Posts on YUM

Latest ideas and analyses related to Yum! Brands Inc.

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YUM , CMG , EAT

+35 pts



Taking A More Defensive Approach Into 2H ; YUM to Buy, CMG Off CL (Stay Buy), EAT to Neutral

By ethonomics on July 18, 2022, 6:14 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 24, Votes: 4, Responses: 0, Attachments: 1
TGT , CMG , YUM , GIS , CLX , US Consumers

+38 pts



State of the Consumer: 2H Headwinds likely, but we see a path to a better 2023

By ethonomics on July 18, 2022, 6:11 p.m.
Tagged topics: improving outlook

Views: 30, Votes: 3, Responses: 0, Attachments: 1
CMG , DPZ , BLMN , USFD , YUM , SBUX , WING , CAKE , EAT , TXRH , MCD , JACK , QSR , SHAK , SG

+32 pts



Top line Risk Increases as Consumer Sentiment Drops; Adjusting Estimates Downward

By mooreideas on July 18, 2022, 11:13 a.m.
Tagged topics: earnings preview , analyst lowers estimates

Views: 11, Votes: 2, Responses: 0, Attachments: 1
SYY , PFGC , USFD , DPZ , JACK , MCD , QSR , WEN , YUM , BJRI , BLMN , CAKE , DIN , DRI , EAT , TXRH , CMG , SBUX , Restaurants

+36 pts



Recession Odds on the Rise... But Restaurants are Staples within Consumer Discretionary

By mooreideas on June 9, 2022, 12:34 p.m.
Tagged topics: deep dive , recession risk

Views: 41, Votes: 4, Responses: 0, Attachments: 1