Yum Revenue Rises Despite Taco Bell Cyclospora Outbreak Fallout

Impact · against what's priced in

The Q3 results are neutral for YUM as they confirm expectations already baked into the stock price. Revenue growth and the Taco Bell sales drag align precisely with the current valuation's assumptions.

YUM+0.00

Already priced in

The price assumes

A temporary, one-to-two quarter hit to Taco Bell's sales from the cyclospora outbreak

The drop in Taco Bell same-store sales following the summer parasitic outbreak is exactly what the market has already factored into the current price.

What YUM's price assumes · Sep 1

• earnings
• revenue
• YUM
• consumer spending
• fast food
• taco bell
• yum brands

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