8-K ·Filed Apr 29, 2026
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish
Stock likely to open higher on strong EPS beat and Taco Bell momentum. Monitor Pizza Hut strategic review updates and any guidance on the conference call for further direction.
Final — all horizons settled through T+60d
YUM ▼ -7.57% at T+60d
LONG call ✗ call lost -7.57% · α vs SPY -11.31% · entry $159.44 → $147.37
T+1d
+0.13%
call +0.13% · α -0.90%
$159.64
settled 5mo ago
T+5d
-2.26%
call -2.26% · α -5.37%
$155.84
settled 5mo ago
T+20d
-5.93%
call -5.93% · α -11.98%
$149.98
settled 4mo ago
T+60d
-7.57%
call -7.57% · α -11.31%
$147.37
settled 2mo ago
Price Chart
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Executive Summary
Yum! Brands reported Q1 2026 EPS of $1.50 (ex-special items), beating consensus of $1.39 by 8%, with total revenue of $2.059B (+15% YoY) slightly above estimates. Taco Bell same-store sales grew 8% and KFC unit growth hit 7%, while Pizza Hut operating profit declined 14%.
Key Financial Metrics
EPS
$1.50
est $1.39 · +7.9%
Revenue
$2.1B
est $2.0B · +0.9% · +15.2% YoY
Rating
beat
Key Facts
- GAAP EPS $1.55; ex-special items EPS $1.50, +15% YoY
- Total revenue $2,059M, +15% YoY ($2,059M vs $1,787M)
- Worldwide system sales excl. FX +6%; same-store sales +3%
- Taco Bell same-store sales +8% (U.S. +8%, Intl +5%)
- KFC unit growth +7% (648 gross new restaurants)
- Digital system sales mix record 63%
- Pizza Hut operating profit -14% (U.S. system sales -6%)
- Special Items: $37M Pizza Hut strategic review costs, $44M litigation settlement income
Financial Impact
EPS beat of $0.11 (8%) on adjusted numbers; revenue beat of ~$19M (0.9%)
epsrevenueoperating profitsame-store sales
Risk Factors
- Pizza Hut continues to underperform, especially in the U.S.
- Foreign exchange headwinds (favorable $25M in Q1, but could reverse)
- Consumer discretionary spending sensitivity in a potentially slowing economy
Market Snapshot
Exchange
NYSE
Sector
Retail-Eating Places
Analyst Consensus
49% bullish (35 analysts)
Investment Themes
Consumer & Retail
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001041061-26-000108 |
| Document: yum-20260429.htm | 0001041061-26-000108 |
| Document: 0001041061-26-000108-index-headers.html | 0001041061-26-000108 |
| Document: 0001041061-26-000108-index.html | 0001041061-26-000108 |
| Document: 0001041061-26-000108.txt | 0001041061-26-000108 |
| 8-K Data (Synthetic) | 0001041061-26-000108 |
20 reports for YUM
20% Hit rate best @ T+20▲ +0.32%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 21, 2026 6w ago | 8-K | $152.99 $139.33 | ▼ −8.93% | ▼ −8.40% | $136.56 (−10.74%) |
Aug 7, 2026 8w ago | 8-K | $150.76 $150.71 | ▼ −0.03% | ▲ +0.36% | $136.56 (−9.42%) |
Aug 7, 2026 8w ago | Press Release | $150.76 $150.71 | ▼ −0.03% | ▲ +0.36% | $136.56 (−9.42%) |
Aug 4, 2026 8w ago | Insider Cluster | $147.61 $152.03 | ▲ +3.00% | ▲ +4.24% | $136.56 (−7.48%) |
Jul 30, 2026 9w ago | 8-K | $157.00 $150.69 | ▼ −4.02% | ▼ −7.99% | $136.56 (−13.02%) |
Jul 1, 2026 13w ago | Insider Cluster | $161.59 $151.92 | ▼ −5.98% | ▼ −3.80% | $136.56 (−15.49%) |
Jul 1, 2026 13w ago | Insider Cluster | $161.59 $151.92 | ▼ −5.98% | ▼ −3.80% | $136.56 (−15.49%) |
Jun 16, 2026 15w ago | 8-K | $154.07 $152.10 | ▼ −1.28% | ▼ −2.60% | $136.56 (−11.36%) |
Jun 16, 2026 15w ago | 8-K | $157.67 $158.18 | ▲ +0.32% | ▲ +0.12% | $136.56 (−13.39%) |
Jun 2, 2026 17w ago | 8-K | $147.82 $161.59 | ▲ +9.32% | ▲ +10.44% | $136.56 (−7.62%) |
Showing 10 of 20
US Market Status
Market Open — Closes in 51m
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