WEN (Post-Call): Expects Q1 U.S. Same-Store Sales to Rise by About +10%

By Ryan D. Lavender Published on March 3, 2021 at 5:40 PM

Earlier today, Wendy’s reported Q4 2020 adjusted EPS of $0.17. While this was one cent better than our $0.16 forecast, it still came in one cent below sell-side consensus (according to Consensus Metrix) of $0.18. Wendy’s indicates that the EPS number was ahead of its internal plan.

DPZ (Post-Call) Q2 Serves Up Hot Results Will Q3 Take Flight with Wings

By Mark Kalinowski Published on July 16, 2020 at 12:00 AM

Earlier today, Domino’s (DPZ; Buy, $408.48) reported Q2 EPS of $2.99, well ahead of our $2.15 forecast and sell-side consensus (according to Consensus Metrix) of $2.27. Even excluding a better-than-expected tax rate (4.7% actual vs. our 19.4% estimate and consensus of 17.8%), Q2 EPS would have been +37 cents better than our forecast and +30 cents better than consensus. Better-than-expected G&A/ Revenues (9.6% actual vs. our 11.5% estimate and consensus of 10.6%) accounted for +23 cents of the EPS beat relative to consensus.

WEN (Post-Call) U.S. Same-Store Sales Recovering More Quickly than Expected

By Mark Kalinowski Published on May 6, 2020 at 12:00 AM

Earlier today, Wendy’s (WEN; Buy, $20.07) reported Q1 adjusted EPS of $0.09, ahead of our $0.07 forecast, and in line with sell-side consensus (according to Consensus Metrix) of $0.09. First-quarter adjusted EBITDA of $89.3 million matched consensus.