Global restaurant franchisor
Yum! Brands
Yum! Brands earns revenue from franchise royalties and company-store sales across KFC, Taco Bell, Pizza Hut and Habit Burger & Grill. Its operating network spends on restaurant inputs, distribution, delivery platforms and shared technology, while acquired software is integrated into its own platform.
YUM Updated Sep 12, 2026 3 AI consumers· 2 recurring
Per the valuechain.wiki graph, Yum! Brands is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 7 companies within two hops; the links are backed by 7 dated sources, 2 of them primary filings (as of 2026-09-12).
Financials & Segments
- Total revenue · FY2025 total revenue of $8.214 billion
- Segments · KFC Division · Taco Bell Division · Pizza Hut Division · Habit Burger & Grill Division
Revenue from
- KFC franchisees High confidence· Amount $1.7B · FY2025 · Sum of disclosed KFC Division franchise revenue across the U.S., China and other markets
KFC franchisees pay sales-based royalties and other franchise fees. Disclosed regional amounts sum to $1.748 billion of KFC franchise revenue in FY2025.Mentions EN DBS Group Research Published Mar 7, 2025: Yum! Brands Inc: Stable growth with eyes on digitalisation - Taco Bell franchisees High confidence· Amount $1B · FY2025 · Sum of disclosed Taco Bell Division franchise revenue across the U.S., China and other markets
Taco Bell franchisees pay royalties and franchise fees for brand rights and operating support. Disclosed regional amounts sum to $1.023 billion of Taco Bell franchise revenue in FY2025. - Yum China Holdings High confidence· Market share 3% · FY2025 · Continuing fee rate applied to Yum China's system sales of licensed Yum concepts in mainland China
Following the separation of the China business, Yum China became Yum! Brands' largest master franchisee. It pays a continuing fee equal to 3% of system sales for the licensed concepts in mainland China.
Pays to
- McLane Foodservice, Inc. High confidence
McLane Foodservice distributes the majority of items used by Yum! Brands' company-owned restaurants in the United States. Contract value and distributor-specific expense are not disclosed. - NVIDIA Medium confidence· Count 500 restaurants · Q2 2025 · Targeted number of Yum restaurants for rollout of NVIDIA-powered technology
NVIDIA is a development partner supplying AI technology for voice ordering, computer vision and operational analytics on Byte by Yum. The parties targeted 500 restaurants in the second quarter of 2025, but financial terms were not disclosed.Confirms EN Yum! Brands Investor Relations Published Mar 18, 2025: Yum! Brands to Accelerate AI Innovation in an Industry-First Collaboration With NVIDIA - Uber Medium confidence
Uber Eats is one of the third-party ordering and delivery channels used by Yum! Brands. Aggregators charge restaurants per-order fees, but the amount attributable to Uber is not disclosed.Confirms EN Uber Investor Relations Published Aug 6, 2020: Uber Announces Results for Second Quarter 2020
Investments
- Dragontail Systems Limited High confidence· Contract value A$94M · 2021 · Total cash purchase price for all issued and outstanding Dragontail Systems shares
Yum! Brands acquired Dragontail Systems for its kitchen order management and delivery optimization technology. The announced gross price was approximately A$93.5 million, while the filing reported $66 million of cash consideration net of acquired cash.Confirms EN Yum! Brands Published Sep 7, 2021: Yum! Brands Completes Acquisition of Dragontail Systems, an Innovator in Kitchen Order Management and Delivery Technology
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Yum! Brands | node | +30.1 | -6 | +3.9 | +4.7 | +14.9 | +0.6 |
| Uber | benef1 | -17.8 | -41 | +149 | -2 | +35.5 | -7.3 |
| Aurora Innovation | benef2 | · | -89.3 | +261.2 | +44.2 | -39 | +65.1 |
| NVIDIA | benef2 | +125.5 | -50.3 | +239 | +171.2 | +38.9 | +23.7 |
| Amazon | benef2 | +2.4 | -49.6 | +80.9 | +44.4 | +5.2 | +12 |
| Alphabet (Google) | benef2 | +65.3 | -39.1 | +58.3 | +36 | +66 | +8.3 |
| Kia | benef2 | +3.1 | -13.8 | +54 | +3.7 | +60.1 | -13.5 |
| Oracle | benef2 | +36.9 | -4.6 | +30.9 | +60 | +18.1 | -17.8 |
YTD as of 2026-09-04 · source: Yahoo Finance
Yum! Brands operates across Global restaurant franchisor. It stayed steadily positive in recent years and is +0.6% in 2026. The stock (+0.6%) and its supply side (avg +8.2%) are moving in step. Among connected nodes the furthest ahead is NVIDIA (+23.7%) and the furthest behind is Uber (-7.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Its operating network spends on restaurant inputs, distribution, delivery platforms and shared technology, while acquired software is integrated into its own platform.
Analysis generated from returns as of 2026-09-04