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Added to YB: 2026-09-17

Pitch date: 2026-07-21

YUM [bullish]

Yum! Brands, Inc.

Author Info

Sustainable Growth Advisers is a global equities firm focused on companies with predictable, above-average long-term earnings and free cash-flow growth. Sign up for the newsletter.

Company Info

Yum! Brands, Inc., together with its subsidiaries, develops, operates, and franchises traditional and non-traditional quick service restaurants in the United States, China, and internationally.

Market Cap

$39.9B

Pitch Price

N/A

Price Target

N/A

Dividend

2.05%

EV/EBITDA

16.52

P/E

18.43

EV/Sales

6.04

Sector

Hotels, Restaurants and Leisure

Category

special_situation

Show full summary:
SGA U.S. Large Cap Growth Portfolio Holding: Yum! Brands, Inc.

YUM (hold): Yum! Brands announced the sale of Pizza Hut after its strategic review, making franchise support, workforce stability and organizational continuity the key issues to monitor. Management said modestly higher employee turnover remained within expected ranges and outlined broad retention bonuses and targeted awards for critical roles. Middle East reputational risk is currently viewed as manageable, though shifting consumer sentiment and geopolitical developments remain ongoing risks.

Read full article (2 min)