Yum Brands (YUM) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 4, 2026 astatine 8:40 AM CST 41 min read

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Feb. 4, 2026, 8:15 a.m. ET

• Chief Executive Officer — Christopher Turner

• Chief Financial Officer — Ranjith Roy

• Senior Vice President and Corporate Controller — Dave Russell

• Vice President of Investor Relations — Matthew Morris

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Chris Turner, our CEO, Ranjith Roy, our CFO, and Dave Russell, our Senior Vice President and Corporate Controller.

Matthew Morris: Following remarks from Chris and Roy, we'll unfastened the telephone to questions. Please enactment that this telephone includes forward-looking statements that are taxable to aboriginal events and uncertainties that could origin our existent results to disagree materially from these statements. All forward-looking statements are made lone arsenic of the day of this telephone and should beryllium considered successful conjunction with the cautionary statements successful our net merchandise and hazard factors discussed successful our SEC filings. Please notation to today's merchandise and filings with the SEC to find disclosures, definitions, and reconciliations of non-GAAP fiscal measures. Please enactment that during today's call, strategy income and operating nett maturation volition exclude the interaction of overseas currency.

Our 4th fourth results bespeak the examination against an other week successful 2024 for concern units that study connected a play calendar basis. However, each figures discussed connected this telephone exclude the interaction of lapping that further week. For much details connected our reporting calendars, by market, delight notation to our fiscal study conception of our IR website. We are broadcasting this league telephone via our website. This telephone is besides being recorded and volition beryllium disposable for playback. We would similar to marque you alert that our archetypal 4th net volition beryllium released connected April 29 with a league telephone connected the aforesaid day. Now I'll crook the telephone implicit to our CEO, Chris Turner.

Christopher Turner: Thank you, Matt. Good morning, everyone. Yum delivered different twelvemonth of outstanding results astatine KFC and Taco Bell with our fundamentals stronger than ever astatine some brands. Looking backmost astatine 2025, Taco Bell again gained marketplace share, outperforming the QSR manufacture with exceptional 7% same-store income maturation and KFC delivered record-breaking portion improvement portion hitting an unthinkable milestone successful opening its 30,000th planetary restaurant. Both Taco Bell and KFC delivered 10% divisional halfway operating nett growth, a beardown result that speaks to the durability of Yum's portfolio and the skillful execution of our team.