NYSE$YUM

Yum Brands Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Yum! Brands reported strong Q1 2023 results with broad-based global strength, system sales growth of 13% excluding Russia impact, same-store sales growth of 8%, and record digital system sales.

Yum! Brands reported a strong first quarter with 13% system sales growth excluding Russia, driven by 8% same-store sales growth and 5% unit growth. Digital sales reached nearly $7 billion, representing over 45% of the sales mix. Core operating profit grew by 11%.

  • Worldwide system sales grew 13% excluding Russia impact.
  • Same-store sales increased by 8%.
  • Digital sales hit a record of nearly $7 billion, with digital mix exceeding 45%.
  • Core operating profit grew by 11%.

Headline financials

Total Revenue

$1.65B

Previous: $1.55B+6.3%
EPS (adj)

$1.06

Previous: $1.05+1.0%
KFC same-store sales growth

9.0%

Previous: 3.0%+200.0%
KFC restaurant count

28.0K

Previous: 27.4K+2.3%
Taco Bell same-store sales growth

8.0%

Previous: 5.0%+60.0%
Taco Bell restaurant count

8.3K

Previous: 7.8K+5.7%
Pizza Hut same-store sales growth

7.0%

Previous: 0.0%
Pizza Hut restaurant count

19.0K

Previous: 18.5K+2.9%
Capital Expenditures

-$62M

Previous: -$42M-47.6%
Free Cash Flow

$238M

Previous: $357M-33.3%
Net Income

$300M

Previous: $399M-24.8%
Operating Income

$523M

Previous: $509M+2.8%
Gross Profit

$1.24B

Previous: $1.15B+8.5%
Cash & Equivalents

$349M

Previous: $365M-4.4%
Total Assets

$5.75B

Previous: $5.82B-1.2%
Stock-Based Comp

$25M

Previous: $26M-3.8%

Revenue & EPS history

Yum · Revenue · Quarterly

$1.65B

Q1 2023+6.3%vs Q1 2022
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Yum · $1.51B total across 3 segments · Q1 2023

  • KFC Division
    $687M+4.1%
  • Taco Bell Division
    $572M+10.6%
  • Pizza Hut Division
    $254M+4.1%

Forward guidance

This announcement may contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-0.0%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+1.5%

Avg return

30 days after

54%

39 / 72 earnings

Positive

+9.7%

Q4 2024

Best reaction

-18.5%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.4%-1.3%-5.5%
Q4 2025+0.5%+0.1%+0.8%
Q3 2025+7.5%+7.0%+4.6%
Q2 2025+0.9%+0.5%+2.3%
Q1 2025+1.9%-0.8%-2.5%
Q4 2024+9.7%+11.7%+23.8%
Q3 2024+1.2%+3.4%+4.0%
Q2 2024+2.3%+2.6%+0.9%
Q1 2024-4.4%-3.6%-2.7%
Q4 2023+2.5%+3.2%+9.7%
Q3 2023+2.8%+4.6%+5.4%
Q2 2023-0.5%-0.9%-4.9%
Q1 2023-4.6%-4.5%-5.9%
Q4 2022+1.4%+2.5%-3.7%
Q3 2022+1.1%+3.7%+9.8%
Q2 2022-1.7%-3.0%-7.7%
Q1 2022+0.5%-4.3%+3.1%
Q4 2021-0.7%-2.9%-7.0%
Q3 2021-0.7%-1.1%-1.3%
Q2 2021+7.2%+8.8%+7.4%
Q1 2021+2.1%+3.1%+3.1%
Q4 2020+0.6%-1.5%-0.4%
Q3 2020-1.8%+1.8%+12.7%
Q2 2020-4.0%-3.2%+2.8%
Q1 2020-2.1%-5.9%+1.7%
Q4 2019-4.4%-2.6%-16.3%
Q3 2019-7.3%-10.3%-8.2%
Q2 2019+4.3%+3.1%+3.8%
Q1 2019-2.5%-1.9%-2.0%
Q4 2018-0.1%-0.6%+2.2%
Q3 2018+1.8%+1.2%+6.7%
Q2 2018+3.0%+2.3%+9.3%
Q1 2018-4.6%-4.1%-5.5%
Q4 2017-1.0%-2.9%+3.5%
Q3 2017+6.2%+9.0%+12.2%
Q2 2017-2.1%-3.2%+0.0%
Q1 2017+4.0%+4.2%+11.5%
Q4 2016+2.1%+3.0%-3.4%
Q3 2016-3.2%-3.2%-7.8%
Q2 2016+2.4%+1.6%+4.3%
Q1 2016-0.5%
Q4 2015-0.0%
Q3 2015-18.5%
Q2 2015-2.4%
Q1 2015+3.6%
Q4 2014+2.2%
Q3 2014-0.9%
Q2 2014-7.4%
Q1 2014+1.0%
Q4 2013+7.3%
Q3 2013-6.9%
Q2 2013-2.0%
Q1 2013+5.2%
Q4 2012-5.8%
Q3 2012+6.1%
Q2 2012+2.3%
Q1 2012+1.4%
Q4 2011+1.0%
Q3 2011+0.2%
Q2 2011-0.9%
Q1 2011+0.5%
Q4 2010+1.7%
Q3 2010+0.8%
Q2 2010-0.3%
Q1 2009+0.2%
Q1 2010+0.5%
Q2 2009+0.2%
Q4 2009+0.2%
Q4 2007-1.5%
Q3 2008-1.5%
Q3 2009-1.5%
Q4 2008-1.5%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro