NYSE$YUM

Yum Brands Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Yum! Brands reported strong Q3 2022 results with system sales growth driven by same-store sales and unit development.

Yum! Brands reported a strong third quarter with 10% system sales growth excluding Russia, driven by demand for iconic brands, increased digital adoption, and unit development. Worldwide system sales grew 7%, with 5% same-store sales growth and 4% unit growth. Third quarter GAAP EPS was $1.14 and third quarter EPS excluding Special Items was $1.09.

  • Worldwide system sales grew 7%, excluding foreign currency translation, with KFC at 8%, Taco Bell at 9% and Pizza Hut 4%.
  • We added 979 gross units during the third quarter resulting in 644 net-new units.
  • Reported digital sales of approximately $6 billion, with digital mix exceeding 40%.
  • Foreign currency translation unfavorably impacted divisional operating profit by $39 million.

Headline financials

Total Revenue

$1.64B

Previous: $1.61B+2.1%
EPS (adj)

$1.09

Previous: $1.22-10.7%
KFC same-store sales growth

7.0%

Previous: 6.0%+16.7%
KFC restaurant count

26.9K

Previous: 26.2K+2.5%
Taco Bell same-store sales growth

6.0%

Previous: 5.0%+20.0%
Taco Bell restaurant count

8.0K

Previous: 7.6K+4.7%
Pizza Hut same-store sales growth

1.0%

Previous: 4.0%-75.0%
Pizza Hut restaurant count

18.8K

Previous: 18.0K+4.4%
Capital Expenditures

-$158M

Previous: -$138M-14.5%
Free Cash Flow

$173M

Previous: $390M-55.6%
Net Income

$331M

Previous: $528M-37.3%
Operating Income

$546M

Previous: $527M+3.6%
Gross Profit

$1.24B

Previous: $1.19B+4.5%
Cash & Equivalents

$410M

Previous: $1B-59.0%
Total Assets

$5.78B

Previous: $6.42B-10.0%
Stock-Based Comp

$19M

Previous: $20M-5.0%

Revenue & EPS history

Yum · Revenue · Quarterly

$1.64B

Q3 2022+2.1%vs Q3 2021
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Yum · $1.51B total across 3 segments · Q3 2022

  • KFC Division
    $704M+1.7%
  • Taco Bell Division
    $568M+6.4%
  • Pizza Hut Division
    $237M-4.0%

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 2022

Historical avgQ3 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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