Yum! Brands | 8-K: FY2025 Q3 Revenue Beats Estimate at USD 1.979 B

LB filings
2025.11.04 12:05
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Revenue: As of FY2025 Q3, the actual value is USD 1.979 B, beating the estimate of USD 1.97 B.

EPS: As of FY2025 Q3, the actual value is USD 1.41, missing the estimate of USD 1.48.

EBIT: As of FY2025 Q3, the actual value is USD 665 M.

KFC Division

  • System Sales: $9,340 million, up 8% YoY.
  • Operating Profit: $392 million, up 16% YoY.
  • Operating Margin: 44.6%, up 1.5 percentage points YoY.
  • Company Restaurant Margins: 13.7%, up 120 basis points YoY.

Taco Bell Division

  • System Sales: $4,368 million, up 9% YoY.
  • Operating Profit: $267 million, up 7% YoY.
  • Operating Margin: 36.6%, down 1.0 percentage points YoY.
  • Company Restaurant Margins: 23.9%, up 50 basis points YoY.

Pizza Hut Division

  • System Sales: $3,177 million, even YoY.
  • Operating Profit: $84 million, down 8% YoY.
  • Operating Margin: 35.1%, down 3.2 percentage points YoY.
  • Company Restaurant Margins: -12.2%, down 6.1 percentage points YoY.

Habit Burger & Grill Division

  • Operating Profit: -$2 million, down from $1 million YoY.
  • Operating Margin: Not specified.

Consolidated Metrics

  • Total Revenues: $1,979 million, up 8% YoY.
  • Operating Profit: $666 million, up 8% YoY.
  • Net Income: $397 million, up 4% YoY.
  • Operating Cash Flow: $1,393 million, up from $1,176 million YoY.
  • Free Cash Flow: -$208 million, down from -$292 million YoY.

Outlook / Guidance

  • Yum! Brands targets long-term financial performance metrics of 5% unit growth, 7% system sales growth excluding F/X and 53rd week, and at least 8% core operating profit growth excluding F/X and 53rd week.