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Yum (YUM) Reports Q3 Earnings: What Key Metrics Have to Say

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For the quarter ended September 2026, Yum Brands (YUM - Free Report) reported revenue of $2.05 billion, up 3.8% over the same period last year. EPS came in at $1.56, compared to $1.58 in the year-ago quarter.

The reported revenue represents a surprise of -0.1% over the Zacks Consensus Estimate of $2.06 billion. With the consensus EPS estimate being $1.47, the EPS surprise was +6.12%.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Yum performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Number of restaurants - Franchise & License - KFC Division: 34,906 versus the five-analyst average estimate of 34,791.
  • Total restaurants - KFC Division: 35,421 versus the five-analyst average estimate of 35,310.
  • Number of restaurants - Franchise & License - Taco Bell Division: 8,424 versus the five-analyst average estimate of 8,424.
  • Number of restaurants - Company-owned - Taco Bell Division: 678 versus 685 estimated by five analysts on average.
  • Revenues- Company sales: $784 million versus the seven-analyst average estimate of $809.46 million. The reported number represents a year-over-year change of +12.5%.
  • Revenues- Franchise contributions for advertising and other services: $415 million versus $418.75 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -2.6% change.
  • Revenues- Franchise and property revenues: $854 million versus the seven-analyst average estimate of $874.78 million. The reported number represents a year-over-year change of -0.4%.
  • Revenues- Habit Burger Grill Division: $134 million versus $135.18 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
  • Revenues- KFC Division- Franchise contributions for advertising and other services: $177 million versus the four-analyst average estimate of $178.08 million. The reported number represents a year-over-year change of +9.9%.
  • Revenues- Taco Bell Division: $770 million versus the four-analyst average estimate of $784.04 million. The reported number represents a year-over-year change of +5.5%.
  • Revenues- Taco Bell Division- Franchise and property revenues: $245 million compared to the $249.07 million average estimate based on four analysts. The reported number represents a change of -3.5% year over year.
  • Revenues- KFC Division: $948 million versus $972.59 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.9% change.

View all Key Company Metrics for Yum here>>>

Shares of Yum have returned +12.3% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.

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