart Scores reveals an optimistic long-term outlook for the company. With a strong Resilience score of 5, Yum! Brands shows durability and stability in uncertain market conditions, indicating a robust ability to weather challenges. Additionally, both the Dividend and Growth scores are at 3, suggesting a moderate but steady performance in terms of dividend yield and potential for growth. Furthermore, the Momentum score of 3 highlights a positive trend in the company’s stock movement.
Yum! Brands, Inc, a global owner and franchiser of quick-service restaurants, maintains a solid position in the market based on the Smartkarma Smart Scores. While the company may not score highly in terms of value, its resilience, dividend, growth, and momentum ratings point towards a promising future. Yum! Brands continues to expand its worldwide system of restaurants, showcasing a diverse menu of food items, positioning itself for sustained success in the competitive food industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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