
YUM: Adjusting Our Forecasts (9/22/2026)
On July 30th, management of Yum Brands — parent company of Taco Bell — had this to say: “Taco Bell’s U.S. same-store sales growth quarter-to-date through July 27 is negative 2%. Since the U.S. food safety industry issue became front and center only two weeks ago, we saw maximum impact to sales over the weekend of July 18. It is early days, but in the subsequent week, sales declines have moderated materially and we are seeing steady improvement in day-over-day sales trends.”



