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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Wednesday May 1, 2024, 09:35:45

YUM (Post-Call): Trimming Estimates as Yum Isn’t Immune from Industry Challenges

By Mark Kalinowski

Earlier today, Yum Brands reported adjusted Q1 EPS of $1.15. This fell short of our $1.25 forecast and sell-side consensus (according to Consensus Metrix) of $1.21.

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Tuesday April 2, 2024, 13:58:17

YUM: Details on Menu Price Increases at 25 Taco Bells in California

By Mark Kalinowski

Over the last 24 hours or so, we have published notes detailing menu-price increases at 25 Chipotle Mexican Grill restaurants in California, as well as 20 Starbucks locations in California. Those notes are available at:

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