From Yahoo Finance: 2025-06-04 13:28:00

Goldman Sachs upgraded Yum! Brands, Inc. to Buy with a price forecast of $167. Analyst Christine Cho noted the company’s strong unit growth and high franchise mix. Improved digital integration and growth opportunities were highlighted. EBITDA estimates for FY25-FY26 were revised. Yum! Brands beat Q1 revenue estimates.

Investors favor self-help narratives in the sector. Casual dining outperforms fast food. Commodity costs stable, tariffs a swing factor. Companies hesitant to raise prices due to soft consumer sentiment. Risk to global restaurant development plans in FY26/27. YUM shares up 0.64% to $144.89.

Analysts observe diverging brand performance in the sector. Investors seek traffic/market share catalysts. Tariffs remain a key swing factor. Elevated risk to global restaurant development plans. YUM shares trading higher.

Read more: Yum! Brands Tipped For 16% Upside As Analyst Points To Strong Unit Growth, AI Investment