Send us a text 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 missWhy brand-level performance matters more than the headlineCompetitive pressure in fast food (and who’s stealing share from ...