Rate hikes may reshape dining choices, but they don't mean consumers are exiting. Winners will look to increase consumer traffic without compromising profitability.

Yum! Brands demonstrates accelerating revenue growth, reaching 12.3% in 2026Q2, and maintains robust free cash flow margins averaging ~19% due to its asset-light franchise model. However, the company's aggressive capital return strategy has resulted in a negat...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated to 12.3% in 2026Q2, while operating margins have expanded to 30.2% due to SG&A discipline, with expenses falling to 14.7% of revenue.
Yum! Brands has a strong competitive advantage, as indicated by its wide moat, which supports long-term profitability and market dominance.
Vanguard Group is the top holder with 14% ownership, reflecting confidence from major institutional investors.
YUM's trailing and forward P/E ratios of 29.29 and 24.33 suggest reasonable valuation relative to earnings growth potential.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $1.62+3.2% vs $1.57 | $2.2B-0.5% vs $2.2B |
Q2 2026 Apr 29, 2026 | $1.50+8.7% vs $1.38 | $2.1B+0.7% vs $2.0B |
Q1 2026 Feb 4, 2026 | $1.73-1.7% vs $1.76 | $2.5B+2.6% vs $2.4B |
Q4 2025 Nov 4, 2025 | $1.58+6.0% vs $1.49 | $2.0B-1.1% vs $2.0B |
Rate hikes may reshape dining choices, but they don't mean consumers are exiting. Winners will look to increase consumer traffic without compromising profitability.

Chicago, IL – September 16, 2026 – Zacks Equity Research shares Arista Networks, Inc. ANET as the Bull of the Day and Yum! Brands, Inc. YUM as the Bear of the Day.
As the Federal Reserve prepares to move on rates and oil prices surge past $105, Wednesday's top analyst calls reveal which travel giants, homebuilders, and financial stocks Wall Street is quietly repositioning around before the dust settles.
Markets are taking a beating as crude oil surges past $100 and Treasury yields hit multi-year highs, setting up a make-or-break inflation report that could seal the Fed's next move. Wall Street analysts are already repositioning across semiconductors, biotech, and energy ahead of the fallout.
Benchmark YUM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Yum! Brands, Inc. (YUM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $140.69 | $38.78B | 25.30 | 8.81% | 18.98% | — | 2.02% | |
| $238.32 | $169.33B | 19.94 | 3.72% | 31.72% | — | — | |
| $71.66 | $24.86B | 30.49 | 12.23% | 13.13% | 24.24% | — | |
| $6.73 | $1.28B | 7.92 | -3.1% | 5.72% | 109% | — | |
| $13.46 | $256.73M | -3.20 | -6.75% | 2.84% | — | — | |
| $20.15 | $662.98M | 22.39 | -0.27% | 1.4% | — | — |
Yum! Brands, Inc. (YUM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Yum! Brands, Inc. (YUM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 21, 2026·SEC
Aug 7, 2026·SEC
Jul 30, 2026·SEC
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Yum! Brands, Inc. (YUM) stock FAQ — growth, dividends, profitability & financials explained
Yum! Brands, Inc. (YUM) reported $8.72B in revenue for fiscal year 2025. This represents a 10% decrease from $9.68B in 1997.
Yum! Brands, Inc. (YUM) grew revenue by 8.8% over the past year. This is steady growth.
Yes, Yum! Brands, Inc. (YUM) is profitable, generating $2.22B in net income for fiscal year 2025 (19.0% net margin).
Yes, Yum! Brands, Inc. (YUM) pays a dividend with a yield of 2.02%. This makes it attractive for income-focused investors.
Yum! Brands, Inc. (YUM) generated $1.68B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.