YUM : Analysis & Opinions

  1. Bear of the Day: Yum Brands (YUM) - Bear of the Day

    December 15, 2014
    Bear of the Day: Yum Brands (YUM) - Bear of the Day
  2. More To Come In A Record Year For Spin-Offs

    October 16, 2014
    What do Wonder Bread, Avis Rent-A-Car, Sheraton Hotels and Hartford Insurance Group have in common? They were all held under ...
  3. Bear of the Day: Yum! Brands (YUM) - Bear of the Day

    October 15, 2014
    Bear of the Day: Yum! Brands (YUM) - Bear of the Day
  4. Bull of the Day: Chipotle Mexican Grill (CMG) - Bull of the Day

    October 13, 2014
    Bull of the Day: Chipotle Mexican Grill (CMG) - Bull of the Day
  5. U.S. Restaurants Slog Through a Weak Industry - Industry Outlook

    September 19, 2014
    U.S. Restaurants Slog Through a Weak Industry - Industry Outlook
  6. Global Tensions Weigh on the Markets - Ahead of Wall Street

    August 8, 2014
    Stocks are on track to open higher, but a growing list of geopolitical concerns are driving investor sentiment and market ...
  7. Costs Taking a Bite Out of Restaurant Stocks - Industry Outlook

    May 21, 2014
    Costs Taking a Bite Out of Restaurant Stocks - Industry Outlook
  8. A Flood of Mediocre Earnings Reports - Ahead of Wall Street

    April 23, 2014
    Unless earnings fundamentals have stopped meaning anything in this "new normal," the market's gains appear to be on shaky ...
  9.  Once an innovator, McDonald's new products like Mighty Wings and McWraps aren't whetting consumer appetites.

    McDonald's Can No Longer Thrive on Just Burgers And Fries

    March 20, 2014
    Once an innovator, McDonald's new products like Mighty Wings and McWraps aren't whetting consumer appetites. The burger chain ...
  10. Earnings, Guidance & Emerging Markets - Ahead of Wall Street

    February 3, 2014
    Overall results have been no worse than what we have been seeing over the last few quarters.
  11. Restaurant Stock Outlook - Jan 2014 - Industry Outlook

    January 28, 2014
    Restaurant Stock Outlook - Jan 2014 - Industry Outlook
  12. Shares of the Louisville-based parent of KFC, Pizza Hut and Taco Bell have gained about 12% this year, underperforming the broader S&P 500 Index, which rose 25% because of concerns about the company's struggling business in China.

    Better Times Ahead For Yum Brands?

    December 6, 2013
    Yum Brands CEO David Nowak talks a good game, but can he deliver? Even under the best of scenario, the amiable CEO is going ...
  13. Bear of the Day: Yum (YUM) - Bear of the Day

    October 21, 2013
    Bear of the Day: Yum (YUM) - Bear of the Day
  14. McDonald's Earnings Preview: Was The Menu Tinkering Worth It? ...

    October 19, 2013
    McDonald's (NYSE: MCD) is scheduled to report its third-quarter results Monday, October 21, before the markets open. ...
  15. Weakness in China sent the price of YUM shares lower.

    Is Now The Time To Buy Yum Brands?

    October 11, 2013
    Yum Brands’ efforts to turnaround its beleaguered China division, which has been hurt by concerns about the safety of its ...
  16. Will Yellen's Ascension Help, Near-Term? - Ahead of Wall Street

    October 9, 2013
    The bigger source of uncertainty for the market is the budget fight in Washington.
  17. McDonald's And Other Restaurant Stocks To Sell Now (DRI, MCD, ...

    September 24, 2013
    New research from Oppenheimer suggests that many leisure stocks may be overpriced now. The analysts suggest that investors ...
  18. McDonald's Has Eased Off, But Hardly Cheap

    July 22, 2013
    A rotation away from consumer stocks is pressuring McDonald's, as is short-term weakness in sales growth.
  19. Darden: A Step Ahead in Latin America - Analyst Blog

    July 15, 2013
    Darden Restaurants recently announced deals with two renowned Latin American restaurant operators to spread its presence ...
  20. McCormick Looks Premium-Priced Even With Premium Performance

    June 27, 2013
    McCormick is a great food company, but it still delivers food company growth and valuation is too high
  21. Femsa Is A Delicate Balance Between Growth Opportunities And ...

    June 5, 2013
    Femsa's stock got a little too popular, but the long-term prospects are very good.
  22. Smithfield Get It's Deal, But From A Surprising Bidder

    May 29, 2013
    Smithfield gets a lucrative bid from a Chinese buyer, but will the deal go through?
  23. Chipotle Executing Well, But Valuation Leaves No Margin Of Error

    May 14, 2013
    Weak traffic isn't worrying investors who still prize Chipotle's mid-teens operating growth.
  24. The Market Seems Unwilling To Let Yum! Brands Stay Cheap For ...

    May 13, 2013
    Yum! Brands' shares have rebounded pretty well despite an ongoing stream of bad news from China.
  25. McCormick Continues To Defy Gravity

    April 2, 2013
    McCormick's consumer volume growth looks great, but the valuation seems to preclude real gains from here.
  26. Chipotle Still Getting The Benefit Of The Doubt

    February 8, 2013
    Chipotle needs to reignite the growth to validate the price.
  27. Yum! Brands Still Has Indigestion, But Investors Have An Opportunity

    February 7, 2013
    A sharp drop in guidance for 2013 will spook investors, but may create a bargain.
  28. Restaurant Stock Outlook - Feb 2013 - Industry Outlook

    February 5, 2013
    The year 2012 started on a relatively positive note for U.S. restaurants. That scenario changed gradually as sales momentum ...
  29. McDonald's Seems Back On Track, But Not Cheap

    January 28, 2013
    McDonald's continues to deliver, but valuation is no bargain.
  30. Largest Cheesecake Factory in Dubai - Analyst Blog

    January 7, 2013
    Calabasas Hills, California-based The Cheesecake Factory Inc. (CAKE) opened its largest outlet at the Mall of the Emirates ...
  31. 5 Moves Every Investor Should Make to Prepare for the Fiscal ...

    November 14, 2012
    The presidential election is over, but another day of reckoning approaches. A "fiscal cliff" consisting of major tax increases ...
  32. Sysco Can't Fight A Low Tide

    November 7, 2012
    Sysco's volume growth is weak, but this isn't a one quarter story. What Sysco has achieved over the years is remarkable, ...
  33. Has A Bad Year Put Chipotle In Value Territory?

    October 19, 2012
    Can Chipotle restore its luster as a growth stock? There is still downside risk in what is still a very highly-valued restaurant ...
  34. CMG Fails to Meet Both Estimates - Analyst Blog

    October 19, 2012
    Chipotle Mexican Grill Inc. (CMG) has reported third-quarter 2012 earnings of $2.27 per share, which fell shy of the Zacks ...
  35. Best Earnings ESP stocks for October 9th - Investment Ideas

    October 13, 2012
    ESP 100912 As I write this, the markets are pulling back, awaiting earnings from Alcoa (AA - Zacks Rank 3 ) and Yum! Brands ...
  36. McCormick - Great Company, Not-So-Great Price

    October 2, 2012
    McCormick is a great company and its fiscal third quarter wasn't bad, but the valuation isn't great.
  37. Middleby Not On The Value Menu

    August 14, 2012
    Middleby is a legitimate growth story, but an expensive one. It's probably best to wait for a pullback before buying into ...
  38. Brazil Limiting The Happy In Arcos Dorados Happy Meals

    August 8, 2012
    Arcos Dorados, one of McDonalds' larger operators in Latin America, is suffering from a weak Brazilian economy, but the growth ...
  39. Bull Vs. Bear: Why The Coffee Business Is A Buy

    July 31, 2012
    The coffee business should not be blamed for Green Mountain's failures, as the present conditions are good for businesses ...
  40. Street To Chipotle - Queremos More Growth, Now!

    July 20, 2012
    Chipotle's weakening comps disrupt a model that had no room for error.
  41. Mind The Moving Parts At Yum!

    July 20, 2012
    Yum!'s growth story is still intact, but the valuation already includes that.
  42. Do Nike's Earnings Have Broader Meaning On China?

    July 4, 2012
    Nike's disappointing futures have investors worrying more than ever about China. Long term, Nike could be healthy, but don't ...
  43. Sysco Looks Stuck

    May 9, 2012
    Sysco is finding that the old tricks aren't working anymore.
  44. McDonald's Is Made For Investors

    April 24, 2012
    McDonald's growth in recent years has been nothing short of stellar, and is expected to continue at a very steady and respectable ...
  45. 12 Stocks Riding Today's Power Trends

    April 18, 2012
    Track the intersection of demographics, economics, and psychographics to follow global changes, advises Chris Versace, editor ...
  46. Burger King Coming Back To The Market

    April 9, 2012
    Burger King's quick return to the market raises questions.
  47. 2 Closed-End Funds for Global Dividends

    March 27, 2012
    Today, MoneyShow.com hears from Kevin Shacknofsky about strategies for capturing growth and dividends in two funds he manages, ...
  48. Arcos Dorados Feels The Squeeze

    March 8, 2012
    Arcos Dorados has some near-term pain, but above-average potential for long-term gain.
  49. Emerging Market Exposure By Investing Locally

    February 14, 2012
    Emerging markets undoubtedly will be the growth engines of the future. For investors, playing that growth doesn’t necessary ...
  50. Yum! Brands Gives Its Skeptics Indigestion

    February 9, 2012
    Yum! saw fine growth in the fourth quarter, largely due to its successful operations in China, and its stock is fairly valued. ...
  51. Sysco Not Exactly Feasting

    February 9, 2012
    Sysco's stock seems a little below fair value, but margins have hit a rough patch and you should probably look elsewhere ...
  52. Zhongpin Could Be Hog Heaven For Investors

    January 17, 2012
    Zhongpin is risky for many reasons, but potentially a big winner.
  53. Panera Heads North Of The Border

    January 10, 2012
    Panera continues its Canadian expansion after opening three bakery-cafés in the Toronto-area in 2011, with five more planned ...
  54. Arcos Dorados - Rare Or Overcooked?

    December 22, 2011
    Arcos Dorados has risks aplenty, but it could reward patient growth investors.
  55. Nathan's Famous Goes Dutch

    December 9, 2011
    The well known maker of hot dogs is buying up to 500,000 shares of its stock in a dutch auction at prices between $20-$22. ...
  56. McDonald's Continues To Reinvent

    July 28, 2011
    McDonalds continues to defy the normal rules of growth and leverage.
  57. H&R Block: 3 Reasons Buffett Should Buy Back In

    July 27, 2011
    Buffett may have moved on from HRB, but there are three strong reasons he might want to take another look.
  58. Wendy’s Sheds Arby’s, Now What?

    July 7, 2011
    Fast food chain Wendy's completed the sale of its Arby's chain to private equity firm Roark Capital Management.
  59. Revisiting The "Brand" Name Portfolio

    June 22, 2011
    With Internet Brands being acquired, it's time to update the progress of the nine stocks that make up our "brand" name portfolio. ...
  60. Is Chipotle Too Expensive?

    June 14, 2011
    Chipotle's stock is off slightly from its 52-week high. Is the stock a good deal, or is it too pricey?
  61. Can Arby's Ever Find A Stable Home?

    June 14, 2011
    Arby's passes to yet another buyer in the hopes of a lasting turnaround.
  62. Yum Goes Deeper Into China

    May 17, 2011
    Yum's offer to buy Chinese restaurant chain Little Sheep will extend Yum's considerable presence in China.
  63. Wendy's Flat But Focused

    May 12, 2011
    The chain is optimistic its initiatives and planned sale of its Arby's unit will clear the path for future growth.
  64. Pizza Stock Winners And Losers

    May 9, 2011
    Some pizza makers are hot, while others are just getting burned.
  65. Chipotle Still Smokin'

    April 25, 2011
    Chipotle has gone beyond any reasonable valuation, but that won't matter if growth stays strong.
  66. Popeyes On A Tasty Growth Trajectory

    March 15, 2011
    AFC Enterprises isn’t a household name, but it is working to build the brand awareness of Popeyes Chicken, which it owns ...
  67. Wendy's Investors Hungry For Change

    March 7, 2011
    Wendy's investors await the sale of Arby's in the hope it will mean value and growth for the company.
  68. Domino's Continues To Deliver On Recipe Revamp

    March 4, 2011
    Domino's Pizza continued to show growth from its revamped reciped initiative. In a highly-competitve pizza sector, Domino's ...
  69. Chipotle's Grillin' Growth

    February 15, 2011
    Chipotle Mexican Grill continues to grow at a blistering pace, as its fourth quarter and full year results show.
  70. Food For Thought At Yum! Brands Annual Meeting

    December 14, 2010
    Yum! Brands' ambitious growth plans overseas makes it one restaurant company to keep your eye on.
  71. Jack Should Set Qdoba Free

    November 25, 2010
    Jack in the Box continues to see diverging performance of its two restaurant concepts.
  72. Tim Hortons' Success Less Certain In U.S.

    November 16, 2010
    Tim Hortons is a household name in Canada, but its expansion prospects are less successful south of the border.
  73. Papa John's Targeting Overseas Growth

    November 9, 2010
    Papa John's has a solid history of leveraging low single-digit sales growth into double-digit earnings growth over the past ...
  74. Sysco Still On Simmer

    November 9, 2010
    Sysco is growing a bit, but not enough to be interesting.
  75. Rising Meat Prices And The Fast Food Industry

    October 15, 2010
    Meat prices surged this year and continue to rise, accompanied by the lowest per-capita beef supply since 1952.
  76. Yum! Brands Looking Pretty Tasty In China

    October 7, 2010
    China's appetite for fast food is fueling double-digit growth at this restaurant operator.
  77. Burger King Offers Affordable Overseas Growth

    August 25, 2010
    Burger King has its sights firmly set on international growth opportunities.
  78. Roll With Your Spinoff

    August 17, 2010
    If you own a stock that's contemplating a spinoff, consider the possibility that the new entity rather than the parent is ...
  79. Middleby Stuck In The Middle For Now

    August 17, 2010
    Middleby continues to gain share in a fragmented market.
  80. The Next McDonald's

    June 30, 2010
    Should investors take a nibble on any of the chains looking to unseat McDonald's?
  81. 3 Stocks With Revenue Growth Greater Than Earnings Growth

    June 3, 2010
    All three of these stocks should do well in the coming months as the economy continues to improve.
  82. Wendy's Up, Arby's Down

    May 19, 2010
    The Wendy's side of Wendy's/Arby's continues to perform well, while the Arby's side holds the company back.
  83. Meaty Results From Zhongpin And Tyson

    May 12, 2010
    The U.S. food market is cyclical and slow-growing, but overseas markets may still hold promise for investors.
  84. Value Investing The Fenimore Way

    May 5, 2010
    Fenimore Asset Management is one of the better value investors in the business. We'll look at their top 10 holdings.
  85. Sysco Delivers More

    May 5, 2010
    Decades of organic growth and acquisitions have given Sysco a formidable edge in the food distribution segment.
  86. McDonald's Delivers Extra Value

    April 23, 2010
    The uncertain economy currently facing consumers today will likely create favorable headwinds for McDonald's going forward. ...
  87. Fast Food Stocks In Review

    December 24, 2009
    Although fast food companies were a mixed bag in 2009, there are still several strong players to choose from.
  88. Wendy's Arby's Group Worth A Taste

    September 17, 2009
    The Wendy's/Arby's Group merits a closer look if you'd like a slice of the restaurant industry.
  89. Panera Bread Rising To The Challenge

    July 30, 2009
    Panera is a cut above other companies in the casual dining sector, but management is still struggling to rise to the challenge. ...
  90. McDonald's: Investors Are Lovin' It

    July 16, 2009
    McDonald's $70.7 billion in sales towers above its competitors and it's not showing any signs of weakness.
  91. Darden Restaurants Cultivates Its Olive Garden

    January 29, 2009
    This chain's heaping portions of Italian comfort food continue to satisfy cash-strapped diners.
  92. Thanks To China, Yum Brands Delivers

    October 10, 2008
    We put Yum Brands' third-quarter earnings under the microscope. Will expansion to China continue to fuel growth?
  93. Popeye's Returns To Louisiana Roots

    August 29, 2008
    Popeye's is rebranding to emphasize its New Orleans origins. Can this once dominant chain return to former glory?
  94. Investor Relations Counts

    June 4, 2008
    Public companies that refuse to communicate with the public are dangerous investments. We examine those that are best at ...
  95. Stressed Consumers Seek Out Comfort Foods

    May 16, 2008
    In a tough economy, sweet and savory foods can help to ease the emotional pain. For an investor, comfort food makers offer ...
  96. Famous Dave's: A Recipe For Success?

    April 30, 2008
    Famous Dave's BBQ was once a stock market darling. Despite sales continuing to grow, its stock has dropped 53% in one year. ...
  97. Starbucks' Growth Aspirations Might Come at a Cost (SBUX)

    March 26, 2007
    Starbucks has a bold plan to open 10,000 new stores, but such rapid expansion in a short time could come at a high price. ...
  98. Starbucks Set To Pick Up (SBUX)

    February 20, 2007
    With strong growth prospects in the mix, SBUX shares look like a good bargain at current prices.
  99. P/E Ratios Still Matter

    February 1, 2007
    High P/E stocks are almost always more glamorous than their low P/E counterparts, but are they more profitable?
  100. Domino's Special Delivery (DPZ)

    September 27, 2006
    A look into the pizza giant's prospects for the future.
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