

McDonald's just raised its dividend again and Yum! just struck a billion-dollar deal, but the two franchise giants are heading in very different directions when it comes to payout growth.

TD Cowen's step back from Chipotle Mexican Grill (NYSE:CMG | CMG Price Prediction) puts a spotlight on the burrito chain's slowing sales momentum, and the losses are concentrated in Chipotle shares. Chipotle stock is at $28.

LOUISVILLE, Ky.--(BUSINESS WIRE)--Yum! Brands Announces Q3 2026 Earnings And Conference Call Details.

McDonald's, Darden, and Yum! Brands all convert daily foot traffic into shareholder income, but only one of them kept raising its dividend when dining rooms went dark and customers disappeared.

After 40 years of pouring Pepsi, KFC chose Coke, and the move says something bigger about where each beverage giant stands heading into earnings season.

The Coca-Cola Company (NYSE:KO) is trending Friday after KFC said Thursday that its U.S. restaurants will switch from PepsiCo to Coca-Cola beverages next year.
Transition to Coca-Cola brings two iconic brands together, a visible proof point in KFC's broader comeback plan PLANO, Texas, Oct. 15, 2026 /PRNewswire/ -- KFC U.S. today announced a new partnership with The Coca-Cola Company, another step in the brand's ongoing effort to refresh its menu and beverage platform and create more reasons for customers to visit. Beginning in January 2027, KFC will transition its U.S. beverage partnership to The Coca-Cola Company, with Coca-Cola products expected to be served in all U.S. restaurants by spring 2027.

Jefferies has cut its earnings forecasts for Yum! Brands Inc (NYSE:YUM), the owner of Taco Bell and KFC, as weaker Taco Bell sales and the disposal of Pizza Hut weigh on its outlook.