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Tag Archives: Yum! Brands
China Not So Yummy
Wow! Take a look at YUM! Brands’ swan dive today on huge volume after they announced Q4 same store sales in China will be negative. For the fourth quarter, stronger than expected operating performance from Yum! Restaurants International and our … Continue reading
China Notes from the Yum! Brands Earnings Call
Today’s Yum! Brands’ earnings conference call was dominated by China. Management talked a lot about commodity inflation running around 8 percent and 20% labor inflation, which they do not yet see abating. This doesn’t square with the August official inflation … Continue reading
Posted in Black Swan Watch, China, Commodities
Tagged China, Inflation, Wages, Yum! Brands
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