News

How Investors May Respond To Yum! Brands (YUM) KFC Soda Switch

KFC, part of Yum! Brands, plans to end its long running PepsiCo beverage relationship. Mountain Dew Sweet Lightning will leave U.S. restaurants after December 31, 2026, as the chain moves to a Coca-Cola lineup that is expected to be fully available by spring 2027. The shift from PepsiCo to Coca-Cola reshapes a core part of KFC’s customer offering, with implications for fountain mix choices, marketing partnerships, and future menu development across Yum! Brands’ largest chicken concept. We...

Yahoo·13:14YUM▼−0.5%

McDonald’s vs. Yum! Brands: Which Fast Food Dividend Has More Room to Grow?

McDonald's just raised its dividend again and Yum! just struck a billion-dollar deal, but the two franchise giants are heading in very different directions when it comes to payout growth. One has the bigger check, the other has the room to run.

Yahoo·08:15YUM▼−0.5%

Yum! Brands Announces Q3 2026 Earnings and Conference Call Details

LOUISVILLE, Ky., October 20, 2026--Yum! Brands Announces Q3 2026 Earnings And Conference Call Details

Yahoo·18:13YUM▼−0.5%

What You Need to Know Ahead of Yum! Brands' Earnings Release

Investors will turn their attention to Yum! Brands’ upcoming second-quarter earnings report later this month, with analysts expecting the company’s bottom line to fall in the low double digits.

Yahoo·14:22YUM▼−0.5%

Yum! Brands (YUM) Resets KFC U.S. Drinks With A New 2027 Beverage Deal

Yum! Brands (NYSE:YUM) unit KFC U.S. plans to shift its fountain beverage supplier to The Coca-Cola Company starting in 2027. The agreement will introduce Coca-Cola beverages across KFC restaurants in the United States as part of the chain's comeback plan. KFC U.S. is tying the new drink lineup to menu refresh efforts that aim to lift the in-store customer experience. This upcoming KFC U.S. and Coca-Cola beverage switch is one factor to weigh against the rest of our Yum! Brands analysis...

Yahoo·23:24YUM▼−0.5%

Yum! Brands (YUM) Could Be 23% Undervalued Following Its Taco Bell And KFC Refocus

Recent analyst commentary around Yum! Brands (YUM) has zeroed in on a refocus toward Taco Bell and KFC, with Pizza Hut’s planned sale and updated earnings forecasts reshaping how investors think about the stock’s next chapter. The share price has picked up over the past week with a 7 day share price return of 4.52%. However, momentum over recent months has softened, as the 90 day share price return declined 3.56% and the year to date share price return is down 2.53%. At the same time, Yum!...

Yahoo·02:37YUM▼−0.5%

Yum! Brands (YUM) Deepens Supplier Ties Across Its Restaurant Network

Yum! Brands (NYSE:YUM) is updating supplier partnerships to focus on deeper, long term agreements across its global restaurant network. The business is using the combined purchasing scale of KFC, Taco Bell and Pizza Hut to secure more reliable access to key ingredients. Management is tying supplier arrangements more closely to menu development and operational efficiency initiatives at franchise locations. This shift toward deeper supplier relationships only captures one part of Yum! Brands...

Yahoo·19:22YUM▼−0.5%

Yum! Brands (YUM) Stock May Be 19% Undervalued As Earnings Forecasts Slip

Yum! Brands has delivered a solid share price run in recent years, yet the real question for investors is whether the current US$147.06 level is properly supported by the cash the business can generate. With a Discounted Cash Flow (DCF) intrinsic value estimate available, the focus turns to how that price lines up with the stream of cash flows the company may produce over time. Over the past 3 years the stock has returned 30.5%, which puts real weight on whether that gain is backed by the...

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Yum Brands faces weaker Taco Bell sales as Pizza Hut exit cuts earnings outlook

Jefferies has cut its earnings forecasts for Yum! Brands Inc (NYSE:YUM), the owner of Taco Bell and KFC, as weaker Taco Bell sales and the disposal of Pizza Hut weigh on its outlook. The broker reiterated its 'hold' rating and $147 price target, highlighting uncertainty over Taco Bell’s...

Yahoo·14:28YUM▼−0.5%

Why Yum Brands is deepening supplier relationships

The restaurant company has built a network of suppliers that are “ready to flex with us” if disruption strikes, Chief Supply Chain Officer Eric Craft said.

Yahoo·08:00

Bear of the Day: Yum! Brands (YUM)

A stretched consumer backdrop and a food-safety overhang remind us how quickly brand equity can wobble.

Yahoo·03:00YUM▼−0.5%

What Could Yum! Brands (YUM) Gain From KFC Open House In Texas?

Yum! Brands (NYSE:YUM) has backed a new KFC "Open House" restaurant concept in Texas that functions as a live test kitchen. The Open House site pilots table service for dine in guests alongside a dedicated mobile order lane for faster pick ups. KFC is using the location to trial expanded menu options under its broader "Kentucky Fried comeback" effort before any wider U.S. rollout. The KFC Open House experiment in Texas is only one piece of the wider story at Yum! Brands today. Take a look at...

Yahoo·11:07YUM▼−0.5%

Yum! Brands (YUM) Stock Trades At A Discount On Its 23% Five Year Return

Yum! Brands has seen its share price drift lower this year even as the business leans into new concepts at KFC and works through a traffic setback at Taco Bell, which puts the spotlight firmly on what investors are paying for its cash flows. With the stock last closing at US$138.63, the key issue is whether that market price lines up with what a Discounted Cash Flow (DCF) view of the company’s future cash generation suggests. Over the past 5 years the stock has returned 23.3%, which raises...

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Yum! Brands (YUM) vs Restaurant Brands International (QSR): Which is a Better Stock to Buy?

Yum! Brands, Inc. (NYSE:YUM) owns KFC and Taco Bell. Restaurant Brands International Inc. (NYSE:QSR) owns Burger King, Popeyes, and Tim Hortons. Both collect royalties from franchisees rather than running the restaurants themselves. Yum is the larger of the two at roughly $38 billion against about $25 billion, and both trade near eighteen times their past […]

Yahoo·21:26YUM▼−0.5%

Argus Research Downgrades Yum! Brands to Hold from Buy

Fintel·19:04YUM▼−0.5%

Analyst Revamps Yum Stock Target on Major Risk

A once-reliable growth algorithm now faces several key tests

Yahoo·15:09

Q2 Rundown: Yum! Brands (NYSE:YUM) Vs Other Traditional Fast Food Stocks

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Yum! Brands (NYSE:YUM) and the best and worst performers in the traditional fast food industry.

Yahoo·14:40YUM▼−0.5%

This Yum Brands Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday

Wall Street analysts downgraded Rollins, Yum Brands, Alkami Technology, VICI Properties and Safehold, cutting targets for Rollins and Alkami.

Benzinga·06:16

Argus Research Downgrades Yum Brands to Hold

Argus Research analyst John Staszak downgrades Yum Brands (NYSE:YUM) from Buy to Hold.

Benzinga·03:56YUM▼−0.5%

McDonald’s Falls 4% as Investor Day Sets $8.5B Franchisee Support Plan; Wendy’s Dips, Yum! Brands Holds Steady

McDonald's just handed franchisees a massive multi-year commitment, but the market is punishing the stock while rivals barely flinch. Here is why investors are reading the same plan two very different ways.

Yahoo·10:29YUM▼−0.5%

How Chili’s marketing works — and why Mexican QSRs are its next target

CMO George Felix dug into the casual dining chain’s past successes and pathway for future growth at Brinker International’s recent investor day.

Yahoo·14:46

For Yum! Brands, Life After Pizza Hut Starts with an ‘Acceleration of Growth’

The fact Yum! Brands divested Pizza Hut earlier this month, splitting the chain from KFC for the first time in nearly four decades, should signal the company is prepared to make bold moves, CFO Ranjith Roy said. Could that include adding another concept to accompany the chicken giant, Taco Bell, and fast casual Habit Burger […]

Yahoo·14:15YUM▼−0.5%

Yum! Brands (YUM) Faces A 12.2% Taco Bell Traffic Slump

Yum! Brands (NYSE:YUM) is contending with sustained soft traffic at Taco Bell following a recent food safety incident. Customer visits remain significantly reduced almost two months after a Cyclospora outbreak tied to iceberg lettuce served at Taco Bell. The prolonged slump in U.S. store traffic is affecting a brand that had previously been a key contributor within Yum! Brands' portfolio. The Taco Bell traffic hit after the Cyclospora outbreak sits alongside wider patterns in Yum! Brands...

Yahoo·06:08YUM▼−0.5%

Why Has McDonald's Gone Quiet On Its Low-Income Customer?

McDonald's (MCD) stock fell 14.2% over the past 12 months, versus roughly 14.3% for the S&P 500, and now sits near its 52-week low. Over roughly the same stretch, management changed how it explains weak traffic. It used to point at customers outside its control. It now points at its own restaurants, and that makes the stock a different bet.

Yahoo·17:26

Taco Bell’s traffic slump persists as outbreak ends

Nearly two months after iceberg lettuce at the chain was linked to Cyclospora, the QSR giant’s foot traffic remains depressed, according to Placer.ai.

Yahoo·05:15

Chipotle Stock Looks Expensive Until You Price The New Restaurants

Chipotle Mexican Grill (CMG) trades at about 28.4 times its trailing adjusted earnings, the basis that adds stock-based compensation back to normalized net income. That is a steep price for a chain whose existing restaurants are guided to low single-digit sales growth for 2026. On what analysts expect Chipotle to earn by 2027, the same price is about 24.1 times. Those forward multiples sit on analyst-consensus earnings, which are not defined the same way as the trailing adjusted figure, so part

Yahoo·20:01

Seaport Global Initiates Coverage of Yum! Brands at Buy

Fintel·12:07YUM▼−0.5%

Arista Networks highlighted as Zacks Bull and Yum! Brands Bear of the Day

Arista Networks highlighted as Zacks Bull and Yum! Brands Bear of the Day

Yahoo·08:37YUM▼−0.5%

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Airbnb, Booking Holdings, Credicorp, Dutch Bros, Expedia, Hartford Financial Services, Group, Meritage Homes, Patchex, Yum! Brands, and More

Pre-Market Stock Futures: Futures are trading higher as the Federal Reserve’s reckoning day has arrived. Interest rate futures tracked by CME FedWatch show a 92% chance of a 25-basis-point increase in the Fed funds rate today. That will push the funds rate to 3.75% to 4%. In addition, market watchers expect two more rate hikes […]

Yahoo·08:07YUM▼−0.5%

Baird Maintains Outperform on Yum Brands, Lowers Price Target to $165

Baird analyst Chris O'Cull maintains Yum Brands (NYSE:YUM) with a Outperform and lowers the price target from $174 to $165.

Benzinga·05:07YUM▼−0.5%

Bear of the Day: Yum! Brands, Inc. (YUM)

Yum's earnings outlook has trended lower over the last several years as it struggles against headwinds facing the fast food industry.

Yahoo·04:00YUM▼−0.5%

Chipotle and Yum! Look Like Bargains After Food-Safety Selloff

The two chains have been performing strongly, and the scares should have a temporary effect on sales.

Yahoo·15:04YUM▼−0.5%

Wendy's Traffic Falls 12.5%: Can Its 5-Point Reset Revive Demand?

WEN's U.S. traffic falls 12.5% as its five-point reset targets menu value, branding, execution, digital engagement and restaurant economics.

Yahoo·13:31

Yum! Brands Adds Steve B. Bratspies to Board of Directors

Yum! Brands, Inc. today announced the appointment of Stephen (“Steve”) B. Bratspies, former Chief Executive Officer of HanesBrands, Inc., to its Board of Directors, effective August 26, 2026. “Steve is a respected business leader with extensive experience leading global consumer brands and driving operational excellence at scale,” said Brian Cornell, Non-Executive Chairman of the Yum! […]

Yahoo·08:21YUM▼−0.5%

Yum! Brands Appoints Former HanesBrands CEO Steve Bratspies to Board of Directors

LOUISVILLE, Ky., August 21, 2026--Yum! Brands, Inc. (NYSE: YUM) today announced the appointment of Stephen ("Steve") B. Bratspies, former Chief Executive Officer of HanesBrands, Inc., to its Board of Directors, effective August 26, 2026.

Yahoo·08:00YUM▼0.5%

A Yum! Brands Insider Reduced Their Total Equity Stake by a Substantial 28%. Here's a Deeper Look at the Transaction.

The fast food restaurant giant reported a notable insider sale.

Yahoo·17:20YUM▼−0.5%

Domino's Holds 23% Pizza Share: How Much Growth Runway Is Left?

DPZ's 23% pizza share, rising orders, aggregator growth and new stores point to meaningful runway, even as U.S. sales and franchisee pressures linger.

Yahoo·13:28

Yum! Brands (YUM) Could Be 19% Below Fair Value After Audit Committee Change

Yum! Brands (YUM) has drawn fresh attention after the company disclosed that board member Kathleen Oberg joined its Audit Committee in May 2026. This governance update gives investors another angle to review the stock. See our latest analysis for Yum! Brands. Yum! Brands shares trade at US$145.93 after a mixed run, with the 1-year total shareholder return slightly down 0.4% while the 3 and 5 year total shareholder returns of 19.5% and 19.2% suggest steadier long term progress. If this kind of...

Yahoo·11:11YUM▼−0.5%

How Yum! Brands’ AI Automation And Loyalty Push (YUM) Has Changed Its Investment Story

In August 2026, Yum! Brands reported that director Kathleen Oberg had been appointed to the company’s Audit Committee, while management highlighted recent gains from AI-driven automation in delivery and inventory systems across brands such as Pizza Hut. At the same time, Yum! Brands has been intensifying its focus on digital loyalty and personalized app experiences at Taco Bell and KFC, underlining how technology and data are increasingly central to its operating model and customer...

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Palmer Luckey Fires Back at Former Taco Bell CEO Greg Creed Over McDonald’s Drinks Criticism: ‘What a Loser’

Last week, Palmer Luckey slammed former Taco Bell CEO Greg Creed over his criticism of McDonald’s beverage strategy.

Benzinga·01:05

Argus Research Maintains Buy on Yum Brands, Lowers Price Target to $180

Argus Research analyst John Staszak maintains Yum Brands (NYSE:YUM) with a Buy and lowers the price target from $185 to $180.

Benzinga·07:11YUM▼−0.5%

Stock Market Today, Aug. 12: Wendy's Surges 15% on Take-Private Bid Report

Nelson Peltz's Trian Fund Management is preparing a takeover offer, sending shares up 14.70% on deal optionality, today, Aug. 12, 2026.

Yahoo·17:12

'Nobody wants it': Lettuce prices see record-setting plunge as cyclospora spooks consumers

Lettuce prices posted their sharpest month-over-month decline on record as diners reconsider the vegetable amid the cyclospora outbreak.

CNBC·09:57

Cava Stock Leaps As Growth Returns; Chili's Parent Brinker Misses But Outlook Crispy

Chili's parent Brinker International undershot fiscal Q4 earnings forecasts early Wednesday, but EAT stock rose on the strength of its 2027 outlook. Cava Group shares surged after the Mediterranean fast-casual chain topped Q2 forecasts and said trends have firmed up after a slow start to the quarter amid public concerns related to the Cyclospora outbreak involving Yum! Brands' Taco Bell.

Yahoo·08:51YUM▼−0.5%

Sweetgreen and Yum Brands: Two Restaurant Stocks Still Reeling From the 2026 Cyclospora Outbreak

The US restaurant industry is dealing with the aftermath of the largest cyclosporiasis outbreak on record, caused mostly by shredded iceberg lettuce provided by Taylor Farms de Mexico. Since Taylor Farms is privately held, the market’s punishment has fallen almost exclusively on its restaurant customers, and, in a pattern similar to previous food-safety concerns, on […]

Yahoo·23:51

What Does Yum! Brands (YUM) Finalizing Its Pizza Hut Exit Change?

Yum! Brands (NYSE:YUM) has completed its review of the Pizza Hut business and agreed to sell it to two separate buyers. The transactions follow a wider assessment of Yum! Brands' portfolio and will shift the company's operational focus away from direct ownership of Pizza Hut. The sale is expected to reshape relationships with franchise partners and could influence competitive positioning in the quick service pizza segment. To find more ideas in a similar corner of the market, explore...

Yahoo·17:09YUM▼−0.5%

Flo Rida Is the Newest Investor in Beyond Juicery, Plus More M&A News

Rapper Flo Rida invested in Beyond Juicery + Eatery.

Yahoo·11:00

McDonald's Pushes 50,000-Store Goal to 2028: Is It Slowing Growth?

MCD is pushing its 50,000-store goal to 2028 as U.S. traffic softens, but disciplined expansion and 2,600 planned 2026 openings support growth.

Yahoo·10:41

Yum! Brands Stock: Is Wall Street Bullish or Bearish?

Yum! Brands has underperformed the broader market over the past year, and analysts remain somewhat bullish about the stock’s prospects.

Yahoo·08:20YUM▼−0.5%