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Upturn AI SWOT - About
The Wendy’s Co (WEN)
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Upturn Advisory Summary
02/20/2025: WEN (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -2.44% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.95B USD | Price to earnings Ratio 15.49 | 1Y Target Price 17.47 |
Price to earnings Ratio 15.49 | 1Y Target Price 17.47 | ||
Volume (30-day avg) 5378907 | Beta 0.72 | 52 Weeks Range 13.50 - 19.99 | Updated Date 04/1/2025 |
52 Weeks Range 13.50 - 19.99 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 6.84% | Basic EPS (TTM) 0.95 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.65% | Operating Margin (TTM) 17.79% |
Management Effectiveness
Return on Assets (TTM) 4.61% | Return on Equity (TTM) 68.3% |
Valuation
Trailing PE 15.49 | Forward PE 14.58 | Enterprise Value 6593194200 | Price to Sales(TTM) 1.31 |
Enterprise Value 6593194200 | Price to Sales(TTM) 1.31 | ||
Enterprise Value to Revenue 2.93 | Enterprise Value to EBITDA 11.9 | Shares Outstanding 200484992 | Shares Floating 140730493 |
Shares Outstanding 200484992 | Shares Floating 140730493 | ||
Percent Insiders 9.02 | Percent Institutions 94.36 |
Analyst Ratings
Rating 3.33 | Target Price 20.49 | Buy 2 | Strong Buy 5 |
Buy 2 | Strong Buy 5 | ||
Hold 21 | Sell 2 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
The Wendy’s Co
Company Overview
History and Background
The Wendyu2019s Company was founded in 1969 in Columbus, Ohio, by Dave Thomas. It quickly gained popularity for its square hamburgers, fresh ingredients, and Frosty desserts. Over the years, Wendy's expanded globally and innovated its menu to include salads, chicken sandwiches, and breakfast options.
Core Business Areas
- Restaurant Operations: Wendy's operates and franchises quick-service restaurants (QSRs) specializing in hamburgers, chicken sandwiches, salads, and side items. Revenue is generated through company-operated restaurants and franchise fees.
- Franchising: Wendy's generates revenue by franchising its brand and operational model to independent operators. This includes initial franchise fees and ongoing royalties based on sales.
Leadership and Structure
The CEO of The Wendy's Company is Kirk Tanner. The organizational structure includes departments such as operations, marketing, finance, and development, supporting both company-owned and franchised restaurants.
Top Products and Market Share
Key Offerings
- Competitors: McDonald's,Burger King,Five Guys
- Dave's Single Hamburger: Wendy's signature square hamburger, made with fresh beef, lettuce, tomato, pickle, onion, ketchup, and mayo. It's a core offering, competing with burgers from McDonald's and Burger King. Market share data specific to this burger is unavailable, but Wendy's overall burger market share is significant.
- Competitors: Chick-fil-A,McDonald's,Popeyes
- Spicy Chicken Sandwich: A crispy, spicy chicken breast served on a bun with lettuce, tomato, and mayonnaise. This product has seen increasing popularity and competes with similar offerings from Chick-fil-A and McDonald's. Market share data specific to this product is unavailable.
- Competitors: McDonald's,Burger King,Dairy Queen
- Frosty: A signature frozen dairy dessert with a unique texture and flavor. It is a key part of Wendy's menu and attracts customers seeking a sweet treat. It competes with similar offerings from other fast-food chains.
Market Dynamics
Industry Overview
The quick-service restaurant (QSR) industry is highly competitive, with a focus on speed, convenience, and value. Trends include increasing demand for healthier options, digital ordering, and delivery services. The industry is also facing rising labor costs and supply chain challenges.
Positioning
Wendy's positions itself as a higher-quality QSR offering fresh ingredients and customizable options. Its competitive advantages include its signature square hamburgers, fresh beef, and innovative menu items. Wendy's differentiation is also related to its social media presence.
Total Addressable Market (TAM)
The global QSR market is expected to reach over $1 trillion. Wendy's is positioned to capture a portion of this market through expansion, menu innovation, and digital initiatives.
Upturn SWOT Analysis
Strengths
- Brand recognition and loyalty
- Fresh, high-quality ingredients
- Innovative menu items
- Strong social media presence
- Efficient franchising system
Weaknesses
- Higher price point compared to some competitors
- Inconsistent service quality across locations
- Dependence on beef prices
- Slower expansion compared to competitors
Opportunities
- Expansion into new international markets
- Development of healthier menu options
- Increased focus on digital ordering and delivery
- Strategic partnerships with technology companies
- Breakfast menu expansion
Threats
- Intense competition from other QSR chains
- Rising labor and food costs
- Changing consumer preferences
- Economic downturns
- Health concerns related to fast food
Competitors and Market Share
Key Competitors
- MCD
- BKC
- YUM
Competitive Landscape
Wendy's competes with other QSR chains on price, quality, and convenience. Wendy's advantages include its fresh beef, innovative menu items, and strong social media presence. Disadvantages may include the higher price point compared to some competitors.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Wendy's has experienced steady growth through restaurant expansion, menu innovation, and franchising.
Future Projections: Future growth is expected to come from international expansion, digital initiatives, and continued menu innovation. Analyst estimates can provide specific revenue and earnings projections.
Recent Initiatives: Recent initiatives include expanding breakfast menu, investing in technology for mobile ordering and delivery, and focusing on sustainable practices.
Summary
Wendy's is a well-established fast-food chain with a strong brand and a history of innovation. Its focus on fresh ingredients and quality sets it apart from some competitors. However, it faces challenges from rising costs and intense competition. Wendy's future success depends on its ability to adapt to changing consumer preferences and expand its digital capabilities.
Similar Companies
ARCO
Arcos Dorados Holdings Inc
ARCO
Arcos Dorados Holdings Inc
MCD
McDonald’s Corporation
MCD
McDonald’s Corporation
NDLS
Noodles & Company
NDLS
Noodles & Company
QSR
Restaurant Brands International Inc
QSR
Restaurant Brands International Inc
YUM
Yum! Brands Inc
YUM
Yum! Brands Inc
Sources and Disclaimers
Data Sources:
- Company Financials
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is based on estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About The Wendy’s Co
Exchange NASDAQ | Headquaters Dublin, OH, United States | ||
IPO Launch date 1992-03-17 | President, CEO & Director Mr. Kirk Tanner | ||
Sector Consumer Cyclical | Industry Restaurants | Full time employees 4833 | Website https://www.wendys.com |
Full time employees 4833 | Website https://www.wendys.com | ||
The Wendy's Company, together with its subsidiaries, operates as a quick-service restaurant company in the United States and internationally. It operates through Wendy's U.S., Wendy's International, and Global Real Estate & Development segments. The company involved in operating, developing, and franchising a system of quick-service restaurants specializing in hamburger sandwiches. It also owns and leases real estate properties. The company was formerly known as Wendy's/Arby's Group, Inc. and changed its name to The Wendy's Company in July 2011. The Wendy's Company was founded in 1969 and is headquartered in Dublin, Ohio.
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