Yum! Brands’ stock narrative has seen a subtle shift following the latest update to analyst price targets. With a decrease in the discount rate and a modest uptick in revenue growth projections, analysts are recalibrating their expectations for the company as they weigh resilience in light of lingering macroeconomic pressures.

The fast-food chicken chain’s domestic same-store sales rose 2% last quarter, a big step for the struggling concept. Parent company Yum

The company announced in February plans to relocate around 100 corporate jobs in Louisville to the company's Plano, Texas office, combining the KFC Louisville headquarters with Pizza Hut's headquarters. In early June, the company gave employees in Louisville a September deadline to decide if they will relocate to Plano.

The restaurant company looks to bolster efficiencies as leadership changes settle and economic disruption lurks.

Fast-food company Yum! Brands (NYSE:YUM) fell short of the markets revenue expectations in Q3 CY2025, but sales rose 8.4% year on year to $1.98 billion. Its non-GAAP profit of $1.58 per share was 6.7% above analysts’ consensus estimates.

KFC reported same-store sales growth of 3%, beating StreetAccount estimates of 2.4%. In China, the brand's largest market, system sales rose 6%. And in the U.S., where it has lost market share to new players like Raising Cane's, KFC's same-store sales increased 2%.

Shares of Yum! Brands Inc. advanced 7.30% to $149.55 Tuesday, on what proved to be an all-around poor trading session for the stock market, with the S&P 500 Index falling 1.17% to 6,771.55 and Dow Jones Industrial Average falling 0.

Shares of fast-food company Yum! Brands (NYSE:YUM) jumped 5.7% in the morning session after the company reported third-quarter results that beat profit expectations and announced it was exploring strategic options for its Pizza Hut brand.