Yum Brands' franchisee-led model provides stable royalty cash flows but Taco Bell carries the comp growth story while KFC US and Pizza Hut lag. International KFC strong in Asia outside China. Digital sales above 50% of mix supports loyalty and margin. Unit growth pipeline robust at 5%+ net. Capital return aggressive. Watch Taco Bell US comp trajectory as the primary swing factor.
Thesis reviewed May 29, 2026
Yum! Brands Inc. is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States60NEUTRALView United States risk detail βπConsumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| DIS | The Walt Disney Company | 27 | +12% | β2% | EARLY |
| PDD | PDD Holdings Inc | 27 | -4% | β2% | AVOID |
| MCD | McDonald's Corporation | 27 | +7% | β2% | NEUTRAL |
| JD | JD.com Inc | 27 | +13% | β2% | EARLY |
| NIO | NIO Inc | 27 | -10% | β2% | AVOID |
| LI | Li Auto Inc | 27 | +7% | β2% | NEUTRAL |
| TM | Toyota Motor Corporation | 27 | +12% | β2% | EARLY |
Investors who hold YUM may also have indirect exposure through these country funds.
Taco Bell US comp +6%, leads QSR category on value perception
KFC China JV growth slows as Yum China faces competition
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| James Banks | Sell | $1kβ$15k | Feb 18, 25 | ||
| James E Hon BanksIN | R | Buy | $1kβ$15k | Aug 8, 24 | |
| Carol Devine MillerWV | R | Buy | $15kβ$50k | May 8, 24 |