The Wendy's Company

NasdaqGS:WEN 株式レポート

時価総額:US$1.3b

Wendy's マネジメント

マネジメント 基準チェック /14

現在、CEO に関する十分な情報がありません。

主要情報

Bob Wright

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間less than a year
CEOの所有権n/a
経営陣の平均在職期間1.6yrs
取締役会の平均在任期間3.9yrs

経営陣の近況

Recent updates

分析記事 Jun 17

Wendy's (WEN) Stock Could Be 15.1% Undervalued After Minions And Monsters Launch

Executive change in the finance function Wendy's (WEN) has announced a leadership change in its accounting function, with long-time finance executive Aaron M. Kale taking over as Chief Accounting Officer and principal accounting officer. Suzanne M. Thuerk, the outgoing Chief Accounting Officer, plans to leave the company to pursue an opportunity outside the restaurant sector and will remain in a non executive capacity until July 10, 2026 to support the transition. Kale steps into the role...
Seeking Alpha Jun 17

The Wendy's Company: Store Execution Is Improving, But U.S. Recovery Is Still Missing

Summary Wendy's remains a hold as valuation reflects weak fundamentals despite improved company-operated store performance. Project Fresh shows promise, with company stores outperforming by 310 bps, but only half the system has adopted the playbook. US franchisee economics and margins remain under pressure, with Q1 2026 U.S. same-restaurant sales down 7.8%. FY2026 guidance requires a sharp H2 acceleration, which is not yet visible in reported numbers. Read the full article on Seeking Alpha
ナラティブの更新 Jun 09

WEN: Take Private Hopes Will Not Offset Ongoing U.S. Sales Weakness

Analysts have modestly increased their price target on Wendy's, citing reports of possible take-private interest from Trian Fund Management, mixed but generally supportive rating changes, and slightly higher modeled revenue growth, profit margins, and future P/E assumptions, with recent targets such as $12 from Argus providing a reference point for the updated view. Analyst Commentary Recent research has highlighted both potential upside if a take private deal materializes and a series of more cautious updates that keep expectations in check.
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.
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 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
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...

CEO報酬分析

Wendy's の収益と比較して、Bob Wright の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 29 2026n/an/a

US$149m

Dec 28 2025n/an/a

US$165m

Sep 28 2025n/an/a

US$186m

Jun 29 2025n/an/a

US$192m

Mar 30 2025n/an/a

US$192m

Dec 29 2024n/an/a

US$194m

Sep 29 2024n/an/a

US$194m

Jun 30 2024n/an/a

US$202m

Mar 31 2024n/an/a

US$207m

Dec 31 2023n/an/a

US$204m

Oct 01 2023n/an/a

US$199m

Jul 02 2023n/an/a

US$191m

Apr 02 2023n/an/a

US$180m

Jan 01 2023n/an/a

US$177m

Oct 02 2022n/an/a

US$188m

Jul 03 2022n/an/a

US$179m

Apr 03 2022n/an/a

US$196m

Jan 02 2022n/an/a

US$200m

Oct 03 2021n/an/a

US$187m

Jul 04 2021n/an/a

US$186m

Apr 04 2021n/an/a

US$145m

Jan 03 2021n/an/a

US$118m

Sep 27 2020n/an/a

US$106m

Jun 28 2020n/an/a

US$112m

Mar 29 2020n/an/a

US$119m

Dec 29 2019US$4mUS$239k

US$137m

報酬と市場: Bobの 総報酬 がUS市場の同規模の企業と比較して妥当かどうかを判断するにはデータが不十分です。

報酬と収益: Bobの報酬と会社の業績を比較するにはデータが不十分です。


CEO

Bob Wright (59 yo)

less than a year
在職期間
US$4,068,766
報酬

Mr. Robert D. Wright, also known as Bob, serves as President, CEO & Director at The Wendy's Company since May 21, 2026. He is Independent Director of El Pollo Loco Holdings, Inc. from January 1, 2026. Mr....


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Kenneth Cook
Chief Financial Officer1.5yrsUS$4.50m0.00079%
$ 10.2k
John Min
Chief Legal Officer & Secretary1.8yrsUS$3.89m0.0016%
$ 20.5k
Eric Wunsch
President of International2yrsUS$3.96m0.041%
$ 534.7k
Pete Suerken
President of U.S.less than a yearUS$3.89m0.00064%
$ 8.3k
Robert Wright
Presidentless than a yearUS$4.07mデータなし
Aaron Kale
Chief Accounting Officerno dataデータなし0.0056%
$ 71.9k
Matthew Spessard
Chief Information Officer2.3yrsデータなし0.0062%
$ 79.9k
Aaron Broholm
Head of Investor Relationsno dataデータなしデータなし
Heidi Schauer
Vice President of Communicationsno dataデータなしデータなし
Liliana Esposito
Chief Corporate Affairs & Sustainability Officer5.3yrsデータなし0.049%
$ 632.7k
Carlos Ribas
Senior VP & MD of LAC14.1yrsデータなしデータなし
Suzanne Thuerk
Executive Officerno dataデータなし0.0066%
$ 85.7k
1.6yrs
平均在職期間
49yo
平均年齢

経験豊富な経営陣: WENの経営陣は 経験豊富 とはみなされません ( 1.6年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Robert Wright
Presidentless than a yearUS$4.07mデータなし
Nelson Peltz
Chairman Emeritus1.8yrsUS$989.84k5.3%
$ 68.7m
Peter May
Independent Non-Executive Senior Vice Chairman33.2yrsUS$299.19k2.92%
$ 37.8m
Arthur Winkleblack
Independent Chairman10.1yrsUS$458.50k0.062%
$ 808.0k
Peter Rothschild
Independent Director16.1yrsUS$305.50k0.10%
$ 1.4m
Richard Gomez
Independent Director4.6yrsUS$268.38k0.033%
$ 423.7k
Michelle Mathews-Spradlin
Independent Director11.3yrsUS$289.31k0.052%
$ 671.5k
Michelle Caruso-Cabrera
Independent Director3.3yrsUS$264.50k0.027%
$ 351.3k
Wendy Arlin
Independent Director2.5yrsUS$291.00k0.0018%
$ 22.8k
Bradley Peltz
Directorless than a yearUS$188.22k0.093%
$ 1.2m
3.9yrs
平均在職期間
59yo
平均年齢

経験豊富なボード: WENの 取締役会経験豊富 であると考えられます ( 3.9年の平均在任期間)。


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2026/06/22 18:33
終値2026/06/22 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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。45

アナリスト機関
John StaszakArgus Research Company
Jeffrey BernsteinBarclays
Danilo GargiuloBernstein