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$36.18 0.62 (1.74%)
7/8/2008 4:04 PM

Yum! Brands, Inc. (YUM)

CAPS Rating:
****

Quick service restaurant company comprised of the worldwide operations of A&W All-American Food Restaurants, KFC, Long John Silver's, Pizza Hut and Taco Bell.

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Avatar jbobroff (37.43) Submitted: 2/12/07 3:07 PM : Outperform Start Price: $29.70 YUM Score: 33.10

I have been to China 3 times in the last year and have seen three very important things: 1) a lot of KFCs and Pizza Hut stores 2) Long lines including lines out the door at a Pizza Hut in Shanghai on a Saturday night and 3) a number of suppliers producing product (packaging, etc) for KFC and talking about the growth of that business. Combine that with increases in wages (20-25% per year) in China creating improving standard of living for the working class (therefore, more customers for quick-service restaurants), a dominance over McDonalds (beef is not as big of a part of the Chinese diet), and a first mover advantage in China, and you have a clear winner for the next 5-10 years.

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Avatar echofarmer (27.71) Submitted: 5/15/07 4:52 PM

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I was recently in Cairo and was shocked to see a Pizza Hut/KFC across the street from the Sphinx! You could eat a bucket (extra crispy!) and stare at it through the window.

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Avatar Jayhawker2000 (81.66) Submitted: 6/08/07 5:29 PM

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They also apply their operational expertise to chains focused on local markets. Check out East Dawning for an example.

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