News Brief: Yum Brands Q3 Performance
Summary
Yum Brands reported strong third-quarter earnings and revenue growth, driven by Taco Bell and KFC. The company also announced a strategic review for its struggling Pizza Hut division.
Key Points
- Financial Performance: Adjusted EPS was $1.58 vs. $1.49 expected. Revenue was $1.98B vs. $1.97B expected. Net sales rose 8%.
- Taco Bell: Same-store sales surged 7%, significantly exceeding estimates, fueled by strong value perception and menu innovation.
- KFC: Same-store sales grew 3%, beating estimates, with a 6% system sales increase in its key China market and a 2% rise in the U.S.
- Pizza Hut: Same-store sales fell 1%, underperforming. A strategic review, potentially including a sale, was announced to unlock its potential.
- Digital & Expansion: Digital sales accounted for ~60% of total orders. Yum is acquiring 128 Taco Bell locations in the Southeast U.S.
新闻简报：百胜集团第三季度业绩
总结
百胜集团报告了强劲的第三季度盈利和收入增长，主要得益于塔可贝尔和肯德基的业绩。公司同时宣布对其陷入困境的必胜客部门进行战略评估。
关键点
- 财务表现：调整后每股收益为1.58美元，预期为1.49美元。收入为19.8亿美元，预期为19.7亿美元。净销售额增长了8%。
- 塔可贝尔：同店销售额激增7%，远超预期，这得益于其强大的价值认知度和菜单创新。
- 肯德基：同店销售额增长3%，超出预期，其关键市场中国区的系统销售额增长了6%，美国区增长了2%。
- 必胜客：同店销售额下降1%，表现不佳。公司宣布进行战略评估，可能包括出售业务，以释放其潜力。
- 数字化与扩张：数字销售约占订单总量的60%。百胜正在收购美国东南部的128家塔可贝尔门店。
Original Article Link: https://www.cnbc.com/2025/11/04/yum-brands-yum-q3-2025-earnings.html