ABOVE NUMBER per Seeking Alpha
BELOW NUMBERS per Lipton Financial Services, Inc.
MOST RECENT CONFERENCE CALL TRANSCRIPT
Yum! Brands, Inc. (YUM) Q1 2026 Earnings Call Transcript _ Seeking Alpha
Tag Archives: YUM! BRANDS
“COMPANY DETAILED ANALYSES” (SUBSCRIBERS log in to view write-ups on over 60 restaurant/franchising companies) – newly updated YUM BRANDS, YUM CHINA, BRINKER INTERNATIONAL, FIRST WATCH – with relevant transcripts
YUM BRANDS (YUM)
https://www.liptonfinancialservices.com/2023/11/yum-brands/
YUM CHINA (YUMC)
https://www.liptonfinancialservices.com/2023/11/yum-china-holdings-yumc-in-process/
BRINKER INTERNATIONAL (EAT)
https://www.liptonfinancialservices.com/2023/11/brinker-international/
FIRST WATCH (WATCH)
https://www.liptonfinancialservices.com/2023/11/first-watch-fwrg-in-process/
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) – YUM BRANDS, DENNY’S, ARK RESTAURANTS, RAVE RESTAURANTS – with relevant transcripts
Note: since you received this email, you are obviously a subscriber. DON’T FORGET TO LOG IN, TO ACCESS THE FOLLOWING ANALYSES 🙂
YUM BRANDS (YUM)
https://www.liptonfinancialservices.com/2022/11/yum-brands/
DENNY’S (DENN)
https://www.liptonfinancialservices.com/2023/02/dennys-corporation-denn-new-writeup/
ARK RESTAURANTS (ARKR)
https://www.liptonfinancialservices.com/2023/02/ark-restaurants-arkr-new-writeup-performing-solidly/
RAVE RESTAURANT (RAVE)
https://www.liptonfinancialservices.com/2023/02/rave-restaurant-group-inc-rave/
UPDATED CORPORATE DESCRIPTIONS: CHEESECAKE FACTORY, DENNY’S, YUM BRANDS, YUM CHINA, DINE BRANDS + NON-RESTAURANT FRANCHISOR, DRIVEN BRANDS, with relevant transcripts
CHEESECAKE FACTORY (CAKE)
https://www.liptonfinancialservices.com/2022/08/cheesecake-factory-updated-write-up/
DENNY’S (DENN)
https://www.liptonfinancialservices.com/2022/08/dennys-corporation-denn-new-writeup/
YUM BRANDS (YUM)
https://www.liptonfinancialservices.com/2022/08/yum-brands/
YUM CHINA (YUMC)
https://www.liptonfinancialservices.com/2022/08/yum-china-holdings-yumc-in-process/
DINE BRANDS (DIN)
https://www.liptonfinancialservices.com/2022/08/dine-brands-global-din/
DRIVEN BRANDS (DRVN)
https://www.liptonfinancialservices.com/2022/11/driven-brands-holdings-inc-drvn/
UPDATED CORPORATE DESCRIPTIONS: BLOOMIN’ BRANDS, DENNY’S, STARBUCKS, YUM BRANDS, SHAKE SHACK, PORTILLO’S – with transcripts
UPDATED CORPORATE DESCRIPTIONS: BLOOMIN’ BRANDS, DENNY’S, STARBUCKS, YUM BRANDS, SHAKE SHACK, PORTILLO’S – with transcripts
BLOOMIN’ BRANDS (BLMN)
https://www.liptonfinancialservices.com/wp-admin/post.php?post=4284&action=edit
DENNY’S (DENN)
https://www.liptonfinancialservices.com/2022/05/dennys-corporation-denn-new-writeup/
STARBUCKS (SBUX)
https://www.liptonfinancialservices.com/2022/05/starbucks-updated-write-up/
YUM BRANDS (YUM)
https://www.liptonfinancialservices.com/2022/05/yum-brands/
SHAKE SHACK (SHAK)
https://www.liptonfinancialservices.com/2022/05/shake-shack-inc-shak/
PORTILLO’S (PTLO)
https://www.liptonfinancialservices.com/2022/05/portillos-ptlo-in-process/
THE WEEK THAT WAS, ENDING 5/6, LOT’S OF EARNINGS REPORTS, A FEW RATINGS CHANGES, MORE ACTION IN THE WEEK TO COME
THE WEEK THAT WAS, ENDING 5/6, LOT’S OF EARNINGS REPORTS, SEVERAL RATINGS CHANGES, MANY MORE DATA POINTS IN THE WEEK TO COME – links to transcripts provided
Starbucks reports, only change is David Palmer upgrading. Nobody wants to be negative. NICOLE REAGAN, JOHN GLASS, CHRIS CARRIL and JON TOWER stay neutral. LAUREN SILBERMAN, JEFFREY BERNSTEIN, DAVID PALMER and ANDREW CHARLES continue to like it.
Denny’s reports, NICK SETYAN still likes it.
Restaurant Brands reports, only change is CHRIS O’CULL downgrading to HOLD. M.Stanley analyst maintains underweight. JON TOWER is neutral, while CHRIS CARRIL AND LAUREN SILBERMAN like it here.
Yum Brands reports. No changes. LAUREN SILBERMAN is NEUTRAL while JON TOWER says BUY.
Brinker reports (and disappoints). DAVID PALMER downgrades to IN-LINE. BRIAN MULLAN, NICK SETYAN, and M.STANLEY analyst are NEUTRAL. BRIAN VACCARO and ERIC GONZALES continue to be positive.
Wingstop reports (and disappoints). M. Stanley analyst, NICK SETYAN, JON TOWER and ANDREW CHARLES all stick with it.
SHAKE SHACK reports. Everybody maintains. LAUREN SILBERMAN and BRIAN MULLEN are neutral, while PETER SALEH & NICK SETYAN like it.
PAPA JOHN’s reports. LAUREN SILBERMAN and NICK SETYAN continue to like it while BRIAN MULLAN is neutral.
THE WEEK TO COME: MORE DATA POINTS
5-09 After Market Close RCI Hospitality Holdings RICK
5-10 Before Market Open First Watch Restaurant Gr FWRG
https://viavid.webcasts.com/starthere.jsp?ei=1537799&tp_key=a214d47caa
5-11 Before Market Open Wendy’s WEN
https://event.on24.com/wcc/r/3723491/E08AEE34680249F3308CCBD4D8C0EEFE
5-11 Before Market Open Krispy Kreme DNUT
https://edge.media-server.com/mmc/p/2m66abcw
5-11 After Market Close Dutch Bros BROS
https://events.q4inc.com/attendee/370340001
5-12 Before Market Open Carrols Restaurant Group TAST
https://viavid.webcasts.com/starthere.jsp?ei=1541750&tp_key=1245ec6318
UPDATED CORPORATE DESCRIPTIONS FOR: CHIPOTLE, RCI HOSPITALITY, RESTAURANT BRANDS, YUM BRANDS, YUM CHINA
UPDATED CORPORATE DESCRIPTIONS FOR: CHIPOTLE (CMG), RCI HOSPITALITY (RICK), RESTAURANT BRANDS (QSR), YUM BRANDS (YUM), YUM CHINA (YUMC)
CHIPOTLE
https://www.liptonfinancialservices.com/2022/01/chipotle-mexican-grill-cmg-updated-writeup/
RCI HOSPITALITY
https://www.liptonfinancialservices.com/2021/11/rci-hospitality-rick-in-process/
RESTAURANT BRANDS
YUM BRANDS
https://www.liptonfinancialservices.com/2022/01/yum-brands/
YUM CHINA
https://www.liptonfinancialservices.com/2022/01/yum-china-holdings-yumc-in-process/
YUM! BRANDS – WRITEUP – click above at “publicly held companies”
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