Yum! Brands hosted Taco Bell Consumer Day on March 4, 2025, providing an overview of its long-term strategy and recent performance updates. The company outlined growth targets for Taco Bell, including an 8% projected U.S. same-store sales increase for the first quarter of 2025, company restaurant margins of 24-25% for the year, and the addition of 100 net-new international units.

By 2030, Yum! Brands aims for Taco Bell to reach $3.0 million in annual unit volumes (AUVs) in the U.S., expand company restaurant margins to 25-26%, and establish 3,000 international locations. The company emphasized its focus on innovation and brand experience to drive growth.

Yum! Brands issued a press release on the event, which is available on its investor relations website. The company included standard forward-looking statements, cautioning that results could vary due to franchisee performance, global economic conditions, geopolitical risks, and the execution of its technology initiatives.