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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Yum! Brands (YUM) is 9/10.
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.
Scored from Yum! Brands’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.36B | +16.0% | $1.49 | -8.0% | 27.8% | 17.9% | $407M |
| FY2025 Q1 | $1.79B | +11.8% | $0.90 | -18.2% | 30.7% | 14.2% | $333M |
| FY2025 Q2 | $1.93B | +9.6% | $1.33 | +3.9% | 32.2% | 19.4% | $377M |
| FY2025 Q3 | $1.98B | +8.4% | $1.41 | +4.4% | 33.6% | 20.1% | $449M |
| FY2025 Q4 | $2.51B | +6.4% | $1.92 | +28.9% | 29.4% | 21.3% | $482M |
| FY2026 Q1 | $2.06B | +15.2% | $1.55 | +72.2% | 31.3% | 21.0% | $341M |
| FY2026 Q2 | $2.17B | +12.3% | $3.08 | +131.6% | 30.2% | 39.3% | — |
On August 7, 2026, Yum! Brands completed the previously announced sale to Yum China of the rights to the Pizza Hut business in the PRC in exchange for $1.2 billion in cash. Subsidiary YRI China Franchising entered into an Amended and Restated Master License Agreement removing all references to Pizza Hut and to any future Pizza Hut royalties in the PRC, adding KFC system-sales growth incentives over 12 years and terms for long-term Taco Bell growth plans. Yum China guaranteed the licensee's obligations.
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