云狄斯(WEN)
icon
搜索文档
The Wendy's Company Announces Executive Leadership Appointments
Prnewswire· 2024-09-16 19:30
John Min Appointed Chief Legal Officer and Secretary Mary Greenlee Named Senior Vice President, U.S. OperationsDUBLIN, Ohio, Sept. 16, 2024 /PRNewswire/ -- The Wendy's Company (Nasdaq: WEN) ("Wendy's" or the "Company") announced today the appointment of John Min as the Company's Chief Legal Officer and Secretary and Mary Greenlee as Senior Vice President, U.S. Operations, effective today. These appointments represent the continued evolution of the Company's leadership structure to drive accountability and a ...
Nelson Peltz steps down as chair of Wendy's board, starting a new era for burger chain
CNBC· 2024-09-09 20:58
Nelson Peltz speaking at the 2019 Delivering Alpha conference in New York on Sept. 19, 2019.Nelson Peltz is stepping down as chair of Wendy's, ending a 17-year reign at the fast-food chain.Wendy's said Friday that the change is effective immediately.Peltz's exit comes as low-income consumers eat out less, causing Wendy's sales to slump. Shares of the burger chain have fallen more than 12% this year, dragging its market value down to $3.45 billion. Earlier this year, PepsiCo veteran Kirk Tanner stepped in as ...
A Frosty Fright: Wendy's New Kids' Meal Celebrates Spooky and Sweet Halloween Icons
Prnewswire· 2024-09-03 21:00
Fans who purchase a $1 Boo! Books benefiting foster care adoption will also score a $1.99 Kids' Meal with purchase couponDUBLIN, Ohio, Sept. 3, 2024 /PRNewswire/ --WHAT: Wendy's® is officially kicking off the HalloWEENDY's season with a new Frosty® Frights kids' meal collection. Through the spooky season, fans can collect all Frosty Frights kids' meal toys inspired by the iconic Frosty treat, if they dare... With spooky-fun characters like Franken Frosty, Frosty Bite, Coolie Ghoulie, Brrr Beast, Cold Spell ...
Wendy's: Hitting A Cyclical Soft Patch
Seeking Alpha· 2024-08-28 15:06
jetcityimage/iStock Editorial via Getty ImagesI thought Wendy's (NASDAQ:WEN) looked cheap enough when I opened on it with a 'Buy' rating late last year. Sure, there is a lot that is so-so here, including unit economics and growth prospects, but these shares were offering up a 5% dividend yield back then, and that really didn't require too much supplemental growth from the business in order to work for investors. The stock has definitely disappointed in that time. This isn't an easy period for quick-serv ...
Saucy Season: Wendy's New Saucy Nuggs Party Pack Drops Just in Time for Football Fans
Prnewswire· 2024-08-28 00:34
文章核心观点 - 温迪斯推出新款"Saucy Nuggs"鸡肉块,适合在观看比赛时食用 [1][2][3] - 这款产品将于8月27日全国上市,提供多种口味选择 [3][4] - 温迪斯希望通过这款产品满足狂热球迷的需求,为他们提供游戏日的美味佳肴 [6] 公司信息 - 温迪斯公司成立于1969年,总部位于俄亥俄州哥伦布市 [7] - 公司以提供新鲜、从未冷冻过的牛肉汉堡而闻名,同时也提供沙拉、奶昔等其他特色产品 [7] - 温迪斯公司致力于做正确的事情,为他人创造积极的影响,如通过支持戴夫·托马斯收养基金会等慈善项目 [7] - 目前温迪斯及其特许经营商在全球拥有7000多家餐厅,雇佣数十万员工 [7] 产品信息 - "Saucy Nuggs"鸡肉块约含45-50块白肉鸡块,可选择7种独特口味 [3][8] - 每份"Saucy Nuggs"都附带Ranch或Blue Cheese蘸酱,为观看比赛提供完美的食用体验 [3] - 消费者可通过门店、App等渠道订购"Saucy Nuggs" [4][5] - 此外,温迪斯还推出了每周六免送货费的优惠活动 [5]
Wendy's (WEN) Falls 13% YTD: Can the Stock Bounce Back?
ZACKS· 2024-08-22 23:16
Shares of The Wendy's Company (WEN) have declined 12.8% year to date (YTD), compared with the industry’s decrease of 2.1%. The decline can be attributed to commodities costs and reduced customer count.The situation with commodities hasn't shifted much. The company is still seeing inflationary pressures on beef and fries. While WEN intends to strategically adjust, select menu prices and product offerings to mitigate the challenges, potential delays in implementation and competitive pressures may hinder its a ...
Wendy's: Only Buy If You Have The Patience To Wait! (Rating Upgrade)
Seeking Alpha· 2024-08-05 13:56
JHVEPhoto/iStock Editorial via Getty Images Context During my initial analysis of Wendy's (NASDAQ:WEN) I examined a wide range of relevant operational and financial aspects. Since then, I have noticed some interesting developments in both the industry and its '70/30 Expansion Strategy' that I would like to share with you. But first, I would like to introduce some important context regarding the current QSR landscape within the American market. One of the key points of the industry is crystal clear: gues ...
Wendy's (WEN) Q2 Earnings and Revenues Lag Estimates
ZACKS· 2024-08-02 21:35
The Wendy’s Company (WEN) reported dismal second-quarter fiscal 2024 results, with earnings and revenues missing the Zacks Consensus Estimate. On a year-over-year basis, the top line rose while the bottom line declined. Solid same-restaurant sales and strength in U.S. breakfast sales and digital sales momentum aided the company’s performance.The company continues to focus on industry-leading quality, innovation and value. It aims to maintain a customer-first approach while driving its restaurant economic mo ...
Wendy’s(WEN) - 2024 Q2 - Earnings Call Transcript
2024-08-02 00:55
财务数据和关键指标变化 - 全球系统销售额增长2.6%,两年基础增长9.5% [29] - 美国公司餐厅毛利率下降80个基点至16.5%,主要由于劳动力成本上升和客户数量下降,部分被平均客单价上升抵消 [30] - 管理费用下降,主要由于激励薪酬减少和专业服务费用下降,部分被员工薪酬和福利增加抵消 [31] - 调整后EBITDA下降1%至约1.43亿美元,主要由于早餐广告投入增加和美国公司餐厅毛利率下降,部分被特许权使用费收入增加和管理费用下降抵消 [32] - 调整后每股收益下降,主要由于调整后EBITDA下降和折旧及云计算摊销成本增加,部分被股票回购和上年投资收益下降的影响抵消 [33] - 自由现金流下降,主要由于早餐广告投入增加和资本支出增加,部分被云计算成本支付减少抵消 [34] 各条业务线数据和关键指标变化 - 美国业务同店销售增长保持与快餐汉堡行业一致,主要得益于早餐和晚间时段销售增长以及提供核心菜品、创新和优惠组合 [10] - 国际业务系统销售额增长超过8%,由于各地区同店销售增长和新增门店 [11] - 数字业务表现良好,全球数字销售额同比增长超过40%,占总销售额17% [12][13] 各个市场数据和关键指标变化 - 美国市场表现稳定,保持与行业一致的份额 [10] - 加拿大市场销售和利润均有大幅增长,经济环境良好 [59][60][61] - 欧洲市场扩张加速,将进入爱尔兰和罗马尼亚市场 [22][23] - 亚洲市场,特别是印度市场,加大了发展承诺 [25] - 新西兰市场由Flynn集团收购并计划进一步扩张,与其在澳大利亚的200家门店发展协议相结合 [24] 公司战略和发展方向及行业竞争 - 公司将继续专注于提升核心菜品、推出创新产品和提供优惠组合,以应对当前消费者和行业环境 [17][18] - 早餐业务是公司的重点发展方向,将继续投资并延长广告投入至2026年 [19][73][83] - 公司正在加快全球门店扩张,2024年计划新开250-300家门店,并已签订超过250个新增发展承诺 [21][26][27][28] - 公司正在优化加拿大和欧洲等重点市场的发展激励计划,以吸引更多加盟商开设新门店 [26][55][56][57][80] 管理层对经营环境和未来前景的评论 - 消费者和行业环境整体略有下滑,但公司仍能保持与行业一致的份额 [42][43][44][49][50][63][64][117] - 公司有信心通过提升核心产品、创新和优惠组合来应对当前环境,并预计下半年业绩将有所改善 [17][18][49][50] - 对于长期发展,公司对全球市场,特别是美国、加拿大和欧洲市场的扩张前景保持乐观 [55][56][57][59][60][61] 问答环节重要的提问和回答 问题1 **Jeffrey Bernstein 提问** 消费者行为是否发生变化,以及与加盟商的沟通情况 [42][43] **Kirk Tanner 回答** 公司的Biggie Bag优惠方案已经建立了良好的口碑,加盟商也支持这一做法。公司将继续平衡核心产品、创新和优惠组合来应对当前环境 [44][45] 问题2 **Brian Bittner 提问** 下半年同店销售增长预期大幅加速的原因 [47][48] **Gunther Plosch 回答** 一方面得益于更容易的同期基数,另一方面公司有信心通过核心产品、创新和数字化等措施来推动销售增长 [49][50] 问题3 **John Ivankoe 提问** 美国市场的整体门店经营能力和未来发展空间 [52][53][54] **Gunther Plosch 回答** 公司对美国市场仍有很大的发展空间和信心,正在优化加盟商激励计划以吸引更多门店开设 [55][56][57]
Wendy's (WEN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2024-08-01 23:36
Wendy's (WEN) reported $570.73 million in revenue for the quarter ended June 2024, representing a year-over-year increase of 1.6%. EPS of $0.27 for the same period compares to $0.28 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $577.28 million, representing a surprise of -1.14%. The company delivered an EPS surprise of -3.57%, with the consensus EPS estimate being $0.28.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...