Yum! Brands exhibited strong growth in KFC and Taco Bell segments, with record unit growth and digital sales. However, challenges remain with Pizza Hut's performance and strategic direction, as well as impacts from beef inflation.

Company Guidance

During the Yum! Brands 2025 Third Quarter Earnings Call, the company provided guidance emphasizing strong performance across its major brands and strategic initiatives for future growth. Yum! Brands reported a 5% increase in system sales and a 7% growth in core operating profit for the quarter. Taco Bell led with a 7% same-store sales growth, while KFC achieved a 14% growth in core operating profit, driven by 6% unit growth and 3% same-store sales growth. The company also highlighted its strategic focus on enhancing franchisee store-level economics, leveraging global scale and technology, and exploring strategic options for the Pizza Hut brand to maximize value. Yum! plans to complete the acquisition of 128 Taco Bell restaurants in the Southeast U.S., aiming to improve profitability and expand development in the region. Looking ahead, Yum! expects KFC to achieve record gross unit openings for the year and anticipates sustained growth driven by ongoing digital transformation and disciplined G&A management.

Record Unit Growth for KFC

KFC on track to add nearly 3,000 new restaurants on a gross basis globally, setting a new record for annual gross development.

Taco Bell's Strong Performance

Taco Bell delivered industry-leading 7% same-store sales growth, reflecting innovation and digital engagement.

Significant Digital Sales Milestone

Yum! Brands reached $10 billion in digital sales, with a digital mix of approximately 60%.

Core Operating Profit Growth

Yum! delivered a strong quarter with system sales up 5% and core operating profit up 7%.

Taco Bell's Strategic Acquisition

Planned acquisition of 128 Taco Bell restaurants in the Southeast U.S., expected to contribute approximately $70 million in incremental EBITDA in 2026.

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
Feb 04, 2026	2025 (Q4)	1.77 / -	1.52	―	―	―
Sep 30, 2025	2025 (Q3)	1.49 / 1.58	1.37	15.33% (+0.21)	―	―
Aug 06, 2025	2025 (Q2)	1.46 / 1.44	1.35	6.67% (+0.09)	―
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)	―

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
Sep 30, 2025	$153.94	$152.00	-1.26%
Aug 06, 2025	$138.83	$140.66	+1.32%
Apr 30, 2025	$146.26	$148.98	+1.86%
Feb 06, 2025	$129.37	$141.94	+9.72%

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.