Wendy’s shares slumped after the chain said it will shutter US stores as it struggles to keep value-conscious consumers in a competitive fast food market https://t.co/OOBDewfnCv ...

本文转自：解放日报 6000桌等位！"排队经济"火爆 烤匠上海首店取号客流大量流向商圈其他商户，单点爆红带动全场共振 肖彤 多家餐饮、零售、体验类商户加入等位优惠联盟，联动升级等位体验。 肖彤 摄 本报记者 肖彤 一家烤鱼店开业，点燃了上海消费市场开年"第一把火"。1月30日，开在五角场合生汇商场的烤匠上海 首店正式营业。次日，该店全天取号排队6300多桌，最长等位时长达15小时，营业至凌晨仍有上千桌客 人等候。 据了解，烤匠门店单日的极限接待量在600桌左右，所以很多顾客取号实际上"取了个寂寞"，但足见这 家店的火爆程度。 近日，记者到该店探访发现，的确是生意火爆。工作日上午10点，商场开业，客人们现场取号后便陆续 散去，在商家的小程序上关注排队进度。一上午，线上取号量已达数百桌，线下等位人潮却"化整为 零"，分散在五角场商圈各大商场。"我们打算先去万达广场，再逛逛百联ZX造趣场，预计下午1点左右 看看小程序，快排到了再回来吃饭。"一位取完号的学生说。 为疏导排队客流，在烤匠上海首店开业前，合生汇已经与五角场环岛派出所制定了大客流响应机制。有 关人员一方面进行动线重构，将排队客流经由非营业时间通道引导至二楼 ...

Fourth Quarter 2025 Conference Call February 13, 2026 Aaron Broholm Head of Investor Relations AGENDA BUSINESS UPDATE FINANCIAL RESULTS 2026 FINANCIAL OUTLOOK IR CALENDAR Q&A Many important factors could affect our future results and could cause those results to differ materially from those expressed in or implied by our forward-looking statements. Such factors include, but are not limited to, those identified under the caption "Forward-Looking Statements" in our release issued on February 13, 2026 and in t ...

Core Viewpoint - Wendy's is experiencing significant declines in sales, leading to a drop in stock prices toward a 13-year low, despite beating quarterly earnings expectations [1] Sales Performance - A key sales metric indicating traffic to existing restaurants fell more than anticipated, marking the largest decline in over five years for both global and U.S. locations [1] - This decline contrasts sharply with McDonald's, which reported its fastest sales growth in over two years [1]

Core Viewpoint - PayPal's stock has fallen 31% as the company faces an execution crisis, highlighted by a significant earnings miss and a leadership change [1] Financial Performance - PayPal reported Q4 revenue of $8.676 billion, missing estimates by $304 million, and EPS of $1.23, falling short by $0.08 [1] - The company's stock is currently trading at $40.46, down 46.79% over the past year, and is near its 52-week low of $38.88 [1] Leadership Change - Enrique Lores has been appointed as the new CEO, effective March 1, 2026, following dissatisfaction from the board regarding the pace of change and execution under outgoing CEO Alex Chriss [1] Market Sentiment - Retail investor sentiment on Reddit has turned sharply negative, with the sentiment score dropping to 37 from a neutral 57.4 over the past month [1] - Daiwa Securities has reduced its price target for PayPal from $61 to $42, reflecting a 31% cut in expectations [1] Competitive Position - PayPal's branded checkout performance has deteriorated, and its defensive Buy Now Pay Later (BNPL) strategy has lost market share to competitors like Affirm and Klarna [1] - Former PayPal President David Marcus criticized the company's current strategy, indicating concerns about its competitive position [1] Future Outlook - Analysts maintain a consensus target price of $51.88 for PayPal, suggesting a potential upside of 27% [1] - PayPal is expected to generate over $6 billion in free cash flow for 2026, with a current P/E ratio of 7.48x, indicating a critical period for the company to prove its turnaround strategy [1]

Core Viewpoint - Biglari Capital Corp. criticizes David Goebel's 17-year tenure as chairman of Jack in the Box Inc., claiming his outdated expertise has led to significant financial losses and poor company performance [1][7]. Group 1: Company Performance and Financial Impact - Jack in the Box has lost approximately $1.8 billion, or 80% of its value, in the last five years, indicating severe financial distress under Goebel's leadership [7]. - The company has been forced to suspend dividends, close 150-200 stores, and restructure to remain solvent, which reflects the negative impact of Goebel's decisions [2]. - Jack in the Box is experiencing its lowest same-store sales and adjusted EBITDA since the COVID pandemic, highlighting ongoing operational challenges [8]. Group 2: Governance and Leadership Issues - The board is described as being heavily reliant on Goebel's outdated experience, with long-tenured directors lacking relevant restaurant expertise [2]. - There has been chronic leadership instability, with three CEOs and eight CFOs in the last five years, indicating governance issues within the company [8]. - Short interest accounts for over 30% of the float, suggesting a lack of confidence in the current board and its ability to lead the company effectively [9]. Group 3: Call to Action - Biglari Capital urges shareholders to vote against Goebel's re-election, emphasizing the need for accountability and a change in leadership to improve the company's situation [11]. - The statement asserts that Goebel's continued influence poses a risk of further damaging the brand and worsening the financial situation [9][10].

Wendy's had a drop in same-restaurant sales in the fourth quarter as weakness in its U.S. business persisted. ...

Core Viewpoint - The Wendy's Company reported its fourth quarter and full year 2025 results, highlighting challenges in the U.S. market while showing growth in international sales and restaurant openings. The company is focused on executing its Project Fresh turnaround plan and has provided an outlook for 2026. Financial Highlights - Total revenues for the fourth quarter were $543.0 million, a decrease of 5.5% from the previous year, while full year revenues were $2.1769 billion, down 3.1% [1][2] - Reported net income for the fourth quarter was $26.5 million, a decline of 44.2%, and for the full year, it was $165.1 million, down 15.1% [1][2] - Adjusted EBITDA for the fourth quarter was $113.3 million, a decrease of 17.6%, and for the full year, it was $522.4 million, down 3.9% [1][2] - Reported diluted earnings per share for the fourth quarter were $0.14, down 39.1%, and for the full year, it was $0.85, down 10.5% [1][2] Operational Highlights - The company added 34 net new restaurants in the fourth quarter, totaling 157 net new restaurants for the full year, representing a 2.2% increase [1] - International systemwide sales grew by 6.2% in the fourth quarter and 8.1% for the full year, supported by 121 net new restaurants in 2025 [1] - Global systemwide sales for the fourth quarter were $3.4 billion, a decrease of 8.3%, and for the full year, they were $14.0 billion, down 3.5% [1] 2026 Outlook - The company expects global systemwide sales growth to be approximately flat in 2026 [2] - Adjusted EBITDA is projected to be between $460 million and $480 million [2] - Adjusted earnings per share are expected to be between $0.56 and $0.60 [2] - Capital expenditures and franchise development fund investments are anticipated to be between $120 million and $130 million [2] - Free cash flow is projected to be between $190 million and $205 million [2] Shareholder Returns - The company returned $329.6 million to shareholders through dividends and share repurchases for the full year, an increase of over $48 million from the prior year [1] - A quarterly cash dividend of $0.14 per share was declared, payable on March 16, 2026 [2]

Left It Late? Where To Eat And Drink In London For Valentine’s Day 2026 https://t.co/FqHEFf8oPq ...

Core Insights - Happy Belly Food Group Inc. announces the grand opening of a new Heal Wellness location in Grande Prairie, Alberta, on February 14, 2026, expanding its presence in the quick-service restaurant sector focused on health-conscious offerings [1][3]. Company Expansion - The new Heal Wellness location is situated in the South 40 Shopping Centre, a retail hub with strong vehicle traffic and a mix of national retailers, which is expected to drive customer visits [3]. - Heal Wellness has rapidly expanded, now operating 32 locations with over 176 more in development, contributing to Happy Belly's portfolio of 666 retail franchise locations across various emerging brands [4]. Market Positioning - Heal Wellness specializes in fresh smoothie bowls and smoothies, emphasizing clean ingredients and a health-oriented lifestyle, which aligns with the growing consumer demand for convenient, health-forward food options [1][7]. - The company aims to establish Heal as a leading brand in the açaí and smoothie bowl market across Canada and the U.S., leveraging high-visibility sites for franchise partners [3][4].