Yum! Brands, Inc. (YUM)

fast food is going down!!

I don't think you can overestimate the importance to Yum! Brands of KFC's expansion in China. Now, China is threatening to slap tariffs and/or restrictions on poultry imports in retaliation for US tariffs on tires. Obama needs Ohio's votes, so I doubt he'll be backing down on tires.

Now, I'm not certain whether KFC in China imports their chicken from the US or procures it locally. If it's the former, that will change my outlook in the long run. For now, however, I'm probably far from the only one who isn't sure whether a tariff will hurt KFC, so look for selling in the short term regardless of what the truth is. After all, when it's something as potentially important to Yum!'s earnings as this, not knowing is reason enough to sell in today's market.

Lets face it americans aren't getting any slimmer anytime soon

Fast food industry. Sold short YUM @34.29/share in real life portfolio on 10/26/09.

it wont beat the S&P index.

Taco Bell's value menu and KFC's grilled chicken are going over well.

yummu

Growth in China is what will drive this stock.

Downthumb. Excellent cash flow and payout. But only 4.6% year sales growth. High debt ratio. Low gross margins.

Just a guess.

They own lots of stocks from Pepsi to Frito's

growth

It ain't goin' nowhere.

I think they have a good business and good business strategy.

China alone can drive this stock price up, and with the US consumer remaining conservative with their spending, fast food like Taco Bell, KFC, and Pizza Hut will benefit.

Blue chip and fair valuation; potentially strong growth in emerging markets; solid brand franchises; a must-own value pick

With current economic times, it's tough to find a much cheaper meal than Taco Bell. Dave Ramsey tells people to live on beans & rice and rice & beans to get themselves out of debt. Well Taco Bell puts those things in handy burrito form.

As for KFC and Pizza Hut. . . not as cheap, but still good eats and American fast food staples.

They have one of the best mixes of fast foods that are around and a large presence in China.

Go With What You Know. YUM! is a great play in almost any market. They benefit from consumer concious societies, where a $0.79 taco bell burrito is the dinner of choice to the craze of KFC over in China. If there is one thing I know about this country, and world, it is that fast food is here to stay. Sure, the rapid domestic growth might be slowing, but China is a blaze with Pizza Hut and KFC. YUM! will continue to grow, continue to profit and continue to keep pumping sub-par food at super low prices.