Yum! Brands reported third‑quarter 2025 results with net income of $397 million, GAAP earnings per share of $1.41 and adjusted earnings per share of $1.58. Revenue rose 8% to $1.98 billion, surpassing the consensus estimate of $1.96 billion. Digital sales reached $10 billion, representing roughly 60% of all orders. Same‑store sales grew 3% across the group, with Taco Bell up 7% and KFC up 3%.
Compared with the second quarter, net income increased 12% from $354 million, and revenue grew 8% from $1.826 billion. Same‑store sales growth of 3% in Q3 followed a 2.9% increase in Q2, while digital sales expanded 15% from $8.5 billion. The company reiterated its fiscal‑year 2025 revenue guidance of $7.8‑$7.9 billion and adjusted EPS guidance of $1.55‑$1.60, with no new guidance for the fourth quarter.
During the earnings call, CEO Chris Turner announced a strategic review of the Pizza Hut brand. The review will explore options ranging from a sale to a joint venture, and the company has retained Goldman Sachs and Barclays as financial advisors. Pizza Hut’s operating profit has declined for five consecutive quarters, and the review aims to unlock value for shareholders. The announcement follows Turner’s succession of David Gibbs on October 1, 2025, marking an early action under the new leadership.
Yum! Brands also disclosed the acquisition of 128 Taco Bell restaurants in the southeastern United States, a move designed to strengthen its company‑owned restaurant base and support continued growth in the Taco Bell and KFC segments, which together account for roughly 90% of the company’s operating profit.
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