Revenue distribution by industry:

• Fast food restaurants: 100%

TOP 3 markets:

• USA: 40%
• China: 25%
• India: 10%

Yum! Brands, Inc. generates its revenue entirely from the fast food restaurant industry, as it operates brands like KFC, Pizza Hut, and Taco Bell. The largest market for Yum! Brands is the USA, accounting for approximately 40% of the total revenue. China follows as the second largest market with a share of 25%, attributed to its strong presence and growth potential in the region. India is the third largest market with a share of 10%, supported by the growing middle class and increasing urbanization.

Production Sites: Globally distributed, mainly in North America, Asia, and Europe.

Yum! Brands, Inc. is a globally operating company that acts as the parent company of well-known brands such as KFC, Pizza Hut, and Taco Bell. The production of the products is not centralized but distributed across different regions to optimize supply chains and efficiently serve local markets.

The production of food is carried out in collaboration with local and regional suppliers to ensure freshness and quality. This allows Yum! Brands to cater to local tastes while simplifying logistics. The exact locations of the production facilities vary depending on the brand and region.

Revenue growth: 8.5% (estimated for 2024)

Expansion of branches: 5,000 new locations by 2027

Digital revenue share: 45% (2024)

Yum! Brands, Inc. is pursuing a growth strategy based on expanding its global presence and digitizing its business processes. The company plans to open 5,000 new locations worldwide by 2027 to further strengthen its market presence. This expansion is supported by strategic partnerships and franchise models that enable efficient growth in new and existing markets.

Another focus is on digitization. Yum! Brands is heavily investing in technology to increase the digital revenue share, which is expected to reach 45% by 2024. This includes enhancing online ordering platforms and mobile apps to improve the customer experience and increase efficiency.

In addition, the company is focusing on menu innovations and sustainable practices to meet changing consumer preferences and ensure long-term growth.

Main raw materials: Chicken meat, beef, wheat, vegetables, spices

Countries of origin:

• Chicken meat: USA, Brazil
• Beef: USA, Australia
• Wheat: USA, Canada
• Vegetables: USA, Mexico
• Spices: India, Vietnam

Yum! Brands, Inc., the parent company of brands like KFC, Pizza Hut, and Taco Bell, sources a variety of raw materials from different countries. Chicken meat and beef are central components of their menus and are mainly imported from the USA and Brazil (for chicken meat) and Australia (for beef).

Wheat, an important raw material for the production of pizza and tortilla products, is primarily sourced from the USA and Canada. Vegetables, used in many dishes, mainly come from the USA and Mexico to ensure freshness and quality.

Spices, crucial for the distinctive taste of Yum! Brands' products, are often imported from India and Vietnam, as these countries are known for their high-quality spice production.

Market share: 6% in the global fast food market (2024, estimate)
Number of branches: Over 55,000 worldwide (2025, estimate)
Known brands: KFC, Pizza Hut, Taco Bell

Yum! Brands, Inc. has a significant competitive advantage due to its strong brand presence and global reach. With over 55,000 branches worldwide and well-known brands like KFC, Pizza Hut, and Taco Bell, the company has a broad customer base and a strong market position.

Another advantage is Yum! Brands' ability to adapt to local markets while maintaining global standards. This allows the company to operate successfully in different regions and cater to local preferences.

Furthermore, Yum! Brands benefits from its efficient supply chain and continuous innovation in technology and customer service, which increases customer satisfaction and reduces operating costs. These factors help the company solidify and expand its market position.

Institutional investor share: approx. 75% (estimated for 2025 based on historical data)

Insider purchases/sales: No significant insider transactions in the last quarter (estimated)

Yum! Brands, Inc. has traditionally had a high proportion of institutional investors, indicating the trust of large investment funds and institutional investors in the company's stability and growth potential.

Regarding insider transactions, there were no significant purchases or sales in the last quarter, indicating a stable assessment of the company's value by management. Such transactions are often seen as an indicator of management's confidence in the company's future development.

Market share of Yum! Brands, Inc.: approx. 7% (estimated for 2025)

Main competitors and their market shares:

1. McDonald's Corporation: approx. 15%
2. Starbucks Corporation: approx. 10%
3. Restaurant Brands International (Burger King, Tim Hortons): approx. 8%
4. Yum! Brands, Inc.: approx. 7%
5. Subway: approx. 6%
6. Domino's Pizza, Inc.: approx. 5%
7. Chipotle Mexican Grill, Inc.: approx. 4%
8. Dunkin' Brands Group, Inc.: approx. 3%
9. Wendy's Company: approx. 3%
10. Papa John's International, Inc.: approx. 2%

Moat of Yum! Brands, Inc.:

Yum! Brands, Inc. has a significant moat, primarily characterized by its strong brand recognition and global presence. With well-known brands like KFC, Pizza Hut, and Taco Bell, the company has a broad customer base and a strong market position in various segments of the quick-service restaurant industry.

Compared to its competitors, Yum! Brands has the advantage of a diversified brand strategy that allows it to target different customer groups. Geographic diversification, especially in emerging markets, also contributes to its moat.

However, some competitors like McDonald's and Starbucks also have strong moats supported by their brand strength, innovation, and efficient operating models. For example, McDonald's has unparalleled global presence and operational efficiency, while Starbucks excels in brand loyalty and innovation in the coffeehouse culture.

Overall, Yum! Brands has a significant but not insurmountable moat compared to its main competitors. The competitive advantage could be further strengthened through continuous innovation and expansion into new markets.

Revenue Growth: 8% (estimated 2024)
Profit Growth: 10% (estimated 2024)
Market Share Fast-Food: 4% (estimated 2024)

Yum! Brands, Inc. has recorded a solid revenue growth of an estimated 8% in 2024 in recent years. This can be attributed to the expansion into emerging markets and adapting to changing consumer preferences. The company has strengthened its brand presence through innovative marketing strategies and the introduction of new products.

The profit growth of 10% in 2024 indicates that Yum! Brands is operating efficiently and has optimized its cost structure. The continuous improvement in operational efficiency and focus on high-margin products positively contribute to profits.

With a 4% market share in the global fast-food sector, Yum! Brands demonstrates its competitiveness in a highly fragmented market. Diversification through various brands such as KFC, Pizza Hut, and Taco Bell provides stability and growth potential.

Overall, Yum! Brands could be an attractive investment, especially for investors interested in long-term growth. The company's strategic initiatives and strong brand presence provide a solid foundation for future growth.

Dividend yield: 1.8% (estimated for 2025)
Dividend history: Continuous payout for over 10 years

Yum! Brands, Inc. regularly pays a dividend to its shareholders. The dividend yield for 2025 is estimated to be around 1.8%, based on current market conditions and recent payouts.

The company has a solid history of dividend payments and is known for consistently increasing its dividends over the past few years. This indicates a reliable payout, supported by stable earnings from its well-known brands such as KFC, Pizza Hut, and Taco Bell.

Analysts view Yum! Brands' dividend policy as sustainable, as the company has strong cash flow generation that allows it to finance both growth investments and dividend payments.