Yum! Brands' digital system sales excluding Pizza Hut approached $9 billion in the second quarter, with digital transactions representing 61% of those sales. KFC's digital mix reached 67%, Taco Bell's climbed to 47%, and Habit Burger & Grill's rose to 55%. The company is building a digital ecosystem that includes its Byte platform for connecting menus and operations, Voice AI in more than 900 Taco Bell U.S. restaurants, and over 400 specialized AI agents. Taco Bell generated 7% same-store sales growth and 19% operating profit growth in the quarter, though near-term earnings visibility remains limited and the stock carries a Zacks Rank #3 (Hold).
Yum! Brands IncDigital sales and AI adoption drive growth, with Taco Bell showing strong same-store sales and profit growth.
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