For the quarter ended December 2025, Yum Brands (YUM) reported revenue of $2.51 billion, up 6.4% over the same period last year. EPS came in at $1.73, compared to $1.61 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.47 billion, representing a surprise of +1.99%. The company delivered an EPS surprise of -2.62%, with the consensus EPS estimate being $1.78.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Yum performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total restaurants - Taco Bell Division: 9,030 versus 8,984 estimated by six analysts on average.
- Total restaurants - KFC Division: 33,897 versus 33,899 estimated by six analysts on average.
- Total restaurants - Pizza Hut Division: 19,974 versus the six-analyst average estimate of 20,190.
- System same-store sales - Taco Bell Division - YoY change: 7% compared to the 5.8% average estimate based on six analysts.
- Revenues- Company sales: $971 million versus $948.02 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +9.7% change.
- Revenues- Franchise and property revenues: $997 million versus $987.03 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +5.5% change.
- Revenues- Franchise contributions for advertising and other services: $547 million versus $536.69 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +2.8% change.
- Revenues- KFC Division- Franchise contributions for advertising and other services: $201 million compared to the $200.77 million average estimate based on five analysts. The reported number represents a change of +8.1% year over year.
- Revenues- Habit Burger Grill Division: $175 million versus the five-analyst average estimate of $178.77 million. The reported number represents a year-over-year change of -8.9%.
- Revenues- Pizza Hut Division- Franchise contributions for advertising and other services: $105 million versus the five-analyst average estimate of $103.8 million. The reported number represents a year-over-year change of -7.9%.
- Revenues- Taco Bell Division- Franchise contributions for advertising and other services: $240 million versus $232.19 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +3.9% change.
- Revenues- Habit Burger Grill Division- Company sales: $170 million versus $176.31 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -10.1% change.
View all Key Company Metrics for Yum here>>>
Shares of Yum have returned +4.8% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Yum! Brands, Inc. (YUM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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