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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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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