Tuesday March 4, 2025, 09:03:34
Ahead of this morning’s Taco Bell-focused Analyst Meeting in Brooklyn (and the Live Más event later today), parent company Yum Brands announces that it anticipates Taco Bell same-store sales will rise by about +8% during Q1. (As a reminder, for Taco Bell, Q1 runs January 1st through March 25th.)
Thursday February 6, 2025, 09:38:28
Earlier today, Yum Brands reported adjusted Q4 EPS of $1.61, coming in in-between our $1.63 forecast and sell-side consensus (according to Consensus Metrix) of $1.60. The Q4 adjusted tax rate was 25.1%. This was less favorable than our 22.0% projection and consensus at 21.8%. By our math, the difference between 25.1% and 22.0% hurt Q4 adjusted EPS by about -7 cents.
Monday November 25, 2024, 07:00:00
We have learned that Taco Bell is testing what looks to be its own version of McCafé (the “concept within a concept” from McDonald’s [MCD; Buy, $290.29]). We could learn more about the “Live Más Café” test platform when Taco Bell/Yum Brands hosts an Analyst Meeting in Los Angeles on Tuesday, January 28th. But here is what we have learned so far…
Tuesday April 8, 2025
Tuesday April 1, 2025
Tuesday April 8, 2025
Tuesday April 1, 2025