RAVE

Yum! Separation on Track; China Picking Up in 3Q?

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Image Source: Yum! Brands, 2015 Annual Report By Jessica Bishop Squashing a recent report from Bloomberg that suggested the Yum! (YUM) separation had been delayed, the executive team heading the KFC, Pizza Hut and Taco Bell franchises said in its second quarter 2016 report, released after the close July 14, that all is well with plans to separate its fast-growing operations in China from the rest of the company. We outlined our latest thoughts on the China separation in our late June piece, “Yum! Does One Plus One Equal More Than Two?” and while not much has changed in the past few weeks, we continue to monitor Yum! — not only in the event the separation causes a mispricing with … Read more

The Continued Rise of Pizza and How to Play It

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Image Source: Blaze The pizza industry is flat-out sizzling! Or is it stuffed? Call it how you want, but pizza is hot! Literally, and well, figuratively. There are some pretty interesting statistics about pizza. Here are a few from the latest Pizza Industry Analysis at Franchise Help: Americans eat on average 100 acres of pizza daily or 350 slices per second. In addition, 93 percent of Americans eat at least one pizza per month, easily making pizza the number one dinner choice in the United States. With such mass appeal, it is no surprise that this $40 billion industry (measured by sales per year) makes up approximately 17 percent of all restaurants in the nation…there are approximately 65,000 pizzerias in … Read more