The big story in Yum! Brands' big jump today was international growth. The company's key exposure to high-growth markets continues to drive strong performance, and Blake expects that trend to continue well into the future on the back of its KFC brand. In the short run, both analysts think the key metric will be unit, not same-store-sales growth as is traditionally observed. Yum! Brands continues to execute surprisingly well and may be one of the best companies to own in this space.

It's strong performance like this that caused us to name Yum! Brands one of our 3 American Companies Set to Dominate the World. Click here to uncover the other two companies set to soar.