Izinzuzo ze-Yum Brands (YUM) Q4 2022

Yum Brands ngoLwesithathu kubikwe iholo lekota kanye nemali engenayo engaphezulu kwalokho okulindelwe abahlaziyi, okugqugquzelwa ukukhula okuqinile kokuthengiswa kwesitolo esifanayo eTaco Bell.

Sekukonke, isiqhwaga sendawo yokudlela sabona isidingo esiqinile sase-US njengoba abathengi abahola kakhulu behwebela ngokudla okusheshayo futhi abadlayo abahola kancane bathenga ukudla kwenani lamaketanga. Kodwa-ke, ukuthengiswa okuntekenteke eChina kuphinde kwaba nesisindo emiphumeleni ye-KFC nePizza Hut, ngemuva kokuthi uhulumeni waseChina exegise iqanda. I-covid inqubomgomo kanye negagasi lokuqubuka okusha kwahlasela izwe. Ukuvela kabusha kwalimaza imizamo yokutakula i-Yum nezinye izinkampani zokudlela, njenge Ama-Starbucks.

izindaba zokutshala izimali ezihlobene

Nakhu I-Yum ibikiwe uma kuqhathaniswa nalokho i-Wall Street ebikulindele, ngokusekelwe kunhlolovo yabahlaziyi be-Refinitiv:

• Iholo ngesheya ngalinye: $1.31 elungisiwe vs. $1.26 elindelwe
• Imali engenayo: U-$2.02 webhiliyoni uma kuqhathaniswa no-$1.92 billion olindelwe

I-Yum ibike imali engenayo yekota yesine yezigidi ezingama- $371, noma ama- $1.29 ngesabelo ngasinye, isuka ku-$330 million, noma i-$1.11 ngesabelo ngasinye, ngonyaka odlule. Ngaphandle kwezindleko eziboshelwe esinqumweni sayo sokuphuma eRussia nezinye izinto, inkampani ithole amasenti angu-$1.31 ngesheya ngalinye.

Isamba sokuthengisa kukhuphuke ngo-7% kuya ku-$2.02 billion, futhi ukuthengiswa kwenkampani emhlabeni wonke kwesitolo esifanayo kukhuphuke ngo-6%, okuqhutshwa isifiso esinamandla se-diners sikaTaco Bell.

I-Taco Bell, okuvamise ukuba ngumdlali onamandla kunabo bonke kuphothifoliyo ye-Yum, ibike ukukhula kokuthengiswa kwesitolo esifanayo ngo-11%, yedlula izilinganiso ze-StreetAccount ezingu-6.7%. Lolu chungechunge luhehe amakhasimende ngenhlanganisela yezinto zemenyu enamanani aphezulu kanye neminikelo yenani.

“Siyaxhuma futhi siyawina ngenxa yenani,” kusho isikhulu se-Yum uDavid Gibbs ocingweni lwenkomfa yenkampani.

Abaphathi bathi uTaco Bell uthengise amaPizzas aseMexico ayizigidi ezingama-45 ngonyaka ka-2022, inani elenziwe lahlaba umxhwele nakakhulu ukuthi litholakala kuphela izinyanga ezine zonyaka.

Iningi lezindawo zamaketango aphefumulelwe e-Mexican lise-US, yize belikhula emhlabeni jikelele eminyakeni yakamuva. UGibbs uthe indawo kaTaco Bell yamazwe ngamazwe idlule izindawo eziyi-1,000 phakathi nekota. Le nkampani yakhe ama-40% ezindawo zayo zokudlela zamazwe ngamazwe phakathi neminyaka emibili edlule.

I-KFC yehlulekile kwabebekulindele i-Wall Street njengoba ukusebenza okuntekenteke e-China kulinganisele imiphumela yayo. Uchungechunge lwezinkukhu ezithosiwe lubike ukukhula kokuthengiswa kwesitolo esifanayo ngo-5%, kunamahloni nje okuhlawumbisela ama-5.4%. Ngaphandle kweChina, imakethe yayo enkulu kunazo zonke, ukuthengiswa kwesitolo esifanayo kwe-KFC kunyuke ngo-9%.

Ukuthengisa okubuthakathaka e-China kuphinde kwalimaza ukusebenza kwe-Pizza Hut kwekota yesine. Ukuthengiswa kwesitolo esifanayo kwe-pizza kukonke kufinyelele ku-1%, kodwa ukuthengiswa kwesitolo esifanayo kwamanye amazwe kwehle ngo-1%. Ukuthengiswa kwesitolo esifanayo kwePizza Hut e-US kukhuphuke ngo-4%, okuyisibonakaliso sokuthi abathengi sebeluleme ekukhathaleni kwe-pizza yangonyaka odlule ngemuva koku-oda ophaya ngokweqile ngesikhathi sokuvalwa kwe-Covid. Abaphathi banikeze ikhredithi ukukhangisa okugqamisa ukunikezwa kwevelu emisha, okusiza ukuheha amakhasimende aneholo eliphansi ukuthi abuyele ochungechungeni lwe-pizza.

I-Habit Burger Grill, okuyisengezo sakamuva se-Yum, ithe ukuthengiswa ezindaweni kuvulwa okungenani unyaka kwehle ngo-1% kwikota. Kodwa-ke, ukuthengiswa kwesistimu yayo, elandelela ukuthengiselana kuzo zonke izindawo zokudlela zamaketanga kunezindawo ezivulwe izinyanga eziyi-12 kuphela, kukhuphuke ngo-12%, ngenxa yokwanda okusheshayo kwe-Yum kweketango.