Customers walk into a Taco Bell restaurant on Tuesday, April 29, 2025 in El Cerrito, California.
David Paul Morris | Bloomberg | Getty Images
yum brand On Wednesday, Taco Bell reported mixed quarterly results despite strong demand.
Here’s how the company reported for the year ended Dec. 31 compared to Wall Street expectations, based on a survey of analysts by LSEG.
Earnings per share: $1.73 adjusted vs. $1.77 expected Revenue: $2.51 billion vs. $2.45 billion expected
Yum reported fourth-quarter net income of $535 million, or $1.91 per share, up from $423 million, or $1.49 per share, in the same period last year.
Excluding tax benefits and other one-time items, the restaurant company earned $1.73 per share.
Net revenue increased 6% to $2.51 billion.
Yum’s global same-store sales increased 3%, driven by strong international performance from Taco Bell and KFC.
Taco Bell’s same-store sales surged 7% in the quarter, beating Wall Street’s expectations for a 5.6% increase, according to Street Accounts.
The Mexican-inspired chain is a gem in Yum’s portfolio, consistently outperforming the broader fast food industry thanks to its combination of value products and trending menu items.
KFC’s global same-store sales increased by 3%. The fried chicken chain’s international locations reported a 3% increase in same-store sales, while its U.S. restaurants reported a 1% increase in same-store sales. KFC has seen a turnaround in the domestic market, ceding market share to upstarts like Raising Cane in recent years.
Wall Street analysts had expected KFC’s same-store sales to rise 2.1%, according to Street Accounts.
And once again, Pizza Hut lagged behind in its portfolio. The struggling pizza chain reported a 1% decline in same-store sales. This was driven by a 3% decline in the U.S. and was slightly higher than Wall Street expected for a 1.7% decline in the same period.
The company announced in November that it would consider strategic options for Pizza Hut. Yum said on Wednesday that a review had begun, but gave no further details.
