Description

Yum! Brands’ Global White Space Opportunity—How KFC and Taco Bell Are Scaling Faster Than Expected!

Yum! Brands delivered a mixed set of results for the fourth quarter of 2025. The company showcased robust performance from its two major brands, KFC and Taco Bell, both achieving commendable growth. Taco Bell specifically outperformed the quick-service restaurant (QSR) industry, achieving a strong 7% increase in same-store sales and a 10% rise in divisional core operating profit. Meanwhile, KFC also experienced a 10% increase in operating profit, driven by record-high unit development and system sales growth, particularly in the UK and the Middle East. From a digital perspective, Yum! Brands made significant strides, with digital sales reaching $11 billion, a 25% year-over-year growth, contributing to a digital mix of nearly 60%. The company continued investing in its digital infrastructure through initiatives like the Byte by Yum! platform, which consolidates its technology solutions into a single restaurant management platform.