It's Wednesday, October 5th, and this is market foolery.

I'm Chris Helen joining me in studio today for a million dollar portfolio, Dave Meyer,

from Motley Fool Hidden Gems, Charlie Travers, and for Motley Full Asset Management, Tim Hanson.

Guys, thanks for being here.

Hey Chris, hi Grace.

We have got the latest on Costco and friendlies,

but we will begin with earnings from Yum Brands.

Third quarter profit up 7%, but Tim weak results in the US

seem to be a little bit outweighed by strong international results. Is that

your take? That's the summary. That's the same summer we've seen for a couple quarters now ever since Taco Bell had that whole the beef that wasn't really beef issue. They still haven't recovered from that in the U. there it's like ground beef is is someone analyzed it and it's really like I don't really want to go into the details

Okay, please don't but the the gist is they're hoping that in the US some new product innovation can cause a rebound

I'm not exactly sure what product innovation and talk about looks like you know they've got you know

It's another maybe a super chilupa something like that

one of our list one of our listeners last week emailed about the the

Doritos orange-crusted that's product innovation that That could be huge. Absolutely. So they're hoping

to turn that around in the US abroad. They continue to do really well, especially in China

and India where they're accelerating the number of restaurant openings they're going to have.

Same store sales are great, far outpacing, rapidly rising food inflation.

That said, operating margin has contracted a little bit because food prices are going up and you know a company like

KFC or Pizza Hut you know they're exposed pretty much every commodity out

there whether it's corn you know we eat chicken milk everything so they're they're dealing with that they seem to be doing well and you know when it comes to getting global consumer

exposure it would be hard to go go wrong with you on my thing.

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