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温迪启动业务优化关停近300家美国门店,战略转向单店效益提升
Xin Lang Cai Jing· 2026-02-20 21:44
温迪于2025年11月启动全面业务优化,计划关停美国市场表现不佳的门店(预计数量近300家,占美国 总门店数的中个位数百分比),并将战略重心从门店扩张转向提升单店效益和运营效率。该计划包 括"新鲜计划"(Project Fresh)、数字化与外送业务升级、员工培训及客户细分研究等措施,旨在改善 同店销售额和特许经营商盈利能力。关停行动预计从2025年年底开始逐步推进,其执行效果及对财务表 现的影响将成为关注焦点。 经济观察网 根据温迪(Wendy's,股票代码:WEN.us)近期公开信息,以下事件值得关注(基于2025 年11月及12月的最新动态整理): 公司项目推进 业绩经营情况 公司近期财报显示,2025年第二季度国际系统销售额增长8.7%,但美国同店销售额下降3.6%,凸显区 域分化。未来需关注季度财报(如2025年第四季度及2026年第一季度业绩)能否反映战略调整成效,包 括同店销售额趋势、门店利润率变化及现金流状况(如2025年上半年自由现金流为1.095亿美元)。 行业政策与环境 餐饮行业竞争加剧,温迪需应对早餐时段疲软、消费者偏好变化等挑战。投资者可留意行业政策、宏观 经济(如消费信心)及竞争对 ...
Wendy's Stock Pulls Back Friday After Activist Spark
Benzinga· 2026-02-20 17:09
Here's what investors need to know.Wendy’s shares are retreating from recent levels. Why are WEN shares down?Guidance Shock Sinks Shares To Multi-Year LowsOn Tuesday, Wendy’s slid to a new 52-week trough as investors digested soft 2026 guidance, double-digit U.S. same-restaurant sales declines and shrinking company-operated margins.Management projected 2026 adjusted EPS of 56 to 60 cents, well below the 86-cent Street consensus, and roughly flat global sales, prompting multiple price target cuts and highlig ...
5 Dividend Stocks Yielding Up to 15% That Smart Money Is Avoiding
Investing· 2026-02-20 10:37
Market Analysis by covering: S&P 500, HP Inc, American Assets Trust Inc, Brandywine Realty Trust. Read 's Market Analysis on Investing.com ...
Wendy's: The Market Hates The Reset - I'm Buying It
Seeking Alpha· 2026-02-20 02:07
Core Insights - The analyst has over a decade of experience researching various industries, including commodities like oil, natural gas, gold, and copper, as well as technology companies such as Google and Nokia, and emerging market stocks [1] Group 1: Company Focus - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The analyst expresses a particular interest in covering metals and mining stocks, while also being comfortable with other sectors such as consumer discretionary/staples, REITs, and utilities [1]
The Wendy's Company Comments on Amended 13D Filing from Trian Partners
Prnewswire· 2026-02-18 22:10
The Wendy's Company Comments on Amended 13D Filing from Trian Partners [Accessibility Statement] Skip NavigationDUBLIN, Ohio, Feb. 18, 2026 /PRNewswire/ -- The Wendy's Company (Nasdaq: WEN) today issued the following statement regarding the Schedule 13D/A filed by Trian Fund Management, L.P. and certain of its affiliates with the Securities and Exchange Commission:"The Wendy's Company's Board of Directors and management team regularly review the Company's strategic priorities and opportunities with the goal ...
Wendy’s CEO Calls ‘26 a ‘Rebuilding Year’ as Nelson Peltz Weighs a Stake
Yahoo Finance· 2026-02-18 21:42
Wendy’s CEO Calls ‘26 a ‘Rebuilding Year’ as Nelson Peltz Weighs a Stake - Moby BREAKING NEWS Wendy’s tagline may be always fresh, never frozen, but it appears its sales are not fresh and extremely frozen as the burger chain shutters hundreds of stores across the U.S. as consumers shift, to, well, other options. CEO Ken Cook took a page out of the general manager of the Charlotte Hornets’ playbook telling shareholders on Friday that 2026 will be a “rebuilding year,” as the fast-food chain embarks on its ...
Nelson Peltz believes Wendy’s is undervalued
Yahoo Finance· 2026-02-18 18:47
You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. There has been plenty of commentary unpacking how, possibly, Wendy’s fourth quarter same-store sales could have fallen a staggering 11.3%, but perhaps no opinion is as important to the company as Nelson Peltz’s, the company’s largest shareholder.  In a filing disclosed today with the Securities and Exchange Commission, Peltz said he believes the burger chain’s stock is undervalued. Wendy’s share price fell to about ...
Why Wendy's Long-Slumping Stock Rebounded in a Big Way on Wednesday
Yahoo Finance· 2026-02-18 18:32
After months of declines, shares of Wendy's (NASDAQ: WEN) were rebounding in a big way on Wednesday. The cause: Longtime investor Nelson Peltz said he may soon push for changes at the slumping fast-food giant -- the kinds of changes that could drive the stock higher. It's already working, at least for the moment. As of 1:00 p.m. ET, Wendy's shares were up about 16.8% from Tuesday's closing price. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to b ...
Wendy's shares soar 15% after billionaire Nelson Peltz says stock is undervalued
New York Post· 2026-02-18 17:35
Activist investor Nelson Peltz said in an SEC filing on Wednesday that the fast-food chain Wendy’s stock is currently undervalued, sending its shares up about 15%.According to the filing, Peltz’s Trian Fund Management has spoken with possible financing sources, co‑investors, and strategic partners about potential deals including an acquisition or other major transactions that could give the firm control of the company.Back in 2022, Peltz had considered a potential takeover bid for the burger chain.Activist ...
Wendy's Stock Rebounds From Multi-Year Low After Peltz Says Shares Are Undervalued
Benzinga· 2026-02-18 15:34
Here’s what investors need to know.Wendy’s stock is showing exceptional strength. Why are WEN shares rallying?Guidance Shock Sinks SharesOn Tuesday, Wendy's slid to a new 52-week trough as investors digested soft 2026 guidance, double-digit U.S. same-restaurant sales declines and shrinking company-operated margins. Management projected 2026 adjusted EPS of 56 to 60 cents, well below the 86-cent Street consensus, and roughly flat global sales, prompting multiple price target cuts and highlighting elevated sh ...