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

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. Subscribe to the Market Outsiders feed for daily episodes ( Apple , Spotify ). Follow Management Consulted on LinkedIn and subscribe on YouTube Connect with Namaan and Jenny Rae on LinkedIn Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team Connect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube ! Follow us on LinkedIn , Instagram , and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us ( team@managementconsulted.com ) with questions or feedback.