Investor Contact: Aaron Broholm Head of Investor Relations (614) 764-3345; [email protected] ®®®® About Wendy's The Wendy's Company (Nasdaq: WEN) and Wendy's franchisees employ hundreds of thousands of people across more than 7,000 restaurants worldwide. Founded in 1969, Wendy's is committed to the promise of Fresh Famous Food, Made Right, For You, delivered to customers through its craveable menu including made-to- order square hamburgers using fresh beef*, and fan favorites like the Spicy Chicken Sandwich ...

Refreshed value menu now features new ways to customize Biggie Deals, giving consumers more choices to satisfy their cravings Continue Reading Wendy's Launches New Biggie Deals Value Menu Wendy's commitment to value runs deep in its brand history. It started back in 1989 when Wendy's became the first QSR to introduce the value menu concept. After nearly 40 years of listening to fans, along with the launch of the iconic Biggie Bag in 2019, the new Biggie Deals value menu doubles down on quality and choice by ...

2026 is here, and in my view, it will be a volatile year in the stock market. This is not a year for passive investment but for active portfolio management. I continue to hold onto the macro view that stocks will end the yearWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Se ...

Core Viewpoint - The Wendy's Company (NASDAQ:WEN) is facing increased analyst caution due to cost and margin pressures, leading to reduced price targets from multiple firms [2][4]. Group 1: Analyst Ratings and Price Targets - RBC Capital lowered its price target for Wendy's from $9.00 to $8.50 while maintaining a "Sector Perform" rating, citing understated G&A expense assumptions [2]. - Goldman Sachs reduced its price target from $9 to $8 and reiterated a "Sell" rating, reflecting concerns over weak U.S. system economics and declining average unit volumes [4]. - JPMorgan also downgraded its price target from $12 to $9 and changed its rating to "Neutral," indicating caution due to elevated capital requirements [4]. Group 2: Financial Projections and Risks - RBC Capital projects that fiscal 2026 G&A expenses could rise to $285-290 million, significantly above the Street estimate of $264.6 million [2]. - The firm anticipates a potential decline in restaurant-level margins (RLMs) from 13.5% to 12.7%, which could create a 3.5% headwind for EPS [3]. - RBC Capital has lowered its EPS forecast for 2026 by 13.0% to $0.68 and for 2027 by 11.8% to $0.79 due to these pressures [3]. Group 3: Company Overview - The Wendy's Company operates over 7,000 restaurants globally, focusing on burgers, chicken, and quick-service dining [5].

I wrote about The Wendy's Company ( WEN ) previously with a sell rating because major operating metrics were down and the breakfast strategy wasn't working. While there are new data that suggest WEN'sI am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical charts ...

分组1 - Wendy's stock experienced a significant decline of approximately 49% in 2025, following a steady decrease over the previous years, despite offering a dividend yield of 6.76% [1][8] - Consumers began to tighten their budgets in 2025, leading to increased home cooking and a shift towards grocery shopping, which benefits Walmart as it derives most of its sales from groceries [2][4] - Walmart's economies of scale allow it to offer a wide range of products and services, making it difficult for local competitors to match its pricing and logistics capabilities [4][5] 分组2 - Walmart's ability to charge low prices for groceries while maintaining profitability is enhanced by its diverse product categories, which encourage customers to make larger purchases [5][6] - The shift in consumer behavior towards grocery shopping over fast food is evident, as people are less likely to visit fast food restaurants like Wendy's when they are not hungry [6][8] - Digital advertising is emerging as a significant avenue for Walmart to enhance profit margins, similar to Amazon's expansion strategy [9]

Jollibee Foods Corp. (OTC:JBFCY) announced plans on Tuesday to separate its international business and list it in the U.S. by late 2027.Jollibee To Spin Off Global OperationsThe Philippine fast-food giant plans to establish a new entity, Jollibee Foods Corporation International (JFCI), to house all of its overseas operations and businesses. Its domestic operations will remain a separately listed company on the Philippine Stock Exchange.The spinoff aims to sharpen each company's strategic focus and better al ...

Happy New Year, from all your friends at Fortune. As you know, New Year’s Day has fallen on a Thursday for 2026, which means banks, government offices, and postal services will be closed across North America while many retailers, restaurants, and attractions will either modify their schedules or open up completely.​The most direct impact is on federal services. Non-essential federal offices are closed, according to the U.S. Office of Personnel Management. This includes Social Security Administration field o ...

From quick-service outlets to full-service dining, here's a detailed list of restaurants operating on Christmas Day.Applebee's: Some Applebee’s locations will be open on Christmas, though hours may differ by restaurant. Guests are advised to check with their nearest outlet for specific timings, according to a report from Today.McDonald’s: Most McDonald’s outlets remain open on holidays, including Christmas. However, operating hours may vary by location, so customers are encouraged to check the store locator ...

Core Thesis - The Wendy's Company is currently undervalued with a low P/E ratio of 9x compared to the average QSR multiple of 27x, presenting a compelling investment opportunity [2][5] Financial Metrics - As of December 2nd, Wendy's shares were trading at $8.48, with trailing and forward P/E ratios of 8.76 and 9.31 respectively [1][2] Strategic Initiatives - The Project Fresh initiative aims to revitalize operations and improve public perception, suggesting significant upside potential with a minimum expected gain of 2x and possibly 3-4x if sentiment improves [3][7] - Management has brought in a strategist from Taco Bell, indicating a focused effort on operational improvement [2] Market Sentiment and Catalysts - Current market pessimism resembles a previous scenario with UNH, where low sentiment provided substantial upside potential, indicating that Wendy's could experience a similar re-rating if execution meets expectations [4] - Potential strategic moves, such as dividend adjustments to pay down debt, could further enhance the company's valuation [4] Acquisition Potential - Wendy's remains a potential acquisition target, bolstered by activist interest and endorsements from notable investors like Warren Buffett, which could accelerate stock gains [5]