Q4 2025 Yum! Brands Inc Earnings Call Transcript

Feb 04, 2026 / 01:15PM GMT

Release Date Price: €134.45 (+0.71%)

Transcript 8-K

Key Points

Positve

Taco Bell achieved exceptional 7% same-store sales growth, outperforming the QSR industry.
KFC delivered record-breaking unit development, opening its 30,000th international restaurant.
Digital sales grew 20% year-over-year, with digital mix approaching 60%.
Yum Brands Inc (YUM) opened over 4,550 new units in 2025, with KFC leading unit growth.
Taco Bell's loyalty program saw a 23% increase in members, enhancing customer engagement.

Negative

Pizza Hut experienced a 1% same-store sales decline globally for the quarter and the year.
There were elevated Q4 store closures for Pizza Hut due to specific franchise situations.
KFC faced challenges with Turkey closures impacting net new unit records.
Pizza Hut's strategic review is ongoing, creating uncertainty about its future direction.
Higher beef prices impacted Taco Bell's full-year restaurant margins.

Operator

Hello, everyone, and thank you for joining us today for the Yum! Brands 2025 fourth quarter earnings call. My name is Sami and I'll be co-ordinating your call today. (Operator Instructions)

I will now hand over to your host, Matt Morris, Head of Investor Relations, to begin.

Please go ahead, Matt.

Matt Morris;Brands Inc;Head of Investor Relations

Yum

!-

Good morning, everyone, and thank you for joining us today. On our call are Chris Turner, our CEO; Ranjith Roy, our CFO; and Dave Russell, our Senior Vice President and Corporate Controller. Following remarks from Chris and Roy will open the call to questions.

Please note that this call includes forward-looking statements that are subject to future events and uncertainties that could cause our actual results to differ materially from these statements. All forward looking statements are made only as of the date of this call and should be considered in conjunction with the cautionary statements in our earnings release and risk factors discussed in our

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