Yum! Brands

YUM-N

NYSE:YUM

106.48
1.30 (1.21%)
Yum! Brands, Inc., or Yum! and formerly Tricon Global Restaurants, Inc., is an American fast food company.
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Analysis and Opinions about YUM-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 1, 2012

Growth in China is the primary reason she owns this. Over 40% of their earnings are coming from China. Stock pulled back when McDonald's (MCD-N) has announced negative comments. This company anticipates costs will stay at around 10% for the balance of the year. Continuing to grow new unit sales. Now branching into tier 3 and tier 4 cities. Targeting India and Russia as their next growth areas. Have had some good product launches in the US as well.

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Yum! Brands (YUM-N)
August 1, 2012

Growth in China is the primary reason she owns this. Over 40% of their earnings are coming from China. Stock pulled back when McDonald's (MCD-N) has announced negative comments. This company anticipates costs will stay at around 10% for the balance of the year. Continuing to grow new unit sales. Now branching into tier 3 and tier 4 cities. Targeting India and Russia as their next growth areas. Have had some good product launches in the US as well.

BUY
BUY
July 25, 2012
Very reasonable. Recently missed on their earnings by a few pennies. A lot of that has to do with their exposure to international markets, particularly China. They are on track to expand a few hundred stores in China.
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Yum! Brands (YUM-N)
July 25, 2012
Very reasonable. Recently missed on their earnings by a few pennies. A lot of that has to do with their exposure to international markets, particularly China. They are on track to expand a few hundred stores in China.
HOLD
HOLD
July 10, 2012
Great company. A very clear play on the Asian consumer. Over 50% of its EBIT (?) comes from Asia. There is a slowdown taking place in Asia. Sitting right on the 200 day moving average.
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Yum! Brands (YUM-N)
July 10, 2012
Great company. A very clear play on the Asian consumer. Over 50% of its EBIT (?) comes from Asia. There is a slowdown taking place in Asia. Sitting right on the 200 day moving average.
COMMENT
COMMENT
June 20, 2012
More than half of its business comes out of China, which is very much a growth story. There are some risks and you just don't know the environment the same as you would a Western environment. Also have some issues of input costs. So far they have executed very well.
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Yum! Brands (YUM-N)
June 20, 2012
More than half of its business comes out of China, which is very much a growth story. There are some risks and you just don't know the environment the same as you would a Western environment. Also have some issues of input costs. So far they have executed very well.
TOP PICK
TOP PICK
June 12, 2012
Very strong quarter and stock pulled back recently. A name where she was waiting for a pullback in order to buy. Buy in this price range. China is strong for them and US is turning around. China is 45% of their operating earnings.
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Yum! Brands (YUM-N)
June 12, 2012
Very strong quarter and stock pulled back recently. A name where she was waiting for a pullback in order to buy. Buy in this price range. China is strong for them and US is turning around. China is 45% of their operating earnings.
TOP PICK
TOP PICK
June 7, 2012
This is highly a China, emerging market play. Largest restaurant operator globally and includes KFC, Taco Bell and Pizza Hut. Over 70% of its operating profits come from international and probably 50% of that is from China. Gives you the opportunity to get into the growth of middle-class China and other emerging markets. Looking at long-term EPS growth of 15%.
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Yum! Brands (YUM-N)
June 7, 2012
This is highly a China, emerging market play. Largest restaurant operator globally and includes KFC, Taco Bell and Pizza Hut. Over 70% of its operating profits come from international and probably 50% of that is from China. Gives you the opportunity to get into the growth of middle-class China and other emerging markets. Looking at long-term EPS growth of 15%.
TOP PICK
TOP PICK
October 12, 2011
Company reported earnings last week and it got below $50 she picked it up and would do so here also. Experiencing higher coasts in labour and food costs and phasing in increases. Consumers are making more money in their markets and middle class is emerging..
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Yum! Brands (YUM-N)
October 12, 2011
Company reported earnings last week and it got below $50 she picked it up and would do so here also. Experiencing higher coasts in labour and food costs and phasing in increases. Consumers are making more money in their markets and middle class is emerging..
PAST TOP PICK
PAST TOP PICK
September 13, 2011
(Top Pick Sep 28/10, UP 14.60%) Would still buy it today. 40% revenues from China. Dominate fast food in China. Asian markets were the first to start rolling over so he got out. He is a little bit sorry it got out of it. They continue to execute very well. He would buy it here. He would like to see the markets stabilize a bit.
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Yum! Brands (YUM-N)
September 13, 2011
(Top Pick Sep 28/10, UP 14.60%) Would still buy it today. 40% revenues from China. Dominate fast food in China. Asian markets were the first to start rolling over so he got out. He is a little bit sorry it got out of it. They continue to execute very well. He would buy it here. He would like to see the markets stabilize a bit.
DON'T BUY
DON'T BUY
February 2, 2011
Street was looking for about 6% growth in Chinese revenue but came in at 8%. Also beat on the earnings. A little too rich at 18X earnings. A lot of the growth has been anticipated and is in the stock. Would like to see it at sub 15 multiple (14?) before he would be interested.
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Yum! Brands (YUM-N)
February 2, 2011
Street was looking for about 6% growth in Chinese revenue but came in at 8%. Also beat on the earnings. A little too rich at 18X earnings. A lot of the growth has been anticipated and is in the stock. Would like to see it at sub 15 multiple (14?) before he would be interested.
DON'T BUY
DON'T BUY
November 29, 2010
Has about 14% growth in China. Have competition from other Chinese brands. Fairly priced. Good company but not interested in it.
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Yum! Brands (YUM-N)
November 29, 2010
Has about 14% growth in China. Have competition from other Chinese brands. Fairly priced. Good company but not interested in it.
DON'T BUY
DON'T BUY
October 14, 2010
Great China play but at 17X next year's earnings it is too expensive for him. Lots of other great companies with lower multiples that have the same growth potential. Would prefer 15X earnings as an entry point.
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Yum! Brands (YUM-N)
October 14, 2010
Great China play but at 17X next year's earnings it is too expensive for him. Lots of other great companies with lower multiples that have the same growth potential. Would prefer 15X earnings as an entry point.
TOP PICK
TOP PICK
September 28, 2010
North American company with exposure to Asia. Have almost 40% market share in branded fast foods in China including KFC, Taco Bell and Pizza Hut with their own food distribution company. Have about 5000 stores and will open 450 stores a year for the next 4 years.
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Yum! Brands (YUM-N)
September 28, 2010
North American company with exposure to Asia. Have almost 40% market share in branded fast foods in China including KFC, Taco Bell and Pizza Hut with their own food distribution company. Have about 5000 stores and will open 450 stores a year for the next 4 years.
PAST TOP PICK
PAST TOP PICK
September 27, 2010
(A Top Pick Oct 15/09. Up 34%.) Own the KFC, Taco Bell and Pizza Hut brands. Have about 3000 KFC chains in China and sees it being a 15,000 chain. If you don't own, wait for a pullback. Still a Hold.
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Yum! Brands (YUM-N)
September 27, 2010
(A Top Pick Oct 15/09. Up 34%.) Own the KFC, Taco Bell and Pizza Hut brands. Have about 3000 KFC chains in China and sees it being a 15,000 chain. If you don't own, wait for a pullback. Still a Hold.
BUY
BUY
June 21, 2010
Great opportunity for growth in the Asian markets.
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Yum! Brands (YUM-N)
June 21, 2010
Great opportunity for growth in the Asian markets.
PAST TOP PICK
PAST TOP PICK
June 15, 2010
(A Top Pick May 13/09. Up 38.39%.)
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Yum! Brands (YUM-N)
June 15, 2010
(A Top Pick May 13/09. Up 38.39%.)
Showing 61 to 75 of 79 entries