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Christine Poole Yum! Brands YUM-N BUY ON WEAKNESS Feb 13, 2020

Two issues right now. Pizza Hut turnaround, and coronavirus. Too early to say how coronavirus will impact it. One positive is they get franchise fees. Likes the long-term profile because of presence in China and other EM. Would wait for the $100 range for new money.

Christine Poole

Owned

Unlock Rating

$105.030

Stock price when the opinion was issued

food services

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DON'T BUY

It's a buy under $100, so don't buy it now at $105. Restaurants are going down during lockdowns this winter.

BUY

That the ongoing legalization in cannabis in the U.S. will push munchies stocks like YUM. Likes it very much. Better if they fix their Pizza Hut issues. Great to own.

COMMENT

Has held it for many years. Recently sold it to make room for one of her top picks. A well-regarded quick serve company. The Chinese spinout has done better than the Yum! Brands that trades in New York. Saw better opportunities elsewhere.

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.

COMMENT

They report Wednesday. Chipotle just reported a good quarter and the market didn't care--warning. Chipotle owns all its stores, but Yum is heavily franchised. Will Yum have the same success finding workers as Chipotle?

BUY

They plan to double locations from 54,000 globally over time. They're doing really well. Owns KFC and other fast-food chains.

BUY

It reports Wednesday. Listen for comments about sticker prices being too high. Overall, he feels YUM will do well because of KFC, Taco Bell and Pizza Hut.

BUY

They report Wednesday. He expects an upside surprise.

PARTIAL BUY

It reports Wednesday. The franchise market has been very good to KFC and Taco Bell, but not Pizza Hut. Shares are firing hot with two hot brands, but suppose they add a third?

BUY

a dividend aristocrat

They raised their dividend by 10.7%. They had a disappointing Q4, but raised their full-year forecast, a strong one. International headwinds should improve this year.

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Christine Poole Yum! Brands YUM-N BUY ON WEAKNESS Feb 13, 2020

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