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.

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SBUX Company Targets Outsized EPS Growth in Fiscal 2021 & Fiscal 2022

By Mark Kalinowski Published on December 9, 2020 at 12:00 AM

Earlier today, Starbucks hosted its biennial Analyst Meeting — this time doing so virtually. The company highlights its Growth at Scale agenda, pointing out that it plans to be a positive force in the lives of all of its stakeholders. Some highlights from today’s meeting:

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PZZA An “Epic” Update to our Same-Store Sales and EPS Estimates

By Mark Kalinowski Published on November 19, 2020 at 12:00 AM

We look for Papa John’s to launch Epic Stuffed Crust Pizzas nationwide in the U.S. shortly, with December 28, 2020 (the first day of Papa John’s fiscal 2021) one possible official launch date. This would not only be ahead of Super Bowl Sunday (scheduled for February 7, 2021), but also ahead of New Year’s Eve. In any case, it looks like a Q1 2021 launch date is likely, and sooner during that quarter rather than later.

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