Скачать или смотреть PIZZA HUT FOR SALE? The $7B Restructuring and the "Dine-In" Death Spiral

Is the "Red Roof" era officially over? We break down Yum! Brands’ historic strategic review of Pizza Hut, which could lead to a multibillion-dollar sale of the 20,000-unit chain. From the 70-store collapse in the UK to the $214 million bankruptcy of its Turkish franchisee, the brand is facing a perfect storm of global boycotts, rising labor costs, and a massive shift in how the world eats. We analyze the data behind seven straight quarters of sales declines and why private equity might be the only way to save the stuffed crust.

The Data Dividend: Sales Erosion and the $242M Turkish Collapse
Pizza Hut generates 42% of its sales in the U.S., but its international "dine-in" footprint is where the cracks are widening. This video analyzes the financial fallout of the late 2025 "Pivot or Sell" ultimatum from Yum! Brands.

In this critical analysis, we cover:

The Sale of a Legend: We detail the November 4, 2025 announcement. With sales falling 7% in the U.S. while siblings Taco Bell and KFC grow, Yum! Brands has hired Goldman Sachs and Barclays to explore a "divestiture." We look at the "valuation trap": why analysts say selling could boost Yum!’s growth but dilute its earnings.

The UK "Administration" Crisis: On October 20, 2025, Pizza Hut’s UK dine-in operator, DC London Pie, collapsed. We break down the "Pre-Pack" rescue deal:

68 Restaurants and 11 Delivery Sites Closed immediately.

1,210 Jobs Lost across the UK.

64 Sites Saved by Yum! Brands taking direct control.

The Culprit: A "tax squeeze" involving unpaid HMRC liabilities and the rising cost of National Insurance.

The Global Boycott & The Turkish Bankruptcy: This isn't just a UK problem. We analyze the "Genocide Complicity" boycotts that slashed Middle Eastern profits by nearly 50%. Most notably, we look at the $214 million (7.7B Lira) bankruptcy of İş Gıda in Turkey, which forced the closure of 254 Pizza Hut branches overnight.

The "Dine-In" vs. "Delivery" War: Why is Pizza Hut losing to Domino’s? We look at the "Legacy Cost" data. Pizza Hut’s massive dine-in footprints are now a liability in an era of 6% U.S. sales drops. We explain the "Digital Transformation" pivot: trying to convert 1950s-style restaurants into high-speed delivery hubs.

The 2026 Outlook: We conclude with the "Private Equity" scenario. If an investor group like Blackstone or Roark Capital buys the brand, we discuss the likely "extreme menu simplification" and the potential "extinction" of the unlimited salad bar to save the bottom line.

⏱️ Under 10 Minutes: No Fluff. Just Data.