We will be releasing a black book on YUM! Brands and hosting a Conference Call at 1:30pm EST on Thursday, November 29th.
Hedgeye Black Books are deep dive research projects which expose all details of a company, examining past, present, and future; they are valuable tools to be saved. This presentation will discuss how the current macro environment and company specific data points are setting up positively for YUM investors into the new year.
Topics Will Include
- As sluggish growth causes anxiety among investors, we believe that YUM's growth plan offers attractive returns for investors
- Yum! Brands is a leading global restaurant company offering, in our view, best-poised to deliver on - and exceed - its targets over the next 12-24 months
- Yum! Brands' stock is viewed as a China play by investors but there are other significant drivers of the stock that we expect to come into play in the intermediate term
- Shares in the company have appreciated 22% YTD but we believe a case can be made for continued gains in 2013