Yum! Brands, Inc.
YUM
Jodie read · what matters now
Revenue increased 15.2% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to YUM, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-06 against the comparable filing from 2025-05-07.
What improved
- Revenue increased 15.2% versus the comparable filing period.
- Operating margin improved 0.6 percentage points.
- Net income increased 70.8% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“G&A expenses $ 59 $ 55 (8) (6) Franchise and property expenses 17 11 (59) (56) Franchise advertising and other services expense 84 89 6 6 Operating Profit $ 64 $ 74 (14) (16) % Increase (Decrease) Unit Count 3/31/2026 3/31/2025 Franchise 19,809 19,763 — Company-owned 135 23 487 Total 19,944 19,786 1 32 Franchise and property revenues The quarterly decrease in Franchise and property revenues, excluding the impact of foreign currency translation, was primarily driven by the impact of our acquisitions of restaurants from franchisees.”
“G&A expenses $ 87 $ 80 (8) (4) Franchise and property expenses 19 16 (19) (12) Franchise advertising and other services expense 161 149 (8) — Operating Profit $ 383 $ 331 16 9 % Increase (Decrease) Unit Count 3/31/2026 3/31/2025 Franchise 33,815 31,524 7 Company-owned 517 474 9 Total 34,332 31,998 7 Company sales and Company restaurant margin % 30 The quarterly increase in Company sales, excluding the impacts of foreign currency translation, was driven by Company same-store sales growth of 5%, acquisitions of restaurants from franchisees and unit growth.”
“G&A expenses $ 53 $ 49 (8) (8) Franchise and property expenses 6 6 Even 1 Franchise advertising and other services expense 173 157 (10) (10) Operating Profit $ 281 $ 241 16 16 % Increase (Decrease) Unit Count 3/31/2026 3/31/2025 Franchise 8,346 8,218 2 Company-owned 675 505 34 Total 9,021 8,723 3 Company sales and Company restaurant margin % The quarterly increase in Company sales was driven by acquisitions of restaurants from franchisees, company same-store sales growth of 6%, and unit growth.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind YUM
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 6 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
YUM is currently a Leader in the organic co-movement group Fast Food Chains. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for YUM; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.