YUM Yum! Brands, Inc.

bearish track record → $147.95 -2.08 (-1.4%)
Mkt Cap $41B P/E 23.9 fwd 19.7 52wk $137.33 - $169.39 1h ago
Insider selling: $50,118,106 sold by 18 insiders (30d)
Est. revisions: -1.0% (8 up, 12 down in 30d)
Factor Model (net -0.6)

Factor Model

net -0.6
Est. Revisions
-0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-0.4
Narrative Gap
+0.0

Yum Brands faces $100M lawsuit, explores Pizza Hut sale

Watch: Watch for official announcement of Pizza Hut sale to LongRange Capital and its terms, as this will impact Yum's strategic and financial outlook.

Yum Brands is facing a $100 million lawsuit from Chaac Pizza Northeast, citing losses from Pizza Hut's AI dispatch system, Dragontail, causing delivery delays and hurting customer satisfaction. Yum is in exclusive talks to sell Pizza Hut to LongRange Capital amid plans to close 250 underperforming Pizza Hut locations in H1 2026. Yum's shares rose 1.5% on news of the potential sale despite operational challenges and AI rollout issues.

The lawsuit and store closures signal operational troubles that could weigh on profitability, but the potential Pizza Hut sale offers a material strategic reset and cash infusion for Yum Brands.

Evidence

Fundamentals & Data ▾
Yum! Brands, Inc. Consumer Cyclical · Restaurants
Mkt Cap
$41B
P/E
23.9 fwd 19.7
Beta
0.60
Div Yield
200.00%
52w Range
$137.33 - $169.39
Short Interest
6.7M 2.77%
Days to Cover
3.8 -1%
Technicals downtrend
from 52w Hi
-5.9%
1w return
-3.7%
Insiders
selling 0B / 6S
Analysts
mixed
EPS Estimate
$1.57 -1.0% 30d 8up / 12dn
Est. Dispersion
8% 23 analysts
Analyst Target
$174 $147 - $200
Options P/C
1.32
Insider Cluster
strong sell 0B / 7S
Fund Convergence
strong Citadel, D.E. Shaw, Renaissance
Financials
Revenue
$2.1B +15% YoY
FCF
$341M
Gross Margin
45%
Op Margin
29%
Momentum: decelerating
Top Holders
Citadel $162M
D.E. Shaw $17M
Renaissance
Recent Filings & Data
insider trade 129
net selling · $50,118,106 sold
18 insiders · 129 transactions (30d)
Recent transactions
MEZVINSKY SCOTT · exercise · $32,844
TURNER CHRISTOPHER LEE · sell · $40,120
MEZVINSKY SCOTT · sell · $44,453
DOMIER TANYA L · exercise · $433,323
MEZVINSKY SCOTT · sell · $41,783
TURNER CHRISTOPHER LEE · sell · $39,624
OBERG KATHLEEN K · award
MEZVINSKY SCOTT · sell · $47,725
TURNER CHRISTOPHER LEE · sell · $39,577
MEZVINSKY SCOTT · sell · $47,150
TURNER CHRISTOPHER LEE · sell · $40,177
SKEANS TRACY L · sell · $1,332,991
MEZVINSKY SCOTT · sell · $265,384
TURNER CHRISTOPHER LEE · other
POWELL AARON · exercise · $175,920
SKEANS TRACY L · exercise · $241,930
TURNER CHRISTOPHER LEE · exercise · $181,864
TRESVANT SEAN · exercise · $375,680
BURKHARDT ERIKA · exercise · $99,599
MEZVINSKY SCOTT · exercise · $375,521
ROY RANJITH · exercise · $54,486
POWELL AARON · exercise · $459,712
SKEANS TRACY L · exercise · $499,742
TURNER CHRISTOPHER LEE · exercise · $237,556
TRESVANT SEAN · exercise · $158,423
BURKHARDT ERIKA · exercise · $31,621
POWELL AARON · exercise · $197,989
SKEANS TRACY L · exercise · $225,797
YOUNG-SCRIVNER ANNIE · award
POWELL AARON · award
TURNER CHRISTOPHER LEE · award
SKEANS TRACY L · award
SKALA JUSTIN PETER · award
POWELL AARON · sell · $1,937,280
MEZVINSKY SCOTT · exercise · $20,311
MEZVINSKY SCOTT · sell · $42,275
SKEANS TRACY L · exercise · $3,989,845
SKEANS TRACY L · sell · $3,627,901
POWELL AARON · exercise · $3,670,877
POWELL AARON · sell · $419,839
NELSON THOMAS C · exercise · $153,747
MEZVINSKY SCOTT · sell · $261,162
BURKHARDT ERIKA · exercise · $418,990
BURKHARDT ERIKA · sell · $189,551
MEZVINSKY SCOTT · sell · $42,116
SKALA JUSTIN PETER · other
DOMIER TANYA L · other
MEZVINSKY SCOTT · sell · $41,962
GIBBS DAVID W · exercise · $567,189
GIBBS DAVID W · sell · $1,074,965
MEZVINSKY SCOTT · sell · $39,223
SKEANS TRACY L · exercise · $1,533,536
SKEANS TRACY L · sell · $1,811,493
GIBBS DAVID W · sell · $1,043,445
GRADDICK-WEIR MIRIAN M · exercise · $153,747
GRADDICK-WEIR MIRIAN M · sell · $296,121
SKEANS TRACY L · other · $431,303
CORNELL BRIAN C · exercise · $162,192
CORNELL BRIAN C · sell · $291,034
MEZVINSKY SCOTT · sell · $36,799
GIBBS DAVID W · sell · $1,043,352
MEZVINSKY SCOTT · exercise · $20,361
MEZVINSKY SCOTT · sell · $40,332
GIBBS DAVID W · sell · $1,012,608
MEZVINSKY SCOTT · sell · $39,120
GIBBS DAVID W · other · $11,071,500
GIBBS DAVID W · sell · $1,028,161
GIBBS DAVID W · exercise · $386,752
GIBBS DAVID W · sell · $753,891
GIBBS DAVID W · sell · $816,392
TURNER CHRISTOPHER LEE · award
BURKHARDT ERIKA · exercise · $156,157
GIBBS DAVID W · sell · $384,480
BURKHARDT ERIKA · sell · $94,965
SKEANS TRACY L · sell · $3,020,147
GIBBS DAVID W · sell · $4,880,258
RUSSELL DAVID ERIC · sell · $793,300
TURNER CHRISTOPHER LEE · exercise · $198,857
SAMI SABIR · other
TRESVANT SEAN · other
POWELL AARON · exercise · $158,969
SKEANS TRACY L · exercise · $218,655
GIBBS DAVID W · exercise · $865,235
SAMI SABIR · exercise · $164,891
TRESVANT SEAN · other
BURKHARDT ERIKA · exercise · $13,185
RUSSELL DAVID ERIC · exercise · $1,708,006
POWELL AARON · exercise · $164,891
SKEANS TRACY L · exercise · $178,582
SKALA JUSTIN PETER · exercise · $115,311
TURNER CHRISTOPHER LEE · exercise · $201,484
GIBBS DAVID W · exercise · $811,269
SKALA JUSTIN PETER · sell · $221,261
RUSSELL DAVID ERIC · sell · $2,639,642
SAMI SABIR · award
GIBBS DAVID W · award
SKEANS TRACY L · award
SKALA JUSTIN PETER · award
POWELL AARON · award
SAMI SABIR · other
TRESVANT SEAN · other
BURKHARDT ERIKA · exercise · $27,994
POWELL AARON · other
SKEANS TRACY L · other
TURNER CHRISTOPHER LEE · exercise · $210,603
GIBBS DAVID W · exercise · $842,554
GIBBS DAVID W · exercise · $326,157
GIBBS DAVID W · sell · $522,884
GIBBS DAVID W · sell · $446,130
GIBBS DAVID W · sell · $959,600
POWELL AARON · exercise · $1,137,454
GIBBS DAVID W · exercise · $326,210
GIBBS DAVID W · sell · $941,682
GRADDICK-WEIR MIRIAN M · exercise · $107,114
GRADDICK-WEIR MIRIAN M · sell · $179,857
GIBBS DAVID W · sell · $974,956
NELSON THOMAS C · exercise · $107,114
CATLETT SCOTT A · exercise · $213,613
CATLETT SCOTT A · sell · $1,134,563
SAMI SABIR · exercise · $7,736,409
SAMI SABIR · sell · $9,745,355
GIBBS DAVID W · sell · $912,030
GIBBS DAVID W · sell · $963,332
CATLETT SCOTT A · sell · $848,151
GIBBS DAVID W · sell · $969,991
SKEANS TRACY L · sell · $279,224
POWELL AARON · sell · $914,252
ROY RANJITH · exercise · $54,889
TRESVANT SEAN · sell · $464,040
6 signals · latest 2h ago

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