YUM (Post-Call) Sales Trends Improving in Mid-to-Late April

By Mark Kalinowski Published on April 29, 2020 at 12:00 AM

Yum Brands (YUM; Neutral, $88.27) reported adjusted Q1 EPS of $0.64 — ahead of our $0.50 forecast, and a little short of sell-side consensus (according to Consensus Metrix) of $0.66. Yum notes that its investment in Grubhub (GRUB; Not Rated) cost it -6 cents of EPS in Q1.

SBUX (Post-Call) The Road to Recovery Begins with Resilience

By Mark Kalinowski Published on April 28, 2020 at 12:00 AM

After today’s (Tuesday’s) market close, Starbucks reported fiscal Q2 (calendar Q1) adjusted EPS of $0.32, matching the $0.32 figure that the company pre-announced on April 8th. We were at $0.32 entering today, with sell-side consensus (according to Consensus Metrix) at $0.31.

PZZA (Post-Call) Brand-Fixing Efforts Bearing Fruit, But EPS Guidance Light

By Mark Kalinowski Published on February 26, 2020 at 12:00 AM

Earlier today, Papa John’s (PZZA; Buy, $62.10) reported Q4 2019 adjusted EPS of $0.37. This exceeded our $0.35 forecast and sell-side consensus (according to Consensus Metrix) of $0.33.