Tag Archives: Keith Meister YUM Brands

Yum! Brands Finally Caves – Will Spin Off China Business

Sometimes there is just no stopping an idea full of momentum. After years of a spinoff idea being tossed around and pushed by all parts of Wall Street (sell side and buy side), Yum! Brands (YUM) has finally decided to pull the trigger and will spin off its China business into a standalone entity. While resistance appeared to… Read More »

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

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 »