Company Dossier · Consumer Discretionary
Yum! Brands
- S&P 500
- Russell 1000
What Yum! Brands is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $8.72 billion, up 10% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $1.68 billion, up 9.8% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.40 billion, up 33% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.55 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $1.49 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 30, 2026): sentiment 0.20 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Latest annual report (filed February 20, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $3.0 million on the open market.SEC Form 4
- 1,440 institutional managers reported a position at June 30, 2026 (−5 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 20 (16 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 1 — latest Wage and Hour case, Mar 17, 2026 →
Company Posture
How Company Posture is measured →What Yum! Brands is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Hedging
Expanding ↔ Retrenching
Expanding
- Capital spending87th pct
- Debt raised—
- Buybacks vs capex36th pct
- Hiring filings62nd pct
- Deals and private raises97th pct
- Patent publications92nd pct
Confident ↔ Hedging
Hedging
- Call sentiment24th pct
- Call confidence31st pct
- Guidance changes37th pct
- Risk factors added28th pct
- Insider open-market trades45th pct
- − Call sentiment
- − Call confidence
- − Guidance changes
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver65th pct
- Stress filings50th pct
Credit
How these are built →Yum! Brands's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$15.1B
- Due within a year $5.6B
- Longer term $9.5B
- Default point $10.4B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Yum! Brands, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- PositiveKFC Launches Portable Go Buckets Snack, Yum Brands (YUM) Dividend Appeal Strengthened
gurufocus.com · via Marketaux · Oct 6, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (LINCOLN POLICY GROUP)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (FIERCE GOVERNMENT RELATIONS)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (THE WASHINGTON TAX & PUBLIC POLICY GROUP)third_quarter 2026 · $0.0 million
- Oct 19, 2026LobbyingLobbying report (YUM! BRANDS, INC.)third_quarter 2026 · $0.3 million
- Sep 1, 20268-KDirector or officer changeItem 5.02
- Aug 28, 20268-KDirector or officer changeItem 5.02
- Aug 25, 2026Patent
- Aug 21, 20268-KDirector or officer changeItem 5.02
- Aug 7, 20268-KDirector or officer changeItem 5.02
- Aug 7, 20268-KMaterial agreement signedItem 1.01
- Aug 7, 20268-KAcquisition or sale completedItem 2.01
- Jul 20, 2026LobbyingLobbying report (FORBES-TATE)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (THE WASHINGTON TAX & PUBLIC POLICY GROUP)second_quarter 2026 · $0.0 million
- Jul 20, 2026LobbyingLobbying report (FIERCE GOVERNMENT RELATIONS)second_quarter 2026 · $0.1 million
- Jul 19, 2026LobbyingLobbying report (LINCOLN POLICY GROUP)second_quarter 2026 · $0.0 million
- Jun 16, 20268-KMaterial agreement signedItem 1.01
- Jun 2, 20268-KDirector or officer changeItem 5.02
- May 19, 20268-KShareholder vote resultsItem 5.07
- Apr 27, 2026Trademark
- Apr 27, 2026Trademark
- Apr 1, 20268-KDirector or officer changeItem 5.02
- Mar 31, 2026Trademark
- Mar 24, 2026Patent
- Mar 17, 2026PatentPatent granted: STORAGE BIN AND LIDUS 12577019
- Mar 17, 2026Risk eventWage and Hour case: Taco Bell of America LLC, back wages agreed$0.0 million
- Mar 10, 2026Patent
- Feb 20, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- Feb 12, 20268-KDirector or officer changeItem 5.02
- Feb 6, 2026Trademark
- Feb 6, 2026Trademark
- Jan 6, 2026Patent
- Sep 30, 20258-KMaterial agreement signedItem 1.01
- Sep 9, 20258-KDirector or officer changeItem 5.02
- Aug 28, 20258-KDirector or officer changeItem 5.02
- Jun 17, 20258-KDirector or officer changeItem 5.02
- May 20, 20258-KDirector or officer changeItem 5.02
- May 20, 20258-KShareholder vote resultsItem 5.07
- Mar 31, 20258-KDirector or officer changeItem 5.02
- Feb 19, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 15, 20258-KDirector or officer changeItem 5.02
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Restaurant Brands International QSR | $9.7B | $1.6B | Jun 30, 2026 |
| Chipotle Mexican Grill CMG | $12.4B | $1.6B | Jun 30, 2026 |
| Darden Restaurants DRI | $13.4B | $1.1B | Aug 30, 2026 |
| McDonald's Corp. MCD | $27.7B | $7.8B | Jun 30, 2026 |
| Starbucks Corp. SBUX | $38.3B | $3.6B | Jun 28, 2026 |
| Dutch Bros Inc. BROS | $1.9B | $0.1B | Jun 30, 2026 |
| Cava Group CAVA | — | — | — |
| Domino's DPZ | — | — | — |