Wendy's（WEN）株式概要
ウェンディーズ・カンパニーはその子会社とともに、米国内外でクイック・サービス・レストランの運営、開発、フランチャイズ展開を行っている。 詳細
WEN Community Fair Values
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Analyst Price Targets
The Wendy's Company 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$7.70 |
| 52週高値 | US$12.51 |
| 52週安値 | US$6.37 |
| ベータ | 0.35 |
| 1ヶ月の変化 | 14.93% |
| 3ヶ月変化 | 3.49% |
| 1年変化 | -32.46% |
| 3年間の変化 | -66.15% |
| 5年間の変化 | -66.32% |
| IPOからの変化 | 280.37% |
最新ニュース
Recent updates
ナラティブの更新 • 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
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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 AlphaSeeking 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分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...株主還元
| WEN | US Hospitality | US 市場 | |
|---|---|---|---|
| 7D | -1.4% | 3.0% | 1.6% |
| 1Y | -32.5% | -5.6% | 28.5% |
業界別リターン: WEN過去 1 年間で-5.6 % の収益を上げたUS Hospitality業界を下回りました。
リターン対市場: WENは、過去 1 年間で28.5 % のリターンを上げたUS市場を下回りました。
価格変動
| WEN volatility | |
|---|---|
| WEN Average Weekly Movement | 7.5% |
| Hospitality Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: WEN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: WENの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1969 | 9,934 | Bob Wright | www.wendys.com |
ウェンディーズ・カンパニーはその子会社とともに、米国内外でクイック・サービス・レストランの運営、開発、フランチャイズ展開を行っている。ウェンディーズ・カンパニーは、ウェンディーズ・U S.セグメント、ウェンディーズ・インターナショナル・セグメン ト、グローバル・リアルエステート＆デベロップメント・セグメンツを通じて事業を展開している。同社のレストランでは、ハンバーガー・サンドイッチ、チキン・サンドイッチ、チキン・テンダー、ナゲット、チリ、フライドポテト、ベイクド・ポテト、サラダ、ソフトドリンク、フロスティ・デザート、キッズ・ミールなどのメニュー、ブレックファスト・ベーコネーター・サンドイッチや味付け商品などのブレックファスト・メニュー、期間限定の各種プロモーション商品などを提供している。同社はまた、不動産を所有し、賃貸している。2025年12月28日現在、ウェンディーズ・レストランは米国で5,969店舗、海外38カ国と米国領土で1,428店舗が営業している。同社は以前はウェンディーズ／アービーズ・グループ社として知られていたが、2011年7月にウェンディーズ・カンパニーに社名を変更した。ウェンディーズ・カンパニーは1969年に設立され、オハイオ州ダブリンに本社を置いている。
The Wendy's Company 基礎のまとめ
| WEN 基礎統計学 | |
|---|---|
| 時価総額 | US$1.47b |
| 収益（TTM） | US$148.56m |
| 売上高(TTM) | US$2.19b |
9.9x
PER（株価収益率0.7x
P/SレシオWEN は割高か？
公正価値と評価分析を参照収益と収入
| WEN 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.19b |
| 売上原価 | US$1.45b |
| 売上総利益 | US$748.20m |
| その他の費用 | US$599.64m |
| 収益 | US$148.56m |
直近の収益報告
Mar 29, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.78 |
| グロス・マージン | 34.10% |
| 純利益率 | 6.77% |
| 有利子負債／自己資本比率 | 2,383.9% |
WEN の長期的なパフォーマンスは？
過去の実績と比較を見る| Wendy's 配当日 | |
|---|---|
| 配当落ち日 | Jun 01 2026 |
| 配当支払日 | Jun 15 2026 |
| 配当落ちまでの日数 | 1 day |
| 配当支払日までの日数 | 15 days |
WEN 配当は確実ですか？
WEN 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/31 06:38 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/03/29 |
| 年間収益 | 2025/12/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
The Wendy's Company 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。48
| アナリスト | 機関 |
|---|---|
| John Staszak | Argus Research Company |
| Jeffrey Bernstein | Barclays |
| Jeffrey Bernstein | Barclays |