YUM Earnings Prediction
The chart below shows how YUM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, YUM sees a -1.34% change in stock price 10 days leading up to the earnings, and a +1.20% change 10 days following the report. On the earnings day itself, the stock moves by -0.37%. This data can give you a slight idea of what to expect for the next quarter's release.
YUM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.83B
6.91%
3.57%
Gross Margin
47.43%
-5.80%
-3.77%
Operating Margin
33.79%
-4.14%
-3.76%
Net Margin
20.92%
-14.12%
0.48%
EPS
1.34
-7.59%
4.69%
No Data Available
YUM Earnings Analysis
Yum! Brands, Inc. Corporation (YUM.N) Earnings Conference Call
Positive
Profit Growth Highlights: Profits grew 3% year-over-year, showcasing the strength of Yum! Brands' growth engines, particularly Taco Bell U.S. which outperformed the industry on comparable sales.
Same-Store Sales Increase: Taco Bell U.S. posted an impressive 4% increase in same-store sales, leading the industry in Q3 on value perception among all QSR users.
Unit Growth Achievement: KFC International achieved 9% year-over-year unit growth, reflecting the underlying power of the brand and the confidence of franchise partners in the future of the business.
Strong Expansion Efforts: Yum! Brands opened nearly 150 units year-to-date, demonstrating strong expansion efforts and a commitment to growth.
Digital Sales Surge: Digital sales grew 30% year-over-year at Taco Bell, driven by the implementation of major digital initiatives, enhancing customer engagement and operational efficiency.
Negative
Operating Profit Challenges: Operating profit growth was below expectations due to a challenging U.S. environment, with sales trends not meeting expectations in key markets like China and the Middle East.
G&A Expense Analysis: G&A expenses were reported at $263 million, including $11 million of special expenses related to ongoing resource optimization programs, indicating higher costs than anticipated.
Restaurant Margin Analysis: Restaurant-level margins were at 15.8%, mostly below levels from last year, partially due to KFC UK and Ireland equity restaurants acquired in the second quarter.
Core Operating Profit Challenges: Core operating profit growth was only 3%, reflecting the impact of the Middle East conflict and soft trends in several regions, indicating operational challenges.
Unit Volume Decline: The average unit volume of closing units this year is about 60% of the global average unit volume, suggesting a significant decline in performance for those locations.
YUM FAQs
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YUM Earning Call Sentiment
Yum! Brands, Inc. (YUM) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
YUM.N
2.03%Positive
Basic Financial Performance (3): Modest growth in sales and operating profit, but with challenges in key markets. Product Development and Business Update (4): Strong digital sales growth and AI initiatives, but concerns about franchisee health. Market Strategy (3): Competition and unit closures pose risks. Expenses and Financial Health (3): Mixed results with lower margins. Shareholder Return Plan (4): Positive share repurchase activity. Q&A insights suggest cautious optimism but lack of clarity on certain forecasts. Overall, the sentiment is neutral with potential for improvement, offset by geopolitical risks and economic pressures.