The earnings call highlighted a strong performance driven by Taco Bell and KFC International, with significant strides in digital sales and new concepts. However, Pizza Hut U.S. faced challenges, and planned closures affected overall development metrics. Despite these issues, the overall sentiment is positive due to robust growth and strategic initiatives.

Company Guidance -

Q2 2025

During the 2025 First Quarter Earnings Call, the company highlighted a robust performance with core operating profit up by 8%, driven by strong results from Taco Bell U.S., which saw a 9% increase in same-store sales and a 16% rise in operating profit. KFC International also contributed significantly, with 554 new openings across over 50 countries and a 5% system sales growth. The company emphasized its AI-powered digital platform, Byte by Yum!, which has enhanced Taco Bell's digital momentum, leading to a 42% digital sales mix and a 37% year-over-year growth in sales. The strategic partnership with NVIDIA was announced, focusing on AI technology advancements. Overall, the company is on track for 8% core operating profit growth for the year, despite geopolitical and economic challenges, with a strong development pipeline and confidence in its strategic initiatives.

Strong Q1 Performance

Core operating profit increased by 8%, driven by Taco Bell U.S. and KFC International. System sales grew 5% with 3% growth in both same-store sales and unit growth.

Taco Bell U.S. Achievements

Taco Bell U.S. delivered a 9% increase in same-store sales and a 16% increase in operating profit. Digital sales grew 37% year-over-year, with digital mix reaching 42%.

KFC International Success

KFC International saw low single-digit traffic growth, including its ninth consecutive quarter of traffic growth in China. The brand opened 554 new stores across 50 countries.

Innovative Concepts and Partnerships

Introduction of new concepts like Live Mas Cafe and Quench by KFC. A new partnership with NVIDIA to enhance AI technologies across the system.

Franchise and Development Growth

751 new stores opened in Q1. KFC achieved the second highest first quarter for openings in its history. Strong franchisee sentiment at Global Franchise Convention.

Yum! Brands (YUM) Earnings, Revenues Date & History

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YUM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2025	2025 (Q2)	1.46 / -	1.35	―	―	―
Apr 30, 2025	2025 (Q1)	1.29 / 1.30	1.15	13.04% (+0.15)	―
Feb 06, 2025	2024 (Q4)	1.60 / 1.52	1.26	20.63% (+0.26)	―
Nov 05, 2024	2024 (Q3)	1.41 / 1.37	1.44	-4.86% (-0.07)	―
Aug 06, 2024	2024 (Q2)	1.33 / 1.35	1.41	-4.26% (-0.06)	―
May 01, 2024	2024 (Q1)	1.20 / 1.15	1.06	8.49% (+0.09)	―
Feb 07, 2024	2023 (Q4)	1.40 / 1.26	1.31	-3.82% (-0.05)	―
Nov 01, 2023	2023 (Q3)	1.27 / 1.44	1.09	32.11% (+0.35)	―
Aug 02, 2023	2023 (Q2)	1.24 / 1.41	1.05	34.29% (+0.36)	―
May 03, 2023	2023 (Q1)	1.13 / 1.06	1.05	0.95% (+0.01)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

YUM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 30, 2025	$146.97	$149.70	+1.86%
Feb 06, 2025	$130.00	$142.63	+9.72%
Nov 05, 2024	$130.86	$132.79	+1.47%
Aug 06, 2024	$130.76	$134.22	+2.65%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.