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Yum! Brands Launches Strategic Review for Pizza Hut, Weighing Possible Sale

The review follows U.S. sales declines alongside stronger results at Taco Bell and KFC.

Overview

  • Yum! Brands said it has begun a formal, adviser-led process to evaluate options for Pizza Hut, cautioning there is no set timetable and that a transaction may not occur.
  • Potential outcomes under consideration include an outright divestiture, a joint venture or the sale of a minority stake, according to coverage of the company’s announcement.
  • Pizza Hut’s same-store sales fell 1% in the third quarter, including roughly a 6% to 7% drop in the U.S., while Taco Bell rose 7% and KFC increased 3%.
  • The company retained Goldman Sachs and Barclays to advise on the review and said it does not plan further public updates until necessary.
  • Pizza Hut operates nearly 20,000 restaurants in more than 100 countries with heavy U.S. exposure, and Yum shares gained nearly 7% after the news.