WallStSmart
YUM

Yum! Brands Inc

NYSE: YUM · CONSUMER CYCLICAL · RESTAURANTS

$159.65
-0.12% today

Updated 2026-04-30

Market cap
$44.18B
P/E ratio
25.78
P/S ratio
5.38x
EPS (TTM)
$6.20
Dividend yield
1.84%
52W range
$136 – $169
Volume
1.7M

Yum! Brands Inc (YUM) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$159.65
Consensus
$168.63
+5.62%
2030 Target
$483.88
+203.09%
DCF
$86.31
-84.29% MoS
18 analysts:
4 Buy9 Hold0 Sell

Management guidance

No specific CEO revenue targets or guidance provided in available data. Most recent analyst consensus (Feb 2026) projects FY2026 revenue of $9.21B (+12.09% YoY) and FY2027 revenue of $9.75B (+5.84% YoY). Company is executing strategic portfolio optimization (closing 250 Pizza Hut locations, transferring Taco Bell units) focused on franchise health and profitability over unit growth.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$796.06
$11.1B Rev × 20x P/S
Base case (2030)
$483.88
$11.1B Rev × 12x P/S
Bear case (2030)
$312.18
$11.1B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$7.1B$7.5B$8.2B$9.2B$9.8B$10.2B$10.6B$11.1B
Revenue growth6.7%8.8%12.1%5.8%4.4%4.4%4.4%
EPS$5.17$5.48$6.05$6.73$7.52$8.15$8.80$9.50
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$405.83$421.44$437.05$452.66$483.88

Catalysts & risks

Growth catalysts
+ Appointment of Kathleen Oberg (former Marriott CFO) to Board — expected to accelerate global expansion strategy and financial discipline
+ Portfolio optimization through Pizza Hut store closures (250 units) improving unit economics and profitability per location
+ KFC and Taco Bell value menu strength during inflationary periods driving comparable sales growth and market share gains
+ International expansion (particularly India, China, and emerging markets) providing significant long-term growth runway
Key risks
- Pizza Hut structural decline — 250 location closures indicate strategic challenges; brand represents ~15-20% of revenue at risk
- Consumer spending slowdown in US — restaurant traffic vulnerable to economic recession; YUM highly exposed to discretionary consumer spending
- Franchise partner financial stress — franchisees struggling with labor costs and real estate; could impair unit growth and franchise fee revenue
- Competitive value wars eroding margins — McDonald's, Burger King, and fast-casual competitors aggressive on pricing reducing pricing power
- International currency headwinds — significant international exposure (40%+ of revenue) subject to FX volatility

Methodology

Yum! Brands Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 18 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.