Wendy's Q4 Earnings Call Highlights

• Rocketing Volume: 3 Stocks With Big Potential Moves

Wendy's (NASDAQ:WEN) executives told investors the institution is entering a “rebuilding year” successful 2026 aft a hard decorativeness to fiscal 2025, outlining a turnaround program dubbed Project Fresh focused connected marque revitalization, operational excellence, strategy optimization, and disciplined superior allocation.

Interim Chief Executive Officer and Chief Financial Officer Ken Cook said fourth-quarter results were successful enactment with expectations, but acknowledged show needs to improve. Global system-wide income declined 8.3%, driven by the U.S. business. Cook attributed the weakness to importantly little selling walk aft front-end loaded advertizing earlier successful 2025, income trends passim the year, a pugnacious examination to the prior-year SpongeBob collaboration, and the determination to displacement the motorboat of caller chickenhearted sandwiches into 2026 “to guarantee fantabulous execution.”

→ Once Upon A Farm: Buy the $1B Growth Story?

• 3 Fast Food Stocks That Won’t Give You Indigestion Right Now

Chief Accounting Officer and Global Head of FP&A Suzie Thuerk added that U.S. same-restaurant income fell 11.3% successful the quarter, driven by little postulation that was partially offset by a higher mean check. She said U.S. integer income grew 2% year-over-year and U.S. integer premix reached an all-time precocious of 20.6% successful the quarter, supported by loyalty growth.

On profitability, Thuerk reported:

• Total adjusted revenue: $439.6 million, down $19.7 cardinal from the anterior year

• Global company-operated edifice margin: 12.1%

• U.S. company-operated edifice margin: 12.7%, down year-over-year owed to postulation declines, commodity inflation, and labour complaint ostentation (partially offset by higher mean cheque and labour efficiencies)

• Adjusted EBITDA: $113.3 million

• Adjusted EPS: $0.16

→ No Rally? Coca-Cola’s Results Still Look Like a Sweet Deal

• Is McDonald's Stock a Smart Buy After Sell-Off and Earnings?

While the U.S. concern struggled, absorption pointed to continued momentum abroad. International system-wide income accrued 6.2% successful the 4th quarter, marking the 21st consecutive 4th of growth, Cook said. The institution opened 59 caller planetary locations successful the quarter, including successful established markets specified arsenic Canada and Mexico and newer markets including Armenia and Scotland, which Cook said posted beardown income pursuing launch.

For the afloat year, Cook said planetary system-wide income roseate 8.1% and the institution opened 159 restaurants internationally. He noted nett portion maturation was supra 9%, with 121 nett caller restaurants successful 2025, a grounds for the planetary business. Wendy’s besides entered 7 caller markets during the year, including Australia and Romania, expanding from 31 to 38 planetary markets, and signed improvement agreements for 338 aboriginal restaurants.