Tuesday March 24, 2026, 07:02:00
WEN: Adjusting Our Estimates (3/24/2026)
This note is best read in conjunction with our note published this morning entitled “Updating our Q1 Kalinowski Quick-Service Burger Same-Store Sales Index (3/24/2026).”
Friday February 13, 2026, 10:41:12
WEN (Post-Call): Biggie Ongoing Challenges
Earlier today (Friday), Wendy’s reported adjusted Q4 2025 EPS of $0.16. This matched our $0.16 forecast, and came in +2 cents ahead of sell-side consensus (according to Consensus Metrix) of $0.14. Fourth-quarter adjusted EBITDA reached $113.3 million. This was above our $110.6 million forecast and consensus of $112.6 million.
Friday November 7, 2025, 11:25:53
WEN (Post-Call): Q3 Results Far From Great, But Still Better than Expected
Earlier today (Friday), Wendy’s reported adjusted Q3 EPS of $0.24. This was above our $0.19 estimate and sell-side consensus (according to Consensus Metrix) of $0.20. Third-quarter adjusted EBITDA reached $138.0 million. This was ahead of our $119.8 million forecast and consensus of $123.6 million.