Wendy's (WEN) reported $549.52 million in revenue for the quarter ended September 2025, representing a year-over-year decline of 3%. EPS of $0.24 for the same period compares to $0.25 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $536.82 million, representing a surprise of +2.37%. The company delivered an EPS surprise of +20%, with the consensus EPS estimate being $0.20.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Wendy's performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Number of restaurants - Total: 7,363 versus the seven-analyst average estimate of 7,368.
- Same-Restaurant - U.S.: -4.7% versus -5.3% estimated by seven analysts on average.
- Number of restaurants - Company-operated - Total: 435 versus the six-analyst average estimate of 403.
- Same-Restaurant - International: 3% versus 2.4% estimated by six analysts on average.
- Revenues- Sales at Company-operated restaurants: $233.15 million versus $219.83 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +1.2% change.
- Revenues- Advertising funds: $107.01 million versus the seven-analyst average estimate of $110.73 million. The reported number represents a year-over-year change of -13.1%.
- Revenues- Franchise rental income: $57.34 million versus the six-analyst average estimate of $58.24 million. The reported number represents a year-over-year change of -3.3%.
- Revenues- Franchise royalty revenue and fees: $152.01 million versus $148.43 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -1.2% change.
- Revenues- Franchise fees: $24.2 million versus $21.57 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +13.8% change.
- Revenues- Franchise royalty: $127.81 million versus the five-analyst average estimate of $127.05 million. The reported number represents a year-over-year change of -3.6%.
- Systemwide sales- Total: $3.54 billion versus $3.49 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -2.7% change.
- Systemwide sales- International systemwide: $534 million versus the four-analyst average estimate of $540.33 million. The reported number represents a year-over-year change of +7.8%.
View all Key Company Metrics for Wendy's here>>>
Shares of Wendy's have remained unchanged over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.
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The Wendy's Company (WEN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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