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YUM · Q2 2026

YUM BRANDS INC

Reported 2026-07-30
BEAT
44EarnIQ signal

Confidence falling

Mild quarter-over-quarter shift

Yum! delivered a strong quarter and streamlined its portfolio by agreeing to sell Pizza Hut.

  • Guidance was none, with moderate specificity.
  • Management tone registered as confident (85/100).
  • EarnIQ detected 0 potential management deflections.
Headline–confidence gap

Fragile beat

The numbers beat, but management confidence weakened.

EPS: reported vs expected+1.5%$1.62 vs $1.60
Revenue: reported vs expected-2.3%$2.2B vs $2.2B
Guidance specificityModerateChange not comparable
Market expectations supplied by Finnhub · Reported vs consensus estimate

Yum! is built for dependable growth, disciplined execution and long-term value creation.

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Guidance specificityPressure pointNarrative breakSource evidence
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