可选产品分析
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Yum! Brands, Inc.'s published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $37.1B | |
|---|---|---|
| P/E (forward) | 20.4x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $6.58B | $6.84B | $7.08B | $7.55B | $8.21B | +5.7% |
| Gross profit | $3.17B | $3.31B | $3.50B | $3.58B | $3.79B | +4.6% |
| Operating income | $2.14B | $2.19B | $2.32B | $2.40B | $2.57B | +4.7% |
| Net income | $1.58B | $1.33B | $1.60B | $1.49B | $1.56B | -0.3% |
| EPS (diluted) | $5.21 | $4.57 | $5.59 | $5.22 | $5.55 | +1.6% |
| EBITDA | $2.38B | $2.34B | $2.48B | $2.56B | $2.78B | +4.0% |
| R&D | — | — | — | — | — | — |
| SG&A | $1.06B | $1.14B | $1.19B | $1.10B | $1.26B | +4.5% |
Recent company headlines from major financial publishers.
The Base scenario represents the modal expected trajectory. Near-term revenue reflects consensus recovery in FY2026 followed by modest top-line contraction in FY2027 due to refranchising and segment adjustments, before settling into sustainable annual system sales expansion. Operating margin remains steady, insulated by contractual franchise royalties. Diluted earnings per share compound steadily across FY2026 and FY2027, supported by recurring cash flow and disciplined share repurchases. Capital expenditures moderate toward maintenance levels, supporting our Base target of $133.09.
In the Bull scenario, KFC Global accelerates international store openings across emerging markets, benefiting from secular dietary tailwinds as chicken outpaces other proteins globally. Taco Bell leverages expanding digital sales mix and loyalty drops to drive customer traffic and ticket growth, maintaining positive domestic same-store sales. Capital expenditures normalize as digital platform investments pass peak intensity, while net proceeds from Pizza Hut transactions eliminate revolving debt and fuel share repurchases. Diluted earnings per share compound rapidly, lifting equity value toward the Bull target of $174.06.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 7.0% | $142 | $146 | $150 | $155 | $160 |
| 7.5% | $133 | $136 | $139 | $143 | $147 |
| 8.0% | $125 | $127 | $133 | $133 | $136 |
| 8.5% | $118 | $120 | $122 | $125 | $127 |
| 9.0% | $112 | $114 | $116 | $118 | $120 |
Upcoming earnings date and setup when available.
每月发布的研究版本所给出的评级。评级比较分析日的价格与公允价值，并不记录判断是否正确。
| 年份 | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | 9月 | 10月 | 11月 | 12月 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
