Yum isn't the only fast-food behemoth to have used suppliers that Chinese food safety officials have scrutinized. Last month, McDonald's said it had stopped buying meat from Liuhe Group after a report that the poultry supplier was not properly inspecting chicken bought from farmers.
"If I were to make a guess about whether the impact would be the same for McDonald's as Yum, I would say it would be much stronger for Yum just in the sense that KFC is strongly identified as a chicken brand whereas McDonald's is not necessarily as closed tied to chicken, even in China, as Yum is," Rothman said.
If consumers were to become fearful of chicken products in general, Rothman said she thinks the concern "would paint Yum with a stronger brush than it would McDonald's in that instance."
Since Yum's downward revision of same-store sales, its shares have slid about 4 percent. The stock is currently trading just shy of $65, Rothman's price target.
So is this drop in price enough, according to Rothman?
"It's only enough if comps can reaccelerate and be positive for 2013," she added.
—Written by CNBC's Katie Little. Reuters contributed to this report. Follow Katie Little on Twitter
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Susquehanna Financial Group is a market maker in the securities of Yum Brands.