The Wendy's Company

Informe acción NasdaqGS:WEN

Capitalización de mercado: US$1.4b

Wendy's Resultados de beneficios anteriores

Pasado controles de criterios 1/6

Los beneficios de Wendy's han disminuido a una tasa media anual de -0%, mientras que en la industria Hospitality los beneficios crecieron en un 30.3% anualmente. Los ingresos han ido creciendo a una tasa media de 4% al año. La rentabilidad financiera de Wendy's es de 128.6%, y sus márgenes netos son de 6.8%.

Información clave

-0.0047%

Tasa de crecimiento de los beneficios

2.81%

Tasa de crecimiento del BPA

Crecimiento de la industria Hospitality 19.52%
Tasa de crecimiento de los ingresos3.95%
Rentabilidad financiera128.56%
Margen neto6.77%
Última actualización de beneficios29 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa May 26

WEN: Take Private Speculation Will Not Offset Ongoing U.S. Sales Pressure

Analysts have nudged Wendy's consolidated price target higher to $12, reflecting a mix of upgraded ratings tied to potential take private discussions, along with several modest target cuts that factor in ongoing U.S. sales pressure and room for operational improvement. Analyst Commentary Recent research shows a split view on Wendy's, with some firms upgrading the stock on potential take private discussions, while others trim price targets or ratings to reflect execution and growth risks.
Seeking Alpha May 14

Wendy's: Nelson Peltz Wants Another Bite

Summary Wendy's faces weak U.S. traffic, margin compression, and underperformance versus peers despite new menu launches and value initiatives. Free cash flow and EBITDA are declining, but dividends remain well-covered; leverage is elevated at ~4.9x EBITDA, with refinancing risk looming post-2028. Trian's potential take-private bid could value WEN at $9.50–$11.90 per share (16–45% upside); standalone fair value is $8–$8.75. I rate WEN a 'Hold' given limited operational upside, but see embedded optionality from a possible Trian deal and a nearly 7% yield. Read the full article on Seeking Alpha
Actualización de narrativa Apr 30

WEN: Refocused Marketing And Menu Execution Will Support Turnaround Potential

Wendy's analyst price target has been trimmed by about $0.17, reflecting analysts' updated assumptions for slightly softer revenue and profit margins, while they continue to factor in a relatively steady future P/E multiple around 19x. Analyst Commentary Recent Street research on Wendy's centers on how quickly the business can stabilize same store sales, improve unit economics, and execute a turnaround plan that justifies current valuation multiples.
Actualización de narrativa Apr 14

WEN: Weak Comps And Rebuild Risks Will Pressure 2026 Earnings

The analyst price target for Wendy's has been lowered modestly to reflect a reduced fair value estimate of about $5.00 per share. Analysts are factoring in softer revenue growth assumptions, slightly tighter profit margins, and a somewhat higher future P/E expectation, alongside concerns around unit economics, capital needs, and the pace of comparable sales improvement.
Actualización de narrativa Mar 31

WEN: Refocused Quality Messaging And Value Menu Will Drive Turnaround Potential

Analysts have trimmed Wendy's implied fair value to about $7.98 per share from roughly $9.90. This reflects lower price targets across the Street as they weigh weaker margins, mixed same store sales trends, capital needs and what many describe as a challenging turnaround and operating backdrop.
Actualización de narrativa Mar 17

WEN: Project Fresh And Value Offers Will Support Turnaround Potential

Wendy's analyst price target has been cut as the fair value estimate moved from about $14.92 to $11.08. Analysts cited weaker profit expectations, pressured unit economics, and cautious views on comparable sales and 2026 guidance across recent research updates.
Actualización de narrativa Mar 03

WEN: Weak Comps And Price War Will Keep 2026 Earnings Under Pressure

Our updated narrative on Wendy's reflects a lower fair value estimate of $5.05 per share, down from $6.00, as analysts trim price targets across the board into a $6 to $10 range on concerns around challenged comps, unit economics, capital needs, and a tougher quick service backdrop, even as some still see room for a longer term operational turnaround. Analyst Commentary Street research on Wendy's has turned more cautious, with a series of lower price targets clustering in a roughly US$6 to US$10 range and a mix of Neutral, Hold, Equal Weight, Market Perform and Underperform ratings.
Actualización de narrativa Feb 17

WEN: Prolonged Price War Will Pressure Margins And Stall 2026 Earnings Turnaround

Narrative Update The analyst price target for Wendy's has been reduced to $6 from $7 as analysts factor in weaker profit margins, more cautious long term growth assumptions, and ongoing competitive pressure in quick service restaurants. Analyst Commentary Recent Street research around Wendy's has leaned cautious, with several bearish analysts cutting price targets and flagging execution and growth risks tied to the latest Q4 results and 2026 guidance.
Actualización de narrativa Feb 03

WEN: Project Fresh And Value Menu Focus Will Support Future Performance

Narrative update The analyst price target for Wendy's has been reduced by about $0.35 to $9.90. Analysts are incorporating a softer outlook for revenue growth and margins, reflecting a more challenging quick service environment and differing views on the company's ability to maintain market share against larger burger chains.
Actualización de narrativa Jan 19

WEN: Project Fresh And Value Offers Will Support Earnings Quality

Analysts have nudged their fair value estimate for Wendy's slightly lower to about $14.92 from about $15.05, reflecting a series of reduced price targets across the Street as they factor in a tougher quick service backdrop, expectations for a restaurant price war, and more cautious earnings assumptions. Analyst Commentary Across recent research, the tone around Wendy's has shifted more cautious as firms trim price targets into a tougher quick service backdrop and potential price competition.
Actualización de narrativa Jan 05

WEN: Project Fresh Execution Will Support Earnings Quality In Tough Burger Competition

Analysts have trimmed their fair value estimate for Wendy's to about $15.05 from roughly $15.96, reflecting lower Street price targets in the $9 to $11 range as they balance choppy sales trends, a tougher competitive backdrop, and updated expectations for revenue growth, margins, and future P/E. Analyst Commentary Street research on Wendy's has tilted more cautious on price targets, but the tone is not uniformly negative.
Actualización de narrativa Dec 20

WEN: Same Store Sales Slowdown Will Pressure Earnings And Leadership Confidence

We are lowering our Wendy's fair value estimate by $3 to $7 per share as analysts trim price targets in response to a tougher competitive backdrop, softer same store sales expectations, and execution concerns around strategy and leadership. Analyst Commentary Bearish analysts have broadly reset expectations for Wendy's, cutting price targets into the high single digits and low teens while emphasizing a tougher operating and competitive environment.
Actualización de narrativa Dec 06

WEN Project Fresh And Menu Focus Will Drive Future Performance Improvement

The analyst price target for Wendy's has been modestly reduced from $10.38 to $10.25 per share, as analysts factor in a wave of Street target cuts tied to softer same store sales expectations, rising cost pressures, and a tougher competitive backdrop, despite pockets of operational outperformance. Analyst Commentary Street research remains broadly cautious on Wendy's, with most targets moving toward the single digit range as analysts recalibrate expectations for growth, margins, and competitive positioning.
Actualización de narrativa Nov 21

WEN: Project Fresh And Cost Discipline Will Drive Improved Performance Ahead

Wendy's analyst price target was revised downward from approximately $11.13 to $10.38. Analysts cite softer industry conditions, choppy sales trends, and increased operational challenges as the reasons for the revision.
Actualización de narrativa Nov 06

WEN: Favorable Cost Management Will Support Rebound as Consumer Trends Stabilize

Wendy's analyst price target has been revised downward to $11.13 from $11.36. Analysts cite a cautious sector outlook, slowing consumer demand, and ongoing challenges impacting near-term restaurant performance.
Actualización de narrativa Oct 22

Analyst Commentary Highlights Cautious Outlook for Wendy's as Valuation and Price Targets Decline

Wendy's fair value estimate has been reduced from $11.86 to $11.36 per share, as analysts cite a series of recent price target cuts resulting from choppy sales trends, competitive pressures, and ongoing leadership and marketing concerns. Analyst Commentary Recent analyst assessments of Wendy's have highlighted both potential positives and ongoing challenges for the company.
Actualización de narrativa Aug 11

Digital Platforms And International Deals Will Unlock Future Value

Wendy's fair value estimate was reduced from $13.38 to $12.38, primarily reflecting weaker revenue growth and modestly lower net profit margin expectations. What's in the News Lowered 2025 global systemwide sales growth guidance to (5.0)% to (3.0)% from prior range of (2.0)% to flat.
Artículo de análisis Jul 14

The Return Trends At Wendy's (NASDAQ:WEN) Look Promising

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Artículo de análisis May 21

Wendy's' (NASDAQ:WEN) Dividend Is Being Reduced To $0.14

The Wendy's Company ( NASDAQ:WEN ) is reducing its dividend to $0.14 on the 16th of Junewhich is 44% less than last...
Artículo de análisis May 05

The Wendy's Company Just Missed EPS By 6.4%: Here's What Analysts Think Will Happen Next

The first-quarter results for The Wendy's Company ( NASDAQ:WEN ) were released last week, making it a good time to...
Seeking Alpha Apr 28

Wendy's: A Work-In-Progress

Summary Wendy’s posted solid Q4 results, with U.S. same-restaurant sales growing 4.1%, outperforming McDonald’s and Burger King in a tough market. The company’s strategic focus on digital innovation, breakfast expansion, and store optimization is showing early signs of success. Shares look cheap on valuation, trading at 12.7x forward earnings and just 7x price-to-cash-flow — a steep discount to major QSR peers. Competitive pressures, slowing U.S. momentum, and a skeptical market suggest Wendy’s still has more to prove before it becomes a must-own stock again. Read the full article on Seeking Alpha
Seeking Alpha Apr 22

Wendy's: Not Quite Appetizing Enough To Buy But Worth Keeping An Eye On

Summary Economic uncertainty and inflation may drive consumers to value-oriented industries like fast food, potentially benefiting chains like Wendy’s. Wendy’s has shown resilience with strong same-store sales growth and ambitious international expansion plans, but high debt and flat EPS growth are concerns. Wendy’s stock is currently a hold, but could become a buy if share prices drop or the company demonstrates improved growth. Despite economic turbulence, Wendy’s could serve as a safe haven due to its value offerings and local sourcing of ingredients. Read the full article on Seeking Alpha
Artículo de análisis Apr 21

The Wendy's Company (NASDAQ:WEN) Doing What It Can To Lift Shares

The Wendy's Company's ( NASDAQ:WEN ) price-to-earnings (or "P/E") ratio of 12.8x might make it look like a buy right...
Artículo de análisis Apr 04

We Think Wendy's (NASDAQ:WEN) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Mar 18

Wendy's (NASDAQ:WEN) Is Looking To Continue Growing Its Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Mar 07

Wendy's New Focus On Growth Is International

Summary Wendy’s has shifted focus towards international growth, planning to expand from 1,300 to 2,000 locations outside the US by 2028. The dividend was cut to a more sustainable 67¢ in 2025, with a payout ratio of 50%-60%, aiming for long-term value return. Despite lower 2025 guidance, Wendy’s aims for substantial growth, targeting $650-$700 million adjusted EBITDA and 8,300 units by 2028. Upgraded from hold to buy due to realistic growth prospects, though caution is advised given fast food sector uncertainties. Read the full article on Seeking Alpha
Artículo de análisis Jan 17

Sentiment Still Eluding The Wendy's Company (NASDAQ:WEN)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Artículo de análisis Dec 19

We Think Wendy's (NASDAQ:WEN) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Dec 04

Wendy's (NASDAQ:WEN) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Seeking Alpha Nov 27

Fast-Food Chain Wendy's Outlook For Investors Is Bleak

Summary Continued deep-discounted value meal deals by competitors could have a negative impact on Wendy's. Massive stock repurchases and high dividend have had a negative impact on the company's balance sheet. RFK Jr. as head of the Health and Human Services Department could negatively impact the restaurant and food industry. Read the full article on Seeking Alpha
Artículo de análisis Nov 19

Wendy's (NASDAQ:WEN) Is Due To Pay A Dividend Of $0.25

The board of The Wendy's Company ( NASDAQ:WEN ) has announced that it will pay a dividend of $0.25 per share on the...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Wendy's. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:WEN Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
29 Mar 262,1941492570
28 Dec 252,1771652530
28 Sep 252,2081862530
29 Jun 252,2251922580
30 Mar 252,2351922600
29 Dec 242,2461942550
29 Sep 242,2131942540
30 Jun 242,1972022500
31 Mar 242,1882072510
31 Dec 232,1822042500
01 Oct 232,1771992530
02 Jul 232,1591912560
02 Apr 232,1361802550
01 Jan 232,0961772550
02 Oct 222,0321882510
03 Jul 221,9701792510
03 Apr 221,9251962530
02 Jan 221,8972002430
03 Oct 211,8981872380
04 Jul 211,8801862220
04 Apr 211,7891452080
03 Jan 211,7341182070
27 Sep 201,6871062020
28 Jun 201,6721122030
29 Mar 201,7051192050
29 Dec 191,7091372000
29 Sep 191,6801291920
30 Jun 191,6424741900
31 Mar 191,6184721890
30 Dec 181,5904601900
30 Sep 181,5016011960
01 Jul 181,4092242020
01 Apr 181,3181922030
31 Dec 171,2231942030
01 Oct 171,224642140
02 Jul 171,280982210
02 Apr 171,3421272330
01 Jan 171,4351302370
02 Oct 161,5901892230
03 Jul 161,6901492410
03 Apr 161,7971472520
03 Jan 161,8701402570
27 Sep 151,893742870
28 Jun 151,925872900

Ingresos de calidad: WEN tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(6.8%) de WEN son inferiores a los del año pasado (8.6%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de WEN han disminuido en un 0% al año en los últimos 5 años.

Acelerando crecimiento: WEN ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: WEN tuvo un crecimiento negativo de los beneficios (-22.5%) durante el año pasado, lo que dificulta la comparación con la media de la industria Hospitality (24.3%).


Rentabilidad financiera

Alta ROE: Aunque la rentabilidad financiera (128.56%) de WEN es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/29 15:46
Precio de las acciones al final del día2026/05/29 00:00
Beneficios2026/03/29
Ingresos anuales2025/12/28

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

The Wendy's Company está cubierta por 48 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John StaszakArgus Research Company
Jeffrey BernsteinBarclays
Jeffrey BernsteinBarclays