Tag Archives: Corvex YUM

Yum Shakes Things Up In China – Could A Spinoff Be Coming?

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The endless speculation regarding YUM! Brands (YUM) China spinoff rages on despite management saying it’s not currently in the cards. The most recent fuel added to the fire was a sudden management shakeup in China. Long time company veteran and Chinese expansion mastermind Sam Su is retiring from his position as Yum China’s CEO after 26 years of… Read More »

JPM Upgrades YUM Brands: China Spinoff Now A ‘Probability’

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The YUM Brands (YUM) spinoff story continues to develop and it feels like a spin is becoming more a matter of ‘when’ vs. ‘if’. Breakup speculation has been rife for quite some time, but the recent ‘catalyst’ of activist funds Corvex Capital and Third Point taking sizable stakes seems to have kicked the frenzy into a new gear. Apparently… Read More »