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The Wendy's Company (WEN)

- NASDAQ
  • Dec. 1, 2014, 3:30 PM
    | Comment!
  • Nov. 29, 2014, 10:29 AM
    • Analysts with Gasbuddy.com predict some gas stations in the U.S. will offer $2 per gallon gas by Christmas.
    • The last time the average price of gas in the U.S. was below $2 was in March of 2009.
    • Forecasts from economists vary widely on the overall gas benefit to consumers for Q4. The high end from the group is an outlook of $300 per household, while the low end is closer to $100.
    • Most analysts see an immediate lift for retail chains with large distribution channels. Wal-Mart (NYSE:WMT), Target (NYSE:TGT), Costco (NASDAQ:COST), Dollar General (NYSE:DG), Family Dollar (NYSE:FDO), Dollar Tree (NASDAQ:DLTR), Big Lots (NYSE:BIG), and Five Below (NASDAQ:FIVE) come to mind.
    • Airline stocks (JBLU, DAL, UAL, LUV, AAL, RJET, ALK, HA, ALGT, VA) have already ripped strong gains off the OPEC news, although some see even more long-term upside as forward fuel hedges get reworked.
    • A sustained period of low gas prices should lift restaurant stocks  (CAKE, CBRL, CMG, DNKN, DPZ, DRI, EAT, JACK, MCD, PNRA, RRGB, RT, SBUX, SONC, WEN, BWLD, THI, BDL, NATHLUB, BKW, CHUY, BLMN, PZZA, TXRH, DENN, KKD, BBRG, DFRG, BOBE, RUTH, IRG, DIN) say some analysts.
    • The gaming sector is (CZR, PNK, BYD, ISLE, CNTY, MCRI, MGM, NYNY) also an off-the-radar pick to bounce.
    | 146 Comments
  • Nov. 25, 2014, 2:10 AM
    • The FDA will publish sweeping new rules today requiring chain restaurants, movie theaters and large vending machine operators across the country to post calorie counts on their menus and menu boards.
    • "Obesity is a national epidemic that affects millions of Americans," says FDA Commissioner Margaret Hamburg.
    • The new rules also require other nutritional information - including calories from fat, cholesterol, sugars and protein - to be made available in writing upon request.
    • Related tickers: BJRI,BWLD,BKW,CMG,DENN,DPZ,KKD,MCD,PFCB,PZZA,CAKE,WEN,PNRA
    | 17 Comments
  • Nov. 18, 2014, 3:24 PM
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  • Nov. 6, 2014, 11:10 AM
    • Wendy's (WEN +0.5%) says it will go into a cost-cutting mode after higher beef costs whacked profit in Q3.
    • The restaurant operator is also contending with pressure to increase wages and escalating health care costs.
    • A plan to shift more restaurants to the franchisee model through sale will also help smooth out the bottom line.
    • Earnings call webcast
    • Previously: Higher beef costs trim profit at Wendy's in Q3
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  • Nov. 6, 2014, 7:11 AM
    • Wendy's (NASDAQ:WEN) reports company-owned same-restaurant sales rose 2.0% in Q3, while franchise outlets delivered a lower 0.5% comp.
    • North America company-owned restaurant margin -10 bps to 15.5% with higher beef costs a drag.
    • Guidance: 2014 EBITDA of $390M expected. EPS of $0.34-$0.36 reaffirmed. For 2015, EBITDA growth in the mid-to-high single-digit rate is forecast off of a positive comp.
    • WEN +0.9% premarket
    | 2 Comments
  • Nov. 6, 2014, 7:02 AM
    • Wendy's (NASDAQ:WEN): Q3 EPS of $0.08 misses by $0.01.
    • Revenue of $512.49M (-20.0% Y/Y) misses by $3.78M.
    • Shares +0.87% PM.
    • Press Release
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  • Oct. 31, 2014, 1:21 PM
    • The odds aren't good for a national roll-out of smartphone payments solution CurrentC, according to USA Today's Jeff Graham.
    • The retail consortium admitted to a hacking incident earlier this week and has lost momentum with Apple Pay dominating headlines.
    • Inside the network, Meijer broke ranks with fellow MCX members by moving to accept Apple Pay with its hardware.
    • CurrentC was created to help the retail industry bypass credit card fees.
    • Partial list of MCX members: LUV, GPS, DNKN, KR, TGT, WMT, BBBY, KSS, SHLD, WEN, BBY.
    | 9 Comments
  • Oct. 27, 2014, 9:11 AM
    • RBC Capital chips away at its EPS estimates on Wendy's (NASDAQ:WEN).
    • The investment firm thinks successful value messaging from peers and a lackluster response to Wendy's pork introduction will weigh on results.
    • RBC earnings revisions: Q4 EPS to $0.90 from $0.10, 2014 EPS to $0.33 from $0.34, 2015 EPS to $0.38 from $0.40.
    • WEN -0.1% premarket.
    | 3 Comments
  • Oct. 22, 2014, 12:01 PM
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  • Oct. 10, 2014, 9:36 AM
    • The Fair Minimum Wage Act (H.R. 1010) has been stalled in Congress even as several states and municipalities propose their own minimum wages laws.
    • The HR 1010 legislation calls for the incremental increase in the federal minimum wage to $10.10 per hour after which it would be indexed to inflation.
    • What to watch: Analysts expect most voter referendums on minimum wage increases to pass in November, while a national framework remains in limbo.
    • Full bill (.pdf)
    • Related stocks: PLKI, BKW, WEN, JACK, SONC, YUM, MCD, GTIM, TAST.
    | 7 Comments
  • Sep. 23, 2014, 1:41 PM
    • Traffic to quick-service restaurants was flat for the year ending on June 30, according to data compiled by the NPD Group.
    • Establishments with an average check price of $10-$20 saw more traffic growth than sub-$10 outlets.
    • Fine dining restaurants saw a 3% increase in visits over the period.
    • The research firm says "cultural and economic phenomenon" have created a shift in consumer dining habits that may be permanent.
    • Restaurants stocks: CAKE, CBRL, CMG, DNKN, DPZ, DRI, EAT, JACK, MCD, PNRA, RRGB, RT, SBUX, SONC, WEN, BWLD, THI, BDL, NATH, LUB, BKW, CHUY, BLMN, PZZA, TXRH, DENN, KKD, BBRG, DFRG, BOBE, RUTH, IRG, DIN.
    | 4 Comments
  • Sep. 4, 2014, 2:58 PM
    • More than 100 cities in the U.S. have seen fast-food worker strike today over wages in one of the largest displays of organized protests ever seen in the sector.
    • The so-called Fight for $15 movement is also pushing restaurant chains for the right to form a union.
    • Related stocks: McDonald's (NYSE:MCD), Burger King Worldwide (NYSE:BKW), Wendy's (NASDAQ:WEN).
    | 17 Comments
  • Aug. 25, 2014, 1:54 PM
    • Larger restaurant chain operators might be looking to buy their way into growth to follow the lead of Burger King Worldwide, speculates MarketWatch.com
    • A filtered ranking of the top 10 North American restaurant chains with the best growth of sales per share ended up with Chipotle (CMG) and Buffalo Wild Wings (BWLD +2.1%) at the top of the list.
    • Sorting the list by lowest forward P-E ratio leaves Texas Roadhouse (TXRH +1.9%), Cheesecake Factory (CAKE +1.4%), and (perhaps a surprise) Yum Brands (YUM +0.9%) looking like potential M&A targets.
    • Other restaurant stocks: CBRL, DNKN, DPZ, DRI, EAT, JACK, MCD, PNRA, RRGB, RT, SBUX, SONC, WENBDL, NATHLUB, BKW, CHUY, BLMN, PZZADENN, KKD, BBRG, DFRG, BOBE, RUTH, IRG, DIN.
    | 9 Comments
  • Aug. 25, 2014, 8:34 AM
    • Shares of Wendy's (NASDAQ:WEN) are on the move in premarket trading after Burger King discloses talks with Tim Hortons.
    • The company spun off Tim Hortons in 2006 and in Canada still has a number of combined unit locations.
    • WEN +1.8% premarket
    | Comment!
  • Aug. 7, 2014, 10:04 AM
    • Wendy's (WEN +0.9%) announces it will sell 135 company-owned restaurants in Canada to franchisees.
    • The shift to a higher mix of franchisee-operated outlets is a recurring theme in the restaurant industry due to the steady cash flow provided.
    • The company has also authorized a $100M share repurchase program.
    • Earlier: Q2 results, Q2 details
    | Comment!
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Company Description
Wendy's Co franchises and operates company-owned Wendy's quick-service restaurants specializing in hamburger sandwiches throughout North America.
Sector: Services
Industry: Restaurants
Country: United States