6 analysts' median target is $179[FMP target], stock is $154, +16.3% upside potential. After Q1 +8.7% EPS beat[FMP earnings], the stock moved -0.1%.
B- = MoonshotScore 44[9-pillar formula] + Council 1/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Q1 consensus: revenue $2.2B[FMP est], EPS $1.59[FMP est]. 1 consecutive quarters of beat[FMP earnings].
Q1 EPS +8.7% beat[FMP] but the stock -0.1% D+1[FMP D+1]. Ranjith Roy promised $75.0M CapEx + a sequential decline in Q1 during the Q1 earnings call[Ranjith Roy capex transcript].
Watchlist
Taco Bell Margin Guidance
taco_bell_margin_guidance
Yum! now expects Taco Bell U.S. restaurant level margins to be between 24.5% and 25.5%, reflecting better top line momentum and higher margins than originally planned from the acquired Taco Bell stores.
"We now expect Taco Bell U.S. restaurant level margins to be between 24.5% and 25.5%, reflecting better top line momentum and higher margins than originally planned from the acquired Taco Bell stores."
- Ranjith Roy, CFO - Q1 FY26 Earnings Call - April 29, 2026
Kfc Unit Growth
kfc_unit_growth
KFC delivered strong development with 7% unit growth in Q1 and a record number of Q1 gross builds.
"On top of KFC's distinctiveness and innovation, the brand is driving system sales through industry-leading development with 7% unit growth in Q1 and a record number of Q1 gross builds."
- Christopher Turner, CEO - Q1 FY26 Earnings Call - April 29, 2026
Ai Driven Efficiency
ai_driven_efficiency
Yum! is capturing efficiency improvements from AI, enabling it to accelerate the pace of technology innovation substantially and expand the pipeline of value-added digital and technology initiatives.
"We are currently building an enhanced version of the Byte Kitchen Display System, with an overall team that is half the size of what it would have been in the past, enable us to accelerate the pace of technology innovation substantially and expand the pipeline of value-added digital and technology initiatives our team members can work on."
- Ranjith Roy, CFO - Q1 FY26 Earnings Call - April 29, 2026
Taco Bell Same Store Sales
taco_bell_same_store_sales
Taco Bell U.S. reported 8% same-store sales growth, meaningfully outperforming the industry.
"Taco Bell U.S. reported 8% same-store sales growth, meaningfully outperforming the industry."
- Christopher Turner, CEO - Q1 FY26 Earnings Call - April 29, 2026
Byte Platform Expansion
byte_platform_expansion
Taco Bell U.K. became the first international market to onboard both the Byte digital ordering and smart ops bundles, demonstrating the platform scalability across markets and brands.
"This quarter, Taco Bell U.K. became the first international market to roll out both the digital ordering and Smart Ops bundles."
- Christopher Turner, CEO - Q1 FY26 Earnings Call - April 29, 2026
Taco Bell Digital Innovation
taco_bell_digital_innovation
Taco Bell is leaning into the fast-growing beverage category by introducing highly differentiated offerings and aims to make its beverage platform a category of its own.
"For instance, through findings from Colider, our in-house consumer insights agency, Taco Bell and KFC are leaning into the fast-growing beverage category by introducing highly differentiated offerings."
- Christopher Turner, CEO - Q1 FY26 Earnings Call - April 29, 2026
Stock Expert AI - Methodology
9-pillar methodology. Cash Runway strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 1 bullish (Ray Dalio), 1 bearish (Ken Griffin), 4 neutral (Jim Simons, Klarman, Buffett, Munger).
How is it calculated? ->Quality business, trading at fair value.
How is it calculated? ->Past Performance
Q1 (April 29, 2026): EPS $1.50 vs $1.38 est[FMP], +8.7% beat. D+1 movement: -0.1%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q1: EPS $1.50 vs $1.38 beat[FMP], stock -0.1% D+1[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $75.0M[FMP cashflow]. Q1 op margin 31.3%[FMP op margin] - this level in Q1 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Tuesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Tuesday evening. The framework is ready on this page: Q1 EPS threshold $1.59[FMP], CapEx threshold "below $75.0M"[Ranjith Roy]. Two anchors, three scenarios.
Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore 9-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This YUM (YUM) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.