Tuesday June 25, 2024, 07:00:00

YUM: Adjusting Our Estimates (6/25/2024)

By Mark Kalinowski

The quick-service part of the domestic restaurant industry is more challenged on the sales front so far during 2024 than it was over the 2021-23 time period. Part of this relates to some consumers getting fed up with higher prices. Although the worst inflation in 40+ years affected virtually every industry, disproportionate media attention has been paid as of late to fast-food prices. Couple this with a more conservative approach to restaurant spending by lower-income households, and it’s not a surprise that some large quick-service burger concepts have rolled out – or will roll out soon – some meal deals that emphasize value.

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Tuesday June 11, 2024, 07:00:00

YUM: Updated Details on Menu Price Increases at 25 Taco Bells in California (2/14/24-6/3/24)

By Mark Kalinowski

Back on April 2nd, we published a Taco Bell-focused report looking at changes in menu prices for two different combos sold at 25 of its restaurants in California over the 2/14/24-4/1/24 time frame:

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Tuesday May 21, 2024, 07:00:00

YUM: The Fast-Growing Concept Yum Brands Should Consider Acquiring

By Mark Kalinowski

Yum Brands remains one of the foremost – arguably, the foremost – aggregator of multiple restaurant concepts in the world. Its KFC, Taco Bell, and Pizza Hut brands are legendary. Yum Brands also acquired the fast-casual Habit Burger concept back in early 2020. We believe that Yum will make additional concept acquisitions in the future. Toward that end, it seems that there is one concept in particular that it makes a lot of sense for Yum to seriously think about acquiring.

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