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.

Updated

Markets

18 words · 10 settled yes · our count agreed on 17 of 18

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Byte Yes1314✓94%transcripts from the transcript model–
AI / Artificial Intelligence Yes1314✓93%transcripts from the transcript model–
Value Yes99✓95%transcripts from the transcript model–
Saucy / Sauce Yes66✓83%transcripts from the transcript model–
LongRange Capital Yes33✓16%transcripts from the transcript model–
Yum China Yes22✓47%transcripts from the transcript model–
Luxe / Luxe Value Menu Yes11✓65%transcripts from the transcript model–
Traffic Yes11✓57%transcripts from the transcript model–
Food Safety Yes13✓26%transcripts from the transcript model–
Buyback / Share Repurchase Yes00✗32%transcripts from the transcript model–
Beef No00✓65%transcripts from the transcript model–
Crispy Chicken No00✓64%transcripts from the transcript model–
Recall / Recalled No00✓42%transcripts from the transcript model–
Low-Income / Lower-Income No00✓29%transcripts from the transcript model–
Cyclospora / Cyclosporiasis No00✓16%transcripts from the transcript model–
Lettuce No00✓16%transcripts from the transcript model–
Outbreak / Illness No00✓16%transcripts from the transcript model–
Taylor Farms No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

1 match for “Traffic”; 1 quoted, at least 25 words apart.

Chris Turnercompanyqa · 31:26

…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…

Where the listed words were said

Chris Turnercompany“Byte” · prepared · 4:27

…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…

Ranjith Roycompany“AI / Artificial Intelligence” · prepared · 21:09

…we are focused on reaching the full potential of Byte, Yum!'s proprietary AI-enabled technology platform. Scaling Byte puts Yum! on a common technology foundation across…

Chris Turnercompany“Value” · prepared · 8:28

…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.…

Chris Turnercompany“Saucy / Sauce” · prepared · 6:22

…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…

Chris Turnercompany“LongRange Capital” · prepared · 3:08

…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!…

Ranjith Roycompany“Yum China” · prepared · 24:33

…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…

Chris Turnercompany“Luxe / Luxe Value Menu” · prepared · 12:40

…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…

Ranjith Roycompany“Food Safety” · prepared · 26:29

…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…

Agents: this page as TSV at /api/v1/appearances/yum-brands:2026-07-30:earnings_call · words: /api/v1/brief?appearance=yum-brands:2026-07-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP