Latest news with #digitalexpansion
Yahoo
2 days ago
- Business
- Yahoo
Will Yum! Brands' (YUM) Q2 Revenue Growth Offset Ongoing Half-Year Profit Pressures?
Yum! Brands recently announced its second quarter 2025 earnings, reporting US$1.93 billion in revenue and US$374 million in net income, up from US$1.76 billion and US$367 million respectively a year earlier. An interesting detail is that while second quarter profits rose, net income for the first half of the year was lower at US$628 million compared to US$681 million for the same period last year, reflecting some ongoing pressure on half-year results. We'll examine how Yum! Brands' stronger second quarter revenue growth factors into its investment narrative, particularly around digital expansion. Find companies with promising cash flow potential yet trading below their fair value. Yum! Brands Investment Narrative Recap Owning Yum! Brands requires belief in its ability to turn steady global brand strength and ongoing digital investments into consistent revenue and earnings growth. The recent Q2 results showed stronger revenue and a slight uptick in profit, but the softer first-half net income suggests that while near-term digital expansion may help, ongoing consumer demand challenges in key markets remain the most significant risk, and these results haven't changed that risk in a material way. Among recent announcements, the launch of 'Byte by Yum!', an AI-driven platform for restaurant technology, directly supports Yum!'s digital growth focus. This effort is central to the company's investment thesis, as expanding digital sales channels and operational tech remain its clearest path to improving efficiency and maintaining competitiveness, though short-term cost pressures linked to these investments persist. Yet, despite stronger digital trends, continued sluggishness in certain markets means investors need to be especially aware of the ongoing risk if consumer preferences... Read the full narrative on Yum! Brands (it's free!) Yum! Brands' outlook anticipates $9.5 billion in revenue and $2.1 billion in earnings by 2028. This projection implies a 6.4% annual revenue growth rate and a $0.7 billion earnings increase from the current $1.4 billion. Uncover how Yum! Brands' forecasts yield a $159.91 fair value, a 13% upside to its current price. Exploring Other Perspectives Four community members on Simply Wall St estimate fair values for Yum! Brands ranging from US$124.80 up to US$10,723,781.76. With doubts lingering around sustained demand in key markets, you may want to compare differing views on future growth and risk before making up your mind. Explore 4 other fair value estimates on Yum! Brands - why the stock might be worth 12% less than the current price! Build Your Own Yum! Brands Narrative Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd. A great starting point for your Yum! Brands research is our analysis highlighting 1 key reward and 3 important warning signs that could impact your investment decision. Our free Yum! Brands research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Yum! Brands' overall financial health at a glance. Seeking Other Investments? These stocks are moving-our analysis flagged them today. Act fast before the price catches up: The end of cancer? These 26 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's. Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit. These 14 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include YUM. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
06-08-2025
- Business
- Yahoo
Cadent Appoints Jeremy Haft as Executive Vice President of Sales & Growth Markets
Trusted industry sales leader joins Cadent to accelerate CTV and digital expansion as part of an omnichannel growth initiative NEW YORK, Aug. 6, 2025 /PRNewswire/ -- Cadent, the predictive advertising platform, today announced that industry sales leader Jeremy Haft has joined as Executive Vice President, Sales & Growth Markets. Reporting to Jes Santoro, Chief Revenue Officer, Haft will lead sales strategy and spearhead growth initiatives in connected TV (CTV), digital, and linear platforms across Cadent's North American regions. Known for deepening customer relationships, he will be responsible for expanding into new markets and developing innovative commercial partnerships that deliver real-world outcomes for clients. With over two decades of experience delivering growth for modern media and advertising technology businesses, Haft brings a track record of building high-performing sales teams, launching omnichannel ad products, and designing commercial frameworks. Before joining Cadent, he served as Chief Revenue Officer at both Digital Remedy and Channel Factory and held senior leadership positions at Viant Technology and Amobee. "Jeremy's arrival comes at a time when Cadent is accelerating its omnichannel solutions and strategies to set the new standard in predictive advertising," said Jes Santoro. "His incredible fluency in all media, his trusted reputation in the industry, and his ability to lead with solutions make him the ideal partner to propel our next chapter of growth." Haft will partner with Lindsay Teague, SVP of Strategic Accounts, to unify Cadent's sales organization. Together, they will lead the adoption of a new solution-selling framework, build differentiated go-tomarket narratives, and scale advertiser partnerships that continue to expand Cadent's market share. "The new Cadent is redefining what's possible in advertising with end-to-end solutions and industry-leading predictive technology. I'm excited to be part of a trusted partner that works with so many leading advertisers and their agencies," said Haft. "Cadent's acceleration is tremendous, especially within CTV, and I look forward to building on that growth." To learn more about Cadent, visit About Cadent Cadent ignites seamless connections between brands, publishers and consumers. Our advanced predictive models orchestrate outcomes on any platform customers are on, across any media they consume, and at any stage of their journey. Through our transparent, enterprise-class platform that adapts in real time and connects with hundreds of partners, we drive measurable outcomes across every screen. Learn more at View original content to download multimedia: SOURCE Cadent
Forbes
02-07-2025
- Business
- Forbes
Thailand's Chearavanont Brothers Lead Their CP Group Into A Digital Future
Dhanin Chearavanont, senior chairman, CP Group. Zhang Ling/Xinhua via Getty Images This story is part of Forbes' coverage of Thailand's Richest 2025. See the full list here . The Chearavanont brothers' agribusiness-to-telecoms conglomerate Charoen Pokphand Group (CP Group) has lately been on a digital and regional expansion drive. In June, its fintech arm Ascend Money secured approval to establish a virtual bank, which paves the way for the firm to leverage its digital platform TrueMoney, with its countrywide base of 34 million users. A month earlier, True IDC, the data center and cloud services arm of the group's telecoms giant True, teamed up with a BlackRock unit to invest $1 billion over the next three to five years to build data centers in Thailand, which is aspiring to become an ASEAN digital hub. After its 2023 merger with rival Total Access Communications, True is now the country's largest mobile operator with nearly 49 million subscribers. With an eye on regional expansion, CP Group will be setting up a $1 billion private equity fund with Philippine sovereign wealth fund Maharlika Investment Corp. to invest in agriculture, digital innovation and renewable energy in the Philippines. Over the past 12 months, the net worth of the Chearavanont brothers has gone up by $6.7 billion to $35.7 billion.
