co$NA+NA%
cl$102.32+0.299%
ng$4.33+2.2459%
ba$153.59-0.6469%
hwm$97.66+0.2361%
hxl$60.71-0.8493%
wwd$167.63-0.0834%
rtx$118.56-0.2188%
ge$187.47+0.7037%
txt$88.18-0.8545%
tgi$13.65+0.8869%
trs$25.74+0.1167%
tdg$1410.04+1.4527%
spr$32.88+0.2745%
lmt$572.43+1.2828%
hon$203.1-0.297%
hei$264.71+0.0794%
gd$306.79+0.6744%
cw$325.65+2.4121%
air$69.88+0.4745%
b$39.24-1.1836%
aph$65.55+0.3906%
aal$11-1.0351%
dal$47.06-0.1591%
ual$52.29-0.5705%
save$2.48-2.1739%
luv$28.91-0.1209%
jblu$5.66-0.6151%
alk$39.93+0.9353%
arnc$NA+NA%
ati$64.61-0.1082%
crs$156.16+0.7452%
hayn$58.79+0.0851%
nue$146.12-1.9329%
rs$281.56-1.6006%
stld$118.26-1.5239%
schn$NA+NA%
aa$33.78-3.2646%
x$38.29+0.5515%
ryi$20.03-1.4757%
zeus$38.94-1.5175%
clf$11.6-3.616%
kalu$70.59-0.968%
wor$46.27-0.6015%
vale$10.47-2.7416%
mt$23.94-1.7241%
ggb$3.31-3.2164%
tmst$NA+NA%
fcx$44.64-1.1077%
cstm$16.44-1.9093%
cenx$14.28-3.1208%
io$NA+NA%
hrc$NA+NA%
al$45.44+0.3755%

YUM Don’t Fear the Reaper

By Mark Kalinowski Published on November 5, 2018 at 12:00 AM

Breaking news! In addition to the Reaper Ranch Fries/Reaper Ranch Fries Supreme and Reaper Ranch Quesarito that we have written about previously (initially in our reports dated August 16th and October 21st, respectively), Taco Bell — owned by Yum Brands (YUM; Buy) — is also considering/testing a Reaper Ranch Fries Burrito (see following figure).

YUM (Post-Call) Spooky Good Taco Bell SameStore Sales Growth of +5%

By Mark Kalinowski Published on October 31, 2018 at 12:00 AM

Earlier today, Yum Brands (YUM; Buy) reported adjusted Q3 EPS of $1.04, exceeding our $0.83 forecast and sell-side consensus of $0.83. However, this $1.04 figure includes a $0.22 boost from an update in the fair value of Yum’s investment in GrubHub (GRUB; Not Rated), which led to $94 million of pre-tax investment income. Excluding this $0.22 boost, adjusted Q3 EPS would have been $0.82, one cent below our forecast and consensus. We do note that G&A/Revenues of 14.7% were higher than our 14.4% estimate.

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