Home » Bear Case Scenario » Bear Case Scenario YUM Brands $YUM $CMG, $SBUX, $MCD, $CMPGF

Bear Case Scenario YUM Brands $YUM $CMG, $SBUX, $MCD, $CMPGF

Yum Brands (NYSE:YUM) is about to reveal earnings number and quarterly stuff. Think about this Bear Case Scenario as you ponder management numbers.

Global QSR is ultra hyper competitive. Switching costs are non-existent. You can eat at multiple chains. Why YUM? Really why YUM?

YUM franchisees must remodel and update. Can they get the credit?  Over time they will  all be painted with the same brush.

George Gutowski writes from a caveat emptor perspective.