The Wendy's Company

NasdaqGS:WEN 주식 리포트

시가총액: US$1.4b

Wendy's 향후 성장

Future 기준 점검 2/6

Wendy's (는) 각각 연간 8.5% 및 1.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 58.7% 로 예상됩니다.

핵심 정보

8.5%

이익 성장률

9.38%

EPS 성장률

Hospitality 이익 성장19.6%
매출 성장률1.4%
향후 자기자본이익률58.71%
애널리스트 커버리지

Good

마지막 업데이트31 Aug 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • Aug 28

Wendy's: The Takeover Premium Just Evaporated; Sell

Summary The Wendy's Company is no longer a takeover target, removing a key catalyst for shares. Fundamentals are deteriorating: U.S. foot traffic down 12.5%, margins shrinking, and same-restaurant sales declining 7%. A 50% dividend cut signals cash flow constraints and management's lack of confidence in near-term recovery. With no full-year guidance and no anticipated systemwide growth in Q3 or Q4, I recommend selling WEN at current prices. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 24

WEN: Take Private Hopes Will Not Reverse Weak U.S. Sales Trend

The analyst price target for Wendy's has been adjusted modestly, with analysts citing potential take-private discussions and differing opinions on recent target changes across firms as key factors shaping the updated outlook. Analyst Commentary Recent research on Wendy's highlights a split in opinion, with some firms leaning more optimistic on potential corporate actions while others focus on practical execution and growth risks.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...

이익 및 매출 성장 예측

NasdaqGS:WEN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20282,2691352372979
12/31/20272,19110616728920
12/31/20262,1999315528720
6/28/20262,204126264358N/A
3/29/20262,194149222319N/A
12/28/20252,177165243345N/A
9/28/20252,208186238344N/A
6/29/20252,225192257356N/A
3/30/20252,235192246341N/A
12/29/20242,246194261355N/A
9/29/20242,213194281363N/A
6/30/20242,197202260349N/A
3/31/20242,188207302392N/A
12/31/20232,182204260345N/A
10/1/20232,177199256347N/A
7/2/20232,159191218303N/A
4/2/20232,136180207292N/A
1/1/20232,096177174260N/A
10/2/20222,032188167252N/A
7/3/20221,970179200285N/A
4/3/20221,925196201281N/A
1/2/20221,897200268346N/A
10/3/20211,898187288355N/A
7/4/20211,880186349413N/A
4/4/20211,789145323390N/A
1/3/20211,734118215284N/A
9/27/20201,687106179257N/A
6/28/20201,67211287165N/A
3/29/20201,705119N/A208N/A
12/29/20191,709137N/A289N/A
9/29/20191,680129N/A232N/A
6/30/20191,642474N/A230N/A
3/31/20191,618472N/A218N/A
12/30/20181,590460N/A224N/A
9/30/20181,501601N/A308N/A
7/1/20181,409224N/A281N/A
4/1/20181,318192N/A265N/A
12/31/20171,223194N/A239N/A
10/1/20171,22464N/A212N/A
7/2/20171,28098N/A189N/A
4/2/20171,342127N/A180N/A
1/1/20171,435130N/A194N/A
10/2/20161,590189N/A231N/A
7/3/20161,690149N/A265N/A
4/3/20161,797147N/A242N/A
1/3/20161,870140N/A274N/A
9/27/20151,89374N/A191N/A

애널리스트 향후 성장 전망

수입 대 저축률: WEN 의 연간 예상 수익 증가율(8.5%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: WEN 의 연간 수익(8.5%)이 US 시장(17.3%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: WEN 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: WEN 의 수익(연간 1.4%)이 US 시장(연간 13.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: WEN 의 수익(연간 1.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: WEN의 자본 수익률은 3년 후 58.7%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/10 11:08
종가2026/09/10 00:00
수익2026/06/28
연간 수익2025/12/28

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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분석가 소스

The Wendy's Company는 45명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John StaszakArgus Research Company
Jeffrey BernsteinBarclays
Danilo GargiuloBernstein