Yum! Brands (YUM): FY26 Q2 earnings call, Jul 30, 2026
On its Jul 30, 2026 earnings call (FY26 Q2), Yum! Brands said 10 of the 18 words Kalshi listed; Parrot’s count agreed with 17 of 18 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
18 words · 10 settled yes · our count agreed on 17 of 18- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Byte | Yes | 13 | 14 | ✓ | 94%transcripts from the transcript model | – |
| AI / Artificial Intelligence | Yes | 13 | 14 | ✓ | 93%transcripts from the transcript model | – |
| Value | Yes | 9 | 9 | ✓ | 95%transcripts from the transcript model | – |
| Saucy / Sauce | Yes | 6 | 6 | ✓ | 83%transcripts from the transcript model | – |
| LongRange Capital | Yes | 3 | 3 | ✓ | 16%transcripts from the transcript model | – |
| Yum China | Yes | 2 | 2 | ✓ | 47%transcripts from the transcript model | – |
| Luxe / Luxe Value Menu | Yes | 1 | 1 | ✓ | 65%transcripts from the transcript model | – |
| Traffic | Yes | 1 | 1 | ✓ | 57%transcripts from the transcript model | – |
| Food Safety | Yes | 1 | 3 | ✓ | 26%transcripts from the transcript model | – |
| Buyback / Share Repurchase | Yes | 0 | 0 | ✗ | 32%transcripts from the transcript model | – |
| Beef | No | 0 | 0 | ✓ | 65%transcripts from the transcript model | – |
| Crispy Chicken | No | 0 | 0 | ✓ | 64%transcripts from the transcript model | – |
| Recall / Recalled | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| Low-Income / Lower-Income | No | 0 | 0 | ✓ | 29%transcripts from the transcript model | – |
| Cyclospora / Cyclosporiasis | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Lettuce | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Outbreak / Illness | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Taylor Farms | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
14 matches for “Byte”; 5 quoted, at least 25 words apart.
…future consumer, accelerating restaurant unit economics, and reaching the full potential of Byte and our broader digital capabilities. I'm excited to highlight how they are…
We have clear opportunities to deepen consumer relevance, improve restaurant economics, scale Byte across more of our system, and allocate capital to create sustained shareholder…
…Raise the B.A.R., we are focused on reaching the full potential of Byte, Yum!'s proprietary AI-enabled technology platform. Scaling Byte puts Yum! on a common…
…pricing and promotional agility, and leads to a more consistent guest experience. Byte integration also enables our brands to recognize loyalty members, regardless of the…
…third parties. Voice AI is a great example of where the connected Byte platform has enabled Taco Bell U.S. to more quickly deploy the technology…
Where the listed words were said
Over the long term, we aspire for Byte to power the vast majority of Yum! system sales outside of China, creating greater operating leverage while…
…software, serve consumers, and operate restaurants. In our restaurants, we are expanding AI-powered capabilities, including enhancements to Byte Coach that provide restaurant managers with…
…Q2 results reflect the strength of Taco Bell's strategy, which combines compelling value, differentiated innovation, cultural relevance, and broadening consumer occasions to drive consistent U.S.…
…modernize the brand and focus on menu innovation surrounding boneless chicken, crave-worthy sauces, a more contemporary restaurant experience, and a refreshed brand visual identity. Our…
…Pizza Hut and entered into separate agreements to sell the business to LongRange Capital and Yum China. These transactions will result in a stronger Yum!…
…agreements to sell Pizza Hut for $2.7 billion in the aggregate to Yum China and LongRange Capital, with the potential of an additional $75 million…
…menu items, personalize orders, and customize favorites while expanded build your own Luxe Box functionality and curated offers create more relevant experiences. Together, these enhancements…
…drop. The Mexican Pizza drop this Tuesday, it generated the most app traffic, the most app transactions, and the most loyalty acquisitions of any Tuesday…
…growth quarter to date through July 27 is -2%. Since the U.S. food safety industry issue became front and center only two weeks ago, we…
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