Yum! BrandsYUM

Yum! BrandsYUM

Revenue: is the business selling more than it used to?

$8.2B+9% YoYFY 2025

→Revenue reached $8.2B in 2025, compounding +6% a year since 2022 though the pace has cooled. The trailing twelve months are already running at $8.7B, ahead of the last full year.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

Net income: how much of that revenue becomes profit?

$1.6B+5% YoYFY 2025

→Net income was $1.6B in 2025, compounding +6% a year over three years. Earnings per share moved +55% over the last twelve months. Trailing twelve-month profit stands at $2.2B.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

How fast is it growing, year by year?

+8.8%revenue growth, FY 2025

→Revenue grew +9% in 2025 against a five-year average of +8%. Earnings grew more slowly (+5%), so costs are absorbing part of the growth.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

Revenue per share: is your slice growing as fast as the company?

$29.23revenue per share, FY 2025

→Revenue per share reached $29.23 in 2025, compounding +7% a year against +6% for YUM as a whole. Buybacks added roughly 1.1 points to your per-share result. Free cash flow per share stands at $5.83.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

Free cash flow: what is left in real cash after everything?

$1.6B+14% YoYFY 2025

→Free cash flow was $1.6B in 2025, compounding +13% a year since 2022. That is the most cash the business has ever thrown off in a year. The trailing twelve months stand at $1.7B.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

How much of every sales dollar ends up as free cash?

→20 cents of every sales dollar became free cash in 2025, up 3 points since 2022.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

What does staying competitive cost, per dollar of sales?

→The biggest claim on each sales dollar is capital spending, at 5% of revenue (stock compensation 1%, research and development 0%).

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

When sales grow, do profits grow faster?

→Operating profit outgrew revenue in only 2 of the last 5 years. Costs are growing roughly in step with the business, so scale isn't yet paying for itself.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

Margins: of every $1 of sales, how much survives each cost layer?

→Operating margin has held near 31% since 2022. After everything, 19 cents of each sales dollar reaches net profit. YUM doesn't tag a gross-profit line in its filings, so the chart starts at operating margin.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

What does it earn on the money it uses?

→Return on capital needs both a profit and an equity base; one of them isn't available here.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

What has the market paid for YUM over time?

19.1xP/E today

→At 19.1x earnings, the market is paying 13% less than YUM's own 11-year median of 21.9x. Pessimism is priced in - the question is whether it is deserved.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

What cash return does the business throw off per dollar of market value?

4.1%FCF yield today

→Every dollar of market value currently buys 4.1% of annual free cash flow, right at YUM's 10-year median of 3.9%.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

Could it handle its debt if things went wrong?

→Debt of $12.3B sits against $674M of cash. Earnings cover interest 5.0 times - adequate, with less room than it looks in a downturn.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

Is the company's own capital growing?

→Shareholders' equity is negative at $-7.1B: liabilities exceed assets. Usually the mark of heavy buybacks or accumulated losses, and always worth understanding which.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

How much goes back, and how much leaks out as stock comp?

→Shareholders received $552M in buybacks and $789M in dividends in 2025. Stock compensation issued $70M of new shares in the same year, offsetting 5% of that.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

How fast is your ownership being diluted - or concentrated?

→The share count shrank 1.4% in 2025, averaging 1.0% a year over three years. Buybacks are concentrating your ownership: the same business, split fewer ways.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

Is the dividend cheque growing?

→The dividend per share reached $2.81 in 2025, compounding +9% a year since 2020.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

Can it afford the dividend?

→The dividend consumed 51% of profit and 48% of free cash flow in 2025. That leaves room to keep paying through a weak year.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

Does YUM earn more on its capital than that capital costs?

→YUM earns 38.5% on the capital it employs, well above the 10% most investors treat as the cost of capital. It was 52.3% in 2022, so the trend is down, though the pace has cooled.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

YUM has issued or retired shares - did shareholders end up better off?

→YUM has shrunk its share count -42% from 2011 to 2025, so each remaining share owns more of the business. Revenue per share is +11% over the same years.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30

Yum! BrandsYUM

Are the people running it buying or selling?

→Insiders sold $7M on the open market and bought nothing. Many sales are pre-scheduled diversification rather than a view on the price. A further 27 filings were grants, option exercises or tax withholding, which say nothing either way.

Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30