Friday May 2, 2025, 12:55:33
Earlier today (Friday), Wendy’s reported first-quarter adjusted EPS of $0.20. This matched our $0.20 projection and sell-side consensus (according to Consensus Metrix) of $0.20. First-quarter adjusted EBITDA reached $127.8 million. This was above our $123.6 million forecast and consensus of $122.1 million.
Thursday March 6, 2025, 11:50:59
Wendy’s hosted an Analyst Meeting today. As part of this, Wendy’s unveils that it targets adjusted EBITDA for 2028 of $650-$700 million, noticeably above current sell-side consensus (Consensus Metrix) of $620.8 million. It’s good to see Wendy’s confident that it can get to this targeted level, to the point it has put this target range in print. On the other hand, we may need 2026, 2027, and 2028 to each be “normal” years in the restaurant industry — in terms of sales trends, commodity inflation, wage inflation, and more – plus some well-executed strategies, not to mention some good ol’ fashioned luck – to get to that targeted 2028 adjusted EBITDA range.
Thursday February 13, 2025, 09:49:15
Earlier today (Thursday), Wendy’s reported that its fourth-quarter adjusted EPS came to $0.25. This matched our $0.25 estimate and sell-side consensus (according to Consensus Metrix) of $0.25. Fourth-quarter adjusted EBITDA reached $137.5 million. This was above our $136.2 million forecast and consensus of $134.5 million.
Wednesday July 9, 2025
Monday July 7, 2025
Wednesday July 2, 2025
Wednesday July 9, 2025
Monday July 7, 2025
Wednesday July 2, 2025