Tag Archives: Dan Loeb 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 »

China’s Allure Has Both Loeb & Meister Saying $YUM!

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YUM! Brands (YUM) has been getting a lot of attention recently and it seems lots of people have ideas on how the company can deliver more shareholder value. Earlier this year, Janney analyst Mark Kalikowsky argued for setting Taco Bell free in a bid to unlock value, given Taco Bell’s purely North American exposure. It hasn’t just been the sell side… Read More »