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

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For the quarter ended June 2025, Yum Brands (YUM - Free Report) reported revenue of $1.93 billion, up 9.6% over the same period last year. EPS came in at $1.44, compared to $1.35 in the year-ago quarter.

The reported revenue represents a surprise of +0.15% over the Zacks Consensus Estimate of $1.93 billion. With the consensus EPS estimate being $1.45, the EPS surprise was -0.69%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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 - Pizza Hut Division - YoY change: -1% compared to the -1.8% average estimate based on seven analysts.
  • System same-store sales - KFC Division - YoY change: 2% compared to the 2.3% average estimate based on seven analysts.
  • System same-store sales - Taco Bell Division - YoY change: 4% versus 5.2% estimated by seven analysts on average.
  • Number of restaurants - Total: 61,272 versus 61,524 estimated by six analysts on average.
  • Revenues- Company sales: $669 million versus $680.67 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +17% change.
  • Revenues- Franchise and property revenues: $835 million versus $826.92 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +5.8% change.
  • Revenues- Franchise contributions for advertising and other services: $428 million compared to the $426.07 million average estimate based on seven analysts. The reported number represents a change of +6.5% year over year.
  • Revenues- KFC Division- Franchise contributions for advertising and other services: $167 million versus $159.68 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +12.1% change.
  • Revenues- Habit Burger Grill Division: $134 million compared to the $142.99 million average estimate based on five analysts. The reported number represents a change of -5% year over year.
  • Revenues- Pizza Hut Division- Franchise contributions for advertising and other services: $85 million versus $90.52 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -4.5% change.
  • Revenues- Taco Bell Division- Franchise contributions for advertising and other services: $176 million compared to the $174.54 million average estimate based on five analysts. The reported number represents a change of +7.3% year over year.
  • Revenues- Habit Burger Grill Division- Company sales: $130 million compared to the $141.27 million average estimate based on five analysts.

View all Key Company Metrics for Yum here>>>

Shares of Yum have returned -2.2% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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