Yum! Brands vs Expedia

This page compares Yum! Brands, Inc. and Expedia, Inc., examining their business models, financial performance, and market context. The aim is to present clear, neutral information about how each company operates and competes within its sector for a general audience. Educational content, not financial advice.

This page compares Yum! Brands, Inc. and Expedia, Inc., examining their business models, financial performance, and market context. The aim is to present clear, neutral information about how each comp...

Comparison Snapshot

Key Financial Metrics

YUM

Metric

EXPE

$42.43B

Market Cap

$33.02B

7.29%

Potential Profit

0.90%

Buy

Analyst Rating

Hold

Why It's Moving

YUM! Brands Stock Holds Steady as Analysts Boost Targets on Strong Q3 Momentum.

Q3 performance handily beat expectations, sparking upgrades like Evercore ISI to 'Outperform' with a $180 target and Citigroup lifting to $170.
KFC launched weekly Sunday digital deals on January 14 to reclaim weekend traffic and boost comfort-food cravings without the guilt.
Consensus leans 'Moderate Buy' with an average $169.70 target, signaling potential upside as the stock sits above key moving averages.

Sentiment:

🐃Bullish

Expedia Stock Dips Amid Strong Travel Trends but Eyes Q4 Earnings Catalyst

Unpack '26 report shows explosive travel interest, with destination searches up 92% for spots like Big Sky and Hotels.com salvage-stay searches surging 194%, signaling robust consumer demand.
Operational wins include 7% growth in booked room nights, mainly international, plus 16% adjusted EBITDA rise with margin expansion, alongside $627M in share buybacks and a $0.40 dividend.
Fresh Island Hot List reveals 30% average spike in global island travel, underscoring AI tools like Trip Matching turning social media into bookable trips amid raised 2025 guidance.

Sentiment:

⚖️Neutral

YUM! Brands Stock Holds Steady as Analysts Boost Targets on Strong Q3 Momentum.

Q3 performance handily beat expectations, sparking upgrades like Evercore ISI to 'Outperform' with a $180 target and Citigroup lifting to $170.
KFC launched weekly Sunday digital deals on January 14 to reclaim weekend traffic and boost comfort-food cravings without the guilt.
Consensus leans 'Moderate Buy' with an average $169.70 target, signaling potential upside as the stock sits above key moving averages.

Sentiment:

🐃Bullish

Expedia Stock Dips Amid Strong Travel Trends but Eyes Q4 Earnings Catalyst

Unpack '26 report shows explosive travel interest, with destination searches up 92% for spots like Big Sky and Hotels.com salvage-stay searches surging 194%, signaling robust consumer demand.
Operational wins include 7% growth in booked room nights, mainly international, plus 16% adjusted EBITDA rise with margin expansion, alongside $627M in share buybacks and a $0.40 dividend.
Fresh Island Hot List reveals 30% average spike in global island travel, underscoring AI tools like Trip Matching turning social media into bookable trips amid raised 2025 guidance.

Sentiment:

⚖️Neutral

Investment Analysis

Yum! Brands

YUM

Pros

Yum! Brands delivered strong Q3 2025 results with system sales growth of 5% and core operating profit up 7%, surpassing analyst expectations.
Digital sales reached $10 billion, making up 60% of total sales, highlighting successful digital transformation and consumer engagement.
Brand portfolio strength with KFC and Taco Bell driving approximately 90% of divisional operating profit, ensuring stable revenue streams.

Considerations

Pizza Hut continues to underperform relative to competitors like Domino’s, potentially limiting segment growth.
Valuation is relatively high with a Price to Earnings ratio around 29, which could pressure future stock gains amid market volatility.
Recent analyst adjustments include lowered price targets and neutral ratings indicating some caution about upside potential.

Expedia

EXPE

Pros

Expedia benefits from strong recovery trends in global travel demand, boosting room nights and bookings across its platforms.
Investment in technology and personalized travel experiences positions Expedia well for sustained customer engagement.
Diverse portfolio of travel brands including Vrbo and Egencia provides multiple revenue streams and mitigates market risks.

Considerations

Expedia faces significant exposure to geopolitical and macroeconomic uncertainties affecting international travel.
Aggressive industry competition from both online travel agencies and direct hotel bookings remains a challenge for market share growth.
Profitability can be volatile due to dependence on travel cycles and sensitivity to external shocks like pandemics or economic downturns.

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About The Companies

Yum! Brands (YUM)

Yum! Brands, Inc. (YUM) is the franchisor behind KFC, Taco Bell and Pizza Hut. With a market capitalisation around $41.2bn, Yum! is primarily a franchise-driven business: it earns royalties, rents and fees while franchisees fund most restaurant openings and operating capital. This model tends to generate resilient cash flows and scalability, particularly as digital ordering and delivery expand. Key strengths include strong global brand recognition, a large presence in emerging markets (notably China) and a focus on low-capex growth. Risks include competitive pressure in quick-service restaurants, commodity and labour cost volatility, changing consumer tastes and regulatory or geopolitical issues in key markets. Investors should also note dependence on franchisee performance and execution of digital initiatives. This summary is educational and not personal advice; values can rise or fall and past performance is not a guarantee of future returns.

Expedia (EXPE)

Expedia Inc (ticker: EXPE) is a major global online travel platform that connects travellers with flights, hotels, holiday rentals and packaged experiences across brands such as Expedia, Hotels.com and Vrbo. The company earns revenue through a mix of agency and merchant bookings, advertising and corporate travel services, and benefits when travel demand is strong. With a market capitalisation of about $27.98B, Expedia operates in a competitive, cyclical sector sensitive to economic conditions, fuel prices and global events. Investors should note the company’s exposure to shifting travel patterns, competition from Booking Holdings and Airbnb, and the importance of technology investments to keep search, pricing and listings competitive. Financial results can swing with seasonality and macro trends; management execution on margins and marketing efficiency is important. This summary is for general educational purposes only and is not personalised investment advice; values can rise and fall and past performance is not a reliable indicator of future returns.

Yum! Brands (YUM) Next Earnings Date

Yum! Brands will release its fourth quarter 2025 earnings on Wednesday, February 4, 2026 before market open at 7:00 a.m. ET, with a conference call scheduled for 8:15 a.m. ET. The earnings report will cover the fiscal quarter ending December 2025. This announcement gives investors approximately one week to prepare for the financial results and management commentary on the company's performance and strategic outlook.

Expedia (EXPE) Next Earnings Date

Expedia Inc. (EXPE) is scheduled to report its next earnings on February 12, 2026, covering the fourth quarter of 2025 ending December 31. This date aligns with the company's official announcement and consensus from analyst estimates following the prior Q3 2025 release on November 6, 2025. Investors should anticipate the earnings call on the same day to discuss results and outlook.

Yum! Brands (YUM) Next Earnings Date

Yum! Brands will release its fourth quarter 2025 earnings on Wednesday, February 4, 2026 before market open at 7:00 a.m. ET, with a conference call scheduled for 8:15 a.m. ET. The earnings report will cover the fiscal quarter ending December 2025. This announcement gives investors approximately one week to prepare for the financial results and management commentary on the company's performance and strategic outlook.

Expedia (EXPE) Next Earnings Date

Expedia Inc. (EXPE) is scheduled to report its next earnings on February 12, 2026, covering the fourth quarter of 2025 ending December 31. This date aligns with the company's official announcement and consensus from analyst estimates following the prior Q3 2025 release on November 6, 2025. Investors should anticipate the earnings call on the same day to discuss results and outlook.

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Celebration Economy

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Which Baskets Do They Appear In?

Celebration Economy

Experience the investment potential of companies that power our most cherished moments. These carefully selected stocks represent businesses that benefit directly from holiday spending and life milestone celebrations, offering a way to invest in the predictable rhythms of consumer joy.

Published: June 17, 2025

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Yum! Brands vs Expedia

Comparison Snapshot

Why It's Moving

YUM! Brands Stock Holds Steady as Analysts Boost Targets on Strong Q3 Momentum.

Expedia Stock Dips Amid Strong Travel Trends but Eyes Q4 Earnings Catalyst

YUM! Brands Stock Holds Steady as Analysts Boost Targets on Strong Q3 Momentum.

Expedia Stock Dips Amid Strong Travel Trends but Eyes Q4 Earnings Catalyst