Strategy Simplified
Strategy Simplified is here to demystify the consulting industry and help you land your dream job in management consulting. Hosted by the expert team at Management Consulted - the world's largest resource for consulting news and interview prep - each episode covers topics related to the consulting world, from interview preparation and case study techniques to networking strategies and industry trends. Whether you're just starting your career or looking to make a transition, Strategy Simplified is the go-to resource for anyone looking to break into the consulting industry. With actionable advice, insider tips, and real-life success stories, this podcast is the ultimate guide to simplifying your career strategy and landing your dream consulting job.
Strategy Simplified
S19E18: When Growth Isn’t Enough: Inside Taco Bell, KFC, and Pizza Hut’s Earnings Miss (August 5, 2025)
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 miss
- Why brand-level performance matters more than the headline
- Competitive pressure in fast food (and who’s stealing share from KFC)
- What Bain or another top firm might recommend Yum do next
- Lessons from KFC’s success outside the U.S.
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