Yum! Brands (YUM)
Consumer Discretionary · Quick-Service Restaurant Franchising
Global quick-service restaurant franchisor operating iconic brands across chicken, Mexican, pizza and fast-casual burger categories with 63,000+ franchised units in 155 countries.
What Yum! Brands does
Yum! Brands is a restaurant company that owns and operates (primarily through franchisees) four major restaurant concepts: KFC (chicken), Taco Bell (Mexican-inspired), Pizza Hut (pizza), and Habit Burger & Grill (fast-casual burgers). With over 63,000 restaurants across 155 countries and territories, 97% are operated by franchisees. The company generates revenue primarily through franchise royalties, franchise fees, company-owned restaurant sales, advertising contributions, and property leases, while franchisees handle day-to-day restaurant operations. In 2025, YUM began a strategic review of Pizza Hut to determine optimal value creation approaches.
Themes: ["QSR franchising model","Global scale restaurant operations","Digital restaurant platform (Byte by Yum!)","Brand portfolio diversification","International expansion","Franchisee unit economics"]
Fundamentals
- Price$165.25 as of 2026-07-08 close
- Market cap$45.6B as of 2026-07-09
- 1-year return+9.8% as of 2026-07-08 close
- P/E26.25 as of 2026-07-09
- Net margin+20.5% as of 2026-07-09
- Gross margin+45.7% as of 2026-07-09
- ROE+117.6% as of 2026-07-09
- Debt / equity30.97 as of 2026-07-09
- Revenue growth (YoY)+9.7% as of 2026-07-09
- Revenue CAGR (3y)+6.3% SEC XBRL
- Beta0.55 as of 2026-07-09
Dividend: yield +1.9%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Franchisee performance and health directly impacts franchise royalties and brand reputation; economic pressures on franchisees could reduce unit openings and profitability","Strategic review of Pizza Hut brand may result in divestiture or restructuring with uncertain outcomes and potential impact on revenue and shareholder value","High debt levels ($10.2B long-term debt as of Q1 2026) coupled with discretionary consumer spending exposure creates financial vulnerability during economic downturns"]
Competitors & peers
- Restaurant Brands International (QSR)
- McDonald's (MCD)
- Chipotle Mexican Grill (CMG)
- Domino's Pizza (DPZ)
- Dine Global Holdings (parent of Applebee's, IHOP)
Fundamentals: Finnhub, as of 2026-07-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.