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Yum Brands YUM

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    1. Africa: Rising Incomes, Changing Tastes

      Headlines

      Thu, 25 Dec 2014

      overcome if they want to compete in the value segment. Yum Brands YUM Our outlook for Chinese restaurant spending (up 161% over the next 10 years) suggests that the Yum Brands growth story is far from over. Although China gets much

    2. A Continent of New Consumers

      Headlines

      Sat, 20 Dec 2014

      the continent as well. Yum Brands YUM Despite its vast presence ..... regions, such as China, Yum remains fairly underpenetrated ..... Africa, with just 7% of KFC 's system sales resulting ..... Despite more than 1,000 KFC stores across Africa (including

    3. Yum's Pre-Conference Update Indicates Lingering Issues in China but Also Hints Long-Term Promise

      Commentary

      Wed, 10 Dec 2014

      on Dec. 11, Yum Brands provided an ..... next year, Yum 's preliminary ..... least 15%, KFC and Pizza Hut operating income ..... of 10%, and Taco Bell operating income ..... the recent Pizza Hut menu overhaul ..... still position Yum for mid-single

    4. Food Supplier Issue Tempers Yum's Near-Term Outlook, but Moat Sources and Growth Potential Intact

      Commentary

      Wed, 8 Oct 2014

      Following Yum 's preliminary comments about the impact ..... tempered by encouraging margin trends at Taco Bell ), but we remain comfortable with our outlook ..... change to our $80 fair value, and we find Yum to be one of the more underappreciated names

    5. At Home and Abroad, Consumer Defensive Firms With an Edge Are Poised to Win

      Headlines

      Tue, 30 Sep 2014

      growing populations and higher disposable income potential that names like Marico , Wuliangye Yibin , and ITC offer. But Yum Brands YUM , SABMiller SBMRY, and United Breweries CCU offer both growth and diversification, as they've sufficiently broadened

    6. Chain of Thrones: Burger King and Tim Hortons Stronger After Joining Forces

      Headlines

      Wed, 27 Aug 2014

      agreement on Aug. 26 to create the third-largest global quick-service restaurant chain behind McDonald's MCD and Yum Brands YUM . Tim Hortons shareholders will receive CAD 65.50 per share in cash and 0.8025 common shares of the new company

    7. Here We Go Again: Burger King Tie-Up May Enhance Tim Hortons' Narrow Moat, Global Growth Plans

      Commentary

      Mon, 25 Aug 2014

      billion in systemwide sales and 18,000 global units, trailing McDonald's ($89 billion and 35,700 units) and Yum Brands ($43 billion and 40,400 units). According to a joint press release, the newly created public company would be

    8. Friday Five: A Balanced View on Twitter, a Long View on Yum

      Video Reports

      Fri, 1 Aug 2014

      having such a great week was [TICKER: YUM ] Yum Brands . Their stock took a hit after management ..... has some bad news around it, and Yum certainly has that with this poultry ..... in China. But R.J Hottovy, our Yum analyst, thinks that they're going

      Yum Brands found at 1:29

      are looking for that exposure. Stipp: Not having such a great week was [TICKER: YUM ] Yum Brands . Their stock took a hit after management said that problems with a food supplier in China are going to affect sales. So, is this something that a value investor would want to take a look at? Glaser: There aren't a lot of values in the marketplace right now, and to find a company with an economic moat that's trading at a discount, you might have to find something that has some bad news around it, and Yum certainly has that with this poultry supplier in China, which also served McDonald's, selling expired chicken into their restaurants. They saw a big decline in sales as this news came to light, and it's going to take some time to turn that around. They're going to have to make investments in advertising, convincing consumers that their supply chain is safe, and make investments to make sure that something like this doesn't happen again. This is not the first time they've had concerns about their supply chain in China. But R.J Hottovy, our Yum analyst, thinks that they're going to be able to do that, and that they have enough brand equity to ride out the storm, and they'll be able to continue to see growth at some point in the medium to long term. Investors who are willing to wait that out and are willing to take on that risk might see Yum as being at an attractive entry point right now. Stipp: The long saga of T-Mobile suitors continued this week with yet one
    9. Are McDonald's and Yum Opportunities Today?

      Headlines

      Thu, 31 Jul 2014

      Yum Brands YUM and McDonald's MCD shares have come under pressure after Yum disclosed in a July 30 8 ..... Husi, a key supplier to Yum , McDonald's, and other ..... same-store sales at both KFC and Pizza Hut in China over the past 10

    10. Yum's Comments on Food Scare in China Validate Our Concerns, but May Create Buying Opportunities

      Commentary

      Thu, 31 Jul 2014

      Yum Brands and McDonald's shares ..... under pressure after Yum disclosed in a July ..... a key supplier to Yum , McDonald's, and ..... store sales at both KFC and Pizza Hut in China over the ..... full-year EPS." Yum immediately terminated

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