NYSE$YUM

Yum Brands Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Yum! Brands reported mixed second-quarter results with system sales growth offset by a decline in EPS, driven by Taco Bell's strong performance and digital sales growth.

Yum! Brands reported a 3% increase in worldwide system sales excluding foreign currency translation, driven by 4% unit growth and 1% same-store sales growth. Taco Bell U.S. saw an 8% increase in same-store sales. Second quarter GAAP EPS was $0.77, a 40% decrease year-over-year, while EPS excluding Special Items was $1.05, a 9% decrease year-over-year. The company added 781 gross units but experienced a net decline of 702 units due to the removal of 1,165 Russia units.

  • Worldwide system sales grew 3% excluding foreign currency translation, with Taco Bell leading at 10% growth.
  • The company added 781 gross units, but due to exiting the Russian market, saw a net decline of 702 units.
  • Worldwide same-store sales ex-China grew 6% during the quarter.
  • Digital system sales reached nearly $6 billion.

Headline financials

Total Revenue

$1.64B

Previous: $1.6B+2.1%
EPS (adj)

$1.05

Previous: $1.16-9.5%
KFC same-store sales growth

-1.0%

Previous: 30.0%-103.3%
KFC restaurant count

26.5K

Previous: 25.7K+3.1%
Taco Bell same-store sales growth

8.0%

Previous: 21.0%-61.9%
Taco Bell restaurant count

7.9K

Previous: 7.6K+4.4%
Pizza Hut same-store sales growth

-3.0%

Previous: 10.0%-130.0%
Pizza Hut restaurant count

18.6K

Previous: 17.8K+4.4%
Capital Expenditures

-$97M

Previous: -$84M-15.5%
Free Cash Flow

$127M

Previous: $307M-58.6%
Net Income

$224M

Previous: $391M-42.7%
Operating Income

$554M

Previous: $567M-2.3%
Gross Profit

$1.22B

Previous: $1.19B+3.0%
Cash & Equivalents

$412M

Previous: $552M-25.4%
Total Assets

$5.79B

Previous: $5.65B+2.5%
Stock-Based Comp

$19M

Previous: $17M+11.8%

Revenue & EPS history

Yum · Revenue · Quarterly

$1.64B

Q2 2022+2.1%vs Q2 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Yum · $1.5B total across 3 segments · Q2 2022

  • KFC Division
    $677M-0.7%
  • Taco Bell Division
    $586M+10.2%
  • Pizza Hut Division
    $235M-5.6%

Forward guidance

This announcement may contain forward-looking statements, which are subject to risks, uncertainties, and assumptions that could cause our actual results to differ materially from those indicated by those statements.

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 Q2 2022

Historical avgQ2 2022

-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%

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