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S19E18: When Growth Isn’t Enough: Inside Taco Bell, KFC, and Pizza Hut’s Earnings Miss (August 5, 2025)

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Manage episode 498504703 series 2661694
Content provided by Management Consulted. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Management Consulted or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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Yum! Brands beat expectations in some areas - but it wasn’t enough.

Today, Jenny Rae and Namaan break down why positive same-store sales at Taco Bell still set off alarms, how KFC and Pizza Hut are dragging the portfolio, and what investors and operators often miss when they celebrate “growth.”

They explore:

  • The real meaning behind Yum’s earnings miss
  • Why brand-level performance matters more than the headline
  • Competitive pressure in fast food (and who’s stealing share from KFC)
  • What Bain or another top firm might recommend Yum do next
  • Lessons from KFC’s success outside the U.S.

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.

  • Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team

Connect With Management Consulted

  continue reading

Chapters

1. S19E18: When Growth Isn’t Enough: Inside Taco Bell, KFC, and Pizza Hut’s Earnings Miss (August 5, 2025) (00:00:00)

2. [Ad] A Case Study In Corporate Fear (00:11:15)

3. (Cont.) S19E18: When Growth Isn’t Enough: Inside Taco Bell, KFC, and Pizza Hut’s Earnings Miss (August 5, 2025) (00:12:03)

588 episodes

Artwork
iconShare
 
Manage episode 498504703 series 2661694
Content provided by Management Consulted. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Management Consulted or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Yum! Brands beat expectations in some areas - but it wasn’t enough.

Today, Jenny Rae and Namaan break down why positive same-store sales at Taco Bell still set off alarms, how KFC and Pizza Hut are dragging the portfolio, and what investors and operators often miss when they celebrate “growth.”

They explore:

  • The real meaning behind Yum’s earnings miss
  • Why brand-level performance matters more than the headline
  • Competitive pressure in fast food (and who’s stealing share from KFC)
  • What Bain or another top firm might recommend Yum do next
  • Lessons from KFC’s success outside the U.S.

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.

  • Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team

Connect With Management Consulted

  continue reading

Chapters

1. S19E18: When Growth Isn’t Enough: Inside Taco Bell, KFC, and Pizza Hut’s Earnings Miss (August 5, 2025) (00:00:00)

2. [Ad] A Case Study In Corporate Fear (00:11:15)

3. (Cont.) S19E18: When Growth Isn’t Enough: Inside Taco Bell, KFC, and Pizza Hut’s Earnings Miss (August 5, 2025) (00:12:03)

588 episodes

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