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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Dennis Geiger | UBS | 6 | 0% |
| Dave Palmer | Evercore ISI | 6 | 0% |
| Dave Tarantino | Robert W. Baird | 6 | 0% |
| John Ivankoe | JPMorgan | 5 | 20% |
| Brian Bittner | Oppenheimer | 5 | 20% |
| Christine Cho | Goldman Sachs | 4 | 0% |
| Jeff Bernstein | Barclays | 3 | 0% |
| Andy Charles | TD Cowen | 3 | 0% |
| Danilo Gargiulo | Bernstein | 2 | 50% |
| Greg Francfort | Guggenheim | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Robert W. Baird | 1 | 6 | 0% |
| UBS | 1 | 6 | 0% |
| Evercore ISI | 1 | 6 | 0% |
| JPMorgan | 1 |
| 5 |
| 20% |
| Oppenheimer | 1 | 5 | 20% |
| Goldman Sachs | 1 | 4 | 0% |
| Barclays | 1 | 3 | 0% |
| TD Cowen | 1 | 3 | 0% |
Yum! delivered Q1 system sales growth of 6% as Taco Bell US posted 8% same-store sales growth and core operating profit grew 10% excluding Pizza Hut. Digital mix reached 63% with $11B in quarterly digital sales while the beverage platform expansion created incremental occasions. Taco Bell US restaurant level margin guidance was raised from 24-25% to 24.5-25.5% on strong execution, and AI integration accelerated across restaurant operations while KFC international system sales accelerated.
Geographic Expansion | Cloud & AI | Competitive Dynamics | Demand | Revenue Growth | Guidance Reliability | Margin | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 1 | 4 | 1 | 1 | 2 | 1 | 2 | |
| 2025Q1 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | |
| 2025Q2 | 1 | 3 | 2 | 1 | 1 | 1 | 2 | |
| 2025Q3 | 2 | 1 | 2 | 2 | 1 | 1 | 2 | |
| 2025Q4 | 3 | 2 | 2 | 1 | 2 | 2 | 1 | |
| 2026Q1 | 3 | 1 | 3 | 3 | 1 | 1 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Geographic Expansion | 1 | 2 | 1 | 2 | 3 | 3 |
| Cloud & AI | 4 | 2 | 3 | 2 | 1 | |
| Competitive Dynamics | 1 | 2 | 2 | 1 | 2 | 3 |
| Demand | 1 | 2 | 1 | 2 | 1 | 3 |
| Revenue Growth | 2 | 2 | 1 | 2 | 2 | 1 |
| Guidance Reliability | 1 | 1 | 1 | 1 | 2 | 1 |
| Margin | 2 | 1 | 1 | 3 | ||
| Innovation & R&D | 2 | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
YUM Yum! Brands | 9 | +15.2% | |
| CMG Chipotle Mexican Grill | 5 | +7.4% | |
| DPZ Domino's | 5 | +3.5% | |
| DRI Darden Restaurants | 5 | +5.9% | |
| MCD McDonald's Corporation | 7 | +9.4% | |
| SBUX Starbucks | 9 | +8.8% |