Proposed Acquisition to Strengthen Yum!
Brands’ Global Delivery Capability and Integrate New Technology
Talent into Company
Yum! Brands, Inc. (NYSE: YUM) (Yum! Brands) and Dragontail
Systems Limited (ASX: DTS) (Dragontail), an innovative provider of
technology solutions for the food industry, announced today that
they have entered into a binding agreement under which Yum! Brands
would acquire Dragontail by way of a share scheme of arrangement in
accordance with Australian corporations law (referred to as the
Scheme).
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If the Scheme is successfully implemented, the addition of
Dragontail to Yum! Brands’ growing technology portfolio is intended
to give Yum! Brands the ability to scale Dragontail’s artificial
intelligence (AI) kitchen order management and delivery technology
globally.
Australia-based Dragontail’s platform is focused on optimizing
and managing the entire food preparation process from order through
delivery. Its AI-based solution automates the kitchen flow combined
with the process of dispatching drivers. The technology can also
operate with outside food delivery partners. In addition,
Dragontail’s platform offers consumer-facing capabilities that
enable customers to track their order.
“With Dragontail, we expect to tap into the power of AI to
accelerate and further enhance our delivery technology
capabilities, especially at Pizza Hut, and optimize the end-to-end
food preparation process,” said Chris Turner, Chief Financial
Officer, Yum! Brands.
Dragontail's Managing Director, Ido Levanon, commented, “Yum!
Brands and Dragontail have been working in a fruitful collaboration
for years. Dragontail's Board of Directors fully supports this
transaction, which it considers to be an attractive opportunity for
its shareholders. It will also provide Yum! Brands with innovative
technology. The activities of Dragontail and Yum! Brands are
complementary, the synergy is natural and we bless the completion
of the acquisition.”
Dragontail’s platform is currently deployed across nearly 1,500
Pizza Hut restaurants in over 10 countries. If the Scheme is
successfully implemented, Yum! Brands intends to scale and offer
Dragontail’s platform to its brands around the world over time.
In addition to its kitchen order management and delivery
technology, Yum! Brands’ purchase of Dragontail would also bring in
house other Dragontail emerging technologies.
Completion of the acquisition of Dragontail under the
transaction documents will mark Yum! Brands’ third technology
acquisition in 2021. In March, Yum! Brands acquired the business of
Kvantum, Inc., an AI-based consumer insights and marketing
performance analytics company with a proven track record of adding
significant value in enabling data-driven decisions to drive return
on advertising dollars and increase sales. That same month, Yum!
Brands also acquired Tictuk Technologies, a leading omnichannel
ordering and marketing platform company offering more ways for
consumers globally to access and order KFC, Pizza Hut, Taco Bell
and The Habit Burger Grill through text, social media and other
conversational channels.
Under terms of the transaction documents, Yum! Brands has agreed
to pay A$93.5 million in cash for all of the issued share capital
in Dragontail (on a fully diluted basis). The proposed acquisition
of Dragontail by Yum! Brands, which is to be implemented by way of
an Australian share scheme of arrangement in accordance with the
transaction documents and Australian corporate law, is conditional
on, amongst other matters, Australian Federal Court approval and
approval by Dragontail shareholders and certain other regulatory
waivers and rulings. Accordingly, based on the indicative
transaction timetable (which is indicative only and subject to
change) and assuming all requisite transaction conditions have been
satisfied or waived, Yum! Brands expects the acquisition of
Dragontail to close by the end of the third quarter of 2021.
Yum! Brands estimates that this all-cash acquisition will have
an immaterial impact to its 2021 financial results.
About Yum! Brands
Yum! Brands, Inc., based in Louisville, Kentucky, has over
50,000 restaurants in more than 150 countries and territories,
making it a leader in global retail development primarily operating
the company’s brands – KFC, Pizza Hut and Taco Bell – global
leaders of the chicken, pizza and Mexican-style food categories.
The Company’s family of brands also includes The Habit Burger
Grill, a fast-casual restaurant concept specializing in
made-to-order chargrilled burgers, sandwiches and more. Yum! Brands
was included on the 2021 Bloomberg Gender-Equality Index. In 2020,
Yum! Brands was named to the Dow Jones Sustainability Index North
America and was ranked among the top 100 Best Corporate Citizens by
3BL Media.
About Dragontail
Dragontail is revolutionizing the Quick Service Restaurant (QSR)
and foodservice industry with its Algo Platform, which uses a
sophisticated algorithm to optimize and manage the entire food
preparation process from order to delivery. The Algo Platform fully
automates and streamlines the kitchen flow with a view to
delivering immediate and significant returns on investment to fast
food and quick service restaurants.
Cautionary Statement Regarding Forward-Looking Statements
Certain statements in this communication contain
“forward-looking statements.” Forward-looking statements can be
identified by the fact that they do not relate strictly to
historical or current facts. Forward-looking statements are based
on current expectations, estimates, assumptions or projections
concerning future results or events, including, without limitation,
the projected closing of the transaction, the anticipated benefits
of the transaction, and the anticipated impact of the transaction
on Yum! Brands’ 2021 results. Forward-looking statements are
neither predictions nor guarantees of future events, circumstances
or performance and are inherently subject to known and unknown
risks, uncertainties and assumptions that could cause actual
results to differ materially from those indicated by those
statements. We cannot assure you that any of the expectations,
estimates or projections expressed herein will be achieved.
Numerous factors related to the transaction could cause actual
results and events to differ materially from those expressed or
implied by forward-looking statements, including, without
limitation: the risk that the proposed transaction may not be
completed in a timely manner or at all, the failure to satisfy any
of the conditions to the consummation of the proposed transaction,
including the approval of the transaction by regulatory
authorities, the Court or Dragontail’s shareholders; the occurrence
of any event, change or other circumstance that could give rise to
the termination of the definitive agreement between the parties;
the effect of the announcement or pendency of the proposed
transaction on Yum!’s and Dragontail’s business relationships,
operating results and business generally; the risk that the
proposed transaction may disrupt current plans and operations and
the potential difficulties in employee retention as a result of the
proposed transaction; the ability to achieve the synergies and
value creation contemplated; Yum!’s ability to promptly and
effectively integrate Dragontail’s businesses; the risk that
operating costs and business disruption (including, without
limitation, difficulties in maintaining relationships with
employees) may be greater than expected; the assumption of
unexpected risks and liabilities; the diversion of and attention of
management of both Yum! and Dragontail on transaction-related
issues; and the other factors discussed in “Risk Factors” in Yum!’s
Annual Report on Form 10-K for the fiscal year ended December 31,
2020 and subsequent filings with the SEC made by Yum!, which are
available at http://www.sec.gov. Yum! assumes no obligation to
update the information in the communication, except as otherwise
required by law. Accordingly, you should not place undue reliance
on these forward-looking statements.
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Yum! Brands, Inc. Analysts are invited to contact: Jodi Dyer,
Vice President, Investor Relations and CFO, Yum! Digital and
Technology, (888) 298-6986 YumInvestorMailbox@yum.com
Members of the media are invited to contact: Virginia Ferguson,
Senior Director, Public Relations, (502) 874-8200
Virginia.Ferguson@yum.com
Dragontail Systems Limited Analysts or members of the media are
invited to contact: Chen Krichevsky, Deputy CEO and Legal
Advisor, chen.krichevsky@dragontailsystems.com
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