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Started By
Message
Sir, this is a Wendy’s
Posted on 6/24/26 at 11:47 am
Posted on 6/24/26 at 11:47 am
Wendy’s (WEN) has some meme momentum going today - so decided to take a look at it. Financials are decent - still profitable and trading at 12x. They’re able to service everything current, no debt due until 2028. Big footprint and brand recognition. They just completely turned over senior management, so change has to be coming.
11
Posted on 6/24/26 at 12:22 pm to Projectpat
To add to the OP - It has a current 9% dividend yield
If Wendys is the next meme stock it'll be funny because it was always the most used reply on Reddit investing subs when someone posted big losses.
"Time to clock in bro" or something similar with a picture of a Wendys restaurant
If Wendys is the next meme stock it'll be funny because it was always the most used reply on Reddit investing subs when someone posted big losses.
"Time to clock in bro" or something similar with a picture of a Wendys restaurant
This post was edited on 6/24/26 at 12:25 pm
Posted on 6/24/26 at 12:40 pm to Projectpat
Posted on 6/24/26 at 12:47 pm to Projectpat
Appears to be low risk high reward. Only concerning metric is the liability to asset ratio.
I took a small flyer on it.
I took a small flyer on it.
Posted on 6/24/26 at 12:52 pm to Bestbank Tiger
quote:
I took a small flyer on it.
Screw that. Frosty’s suck.
Posted on 6/24/26 at 1:29 pm to supadave3
I haven't been in 1 -2 years but the last time I went I couldn't believe a fast food company could stay viable with their model. maybe it's just that the workforce is horrible here.
add "How is our Wendy's still in business?" to the great unsolved mysteries.
add "How is our Wendy's still in business?" to the great unsolved mysteries.
This post was edited on 6/24/26 at 1:30 pm
Posted on 6/24/26 at 1:45 pm to Projectpat
quote:
still profitable and trading at 12x.
Maybe they can afford to bring back those 1980s era Wendy's burgers.
Posted on 6/24/26 at 4:48 pm to Projectpat
Company is garbage - don't risk holding a bag for this dumpster. Wendy's deserves to be put behind the barn and Ol'Yellered. Workers are rude a shite, dining rooms bland as hell, food quality has been in steep decline lately because management keeps looking for corners to cut like going from leaf to shredded lettuce. There is nothing remotely appealing about Wendys now.
Posted on 6/24/26 at 4:53 pm to Projectpat
I called it first
ETA: I bought premarket this morning I think I’m gonna stop holding things and just full port whatever reddit pump
Did pretty good on adtx
ETA2: 37% of the float is shorted
ETA: I bought premarket this morning I think I’m gonna stop holding things and just full port whatever reddit pump
Did pretty good on adtx
ETA2: 37% of the float is shorted
This post was edited on 6/24/26 at 5:03 pm
Posted on 6/24/26 at 9:34 pm to Projectpat
They've been closing locations near me in what seem to be good locations near nice neighborhoods. Biggie bag meal and $1 free frosty keychains make it our go to for quick meals when out and about or on road trips with the kids. Food quality and value is better than most national chains.
Posted on 6/25/26 at 10:37 am to el Gaucho
Just wild that the third largest hamburger fast food brand in the country has only a $1.4B market cap. I expected them to be hemorrhaging money or have some looming debt due, but they’re profitable.
Posted on 6/25/26 at 10:44 am to Projectpat
quote:
Sir, this is a Wendy’s
Lots of opportunity in commercials saying that tagline.
Posted on 6/25/26 at 10:47 am to Projectpat
Hey they landed the Minions meal, that’s gotta equate to a spike in price alone 
Posted on 6/26/26 at 4:03 am to Projectpat
In my area Wendy's is getting more competition with Whataburger and Culver's expanding and opening up plus others. Both of those are private. I tried McD's the other day and it was nasty. Yet it has a cult following. I'm burned out on Red Robin. Way over priced.
Posted on 6/26/26 at 6:24 am to leeman101
I’d invest but I bought a five guys burger combo and will need to wait thill next paycheck
Posted on 6/26/26 at 7:23 am to Projectpat
- Tiny profit margins
- Declining Sales
- Massive Debt
This looks like the very definition of a yield trap. Would not look to long term hold this by any means
- Declining Sales
- Massive Debt
This looks like the very definition of a yield trap. Would not look to long term hold this by any means
Posted on 6/26/26 at 9:35 am to UltimaParadox
quote:
This looks like the very definition of a yield trap
Definitely don't think anyone should be in this for the dividend - it's about current valuation and potential w/ their footprint and brand recognition.
Posted on 8/11/26 at 3:47 pm to Projectpat
Wendy's has a massive problem
quote:
Buried inside Wendy's brutal second quarter earnings call last week was a mention that 289 locations closed in the US during the first half of the year.
There are about 5,700 Wendy's in the US.
It doesn't sound like US closures will be abating.
quote:
Wright has his work cut out for him in saving Wendy's.
Wendy's same-restaurant sales in the US crashed 7% in the second quarter versus a 2.3% drop a year earlier. Adjusted operating profits tanked 13.2% year over year.
Bernstein analyst Danilo Gargiulo said, "We think investors are likely to stay on the sidelines until the next update provides a quantified plan, even as the leadership and capital allocation overhangs we have flagged over the past year are now more constructively addressed.
We view the dividend cut as a more deliberate decision to free up capital for investments rather than a distress signal. However, net leverage at 5.0x, the top of the company's target range, still constrains the pace at which management can deploy capital toward the turnaround, and with FY26 guidance withdrawn, investors have no financial framework to hold the plan accountable to until the next quarterly update. We reduce our estimates to account for the flow-through in the model from 2Q."
Wendy's stock has fallen 65% in the past five years. Wendy's has posted six straight quarters of same-store sales declines,
Posted on 8/11/26 at 4:07 pm to Projectpat
They need to go back to the chicken sandwiches they had in the mid 80's
Posted on 8/11/26 at 4:29 pm to Jmcc64
quote:
I haven't been in 1 -2 years but the last time I went I couldn't believe a fast food company could stay viable with their model. maybe it's just that the workforce is horrible here.
add "How is our Wendy's still in business?" to the great unsolved mysteries.
Other fast food places that have gone to shite, at least did so while retaining at least basic facsimiles of what they used to be, but just getting shittier and shittier over time.
It's like Wendy's, though, just one day flipped a switch and became something completely different than what it ever was, in a completely shitty way.
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