Likefolio’s Andy Swan looks at sentiment data on Yum! Brands (YUM), parent company of KFC & Taco Bell. Andy highlights Taco Bell’s growing monthly active users on its app, but says that overall the fast food industry is getting a “reset”, with only Chik-Fil-A and Burger King seeing a positive year-over-year change in visits. He says the higher prices of fast food are “wearing on people.” Overall, he could “not be more neutral” on the name.
Fast Market
05 Feb 2025
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