NYSE$YUM

Yum Brands Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Yum! Brands reported strong Q3 2021 results, driven by record net-new unit growth and sustained digital sales momentum.

Yum! Brands reported strong Q3 2021 results with worldwide system sales excluding foreign currency translation growing 8%, driven by 5% same-store sales growth and 4% unit growth. The company achieved a record 760 net-new units and sustained digital system sales of over $5 billion. Third-quarter GAAP EPS was $1.75, an increase of 90% over the prior year quarter. Third-quarter EPS excluding Special Items was $1.22, an increase of 21% over the prior year quarter.

  • Worldwide system sales excluding foreign currency translation grew 8%, with KFC at 11%, Taco Bell at 8% and Pizza Hut at 4%.
  • Reported 4% unit growth year-over-year and record third-quarter net-new unit growth of 760.
  • Foreign currency translation favorably impacted divisional operating profit by $12 million.
  • Advanced digital capabilities with the acquisition of Dragontail, enhancing store operations and customer experience.

Headline financials

Total Revenue

$1.61B

Previous: $1.45B+10.9%
EPS (adj)

$1.22

Previous: $1.01+20.8%
KFC same-store sales growth

6.0%

Previous: -4.0%+250.0%
KFC restaurant count

26.2K

Previous: 24.6K+6.6%
Taco Bell same-store sales growth

5.0%

Previous: 3.0%+66.7%
Taco Bell restaurant count

7.6K

Previous: 7.4K+3.0%
Pizza Hut same-store sales growth

4.0%

Previous: -3.0%+233.3%
Pizza Hut restaurant count

18.0K

Previous: 17.8K+0.9%
Capital Expenditures

-$138M

Previous: -$99M-39.4%
Free Cash Flow

$390M

Previous: $184M+112.0%
Net Income

$528M

Previous: $283M+86.6%
Operating Income

$527M

Previous: $471M+11.9%
Gross Profit

$1.19B

Previous: $1.05B+13.0%
Cash & Equivalents

$1B

Previous: $1.11B-9.8%
Total Assets

$6.42B

Previous: $6.06B+5.9%
Stock-Based Comp

$20M

Previous: $15M+33.3%

Revenue & EPS history

Yum · Revenue · Quarterly

$1.61B

Q3 2021+10.9%vs Q3 2020
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Yum · $1.47B total across 3 segments · Q3 2021

  • KFC Division
    $692M+18.1%
  • Taco Bell Division
    $534M+6.6%
  • Pizza Hut Division
    $247M+1.6%

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 Q3 2021

Historical avgQ3 2021

-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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