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YUM continues to be our favorite LONG in the big cap QSR landscape.

In case you missed it, earlier this week we held a call with Yum! Brands CFO Pat Grismer.  Our wide-ranging conversation ran the gamut from succession planning, business in China, Taco Bell breakfast and much more.  We learned a lot and we think you will too.

Here’s the full video from our call.  If you have any additional questions don’t hesitate to ping me. 


Video: Conversation with YUM CFO Pat Grismer - 5 8 2014 3 23 22 PM

Howard Penney

Managing Director

Fred Masotta