Yum! Brands Could Boost Growth With Pizza Hut Sale, Oppenheimer Says

MT Newswires Live12-10

Yum! Brands (YUM) could unlock a stronger, more focused growth profile if it divests Pizza Hut, Oppenheimer said Monday, citing potential upside from concentrating on its KFC and Taco Bell businesses.

The brokerage said in a Monday note that Yum!'s pro-forma unit growth could rise to 6% and core earnings before interest and taxes growth could exceed 9% if Pizza Hut is separated, while the balance sheet would remain solid and sale proceeds could be deployed for share buybacks.

Oppenheimer estimated Pizza Hut could generate about $375 million in 2026 earnings before interest, taxes, depreciation and amortization, with potential sale proceeds of $2.4 billion to $3.5 billion based on an 8 times to 12 times multiple.

The firm now expects Yum! to earn $6.11 per share in 2025 and $6.71 in 2026, and introduced 2027 EPS of $7.54.

Oppenheimer reiterated an outperform rating on Yum! with a $185 price target.

Price: 143.31, Change: +0.78, Percent Change: +0.55

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2590932845?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-10 00:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2590932845","market":"sh","top_or_hot":-1,"title":"Yum! Brands Could Boost Growth With Pizza Hut Sale, Oppenheimer Says","media":"MT Newswires Live","content":"<html><body><p> Yum! Brands (YUM) could unlock a stronger, more focused growth profile if it divests Pizza Hut, Oppenheimer said Monday, citing potential upside from concentrating on its KFC and Taco Bell businesses.</p><p>The brokerage said in a Monday note that Yum!'s pro-forma unit growth could rise to 6% and core earnings before interest and taxes growth could exceed 9% if Pizza Hut is separated, while the balance sheet would remain solid and sale proceeds could be deployed for share buybacks.</p><p>Oppenheimer estimated Pizza Hut could generate about $375 million in 2026 earnings before interest, taxes, depreciation and amortization, with potential sale proceeds of $2.4 billion to $3.5 billion based on an 8 times to 12 times multiple.</p><p>The firm now expects Yum! to earn $6.11 per share in 2025 and $6.71 in 2026, and introduced 2027 EPS of $7.54.</p><p>Oppenheimer reiterated an outperform rating on Yum! with a $185 price target.</p><p>Price: 143.31, Change: +0.78, Percent Change: +0.55</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Yum! Brands Could Boost Growth With Pizza Hut Sale, Oppenheimer Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nYum! Brands Could Boost Growth With Pizza Hut Sale, Oppenheimer Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-12-10 00:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Yum! Brands (YUM) could unlock a stronger, more focused growth profile if it divests Pizza Hut, Oppenheimer said Monday, citing potential upside from concentrating on its KFC and Taco Bell businesses.</p><p>The brokerage said in a Monday note that Yum!'s pro-forma unit growth could rise to 6% and core earnings before interest and taxes growth could exceed 9% if Pizza Hut is separated, while the balance sheet would remain solid and sale proceeds could be deployed for share buybacks.</p><p>Oppenheimer estimated Pizza Hut could generate about $375 million in 2026 earnings before interest, taxes, depreciation and amortization, with potential sale proceeds of $2.4 billion to $3.5 billion based on an 8 times to 12 times multiple.</p><p>The firm now expects Yum! to earn $6.11 per share in 2025 and $6.71 in 2026, and introduced 2027 EPS of $7.54.</p><p>Oppenheimer reiterated an outperform rating on Yum! with a $185 price target.</p><p>Price: 143.31, Change: +0.78, Percent Change: +0.55</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1804176565.USD","symbol_name":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2590932845","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590932845","pubTimestamp":1765298026,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Brands  could unlock a stronger, more focused growth profile if it divests Pizza Hut, Oppenheimer said Monday, citing potential upside from concentrating on its KFC and Taco Bell businesses.The brokerage said in a Monday note that Yum!'s pro-forma unit growth could rise to 6% and core earnings before interest and taxes growth could exceed 9% if Pizza Hut is separated, while the balance sheet would remain solid and sale proceeds could be deployed for share buybacks.Oppenheimer estimated Pizza Hut could generate about $375 million in 2026 earnings before interest, taxes, depreciation and amortization, with potential sale proceeds of $2.4 billion to $3.5 billion based on an 8 times to 12 times multiple.The firm now expects Yum!to earn $6.11 per share in 2025 and $6.71 in 2026, and introduced 2027 EPS of $7.54.Oppenheimer reiterated an outperform rating on Yum!with a $185 price target.Price: 143.31, Change: +0.78, Percent Change: +0.55","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","BK4127":"投资银行业与经纪业","OPY":"奥本海默控股","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","BK4504":"桥水持仓","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","BK4585":"ETF&股票定投概念","BK4209":"餐馆","YUM":"Yum Brands","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4588":"碎股","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC"},"translate_title":"好吃！奥本海默表示，品牌可以通过必胜客销售促进增长","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"YUM":1.5,"OPY":1.5},"content_text":"Yum! Brands (YUM) could unlock a stronger, more focused growth profile if it divests Pizza Hut, Oppenheimer said Monday, citing potential upside from concentrating on its KFC and Taco Bell businesses.The brokerage said in a Monday note that Yum!'s pro-forma unit growth could rise to 6% and core earnings before interest and taxes growth could exceed 9% if Pizza Hut is separated, while the balance sheet would remain solid and sale proceeds could be deployed for share buybacks.Oppenheimer estimated Pizza Hut could generate about $375 million in 2026 earnings before interest, taxes, depreciation and amortization, with potential sale proceeds of $2.4 billion to $3.5 billion based on an 8 times to 12 times multiple.The firm now expects Yum! to earn $6.11 per share in 2025 and $6.71 in 2026, and introduced 2027 EPS of $7.54.Oppenheimer reiterated an outperform rating on Yum! with a $185 price target.Price: 143.31, Change: +0.78, Percent Change: +0.55","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2590932845","isCrawlerRequest":true}