Tuesday May 31, 2022, 07:00:00

YUM: Moving Our Q2E Taco Bell Same-Store Sales Estimate to the Sell-Side High

By Mark Kalinowski

Taco Bell’s Mexican Pizza was on its menu from 1985-2020, and then unceremoniously dumped. It was officially brought back nationwide this past May 19th — 12 days ago — with early access provided to Taco Bell app users starting two days before that. It appears that Mexican Pizza has sold quite briskly over the last 12-14 days, with many Taco Bells already selling out of the menu item. 

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Tuesday May 10, 2022, 07:00:00

YUM: Plans Big Things for Plant-Based “Chicken” in Europe

By Mark Kalinowski

KFC Europe looks like it is in the beginning stages of rolling out multiple plant-based “chicken” menu items to thousands of its restaurants there. The rollout appears to include chicken sandwiches, chicken tenders, chicken buckets, and chicken wraps (Twisters).

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Wednesday May 4, 2022, 09:23:57

YUM (Post-Call): Dodges Some — But Not All — Blaster Shots

By Mark Kalinowski

Earlier today, Yum Brands reported adjusted Q1 EPS of $1.05. This was two cents above our $1.03 forecast, but two cents below sell-side consensus (according to Consensus Metrix) of $1.07.

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