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YUM  // Posts tagged as "YUM"

May 28 2020 Restaurants, Retail

Restaurants, Retail Not Finding it Difficult to Bring Back Employees

Research Question: Will retail stores and restaurants have trouble hiring staff as businesses start to reopen across the country? Companies: BBY, BWLD, CAKE, CMG, DG, DIN, DKS, DRI, FIVE, GME, GPS, GRUB, M, MCD, ORLY, PLAY, PNRA, PZZA, QSR, SBUX, SHAK, TGT, TJX, ULTA, WEN, WMT, YUM By: Reverdy Johnson Click here to download report […]

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Food Delivery Up Markedly in April, Will Continue in May; GRUB Performing Well

Research Question: How is the coronavirus affecting Grubhub and other food delivery businesses? Companies: GRUB, MCD, PZZA, UBER, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Food delivery orders have increased significantly in April—compared to our March 24 report when they had not yet seen any immediate additional […]

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No Coronavirus Surge for Food Delivery; May Pick Up in 1 to 2 Weeks (GRUB, UBER)

Research Question: How is the coronavirus affecting Grubhub and other food delivery businesses? Companies: GRUB, MCD, PZZA, UBER, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Food delivery orders have not yet increased in response to the coronavirus pandemic, according to seven of nine restaurant sources. Customers have […]

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Price Pressure, Competition Coming for Beyond Meat But Demand Not Slowing (BYND)

Research Question: Can Beyond Meat get the cost of its plant-based meats competitive with animal products? Companies: BYND, COST, DNKN, KR, MCD, MLFNF, NSRGY, QSR, SYY, TSN, UL, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Beyond Meat Inc. (BYND) is not close to getting the cost of its […]

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Papa John’s Beginning to See Better Days (PZZA)

Research Question: Is Papa John’s seeing any sales increases as a result of its turnaround effort? Companies: CMG, DPZ, DRI, GRUB, JACK, PZZA, QSR, TSX:MTY, UBER, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Papa John’s International Inc. (PZZA) is on the road to recovery as its turnaround efforts […]

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Papa John’s Turnaround Faces Uphill Climb That Will Take Time (PZZA)

Research Question: Will Papa John’s turnaround initiatives reverse declining sales? Companies: CMG, DPZ, DRI, GRUB, JACK, PZZA, UBER, YUM By: David Franklin Click here to download report (.pdf)   Summary of Findings Papa John’s International Inc. (PZZA) faces a formidable challenge in reversing its sales decline and improving its brand image. Sources think it can […]

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Grubhub Delivers Disappointing Results for Subway, Taco Bell (GRUB)

Research Question: How are Grubhub’s partnerships with Subway and Taco Bell progressing? Companies: GRUB, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) is not having a significant effect on Subway or Taco Bell (Yum Brands Inc./YUM) sales since the launch of partnerships with these companies. This […]

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Grubhub Starting to Lose Share to Uber Eats, DoorDash (GRUB)

Research Question: Will Grubhub wilt in 2019 under pressure from competitors? Companies: AMZN, GRPN, GRUB, MCD, NCR, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) is losing share to Uber Eats and DoorDash, according to five of eight sources using Grubhub and competitors. This is a […]

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MCD Success Continues, Driven by Breakfast, Promos and New Items

Research Question: Will McDonald’s continue to see growth with its turnaround efforts? Companies: CMG, DNKN, JACK, MCD, PNRA, QSR, SBUX, SHAK, SONC, WEN, YUM By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings McDonald’s Corp.’s (MCD) run of success with its turnaround efforts continued in the second quarter. Both franchise owners and […]

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May Trends Tracker

Trends Tracker Companies Covered: AAPL, ADDYY, BRK.A/B, BWLD, CAR, CCL/CUK, CMG, COH, DECK, DIS, DNKN, DPZ, EXPE, FIT, FRA:PUM, HABT, HTZ, JACK, KATE, KORS, MCD, NCLH, NDLS, NKE, OWW, PBPB, PCLN, PLKI, PNRA, QSR, RCL, SHAK, SKX, SONC, TRIP, UA, VFC, WEN, YUM Click here to download the report (.pdf)   Summary of Findings Coach has taken […]

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