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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Dennis Geiger | UBS | 7 (0%) |
| Dave Palmer | Evercore ISI | 7 (0%) |
| John Ivankoe | JPMorgan | 6 (17%) |
| Brian Bittner | Oppenheimer | 6 (17%) |
| David Tarantino | Robert W. Baird | 6 (0%) |
| Andrew Charles | TD Cowen | 4 (25%) |
| Christine Cho | Goldman Sachs | 4 (0%) |
| Jeff Bernstein | Barclays | 3 (0%) |
| Greg Francfort | Guggenheim | 3 (0%) |
| Brian Harbour | Morgan Stanley | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Evercore ISI | 1 | 7 (0%) |
| UBS | 1 | 7 (0%) |
| JPMorgan | 1 | 6 (17%) |
| Oppenheimer | 1 |
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 |
| 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% |
| Robert W. Baird | 1 | 6 (0%) |
| TD Cowen | 1 | 4 (25%) |
| Goldman Sachs | 1 | 4 (0%) |
| Barclays | 1 | 3 (0%) |
| $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% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What YUM and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“In Asia Pacific, we were pleased to be selected by KFC and Pizza Hut.”
Global Payments was selected by Yum! Brands' KFC and Pizza Hut in Asia Pacific, a payments-vertical win.
“coupled with our proprietary QSR Baja Blast platform through our partnership with Pepsi Care.”
Taco Bell's beverage growth (including the proprietary Baja Blast platform) runs through its long-standing beverage partnership with Pepsi, a read-through for PepsiCo's foodservice relationship.
| 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% |