Yum! Brands reported first-quarter 2025 net income of $253 million, or $0.90 per share, on April 30, 2025, down from $314 million, or $1.10 per share, a year earlier. Adjusted EPS of $1.30 beat analyst estimates, but net sales of $1.79 billion, despite a 12% increase, missed expectations.
Worldwide same-store sales rose 3%, driven by strong performance from Taco Bell U.S., which reported an impressive 9% same-store sales growth, exceeding estimates. However, KFC U.S. same-store sales declined 1%, and Pizza Hut U.S. same-store sales fell 5%.
Digital orders accounted for 55% of total sales, indicating continued digital transformation momentum. The company reiterated its full-year target of 8% core operating profit growth, despite expecting lower profit growth in the first half of 2025 due to one-time expenses.
Yum! Brands stated it does not anticipate any material impact to its global supply chain from trade conflicts or tariffs. Catherine Tan-Gillespie took over as President of KFC U.S. in April, aiming to address domestic challenges for the brand.
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