Yum! Brands Inc.

Yum! Brands franchises or operates a system of quick service restaurants through its KFC, Pizza Hut and Taco Bell brands. The company's operating segments consist of the KFC Division, the Pizza Hut Division and the Taco Bell Division. KFC restaurants provides fried and non-fried chicken products such as sandwiches, chicken strips, chicken-on-the-bone and other chicken products marketed under a variety of names. Pizza Hut is engaged in the sale of ready-to-eat pizza products. Pizza Hut operates in the delivery, carryout and casual dining segments. Taco Bell is engaged in Mexican-style food products, including various types of tacos, burritos, quesadillas, salads, nachos and other related items.
  • TickerYUM
  • ISINUS9884981013
  • ExchangeNew York Stock Exchange
  • SectorTravel & Leisure
  • CountryUnited States

Analysts

ValuEngine Rating and Forecast Report for YUM

ValuEngine Rating and Forecast Report for YUM

Valens Research

Valens Equity Insights and Inflections - 2019 06 26

SQ is currently trading at historical highs relative to UAFRS-based (Uniform) Earnings, with a 72.3x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to improve from 21% in 2018 to 28% by 2023, accompanied by 30% Uniform Asset growth going forward. However, analysts have relatively muted expectations, projecting Uniform ROA to remain at 21% through 2020, accompanied by 34% Uniform Asset growth. Moreover, management appears to have concerns about their mobile app sales strategy, revenue growth, and the benefits of Square Card and the Cash app, suggesting multi...

ValuEngine Rating and Forecast Report for YUM

ValuEngine Rating and Forecast Report for YUM

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Gold at a critical juncture We remain neutral on U.S. equities as the S&P 500 continues its sideways consolidation pattern between support at 2,720-2,730 and resistance at the all-time highs of 2,954. On the bright side, most technical indicators that were deteriorating throughout the month of May are now stabilizing - however they are not actually improving. Below we go into further detail, and also highlight the potential return of the gold trade. • Gold at a critical juncture. Gold prices have been generally consolidating for six years, and have been consistently unable to break above the...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Yum! Brands Inc.: Update to credit analysis following review for upgrade

Yum! Brands Inc. benefits from its significant scale, geographic reach, brand diversity and franchise based business model which helps to add stability to revenues and earnings.

Yum! Brands Inc. - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Yum! Brands Inc. - September 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Yum! Brands Inc. - June 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Yum! Brands Inc. - March 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research

Valens Equity Insights and Inflections - 2019 06 26

SQ is currently trading at historical highs relative to UAFRS-based (Uniform) Earnings, with a 72.3x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to improve from 21% in 2018 to 28% by 2023, accompanied by 30% Uniform Asset growth going forward. However, analysts have relatively muted expectations, projecting Uniform ROA to remain at 21% through 2020, accompanied by 34% Uniform Asset growth. Moreover, management appears to have concerns about their mobile app sales strategy, revenue growth, and the benefits of Square Card and the Cash app, suggesting multi...

Valens Research

YUM - Embedded Expectations Analysis - 2019 06 18

Yum! Brands, Inc. (YUM:USA) currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 27.8x Uniform P/E. At these levels, markets have bullish expectations for the firm, but management has concerns about the KFC brand, the potential of their Telepizza partnership, and their technology and strategic investments. Specifically, management may be concerned about the strength of KFC's brand, the progress of the KFC delivery roll-out, and the performance of their Grubhub investment and app integration. Moreover, they may be exaggerating the potential of their Telepizz...

R.J. Hottovy

Morningstar | Wide-Moat Yum Brands Offers Investors Dual Global Growth and Capital-Allocation Investment Stories

Although we believe restaurant competition is on the rise worldwide, Yum Brands offers one of the more dynamic global consumer growth stories, even after the separation of Yum China as a trademark franchisee. Our optimism stems from a wide moat reflecting strong brand intangible assets in KFC, Pizza Hut, and Taco Bell, as well as a scalable franchise model. Under CEO Greg Creed's leadership, Yum remains focused on combining unit growth and same-store sales layers to drive systemwide sales, increasing operating leverage, and bolstering returns on capital, which should help it withstand emergent...

R.J. Hottovy

Wide-Moat Yum Brands Offers Investors Dual Global Growth and Capital-Allocation Investment Stories

Wide-moat Yum Brands' 2019 started off where 2018 ended, with momentum across the KFC and Taco Bell brands and Pizza Hut showing signs of progress. We continue to view Yum as one of the best examples of how a multibrand quick-service restaurant company should operate amid rapidly evolving industry conditions. While the market also recognizes this--the stock trades above our $95 fair value estimate, which we plan to ratchet up by a few dollars to account for the more optimistic top-line results--...

R.J. Hottovy

Morningstar | Yum Carries Recent Momentum Into 2019, Reinforces Compelling Long-Term Growth Story

Wide-moat Yum Brands' 2019 started off where 2018 ended, with momentum across the KFC and Taco Bell brands and Pizza Hut showing signs of progress. We continue to view Yum as one of the best examples of how a multibrand quick-service restaurant company should operate amid rapidly evolving industry conditions. While the market also recognizes this--the stock trades above our $95 fair value estimate, which we plan to ratchet up by a few dollars to account for the more optimistic top-line results-- we would encourage investors to keep this name on their radar for any undue pullbacks. We remain co...

ValuEngine Rating and Forecast Report for YUM

ValuEngine Rating and Forecast Report for YUM

ValuEngine Rating and Forecast Report for YUM

ValuEngine Rating and Forecast Report for YUM

ValuEngine Rating and Forecast Report for YUM

ValuEngine Rating and Forecast Report for YUM

ValuEngine Rating and Forecast Report for YUM

ValuEngine Rating and Forecast Report for YUM

ValuEngine Rating and Forecast Report for YUM

ValuEngine Rating and Forecast Report for YUM

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Carrols Restaurant Group, Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments Marketline's Carrols Restaurant Group, Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Carrols Restaurant Group, Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive brea...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Gold at a critical juncture We remain neutral on U.S. equities as the S&P 500 continues its sideways consolidation pattern between support at 2,720-2,730 and resistance at the all-time highs of 2,954. On the bright side, most technical indicators that were deteriorating throughout the month of May are now stabilizing - however they are not actually improving. Below we go into further detail, and also highlight the potential return of the gold trade. • Gold at a critical juncture. Gold prices have been generally consolidating for six years, and have been consistently unable to break above the...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A few Consumer Discretionary names continue to act well. The list is thinning of attractive names though. (ex. FOXF, UEIC, DECK, CHDN, WING, YUM, BOOT, RCI, POOL, DLTR, and AAN) • A number of Health Care Sector names are attractive. (ex. MASI, TFX, CNMD, STE, CRVL, LNTH, HAE, COO, WST, RGEN, ANIK, NEO, and TECH) • Attractive Technology and Services names include: MANH, CDNS, ANSS, AGYS, TTEC, CLGX, MMS, and KBR

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Gold appears to be developing a potential head-and-shoulders bottom. A break above the $128 level would be very bullish. (ex. GLD and GDX) • A number of restaurants are bullishly inflecting, trending up and to the right. (ex. JACK, DIN, SHAK, and YUM) • REIT's continue to be leadership (ex. PSB, HCP, HR, WELL, ARE, ESS, MAA, AMT, CCI, and SBAC)

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A number of restaurants are bullishly inflecting, trending up and to the right (ex. JACK, DIN, SHAK, YUM, WING, and MCD) • Auto Parts Retailers and Auto Dealerships continue to be leadership (ex. AZO, ORLY, KMX, LAD) • A number of Technology Sector names have pulled back to support or are leadership in the Sector (ex. UCTT, BRKS, CY, RMBS, XLNX, SLAB, EGHT, SPSC, TTEC, TSS, and PYPL)

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