YUM · 10-Q · 2026Q3 · Full report
Food Safety Sales Impact
YUM BRANDS INC · 2026-11-06 · Importance 45 · Surprise 50
An industry-wide food safety issue negatively affected Taco Bell U.S. sales in the third quarter of 2026, when U.S. same-store sales declined 4% and company restaurant margins were 20.5%. Taco Bell U.S. same-store sales strengthened week by week from a July low. The company reported that same-store sales growth for the four weeks ended October 30, 2026, was approximately 3%. YUM expected Taco Bell Division company restaurant margins of 21.5% to 23.5% for the quarter ending December 31, 2026, based on then-current sales trends and projections.