YUM's first-quarter 2025 results are likely to gain from strong same-store sales growth, expansion of units and a stellar performance from KFC.
Beyond analysts' top -and-bottom-line estimates for Yum (YUM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
Yum (YUM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Yum (YUM) could produce exceptional returns because of its solid growth attributes.
YUM's focus on digital transformation, product innovation and aggressive expansion positions it for growth. However, an uncertain macroeconomic environment is a concern.
KFC is moving out of Kentucky. Yum Brands said that it would shift its brands into offices in Texas and California.
KFC is moving its U.S. headquarters from Louisville to Plano, Texas. Parent company Yum Brands is also calling remote workers back to the office.
Taco Bell's strong performance in FY 2024, driven by same-store sales and innovation, contrasts with KFC's struggles in the U.S. but gains internationally. Pizza Hut remains the underdog in the 'Battle of Pizzas,' with weak same-store sales and top-line growth, but easier comparisons ahead. Valuation models suggest Yum! Brands is fairly valued; without significant improvement in KFC's U.S. performance, the stock is unlikely to soar.
Yum! Brands, Inc. is poised for a breakout, with strong near-term trading potential and long-term investment appeal, bolstered by strategic pricing and cost controls. Q4 2024 results showed a double-line beat, with revenues up 8% to $2.4 billion and EPS up 28% to $1.61. Shareholder returns are robust, with $1.2 billion returned via dividends and buybacks in 2024, and a quarterly dividend increase to $0.71.
YUM's Q4 top line reflects solid contributions from the KFC, Pizza Hut and Taco Bell divisions.
Yum! Brands (NYSE:YUM ) Q4 2024 Earnings Call Transcript February 6, 2025 8:15 AM ET Company Participants Matt Morris - Head of Investor Relations David Gibbs - Chief Executive Officer Chris Turner - Chief Financial Officer and Franchising Officer Conference Call Participants Dennis Geiger - UBS Brian Bittner - Oppenheimer David Tarantino - Baird Gregory Francfort - Guggenheim David Palmer - Evercore ISI Brian Harbour - Morgan Stanley John Ivankoe - JP Morgan Operator Welcome, everyone, to the Yum! Brands 2024 Fourth Quarter Earnings Call.
The headline numbers for Yum (YUM) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.