Company Analysis

Wendy's Company (WEN)

Nasdaq: WEN · Retail-Eating & Drinking Places · Dublin, OH · filing with the SEC since 1994
Grade5.8
◀ Past 6.6● Present 5.9▶ Future 5.0

The grade of Wendy's Company

Nine metrics read from its own filings, by tense
Headline grade
5.8/10
◀ Past6.625% of the headline
● Present5.945% of the headline
▶ Future5.030% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

6.6/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.5/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 45% of this tense · 75th percentile among 8 sector filers · read for itself

From the record

Wendy's Company's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
4.1/10

What has it actually done, year after year?

+4.7% a year over 10 filed years; profitable in 10 of 10.

weight 33% of this tense · 41st percentile among 8 sector filers · read for its customers

From the record

Wendy's Company's 10 filed years say what it did: revenue went from $1.4 billion in fiscal 2017 to $2.2 billion in fiscal 2025, up 4.7% a year; it rose in 7 of 9 years; the deepest fall was 15% from fiscal 2017 to fiscal 2017; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span4.7%bottom 19% of its family
  • the share of years revenue rosebottom 31% of its family
  • the share of filed years with a profittop 19% of its family
  • the deepest fall from a revenue peak14.8%bottom 31% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
8.5/10

How has it treated the people who own it?

Share count shrank 3.5% a year. 97% of cash flow returned. Insiders: 0 sales, 2 purchases.

weight 22% of this tense · 85th percentile among 5 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-28, Wendy's Company's diluted share count shrank about 3.5% a year, and dividends and buybacks returned about 97% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 2 purchases of their own stock on the open market in the year to 2026-10-01, buying about $18 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearstop 21% of its family
  • cash returned against operating cash flowtop 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.9/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
6.6/10

Is it financially healthy right now?

ROE 141%: 141¢ of profit per shareholder dollar. Leverage 98%: owes 98¢ per asset dollar.

weight 45% of this tense · 66th percentile among 8 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-28, Wendy's Company earned about 141 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 28 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 98 cents per dollar of assets, and net share issuance: its share count shrank 5.6% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 31% of its family
  • return on equitytop 8% of its family
  • gross profit against assetstop 37% of its family
  • the share count against the year beforetop 21% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.0/10

How strong is its position in its industry?

top 40% of 8 in its family; net margin 7.6%.

weight 33% of this tense · 60th percentile among 8 sector filers · read for its customers

From the record

Wendy's Company's standing among 8 graded names in its industry family: revenue of $2.2 billion in fiscal 2025 ranks in the top 21% by size; a net margin of 7.6% ranks in the top 19%; revenue growth of 1.3% a year over the last 3 filed years ranks in the bottom 19% (its annual reports).

What it rests on

  • revenue against the family$2.18Btop 21% of its family
  • net margin7.6%top 19% of its family
  • three-year revenue growth1.3%bottom 19% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
4.4/10

What are the people in charge doing?

bottom 44% of 6 in its family for leadership; chief executive since 2026.

weight 22% of this tense · 44th percentile among 6 sector filers · read for its shareholders

From the record

Wendy's Company's leadership, from its insiders' filings and its current reports: the chief executive on the record is Wright, Robert D. (President & CEO, as filed), filing under that title since 2026-05-26, 6 months (bottom 8% of its family); the 22 officers and directors filing in the last fifteen months have been on the record a median of 3.7 years (top 25%); 16 officer or director changes were reported on Form 8-K since 2023-11-13, against the 22 people in charge now (top 50%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge16 in three years among 22 peopletop 50% of its family
  • the median years the people in charge have filed3.7 yearstop 25% of its family
  • the chief executive's years on the record6 monthsbottom 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.0/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
6.7/10

How much room does it have to grow?

top 33% of 8 in its family for room to expand.

weight 22% of this tense · 67th percentile among 8 sector filers · read for itself

From the record

Wendy's Company's room to grow, from the newest filed statements (fiscal 2025): cash of $301 million against debt of $2.8 billion leaves -49.6% of its assets as net cash, bottom 19% of its family; cash from operations less capital spending is 11.1% of revenue (top 6%); a gross margin of 63.6% (top 12%) (its annual report).

What it rests on

  • cash less debt against assets-49.6%bottom 19% of its family
  • cash from operations less capital spending against revenue11.1%top 6% of its family
  • gross margin63.6%top 12% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
4.4/10

What could actually drive growth from here?

bottom 44% of 8 in its family for growth drivers.

weight 45% of this tense · 44th percentile among 8 sector filers · read for its customers

From the record

Wendy's Company's growth drivers, from the filed years to fiscal 2025: revenue grew 1.3% a year over the last three filed years against 4.7% over all 10, slowing (bottom 44% of its family); the newest year grew -3.1% (bottom 31%); capital spending grew 6% a year (top 44%) (its annual reports). Wendy's Company reported 5 product lines in fiscal 2025: Product at $916 million (42%), Royalty at $505 million (23%), Advertising at $422 million (19%), and 2 more; 1 of 5 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-3.5 points a yearbottom 44% of its family
  • the newest year's revenue growth-3.1%bottom 31% of its family
  • three-year growth of capital spending6.0%top 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.7/10

Did its newest year beat what its own record pointed to?

bottom 47% of 6 in its family for expectations against reality.

weight 33% of this tense · 47th percentile among 6 sector filers · read for its shareholders

From the record

Wendy's Company's newest year against its own record: revenue of $2.2 billion in fiscal 2025 came in 6.4% below the $2.3 billion its prior three years' pace pointed to (bottom 25% of its family); net income of $165 million against a prior three-year average of $192 million (top 42%); a net margin of 7.6% against 8.8% before (top 42%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-6.4%bottom 25% of its family
  • net income against the prior three years' average-14%top 42% of its family
  • net margin against its prior average-1.2 pointstop 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton WEN · research, not advice