Yum! Brands demonstrated strong growth in digital and system sales, particularly with Taco Bell's standout performance and new digital initiatives. However, there are challenges with KFC's U.S. and European markets, along with Pizza Hut's value messaging and Habit Burger's sales decline. Despite some operational challenges, the positive momentum in digital sales and strategic initiatives suggests a resilient overall position.

Company Guidance -

Q3 2025

During the Yum! Brands 2025 Second Quarter Earnings Call, guidance was provided on several key metrics. System sales grew by 4%, with 386 net new units opened, including 871 gross openings. The digital sales mix reached 57%, an increase of 7 percentage points year-over-year. KFC International's same-store sales increased by 3%, while Taco Bell recorded a 4% growth in same-store sales in the U.S., outpacing the limited-service category by 4 percentage points. Pizza Hut saw a 2% rise in international same-store sales, while Habit Burger experienced a 1% decline in year-over-year system sales trends. Yum!'s core operating profit grew 2% to $646 million, and ex special EPS increased by 7% to $1.44. The company anticipates 8% core operating profit growth for the year, excluding the 53rd week, driven by improved company store profit, refranchising gains, and a $30 million bad debt exposure lap.

Strong System Sales and Digital Growth

Yum! Brands delivered a 4% system sales growth driven by 386 net new units and a 7 percentage point increase in digital sales mix year-over-year, reaching a 57% digital mix.

Taco Bell's Robust Performance

Taco Bell achieved a 4% same-store sales growth, significantly outpacing the limited service category in the U.S. by 4 percentage points, with all income bands showing sales and transaction growth.

New Digital and AI Milestones

KFC's digital sales grew 22%, and Taco Bell U.S. reached 41% of orders from digital channels. Over 200 million AI-generated communications sent, delivering up to 5x incrementality.

Positive International Performance

KFC International grew same-store sales by 3% in key markets like South Africa, Spain, Canada, Japan, and the U.K. Taco Bell saw 5% same-store sales growth in Europe with double-digit increases in Canada and India.

Innovative Beverage Strategy

Taco Bell plans to target the $25 billion U.S. beverage market with Live Mas Cafe offering over 30 signature beverages, aiming for $5 billion in total system sales by 2030.

Progress in Sustainability

Yum! Brands achieved 94% cage-free egg sourcing across 25,000 restaurants and reduced emissions by 25% for company-owned restaurants and corporate offices since 2019.

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
Nov 04, 2025	2025 (Q3)	1.48 / -	1.37	―	―	―
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)	―
Aug 02, 2023	2023 (Q2)	1.24 / 1.41	1.05	34.29% (+0.36)	―

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
Aug 06, 2025	$139.50	$141.34	+1.32%
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%

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.