Takeaway: YUM! Brands was added to Investing Ideas on Monday, February 9th 2015.

In a Q&A session today, Restaurants Sector Head Howard Penney discusses why we are giving YUM! Brands nearly a $100/share valuation with Director of Research Daryl Jones.

Penney touches on YUM's latest earnings release, the significant upside he sees in the stock, and why he believes management needs to be nudged into running an asset-light model in China.

 

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