The Wendy's Company

NasdaqGS:WEN 주식 리포트

시가총액: US$1.4b

Wendy's 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Bob Wright

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간no data
CEO 지분 보유율n/a
경영진 평균 재임 기간2.1yrs
이사회 평균 재임 기간3.8yrs

최근 경영진 업데이트

Recent updates

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.
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
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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...

CEO 보수 분석

Bob Wright의 보수는 Wendy's의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: US 시장에서 비슷한 규모 기업과 비교해 Bob의 총 보수가 적절한지 판단하기에 데이터가 부족합니다.

보상과 수익: Bob의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.


CEO

Bob Wright (58 yo)

no data
재임 기간
US$4,068,766
보수

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....


리더십 팀

이름직위재임 기간보수지분
Kenneth Cook
Chief Financial Officer1.4yrsUS$4.50m0.00079%
$ 11.3k
John Min
Chief Legal Officer & Secretary1.7yrsUS$3.89m0.0016%
$ 22.6k
Eric Wunsch
President of International1.9yrsUS$3.96m0.041%
$ 589.7k
Pete Suerken
President of U.S.less than a yearUS$3.89m0.00064%
$ 9.1k
Robert Wright
Presidentno dataUS$4.07m데이터 없음
Suzanne Thuerk
Chief Accounting Officer3.3yrs데이터 없음0.0066%
$ 94.6k
Matthew Spessard
Chief Information Officer2.3yrs데이터 없음0.0062%
$ 88.1k
Aaron Broholm
Head of Investor Relationsno data데이터 없음데이터 없음
Heidi Schauer
Vice President of Communicationsno data데이터 없음데이터 없음
Liliana Esposito
Chief Corporate Affairs & Sustainability Officer5.3yrs데이터 없음0.049%
$ 697.9k
Carlos Ribas
Senior VP & MD of LAC14yrs데이터 없음데이터 없음
Dana Calvert
VP of International & Chief Development Officer3.2yrs데이터 없음데이터 없음
2.1yrs
평균 재임 기간
47.5yo
평균 나이

경험이 풍부한 관리: WEN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.1 년).


이사회 구성원

이름직위재임 기간보수지분
Robert Wright
Presidentno dataUS$4.07m데이터 없음
Nelson Peltz
Chairman Emeritus1.7yrsUS$989.84k5.3%
$ 75.8m
Peter May
Independent Non-Executive Senior Vice Chairman33.1yrsUS$299.19k2.91%
$ 41.6m
Arthur Winkleblack
Independent Chairman10yrsUS$458.50k0.062%
$ 891.2k
Peter Rothschild
Independent Director16yrsUS$305.50k0.10%
$ 1.5m
Richard Gomez
Independent Director4.5yrsUS$268.38k0.033%
$ 467.3k
Michelle Mathews-Spradlin
Independent Director11.3yrsUS$289.31k0.052%
$ 740.6k
Michelle Caruso-Cabrera
Independent Director3.2yrsUS$264.50k0.027%
$ 387.4k
Wendy Arlin
Independent Director2.4yrsUS$291.00k0.0018%
$ 25.1k
Bradley Peltz
Directorless than a yearUS$188.22k0.093%
$ 1.3m
3.8yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 이사회: WEN의 이사회경험이 있음으로 간주됩니다(평균 재임 3.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/29 20:02
종가2026/05/29 00:00
수익2026/03/29
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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

The Wendy's Company는 48명의 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
Jeffrey BernsteinBarclays