Wendy's Company (The) - Common Stock (WEN) Dec 2025 Filing Analysis

02 · Business Model

How durable is the business?

Consumer Platforms And Retail Product or Capex Inflection

50/100

The company launched 'Project Fresh' to revitalize the brand and improve operational excellence in response to declining U.S. traffic. (1 shifted)

“During 2025, the Company announced Project Fresh, a comprehensive plan to drive profitable growth and long-term value across our U.S. system.”

Wendy's Company (The) - Common Stock · Annual Report · Dec 2025 · p.8

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04 · Risk

What could break the thesis?

Consumer Platforms And Retail Capital Allocation

The Organizational Redesign Plan is ongoing with $16.7 million in total costs incurred since inception. A new CEO was appointed in early 2024. (1 stable)

“The Company expects to incur total costs of approximately $17,000 related to the Organizational Redesign Plan... The Company expects costs related to the Organizational Redesign Plan to continue into 2026.”

Wendy's Company (The) - Common Stock · Annual Report · Dec 2025 · p.142

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Wendy's Company (The) - Common Stock stock analysis (all periods)Read the full Wendy's Company (The) - Common Stock investment thesis

Other Filing Periods

Jun 2025 filing analysis Mar 2026 filing analysis Mar 2025 filing analysis Sep 2025 filing analysis

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