Opinions David Dietze
Yum! BrandsYUMDON'T BUYApr 27, 2018
$87.05
Stock price when the opinion was issued
$147.95
As of May 29, 2026. Market Open.
food services
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BUY
They delivered this morning a huge EPS beat, beat revenues and 9% same-store sales growth, but the stock hardly budged. One reason was that management didn't issue guidance, because the environment is unpredictable, but also the stock has recently run up. Yum includes chains KFC and Pizza Hut.
food services
PAST TOP PICK
(A Top Pick Nov 12/19, Up 6%) Big presence in China, and there's lots of potential there. Also in India and European markets, and you want this exposure to markets not fully developed. Recently bought a new brand, which they can grow and franchise out.
Christine PooleOwned
food services
HOLD
She still owns YUM. Their brand are Pizza Hut, Taco Bell and KFC. In China, they have a large presence -- it represents about 30% of their revenues. Since most locations focused on drive-thru they are doing okay. There is still good growth opportunities overseas and they are looking into India to expand.
Christine PooleOwned
food services
It is a great company, but for him it is too expensive at 5.7 times sales. He prefers Chipotle (CHP-N) at 2.5 times sales.