Friday November 7, 2025, 11:25:53

WEN (Post-Call): Q3 Results Far From Great, But Still Better than Expected

By Mark Kalinowski

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.

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Monday September 15, 2025, 07:00:00

WEN: Tracking its Value Meal Prices Over the Last Few Weeks

By Mark Kalinowski

On September 2nd, McDonald’s (MCD; Buy, $305.40) announced that “Starting Sept. 8, we’re bringing Extra Value Meals back to McDonald’s so you can save when you make your favorites a meal…. we’re going all in with two Extra Value Meal offers…. In celebration of [the] return to McDonald’s menus nationwide [of eight Extra Value Meals {EVMs}, these eight] Extra Value Meals save customers 15 percent when compared to purchasing an entree, fries and a drink individually.” For more info:

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Friday August 8, 2025, 09:56:07

WEN (Post-Call): 2025 Outlook Gets a Little More Frosty

By Mark Kalinowski

Earlier today (Friday), Wendy’s reported Q2 adjusted EPS of $0.29, ahead of our $0.26 estimate and sell-side consensus (according to Consensus Metrix) of $0.25. Second-quarter adjusted EBITDA reached $146.6 million. This was above our $139.0 million forecast and consensus of $138.7 million.

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