Market Outsiders
Welcome to Market Outsiders — where business news meets real insight, fast. Each weekday, the Management Consulted leadership team breaks down two major stories through a business lens — in just 15 minutes — helping you spot what really matters behind the headlines. You can catch Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.
Market Outsiders
When Growth Isn’t Enough: Inside Taco Bell, KFC, and Pizza Hut’s Earnings Miss (August 5, 2025)
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Management Consulted
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Season 2
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Episode 24
Yum! Brands beat expectations in some areas - but it wasn’t enough. Today, Jenny Rae and Namaan break down why positive same-store sales at Taco Bell still set off alarms, how KFC and Pizza Hut are dragging the portfolio, and what investors and operators often miss when they celebrate “growth.”
They explore:
- The real meaning behind Yum’s earnings miss
- Why brand-level performance matters more than the headline
- Competitive pressure in fast food (and who’s stealing share from KFC)
- What Bain or another top firm might recommend Yum do next
- Lessons from KFC’s success outside the U.S.
Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.
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