YUM - YUM! Brands, Inc.
| Previous Close | 105.28 |
| Open | 105.17 |
| Bid | 104.03 x 800 |
| Ask | 104.42 x 800 |
| Day's Range | 103.58 - 105.19 |
| 52 Week Range | 92.50 - 119.72 |
| Volume | 1,727,824 |
| Avg. Volume | 1,856,295 |
| Market Cap | 31.209B |
| Beta (5Y Monthly) | 0.26 |
| PE Ratio (TTM) | 25.13 |
| EPS (TTM) | 4.14 |
| Earnings Date | Apr 28, 2020 - May 03, 2020 |
| Forward Dividend & Yield | 1.88 (1.79%) |
| Ex-Dividend Date | Feb 12, 2020 |
| 1y Target Est | 109.18 |
Reuters VideosYum Brands disappoints on Pizza Hut weakness
The operator of the Pizza Hut and KFC brands warned Thursday the coronavirus outbreak in China could hurt its results this year. Yum Brands said the deadly virus will be a "headwind" on its financial performance. China accounts for 27% of KFC's sales and 17% of Pizza Hut's sales. It gets revenue from Yum China, A SPIN OFF which licenses the KFC and Pizza Hut brands - THAT WARNED WEDNESDAY that the coronavirus outbreak could result in an operating loss in the first quarter. It haS shut nearly a third of its stores in China. HEADWINDS IN THE U.S> TOO> weakness at Pizza Hut continued to weigh on the company's fourth quarter earnings. The chain's comparable sales fell much more than analysts expected, and the company warned there's potential for what it called "choppiness" at Pizza Hut over the near term. It's struggling to maintain its market share amid rivalry from Domino's Pizza and food-delivery apps. BUT KFC and Taco Bell continued to do well. Yum's overall profit rose but fell short of expectations. Shares dropped roughly 5% in early trading Thursday.
- Yahoo Finance
Walmart, Apple warn of coronavirus hit to bottom line
Yahoo Finance is maintaining a working list companies that have been affected by the outbreak, and are expected to feel the effects through the first half of the year.
- American City Business Journals
Former CEO sells $9.2M stake in Yum Brands
Yum Brands Inc.'s former chief executive officer has sold a majority of his stake in the company.
- American City Business Journals
Another P&G veteran hired to help guide Papa John’s turnaround
A former Procter & Gamble brand manager will lead the pizza chain's strategy to continue expanding its footprint.
- American City Business Journals
Papa John's hires away executive from rival company for C-suite role
The new hire will lead the company’s strategy to continue expanding its restaurant footprint in North America and internationally.
- InvestorPlace
9 Food and Restaurant Stocks to Dine In On
With a booming economy, one of the natural places for people seeking growth opportunities are food and restaurant stocks. Under belt-tightening conditions, you'll typically see more demand for discount-centric businesses. But as it stands, the headline numbers are positive -- bolstering the case for the wider restaurant industry.That said, I'd be remiss not to mention the inherent risks of the coronavirus from China. At the latest count -- and this will surely change for the worse - over 60,000 cases are confirmed, with at least 1,300 dead. Moreover, business consultancy firm Bain & Co. estimates that China's GDP for this year could be negatively impacted to the tune of $43 billion to $72 billion. Obviously, that's not the greatest news for restaurant stocks, especially those with exposure to China.On the flipside, food and restaurant stocks benefit from demographic realities. According to the Pew Research Center, millennials represent the largest generation in the workforce. While they may not be the richest generation -- that still belongs to the baby boomers -- they have cash flow due to their employment status.InvestorPlace - Stock Market News, Stock Advice & Trading TipsAs studies have shown, just their presence alone is creating changes in the food-service industry. Further, experts in the space predict that millennials will be the biggest food and beverage spenders within a decade. So, while the coronavirus presents an immediate threat, restaurant stocks are riding a much longer-term bullish wave.Plus, fears about the coronavirus may offer discounted opportunities in various food stocks. At some point, health officials will get a hold of the crisis. And when they do, the narrative will presumably shift positively. * 20 Stocks to Buy From the Law of Accelerating Returns So, with that in mind, here are nine food and restaurant stocks to buy that investors should dine in on. Food and Restaurant Stocks to Buy: Domino's Pizza (DPZ)Source: Ken Wolter / Shutterstock.com At first glance, Domino's Pizza (NYSE:DPZ) doesn't appear to be a viable name among restaurant stocks to buy.After all, studies suggest that millennials prefer fresh and healthy foods. And that trend may "exacerbate" for fast-food eateries, as older millennials become parents. Still, I think you should consider DPZ stock for one very important reason: Americans love pizza!In 2012, pizza restaurant sales totaled $36.8 billion. By 2019, this figure increased to $46.3 billion. With few exceptions, sales have steadily risen every year. More importantly for DPZ stock, Domino's has a massive footprint in the U.S. In 2018, the company rang up $6.59 billion domestically, beating out big names like Yum! Brands' (NYSE:YUM) Pizza Hut and Papa John's (NASDAQ:PZZA). McDonald's (MCD)Source: 8th.creator / Shutterstock.com McDonald's (NYSE:MCD) is in a similar boat with Domino's in that MCD stock doesn't immediately appear a strong candidate for a restaurant stocks to buy.Given millennial consumers' penchant for healthy foods, the Golden Arches is basically the Donald Trump of fast food. In other words, it's the opposite of what the modern consumer wants.However, fast-food consumption has accelerated over the years, presumably because economic and labor force conditions warrant such expenditures. Therefore, there are more people that eat fast food at least one to three times per week versus those who eat less than once per week. * The Top 3 Infrastructure Stocks to Own in 2020 Combined with McDonald's efforts into making their stores more technology friendly, MCD stock may offer healthy, longer-term performance. Darden Restaurants (DRI)Source: Shutterstock Many names have stumbled due to the coronavirus causing a direct impact to their businesses. However, Darden Restaurants (NYSE:DRI) is not one of them. In fact, DRI stock has performed very well since the beginning of January -- up 12% year-to-date. Part of the reason is that Darden isn't as levered to the international markets as other competing restaurant stocks.However, another key reason for bullishness in DRI stock is that Americans today prefer to eat out. Studies show that consumers would rather eat out consistently than to only visit a restaurant once a month, which is a minority segment.This makes Darden's decision to expand their physical footprint rather prescient. And, it makes DRI another one of the great restaurant stocks to buy. Cheesecake Factory (CAKE)Source: Lester Balajadia / Shutterstock.com If there's any name that could benefit from sustained economic momentum, it's Cheesecake Factory (NASDAQ:CAKE).Since early 2017, CAKE stock has generally traded in a bearish trend channel. However, with more people willing to spend their discretionary income on restaurants, Cheesecake Factory may finally get back on its feet and move forward.Additionally, another factor that distinguishes CAKE stock from other restaurant stocks is the underlying company's footprint. It's not so much how many but where they are located. Typically, Cheesecake Factory restaurants are located in happening retail outlets in major metropolitan areas. * 3 Mid-Cap Growth Stocks to Buy So, don't be surprised to see CAKE trek higher -- especially if this economic growth holds up. Kroger (KR)Source: Jonathan Weiss / Shutterstock.com Despite present enthusiasm for dining out, preparing dinner and other meals at home is a financial necessity for most. Even if you can afford to eat out every day, the margins that you bleed for visiting your favorite restaurants does not make sense.Therefore, Kroger (NYSE:KR) and KR stock benefits from a longer-term secular bull thesis.However, Amazon (NASDAQ:AMZN) you say? The tech company has been involved with order groceries online, and curb-side pickups. But, while the disruption of e-commerce trends in the grocery space is a concern, it might take years for full integration. According to a 2018 Gallup poll, customers prefer buying their groceries themselves. This makes sense because you're putting the product in your body, which augurs well for KR stock.Therefore, food stocks like Kroger are still relevant. Uber Technologies (UBER)Source: Shutterstock When people think about food stocks, Uber Technologies (NYSE:UBER) may not immediately come to mind.However, the ride-sharing giant and overall tech disruptor is more than just a revolutionary platform to bring folks from point A to point B. Instead, UBER stock represents a lifestyle investment, with significant implications for the food industry.As you know, few other names like UBER stock is emblematic of the gig economy. And for those who ply their trade in this burgeoning sector, time is money. Honestly, it makes sense that if you're going to eat out anyways, you might as well pay a premium to save the hassle. * How One Innovative Company Escaped Getting 'Blockbustered' I've personally tried Uber Eats, the company's food delivery service and the results are very impressive. Kura Sushi (KRUS)Source: Shutterstock Due to extreme panic of the coronavirus epidemic, many Chinese restaurants in the U.S. and globally have suffered sharp sales declines. Now, I viewed this as an opportunity to visit my favorite Japanese restaurants. But let's face it: to most Americans, it's all the same stuff.Boy, was I wrong! Japanese establishments in my city are packed to the hilt, just like they've always been. I believe this is a huge opportunity for Kura Sushi (NASDAQ:KRUS). As one of the most popular culinary options in America, KRUS stock has natural upside.Additionally, Kura came to fame because of its conveyer-belt delivery system. Just punch in what you want on the ordering system, and you have your menu item whisked to you. It's a fun and technologically-advanced way of enjoying sushi -- which is a net positive for KRUS stock. Noodles & Co (NDLS)Source: Ken Wolter / Shutterstock.com In the markets, you'll often hear the phrase, don't fight the tape. Even if a phenomenon doesn't make sense, if it's part of a larger trend, don't bet against it. Well, the investment thesis for Noodles & Co (NASDAQ:NDLS) fortunately makes a lot of sense. Americans love their pasta and noodles, which bodes well for NDLS stock.Moreover, Noodles & Co should appeal to a broad consumer base. Go into one of their restaurants and you'll find a plethora of options, ranging from the Italian-based classics to Asian noodles to of course the American favorite: mac and cheese. * 9 Excellent Vacation Stocks to Buy This culinary diversity truly fits well with the equally diverse millennial demographic, which should serve NDLS stock well down the road. Shake Shack (SHAK)Source: JHENG YAO / Shutterstock.com Perhaps no other rivalry epitomized the bitter feud between east and west coasts than 2Pac and the Notorious B.I.G. But in the culinary world, we have two burger joints going head-to-head: California's favorite In-N-Out Burger and New York's Shake Shack (NYSE:SHAK).Unlike musical preferences, this fight has a clear winner: SHAK stock.For one thing, Shake Shack is a publicly traded company whereas In-N-Out will never go that route. Second, Shake Shack resonates with millennial diners seeking an experience. Unlike the simple, perhaps spartan decor of In-N-Out, Shake Shack's interiors are far classier and modern.Apparently, Shake Shack's burgers are amazing and worth their premium price tags. And that's another win for SHAK stock.As of this writing, Josh Enomoto did not hold a position in any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 U.S. Stocks to Buy on Coronavirus Weakness * 7 Smart Blue-Chip Stocks to Buy Now * 7 Low-Volatility Stocks to Buy In Jittery Times The post 9 Food and Restaurant Stocks to Dine In On appeared first on InvestorPlace.
- InvestorPlace
Could Beyond Meat Stock Beef Up Your Portfolio?
Year-to-date, Beyond Meat (NASDAQ:BYND) stock is up an eye-popping 54%. Yet that BYND share price is still more than 50% below its all-time high of $239.71 seen on July 26, 2019, leaving many investors wondering if now maybe a good time to buy into the shares.Source: calimedia / Shutterstock.com As the California-headquartered company is scheduled to report earnings later this month, I expect increased volatility in the coming days, possibly with a downward bias in BYND stock. Long-term investors may regard a dip below $100 and especially toward the $80 level as opportunity to get long in the shares. What to Expect from Beyond Meat's Q4 EarningsThe plant-based meat substitute company topped estimates and reported its first quarterly profit with its Q3 earnings in October. Revenue of $92 million was better than the estimated $82.2 million. Earnings per share also came at 6 cents vs. the 3 cents expected.InvestorPlace - Stock Market News, Stock Advice & Trading TipsAs for the revenue streams, Beyond has two main segments: Gross Fresh Platform (over 95% of revenue) and Gross Frozen Platform (about 5% of revenue). Restaurant and foodservice accounts for about 45% of sales, while retail makes up the other 55%. Management highlighted that sales grew across both customer segment.Analysts would like to see that the positive Q3 trends continued into the year's final period. * 7 Utility Stocks to Buy That Offer Juicy Dividends Although the group raised revenue outlook for the year from about $240 million to a range of $265 million-$275 million, BYND stock dropped from about $108 to a low of about $71 in a matter of weeks following the earnings report. However, since then the share price has recovered and is currently hovering around $117. Long-Term CatalystsRecent research led by Christopher Gardner of Stanford University discusses the protein-consuming habits of Americans, including various drawbacks and ways to eat better. Both nationwide and globally, the debate on the effect of animal meat on environmental, health, and ethical concerns is indeed increasing.Many scientists and analysts agree that discourse around reduced consumption of animal-based meat is likely to gather pace in this new decade. And the number of people switching to or at least trying meatless, plant-based protein foods will likely increase. Therefore, Beyond Meat is possibly at the right place at the right time.Companies like beyond meat offer products that "approximate certain aesthetic qualities, such as texture, flavor, and color, and nutritional characteristics of specific types of meat."Q3 earnings showed that the group is working to increase its restaurant partnerships, including McDonald's (NYSE:MCD) and Yum! Brands' (NYSE:YUM) KFC unit. Management has also expressed interest to expand internationally, including China.However, the maker of plant-based burgers is also facing increased competition from traditional food companies as well as new entrants into the industry. For example, products by privately owned Impossible Foods is getting consumers' attention.Furthermore, in January, Restaurant Brands International's (NYSE:QSR) Tim Hortons said that the group would not offer Beyond Meat products any more. In other words, the meatless segment within the industry will draw in more companies with a wide range of plant-based food offerings. And the increased competition is likely to compress the margins of BYND stock and affect its valuation levels. What Could Derail BYND Stock?Valuation: Successful investing requires discipline. Therefore, I cannot advocate buying shares of companies at expensive valuations without doing extensive due diligence. Currently BYND stock trades at a forward P/E ratio of about 285, expensive by any standard.Another metric I pay attention to is the stocks's price-to-sales (P/S) ratio, which stands at about 26x. To put the metric into perspective, the S&P 500 index average price-sales ratio is 2.3x.The company can possibly still persist for several quarters in holding expensive valuation ratios well above S&P 500 or industry averages. For example, we have recently experienced such high valuations in many cannabis stocks in the past few years. However, then 2019 saw the bubble burst in most marijuana shares.In other words, if the company cannot keep up with the current aggressive growth assumptions, then shareholders may become more concerned about these rich valuation levels and the stock price could easily suffer.Profit-taking: If you are an investor who also pays attention to short-term technical charts, you may be interested to know that the short-term analysis is urging investors to exercise caution. While long-term investors would like to see BYND stock go over the $125 level, traders are likely to keep the range between $90 and $110.Therefore, based on your own risk/return profile, you may want to review your BYND stock holding and take some money off the table. Alternatively if you are experienced in hedging with options, you may consider initiating a covered call or protective put position. * 7 Large-Cap Stocks to Buy For Insulation From Volatility Finally, if you believe that you'd be able to ride out any short-term potential decline in the share price, then you may decide to do nothing at this point. The Bottom LineQ4 results from Beyond Meat should give a better indication as to whether the manufacturer will be able to satisfy investor risk appetite in the months ahead. It is important to remember that the company operates in a niche segment within the food industry. Therefore, beyond the initial hype most investors will eventually judge the company by the industry's average valuation metrics.Although I believe management will successfully take the necessary steps to grow the company profitably in the long run, I do not think the stock will repeat its recent exponential up-move in the next few weeks.This is a momentum stock. Therefore, investors should expect increased volatility around the earnings report date. Unless the group reports extremely strong numbers, we may have a repeat of the price action following the Q3 results, whereby Beyond Meat stock price initially decreases as many investors decide to take profits.Yet within three or four years, investors who buy the shares on the dips are likely to be rewarded handsomely. In the meantime, Beyond Meat may also find itself in the middle of a bidding war from various competitors to be acquired.As of this writing, the author did not hold a position in any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 20 Stocks to Buy From the Law of Accelerating Returns * 10 Strong Lottery Ticket Stocks That Could Soar in 2020 * 7 U.S. Stocks to Buy on Coronavirus Weakness The post Could Beyond Meat Stock Beef Up Your Portfolio? appeared first on InvestorPlace.
- Benzinga
Would You Like Some Shoes With Your KFC Chicken?
KFC and Crocs will team up and create two limited-edition Crocs, the companies said in a Wednesday. The first is described as a "sky-high, platform avant-garde version" which was showcased by Me Love Me a Lot (MLMA) during New York's fashion week. The second is a "classic clog version" called Kentucky Fried Chicken X Crocs Classic Clog.
- Yahoo Finance
Food giant Kellogg's unveils ‘Incogmeato' plant-based products
Kellogg's Incogmeato plant-based meat products look to take on Beyond Meat.
- PR Newswire
KFC And Crocs Debut Bucket Clogs At New York's Biggest Week In Fashion
Kentucky Fried Chicken®, purveyor of world-famous fried chicken, has partnered with Crocs, the creators of the world's most delightfully comfortable shoes, to introduce this spring's hottest shoes – Kentucky Fried Chicken® X Crocs™ Clogs.
- Yahoo Finance
Viral chicken sandwiches aren't enough for Wall Street: Morning Brief
Top news and what to watch in the markets on Tuesday, February 11, 2020.
- Benzinga
Ex-Yum Brands CEO Offers Insight On Dealing With Global Health Scares
David Novak was the CEO of Yum! The current coronavirus outbreak is no different than other health scares as the only way out of it is "through it," Novak said on CNBC. Yum Brands immediately called on outside experts during prior health scares to better understand the problem, he said.
- Yahoo Finance
CEO of Burger King owner: 'We are all in' on plant-based foods
Restaurant Brands CEO Jose Cil tells Yahoo Finance peak plant-based foods hasn't happened.
- Yahoo Finance
Coronavirus fears shutter about 50% of Burger King locations in China
Yahoo Finance catches up with Restaurant Brands CEO Jose Cil fresh off the company's fourth quarter earnings call.
- GuruFocus.com
Chipotle: Not as Overvalued as You Might Think
The company demonstrated excellent revenue growth backed by a strong digital strategy in its recent result but continues to trade well below peer valuations Continue reading...
- MarketWatch
Yum Brands downgraded as Pizza Hut weakness weighs more than coronavirus
Yum Brands Inc. was downgraded to neutral from buy at BTIG Friday on concerns that the weakness at the company’s Pizza Hut chain will outlast challenges posed by the coronavirus outbreak.
- PR Newswire
Pizza Hut's Mozzarella Poppers Pizza Takes America's Love Of Crust To The Next Level
When it comes to pizza, the Original Pizza Company knows crust is king, which is why for more than 60 years Pizza Hut has built a reputation around developing mouthwatering innovations that take pizza crusts to the next level. Given half of Americans appreciate a little somethin' extra on their crust1, Pizza Hut is unveiling an all new creation that will give you even MORE to love about its pizza. Born out of insight and hot from the oven, now introducing the Mozzarella Poppers Pizza.
- Simply Wall St.
Should You Buy YUM! Brands, Inc. (NYSE:YUM) For Its Upcoming Dividend In 3 Days?
Readers hoping to buy YUM! Brands, Inc. (NYSE:YUM) for its dividend will need to make their move shortly, as the stock...
- American City Business Journals
Yum Brands CEO: Coronavirus is a headwind for 2020
As the number of people infected by the coronavirus surpasses 30,000, Yum Brands Inc. executives are keeping a close watch on China and other impacted areas.
- Thomson Reuters StreetEvents
Edited Transcript of YUM earnings conference call or presentation 6-Feb-20 1:15pm GMT
Q4 2019 Yum! Brands Inc Earnings Call
- Yahoo Finance
Coronavirus: The most vulnerable restaurant companies, according to analyst
The deadly coronavirus is causing some multinational companies to feel the pain more than others, according to an analyst.
- American City Business Journals
Yum Brands reports solid growth amid Pizza Hut US struggles
Yum Brands Inc. stock fell nearly 4% during Thursday morning trading after fourth quarter earnings failed to meet analysts’ estimates.
- Zacks
YUM! Brands (YUM) Q4 Earnings Miss, Revenues Top Estimates
YUM! Brands (YUM) fourth-quarter revenues gain from increase in franchise and property, and franchise contributions for advertising and other services revenues.
- Benzinga
Yum Brands Reports Mixed Q4, CFO Says It's 'A Stronger Company'
Yum Brands (NYSE: YUM) reported fourth-quarter earnings of $1 per share Thursday, missing the analyst consensus estimate of $1.14 by 12.28%. The company reported quarterly sales of $1.694 billion, beating the analyst consensus estimate of $1.66 billion by 2.05%.
