Wendy's: Too Cheap To Ignore While It Tries To Revitalize The Brand
Wendy's is rated a buy, with turnaround potential after a ~50% stock drop, backed by their new efforts to revitalize the brand. WEN's Project Fresh targets 200–350 underperforming US closures, brand revitalization, and digital/AI initiatives, aiming to restore sales and customer satisfaction. International markets delivered 8.6% sales growth recently, offsetting some of the US weakness, with the solid free cash flow supporting a sustainable 6.6% dividend yield.
Wendy's Turnaround Tempts But Aggressive Stock Buybacks Force A Hold
The Wendy's Company's stock appears to be bottoming, with valuation metrics looking attractive despite a prolonged slide and recent disappointing earnings. I maintain a hold rating on WEN, citing concerns over aggressive shareholder returns and the need for evidence that turnaround plans are gaining traction. Recent buybacks and high dividends are viewed as unsustainable and potentially harmful to WEN's long-term growth and turnaround prospects.
Wendy's (WEN) Reports Q3 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Wendy's (WEN) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
The Wendy's Company (WEN) Q3 2025 Earnings Call Transcript
The Wendy's Company ( WEN ) Q3 2025 Earnings Call November 7, 2025 8:30 AM EST Company Participants Aaron Broholm - Head of Investor Relations Ken Cook - CFO & Interim CEO Suzanne Thuerk - Chief Accounting Officer Conference Call Participants David Palmer - Evercore ISI Institutional Equities, Research Division Jeffrey Bernstein - Barclays Bank PLC, Research Division Brian Mullan - Piper Sandler & Co., Research Division Rahul Krotthapalli - JPMorgan Chase & Co, Research Division Dennis Geiger - UBS Investment Bank, Research Division Christopher O'Cull - Stifel, Nicolaus & Company, Incorporated, Research Division Margaret-May Binshtok - Wolfe Research, LLC Danilo Gargiulo - Sanford C. Bernstein & Co., LLC.
Wendy's Sales Fall as Consumers Pull Back
Wendy's logged lower sales and profit in the third-quarter as consumers continue to cut their spending at restaurants.
Wendy's: The Selloff Has Gone Too Far With A Turnaround Plan Kicking Off
I'm initiating Wendy's at a buy rating, offering a rebound opportunity despite recent share price declines and macro headwinds. WEN faces lagging U.S. same-store sales, margin pressure, and high leverage, but industry-wide challenges suggest potential for recovery. Turnaround efforts include Project Fresh, menu innovations like 'Tendy's,' and strategic leadership to revitalize U.S. operations and comps.
Wendy's Launches Project Fresh to Revitalize Brand & Reignite Growth
WEN launches Project Fresh to reignite growth, refocus spending and revitalize its brand amid industry headwinds.
Wendy's: High Dividend Play Buying Back Shares Selling At A Reasonable Discount
Wendy's franchise-focused, low-capex model drives strong free cash flow, enabling robust dividends and share buybacks, supporting long-term shareholder value. My discounted cash flow analysis suggests a 46% upside, with intrinsic value at $15.22/share versus the current $10.47/share, and a sustainable 5-6% dividend yield. International expansion, strategic closures of underperforming outlets, and ongoing share repurchases position Wendy's for improved growth and profitability.
Wendy's (WEN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Wendy's (WEN) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
The Wendy's Company (WEN) Q2 2025 Earnings Call Transcript
The Wendy's Company (NASDAQ:WEN ) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Aaron Broholm - Head of Investor Relations Kenneth Cook - CFO & Interim CEO Suzanne M. Thuerk - Chief Accounting Officer Conference Call Participants Brian Hugh Mullan - Piper Sandler & Co., Research Division Danilo Gargiulo - Sanford C.
Wendy's (WEN) Tops Q2 Earnings and Revenue Estimates
Wendy's (WEN) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.27 per share a year ago.
Wendy's cuts profit outlook as U.S. sales stay weak. Its stock heads for a 5-year low.
CEO Ken Cook said the company has “more work to do” to improve its U.S. business, which saw sales fall for a second straight quarter.
