Yum! Brands reported second-quarter 2025 net income of $374 million, or $1.33 per share, on August 5, 2025, an increase from $367 million, or $1.28 per share, a year earlier. However, adjusted EPS of $1.44 missed analyst expectations, and net sales of $1.93 billion, despite a 10% increase, also fell short of estimates.
Worldwide same-store sales grew 2%, with Taco Bell U.S. delivering 4% same-store sales growth, though this missed analyst expectations of 5.2%. KFC U.S. and Pizza Hut U.S. continued to struggle, both reporting a 5% decline in same-store sales.
Digital transactions reached a record 57% of system sales, highlighting the ongoing digital transformation. The company opened 871 new locations in the quarter, contributing to 3% unit growth, primarily driven by international KFC openings.
CEO David Gibbs, on his final conference call before retirement, acknowledged the tough consumer environment. Leadership changes for KFC included Scott Mezvinsky taking over as CEO in March and Catherine Tan-Gillespie becoming President of KFC U.S. in April, aiming to address domestic challenges.
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