YUM released Q4 results last night that were below consensus, but generally in line with re-set expectations. The company expects China weakness to continue and the “pace of the recovery is slower than expected”. The company said …
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YUM reports its q4 results today after the close. We legged into a put spread last week for the event and just want to check in beforehand. To recap, we intially bought the Feb 72.5 …
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Chipolte (CMG) reports their Q4 results tonight after the close. The options market is implying about a 7% one day move which is shy to the 4 qtr avg of about 9% and the 8 …
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Last week I bought Feb at the money puts in front of YUM’s Q4 results (due after the close on Wednesday) (read below). With the stock down 2.5% in the last couple trading days, I …
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Over the last couple years Yum Brands (YUM) has been one of our favorite short targets (most recent here) into earnings given their exposure to China, their exposure to a strengthening dollar, what seems like their …
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On Monday I initiated a bearish position on YUM (below) suggesting that their analyst day could serve as a negative catalyst for the shares given the stock’s recent 20% bounce off of the Oct lows, …
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This Thursday Yum Brands (YUM) is holding their annual analyst day in NYC. Given McDonald’s (MCD) disappointing global sales (including Asia) where YUM gets more than half of their sales, I could see YUM giving …
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YUM Brands has been exhibit A for some of the difficulties of doing business in China. The company has been hit with one food safety concern after another in the past 2 years, and the …
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Tonight, after the close, YUM will report their fourth quarter earnings. The options market is implying about a 5% one day move which is above the 8 qtr average move of about 4%. The high …
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We have written about YUM on several occasions in the past few months, starting with our earnings preview in early October. In that post, I noted that YUM was quite cheap on a fundamental basis …
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