| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 43 | 17.7x | 17.8x | Around median | |
Growth | 69 | 10.3% | 7.1% | Top tier | |
Quality | 84 | 49.7% | 4.5% | Top tier | |
Safety | 42 | 4.3x | 2.6x | Around median | |
Capital Return | 47 | 2.07% | 2.12% | Around median | |
Momentum | 42 | -0.7% | 2.9% | Around median | |
Sentiment | 68 | 18 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Yum! Brands operates a global restaurant system led by KFC, Taco Bell, and Habit, while Pizza Hut remained in the portfolio during Q2 of fiscal 2026 before the company announced two definitive agreements to sell it to LongRange Capital and Yum China for a total of $2.7 billion, with potential additional consideration of $75 million by 2030. The group’s expansion relies heavily on franchise partners and unit growth, while the Byte platform provides unified channels for ordering, pricing, promotions, and loyalty; digital sales, excluding Pizza Hut, approached $9 billion and accounted for 61% of the digital mix in Q2 of fiscal 2026.
Revenue for Q2 of fiscal 2026 was approximately $2.2 billion, with gross profit of $1.5 billion, equivalent to a calculated gross margin of approximately 68.2%, while net income reached $853 million and earnings per share were $3.08. For the trailing twelve months ending in fiscal 2026, the company recorded revenue of $8.5 billion, gross profit of $5.8 billion, and net income of $1.7 billion, compared with revenue of $8.2 billion and net income of $1.6 billion in fiscal 2025.
Excluding Pizza Hut, system sales grew 7% in Q2 of fiscal 2026, driven by 6% unit growth and 4% same-store sales growth, while core operating profit increased 8%. KFC represented approximately 58% of operating profit from continuing segments excluding Pizza Hut, compared with 43% for Taco Bell; KFC recorded 6% system sales growth, while Taco Bell achieved 7% same-store sales growth and a U.S. restaurant margin of 26.2%.
The average analyst price target is $175.40, within a relatively narrow range of $168 to $185, while the consensus remains “Neutral” rather than “Buy.” The average target is approximately 3.1% above the 52-week range high of $170.14, but the neutral rating reflects a balance between KFC growth, digital transformation, and Pizza Hut proceeds on one hand, and the Taco Bell safety crisis and Q3 fiscal 2026 margin pressure on the other; the available information does not provide a published earnings multiple that could be used as an additional valuation anchor.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
Growth is centered on KFC, Taco Bell, and Habit following the agreement to sell Pizza Hut to LongRange Capital and Yum China for $2.7 billion. In Q2 of fiscal 2026, system sales excluding Pizza Hut grew 7%, unit count increased 6%, and same-store sales rose 4%. The company also expects to use part of the transaction’s $2.3 billion in net proceeds to repay the credit facility and allocate most of the remainder to share repurchases subject to market conditions.
In Q2 of fiscal 2026, KFC represented approximately 58% of segment operating profit excluding Pizza Hut, while Taco Bell represented approximately 43%. KFC achieved 6% system sales growth, supported by 7% unit growth and 2% same-store sales growth. Taco Bell recorded 7% same-store sales growth and a U.S. restaurant margin of 26.2% during the same period.
Company data showed a 2% decline in U.S. Taco Bell same-store sales from the beginning of Q3 of fiscal 2026 through July 27, after the impact peaked on July 18. Management expected the margin of company-owned stores to range between 19% and 21% in Q3 of fiscal 2026 due to lower sales, promotional spending, and the concentration of company-owned stores in the most affected markets. According to August and September 2026 news reports, the outbreak was linked to 1,947 illnesses, 98 hospitalizations, and two deaths, while Pomerantz LLP began an investigation into potential securities fraud on September 1, 2026.
Automated analysis for informational purposes only — not investment advice.
Byte unifies the management of menus, prices, promotions, operating hours, and ordering channels, and enables loyalty program members to be recognized across different channels. The digital mix reached 61% for the group excluding Pizza Hut in Q2 of fiscal 2026, with digital sales approaching $9 billion. Voice AI also expanded to more than 900 Taco Bell restaurants, and company employees built more than 400 AI agents, while the Collider innovation database contains more than 7,000 food and marketing concepts across 35 countries.
KFC intends to modernize the brand globally through new chicken pieces, a range of nine sauces, an updated visual identity, and a more contemporary restaurant experience, targeting activation of the core elements in its largest 20 markets by the end of 2027. KFC opened 660 gross new restaurants across 55 markets during Q2 of fiscal 2026, and its restaurant count in the Middle East reached 1,500. Management estimated the expansion opportunity in India, Southeast Asia, West Africa, and Brazil at approximately 20 thousand units, while Brazil recorded same-store sales growth exceeding 20% in each of the three quarters preceding the July 30, 2026 call.
Revenue was $2.2 billion and gross profit was $1.5 billion in Q2 of fiscal 2026, equivalent to a calculated gross margin of approximately 68.2%. Net income reached $853 million and earnings per share were $3.08, compared with net income of $432 million and earnings per share of $1.55 in Q1 of fiscal 2026. On a trailing twelve-month basis ending in fiscal 2026, the company recorded revenue of $8.5 billion, net income of $1.7 billion, and earnings per share of approximately $6.23. Core operating profit, excluding Pizza Hut, also increased 8% in Q2 of fiscal 2026.
