Me personally, I think after the cyclospora outbreak, YUM sold sharply, and I think the market reaction was too intense. My research suggests that YUM is rougly aroudn 10-15% undervalued because of the estimate of a 5Y 25x end of year average earnings multiple I got, in addition to the $6.39 2026 EPS estimate, and the fair value I got is around $150-165, which may sound little, and it probably is, but it doesn't stop there. The buisness is actually doing very well underneath, especially after the sale of Pizza Hut, which was dragging the company, plus, Q2 showed positive signs that the comapny at its core is still well, and can potentially improve, which means there can still be future growth possible. My bear thesis however is the roughly 12B debt YUM has, and the stock can still go down even more than it has.