Yum's Group Presentation
description
Transcript of Yum's Group Presentation
Yum! Brands, Inc. is the world's largest restaurant company in terms of system units with nearly 34,000 restaurants in over 100
countries and territories and more than 1 million associates.
Yum! is ranked #213 on the Fortune 500 List and generated more than $13 billion in revenue in 2012.
13 % EPS GROWTH
5 % WORLDWIDE SYSTEM SALES GROWTH
1.976 NEW UNITS OPENED
COMPANY ANALYSIS
ROE 80.31 % LARGE CAP
PREDICTABLE STOCK
INCOME STATEMENT STEP 1 : OK
quarterly
annual
Sustainable Competitive Advantage STEP 2 : OK
Monopoly : No Strong brand : Yes
< >
ROE > 15 %
Positive & High Future Growth
STEP 3 : OK
able to grow double-‐digit
Conservative Debt STEP 4 : NO
2.932 < 4 x 4.153
Debt/equity raEo < 1 Current raEo > 1 X X
OK
High & Consistent Return On Equity (ROE)
STEP 5 : OK
ROE > 12 -‐ 15 %
Management is Holding/Buying Stock
STEP 6 : OK
Walter Robert D as director
Price is Below Intrinsic Value
STEP 7 : NO
Current price $ 63.89
Intrinsic Value $ 62.82
LONG TREND ANALYSIS
SHORT TREND ANALYSIS
SHORT TREND ANALYSIS
China Update
What David C. Novak, as Chairman & CEO, said :