Yum (YUM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended June 2026, Yum Brands (YUM) reported revenue of $2.17 billion, up 12.2% over the same period last year. EPS came in at $1.62, compared to $1.44 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.18 billion, representing a surprise of -0.55%. The company delivered an EPS surprise of +1.89%, with the consensus EPS estimate being $1.59.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Yum performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

System same-store sales - Habit Burger Grill Division: 3% versus the five-analyst average estimate of 1.4%. System same-store sales - Taco Bell Division - YoY change: 7% versus the five-analyst average estimate of 5.7%. Number of restaurants - Company-owned - Habit Burger Grill Division: 304 compared to the 312 average estimate based on five analysts. Number of restaurants - Franchise & License - Habit Burger Grill Division: 84 versus 83 estimated by five analysts on average. Revenues- Franchise and property revenues: $895 million compared to the $894.76 million average estimate based on five analysts. The reported number represents a change of +7.2% year over year. Revenues- Taco Bell Division- Franchise and property revenues: $271 million versus the five-analyst average estimate of $264.68 million. The reported number represents a year-over-year change of +9.3%. Revenues- Pizza Hut Division: $254 million compared to the $261.49 million average estimate based on five analysts. The reported number represents a change of +6.3% year over year. Revenues- Taco Bell Division: $853 million versus the five-analyst average estimate of $836.13 million. The reported number represents a year-over-year change of +20%. Revenues- Franchise contributions for advertising and other services: $438 million versus the five-analyst average estimate of $456.63 million. The reported number represents a year-over-year change of +2.3%. Revenues- KFC Division- Franchise contributions for advertising and other services: $172 million compared to the $182.78 million average estimate based on five analysts. The reported number represents a change of +3% year over year. Revenues- Habit Burger Grill Division: $139 million versus the five-analyst average estimate of $135.66 million. The reported number represents a year-over-year change of +3.7%. Revenues- Pizza Hut Division- Franchise contributions for advertising and other services: $80 million compared to the $86.18 million average estimate based on five analysts. The reported number represents a change of -5.9% year over year.

Story Continues

View all Key Company Metrics for Yum here>>>

Shares of Yum have returned -4.7% over the past month versus the Zacks S&P 500 composite's -0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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