Yum! Brands, Inc. · Consumer Discretionary · Restaurants
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Last
$168.14
+$2.42 (+1.46%) 4:00 PM ET
After hours$168.16
+$0.03 (+0.01%) 8:23 PM ET
Prev closePrevC$165.71
OpenOpen$165.55
Day highHigh$169.23
Day lowLow$165.29
VolumeVol1,699,239
Avg volAvgVol2,170,313
On chart
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Mkt cap
$46.58B
P/E ratio
30.29
FY Revenue
$8.21B
EPS
5.55
Gross Margin
69.78%
Sector
Consumer Discretionary
AI report sections
MIXED
YUM
Yum! Brands, Inc.
Yum! Brands combines steady multi-month price appreciation with price currently near the upper end of its 52-week range, supported by bullish technical signals and elevated recent volume. Fundamentally, the company shows high-margin, cash-generative operations with positive but modest growth alongside negative equity and substantial long-term debt. Valuation multiples appear elevated relative to typical market averages, while short interest and news tone suggest a moderately constructive sentiment backdrop.
Berkshire Hathaway has significantly increased its Domino's Pizza stake to 3.35 million shares (nearly 10% ownership, worth ~$1.4B) since Q3 2024, demonstrating confidence in the company. Domino's Q4 2025 earnings beat revenue expectations at $1.54B with 6% YoY growth, and the company projects 6% global sales growth for 2026. With dominant U.S. market share over rival Pizza Hut and plans to open 175+ new stores while Pizza Hut closes 250 locations, Domino's is well-positioned to expand its market lead. The stock trades at a forward P/E of 21.5x (16% below its 3-year average) and recently increased its dividend by 15%.
Pizza Hut (Yum! subsidiary) is losing market share significantly, with U.S. system sales declining 8% in 2025 versus Domino's 4.7% growth. Yum! plans to close 250 Pizza Hut locations in 2026 and has initiated a strategic review of the brand, indicating operational challenges and potential divestment.
NeutralThe Motley Fool• Bryan White
McDonald's $120B Real Estate Portfolio Paves the Way to Its 50th Consecutive Dividend Hike
McDonald's leverages its $120 billion real estate portfolio—owning 80% of buildings and 56% of land across 45,000 global locations—to generate stable rental income and fund its 49-year dividend streak. The company reported 5.7% same-store sales growth in Q4 2025, driven by U.S. comps of 6.8%, with affordability initiatives reversing traffic trends. Trading at 24x forward earnings with $7.2 billion in free cash flow, McDonald's is positioned to achieve Dividend King status with its 50th consecutive increase.
Mentioned as a competitor with a different business model lacking McDonald's real estate-heavy franchise structure, but no specific performance data or sentiment indicators provided in the article.
Wingstop's 21-year same-store sales growth streak ended in 2025 as domestic comps declined 5.6% in Q3 amid consumer pressure, particularly in core markets. Despite traffic headwinds, the asset-light franchise model and strong unit economics support continued expansion toward 480 net new restaurants. Management expects traffic pressure to persist through Q4 but targets a return to positive growth in 2026. The stock trades at 68x earnings, significantly higher than quick-service restaurant peers, limiting margin of safety at current valuations.
Used as peer valuation comparison at approximately 26x earnings. No specific company developments discussed.
NeutralBenzinga• Bamboo Works
DPC Dash Begins 2026 With A Bang
DPC Dash Ltd., Domino's Pizza master franchisee in Mainland China, opened 90 new stores in the first 24 days of January 2026, bringing its total to 1,405 stores across 72 cities. The company is balancing aggressive expansion with profitability, having opened 307 stores in 2025 and focusing on penetrating non-tier-one markets where pizza remains exotic and draws strong crowds. DPC is now China's second-largest pizza chain with ~10% market share, benefiting from the expected 15.5% annual growth in China's pizza market through 2027.
While Yum owns Pizza Hut (the market leader in China), DPC is rapidly gaining ground with 1,405 stores versus Pizza Hut's 4,022 stores. DPC's faster growth rate and higher valuation multiple (P/E of 30 vs YUM's 23) suggest investor preference for DPC's trajectory, presenting competitive pressure.
NeutralThe Motley Fool• Daniel Foelber
All It Takes Is $40,000 Invested in This Dow Dividend Stock to Help Generate $1,000 in Passive Income in 2026
McDonald's is highlighted as an attractive dividend stock for passive income investors, with a $40,000 investment potentially generating $1,000 annually. The company is on track to become a Dividend King in 2026 with 49 consecutive years of dividend increases. Despite recent underperformance compared to the S&P 500, McDonald's franchise-heavy business model, international diversification, and expansion plans to 50,000 stores by 2027 make it a stable choice for risk-averse investors seeking quality dividend income.
MCDCMGSBUXQSRdividend stockpassive incomeDividend Kingfranchise model
Sentiment note
Referenced as a franchise-reliant restaurant company with higher operating margins, but not specifically analyzed or recommended in the article.
PositiveGlobeNewswire Inc.• Tony Koutoulas
KFC Canada’s Year-Round Commitment to Value Continues with the Return of BOGO Buckets and Hot Wings for Black Friday and Cyber Monday
KFC Canada is offering a Buy One Get One (BOGO) deal on chicken buckets during Black Friday and Cyber Monday, available through digital channels and delivery partners, providing value to customers during the holiday shopping season.
The company is proactively offering a consumer-friendly value promotion during a high-shopping period, demonstrating customer-centric strategy and understanding of market needs
PositiveGlobeNewswire Inc.• Michael O'Donnell
Taco Bell Honorary Fan Chefs Discuss the Launch of Taco Bell’s Fan Style Menu with YourUpdateTV
Taco Bell introduces the Fan Style Menu, featuring three customer-created menu items selected from over 40,000 fan submissions, available nationwide starting November 20 through the Taco Bell app and in-restaurant kiosks.
The company is engaging customers directly by incorporating their creative menu ideas, demonstrating innovation and customer-centric approach, which can potentially increase brand loyalty and customer engagement
PositiveGlobeNewswire Inc.• Jordan Sequeira
Pop. Fizz. Feast. KFC Canada’s New Festive Fizz Joins Their Iconic Holiday Menu Lineup
KFC Canada launches Festive Fizz, a cranberry-flavored fizzy drink that transforms clear soda into a pink, bubbly holiday beverage. The product will be sampled at an ASMR experience in Toronto and is part of the company's holiday lineup.
The company is introducing an innovative, playful holiday product that aims to bring joy and excitement to customers through a unique beverage experience
PositiveGlobeNewswire Inc.• Tony Koutoulas
KFC Renames Zinger Sandwich to Dinger to Celebrate Canadian Baseball Fandom
KFC Canada renamed its Zinger Sandwich to the 'Dinger Sandwich' in support of Toronto's baseball team, offering fans a free sandwich when the team hits a home run during the World Series.
YUMbaseballpromotionsandwichWorld Seriesmarketing
Sentiment note
The company is leveraging a sports moment to create an engaging marketing campaign that connects with fans, demonstrates brand creativity, and potentially drives app downloads and sales
NeutralThe Motley Fool• Neil Patel
Billionaire Bill Ackman Has 21% of His Hedge Fund's $13.7 Billion Portfolio Invested in Just 1 Stock
Bill Ackman's hedge fund has invested 21% of its $13.7 billion portfolio in Uber Technologies, viewing the company as a high-quality business with strong market positioning, profitability, and growth potential.
Mentioned as an example of a restaurant chain using Uber's platform, with no specific performance details provided
PositiveGlobeNewswire Inc.• Anna Wolfe
EnsembleIQ’s Hospitality Technology Announces 2025 MURTEC Breakthrough Award Winners
Hospitality Technology announced the 2025 MURTEC Breakthrough Awards, recognizing Dave's Hot Chicken, Jack in the Box, Salad House, and Yum! Brands for innovative restaurant technology solutions at the upcoming MURTEC Executive Summit.
Recognized for innovative technology solutions in the restaurant industry
NeutralThe Motley Fool• Jeremy Bowman
Why Dave & Buster's Stock Was Falling Today
Dave & Buster's reported flat revenue and missed earnings estimates, with comparable sales declining 3%. A new CEO, Tarun Lai, was appointed to drive potential turnaround amid broader restaurant industry challenges.
PLAYYUMearningsrestauranteatertainmentrevenueCEO
Sentiment note
Mentioned as previous employer of new Dave & Buster's CEO, no direct performance details provided
News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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