Added to YB: 2025-01-31
Pitch date: 2025-01-30
WEN [bullish]
The Wendy's Company
-41.67%
current return
Author Info
Company Info
The Wendy's Company, together with its subsidiaries, engages in the operation, development, and franchising of a system of quick-service restaurants in the United States and internationally.
Market Cap
$1.6B
Pitch Price
$13.54
Price Target
N/A
Dividend
6.51%
EV/EBITDA
11.12
P/E
11.05
EV/Sales
2.49
Sector
Hotels, Restaurants and Leisure
Category
dividend
The Wendy’s Company (Symbol: WEN) One-Hour Analysis: How Sustainable is the $1.00 Dividend?
WEN: 6.8% yield, $1 div covered by FCF. 1-2% unit growth, 10yr+ positive comps. Breakfast 6-8.5% sales, digital 17% (lagging peers). New CEO, CFO. Trian owns 15%. Risks: margin pressure, digital gap, traffic decline. $250M buyback auth. Investor Day March 6. Franchise model reduces risk.
Read full article (11 min)