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WEN The Wendy's Co.

Wendy’s® was founded in 1969 by Dave Thomas in Columbus, Ohio. Dave built his business on the premise, “Quality is our Recipe®,” which remains the guidepost of the Wendy’s system. Wendy’s is best known for itsmade-to-order square hamburgers, using fresh, never frozen beef*, freshly-prepared salads, and other signature items like chili, baked potatoes and the Frosty® dessert. The Wendy’s Company (Nasdaq: WEN) is committed to doing the right thing and making a positive difference in the lives of others. This is most visible through the Company’s support of the Dave Thomas Foundation for Adoption® and its signature Wendy’s Wonderful Kids® program, which seeks to find every child in the North American foster care system a loving, forever home. Today, Wendy’s and its franchisees employ hundreds of thousands of people across more than 6,700 restaurants worldwide with a vision of becoming the world’s most thriving and beloved restaurant brand. For details on franchising, connect with us atwww.wendys.com/franchising. Visitwww.wendys.com andwww.squaredealblog.com for more information and connect with us on Twitter and Instagram using @wendys, and on Facebook atwww.facebook.com/wendys.

Company profile

Ticker
WEN
Exchange
NASDAQ
Website
www.wendys.com
CEO
Todd A. Penegor
Employees
Incorporated in
Delaware
Location
Ohio
Fiscal year end
Jan 03
Sector
Consumer Services > Restaurants
Industry (SEC)
Retail - Eating & Drinking Places
Starbucks • Dunkin' Brands • Cannae • Ipic Entertainment • Drive Shack • Muscle Maker • Giggles N' Hugs • SPYR • Kisses From Italy • Simplicity Esports & Gaming ...
Former names
Triarc Companies Inc, WENDY'S/ARBY'S GROUP, INC.
SEC CIK
0000030697
Corporate docs
IRS number
380471180

WEN stock data

(
)

Calendar

6 May 20
6 Jul 20
3 Jan 21

News

Company financial data Financial data

Chart WEN financial data
Quarter (USD) Mar 20 Dec 19 Sep 19 Jun 19
Revenue 404.96M 427.19M 437.88M 435.35M
Net income 14.44M 26.53M 46.13M 32.39M
Diluted EPS 0.06 0.11 0.2 0.14
Net profit margin 3.57% 6.21% 10.53% 7.44%
Operating income 48.73M 36.72M 79.02M 80.57M
Net change in cash -10.59M -254.22M 13.21M 12.05M
Cash on hand 174.62M 185.2M 439.42M 426.22M
Cost of revenue 150M 151.43M 152.43M 151.09M
Annual (USD) Jan 17 Jan 16 Jan 12 Jan 11
Revenue 1.44B 1.87B 2.43B 2.38B
Net income 129.62M 161.14M 9.88M -4.33M
Diluted EPS 0.49 0.49 0.02 -0.01
Net profit margin 9.03% 8.62% 0.41% -0.18%
Operating income 314.78M 274.47M 137.12M 150.45M
Net change in cash -88.97M -189.23M -37.25M
Cash on hand 192.91M 281.88M 471.11M 508.36M
Cost of revenue 752.08M 1.18B 1.82B 1.76B

Financial data from company earnings reports

Recent insider trades

WEN insider ownership history Insider history
Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
30 Jun 20 Nelson Peltz Common Stock Grant Aquire A No 21.92 769 16.86K 9,932,252
30 Jun 20 May Peter W Common Stock Grant Aquire A No 21.92 1,151 25.23K 5,454,822
30 Jun 20 Peltz Matthew H. Common Stock Grant Aquire A No 21.92 889 19.49K 61,745
30 Jun 20 Mathews-Spradlin Mich J Common Stock Grant Aquire A No 21.92 1,009 22.12K 43,357
15 Jun 20 Burnside Leigh A. RSU Common Stock Grant Aquire A No 0 14 0 6,058
Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q1 2020

WEN institutional ownership history Ownership history
67.6% owned by funds/institutions
13F holders
 Current Prev Q Change
Total holders 324 343 -5.5%
Opened positions 52 55 -5.5%
Closed positions 71 49 +44.9%
Increased positions 93 99 -6.1%
Reduced positions 107 119 -10.1%
13F shares
 Current Prev Q Change
Total value 2.24B 3.63B -38.4%
Total shares 150.51M 163.36M -7.9%
Total puts 1.04M 389.4K +166.4%
Total calls 1.04M 850.92K +22.3%
Total put/call ratio 1.0 0.5 +117.9%
Largest owners
 Shares Value Change
Trian Fund Management 26.63M $396.26M 0.0%
Vanguard 17.24M $256.55M +1.3%
BLK BlackRock 16.25M $241.83M -3.3%
IVZ Invesco 6.71M $99.86M -11.3%
Melvin Capital Management 5.5M $81.84M NEW
STT State Street 4.65M $69.26M -0.4%
Dimensional Fund Advisors 4.34M $64.57M +4.7%
JHG Janus Henderson 4.17M $62.11M -21.3%
N Price T Rowe Associates 3.73M $55.51M +27.9%
JPM JPMorgan Chase & Co. 3.68M $54.71M +32.2%
Largest transactions
 Shares Bought/sold Change
Melvin Capital Management 5.5M +5.5M NEW
Two Sigma Investments 111.91K -3.92M -97.2%
Two Sigma Advisers 1.55M -1.95M -55.7%
Norges Bank 0 -1.94M EXIT
WFC Wells Fargo & Co. 523.69K -1.48M -73.9%
Marshall Wace 67.81K -1.46M -95.6%
AMP Ameriprise Financial 1.08M -1.2M -52.6%
JHG Janus Henderson 4.17M -1.13M -21.3%
JPM JPMorgan Chase & Co. 3.68M +895.35K +32.2%
IVZ Invesco 6.71M -852.98K -11.3%
Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

?
Competition
NPC International
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. sophomore Avg
New words: abated, abatement, abating, Aid, applied, ASR, assistant, avoid, back, Bank, bankruptcy, breach, breakdown, brew, capacity, carryout, catastrophic, Center, chocolate, closure, coffee, cold, confidence, consultant, contact, correlation, coverage, daily, decline, deferral, delayed, delinquent, delivered, delivery, dining, discontinued, disrupt, disrupted, disruption, distinctive, distributor, Dollar, downturn, drew, Dublin, dynamic, EBITDA, eligible, emergency, enable, enhanced, entry, exacerbated, exceed, fact, flexibility, fluctuation, frequently, fruit, fulfill, fully, goal, governmental, health, heightened, heightening, hot, hourly, iced, index, India, Indonesia, insolvency, institute, institution, integration, intellectual, interbank, internationally, interruption, inventory, large, largely, largest, lead, led, leverage, LIBOR, lifted, likelihood, London, longer, lost, maintain, Manhattan, manner, manufacturing, mitigated, mitigation, mobility, monitor, month, monthly, Montreal, nominal, oatmeal, obligor, official, Ohio, organization, outlook, overnight, overseeing, pandemic, partnering, past, payroll, permitted, platform, point, precautionary, prime, prolonged, pursue, QIP, quarantine, recommended, recourse, recoverability, Relief, reluctant, remove, removing, renegotiate, reserve, respond, response, responsible, return, sandwich, sanitation, sensitive, serving, shipping, sick, simplification, simplify, specific, spread, step, strain, strength, Supplementary, supplier, suspended, technical, temporarily, temporary, test, tested, testing, Today, traffic, transmitted, travel, treating, unallocated, uncertain, unprecedented, unrealized, unrest, upcoming, vanilla, Visit, vulnerability, week, window, workforce, world, worldwide, worsen
Removed: account, accurately, affordability, aggressive, approximated, area, bargain, borrow, Bulletin, calculated, calculating, canceled, capitalizing, card, check, choose, classification, cloud, coli, collateralized, commencement, comparative, component, computing, concept, conform, consuming, contingent, cooking, count, couponing, created, DavCo, deficiency, demographic, determinable, determine, determining, detriment, difficulty, directly, enacted, entering, equal, ethanol, exclusive, exemption, existence, expectation, expedient, exterior, extinguishment, fall, fewer, finance, fountain, fuel, gain, gallon, geographic, geographical, geographically, government, holiday, home, hour, identification, impairing, implicit, importantly, impose, improved, incident, initially, innovative, interior, legislation, length, lessee, lessor, main, minimum, newly, nonemployee, nonlease, North, obtained, obtaining, occurrence, opening, optional, organizational, overtime, package, pattern, plant, practical, preceded, predominant, proposed, qualify, ratio, reached, reaching, realize, reclassified, recognizing, recruitment, reimage, relocation, renew, renewal, replaced, reportable, residual, restated, retained, salmonella, scheduled, secure, separately, sheet, shorter, single, software, stockholder, supplemental, taxing, terrorism, threshold, typically, ultimate, unanticipated, Unearned, unguaranteed, usage, viability, virtually, volume, war, withholding
From filing 10-Q 2020 Q1

Financial reports

View all
10-Q
2020 Q1
Quarterly report
6 May 20
10-K
2019 FY
Annual report
26 Feb 20
10-Q
2019 Q3
Quarterly report
6 Nov 19
10-Q
2019 Q2
Quarterly report
7 Aug 19
10-Q
2019 Q1
Quarterly report
8 May 19
10-K
2018 FY
Annual report
27 Feb 19
10-Q
2018 Q3
Quarterly report
6 Nov 18
10-Q
2018 Q2
Quarterly report
7 Aug 18
10-Q
2018 Q1
Quarterly report
8 May 18
10-K
2017 FY
Annual report
28 Feb 18

Current reports

View all
8-K
Entry into a Material Definitive Agreement
18 Jun 20
8-K
The Wendy’s Company Provides Update ONCOVID-19
8 Jun 20
8-K
Departure of Directors or Certain Officers
28 May 20
8-K
The Wendy’s Company Reports First Quarter 2020 Results
6 May 20
8-K
The Wendy’s Company Provides Update ONCOVID-19 and Actions Taken
26 Mar 20
8-K
The Wendy’s Company Reports Fourth Quarter and Full Year 2019 Results
26 Feb 20
8-K
Other Events
20 Feb 20
8-K
Regulation FD Disclosure
4 Feb 20
8-K
Cost Associated with Exit or Disposal Activities
9 Dec 19
8-K
Other Events
8 Nov 19

Registration and prospectus

View all
S-8 POS
Registration of securities for employees (post-effective amendment)
27 May 20
S-8 POS
Registration of securities for employees (post-effective amendment)
29 Jan 20
S-8 POS
Registration of securities for employees (post-effective amendment)
29 Jan 20
S-8 POS
Registration of securities for employees (post-effective amendment)
29 Jan 20
S-8 POS
Registration of securities for employees (post-effective amendment)
29 Jan 20
S-8 POS
Registration of securities for employees (post-effective amendment)
29 Jan 20
S-8 POS
Registration of securities for employees (post-effective amendment)
29 Jan 20
S-3ASR
Automatic shelf registration
21 Dec 18
SC TO-I/A
Issuer tender offer statement (amended)
8 Jul 15
SC TO-I/A
Issuer tender offer statement (amended)
1 Jul 15

Proxies

View all
DEFA14A
Additional proxy soliciting materials
9 Apr 20
DEF 14A
Definitive proxy
9 Apr 20
DEFA14A
Additional proxy soliciting materials
18 Apr 19
DEF 14A
Definitive proxy
18 Apr 19
DEF 14A
Definitive proxy
20 Apr 18
DEFA14A
Additional proxy soliciting materials
20 Apr 18
DEF 14A
Definitive proxy
11 Apr 17
DEFA14A
Additional proxy soliciting materials
11 Apr 17
DEF 14A
Definitive proxy
11 Apr 16
DEFA14A
Additional proxy soliciting materials
11 Apr 16

Other

View all
UPLOAD
Letter from SEC
8 Feb 19
NO ACT
No action letter
2 Mar 17
NO ACT
No action letter
2 Mar 16
UPLOAD
Letter from SEC
23 Jan 14
CORRESP
Correspondence with SEC
21 Jan 14
UPLOAD
Letter from SEC
16 Jan 14
CORRESP
Correspondence with SEC
3 Jan 14
UPLOAD
Letter from SEC
18 Dec 13
NO ACT
No action letter
26 Feb 13
UPLOAD
Letter from SEC
7 Feb 12

Ownership

View all
4
Wendy's / Mich J Mathews-Spradlin ownership change
2 Jul 20
4
Wendy's / Matthew H. Peltz ownership change
1 Jul 20
4
Wendy's / PETER W MAY ownership change
1 Jul 20
4
Wendy's / NELSON PELTZ ownership change
1 Jul 20
4
Wendy's / JOSEPH A LEVATO ownership change
17 Jun 20
4
Wendy's / Abigail E. Pringle ownership change
17 Jun 20
4
Wendy's / Matthew Coley O'Brien ownership change
17 Jun 20
4
Wendy's / Kurt A Kane ownership change
17 Jun 20
4
Wendy's / Liliana Esposito ownership change
17 Jun 20
4
Wendy's / Leigh A. Burnside ownership change
17 Jun 20