For the quarter ended December 2025, Wendy's (WEN) reported revenue of $542.97 million, down 5.5% over the same period last year. EPS came in at $0.16, compared to $0.25 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $541.48 million, representing a surprise of +0.28%. The company delivered an EPS surprise of +13.56%, with the consensus EPS estimate being $0.14.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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:
- Same-Restaurant - U.S.: -11.3% versus the seven-analyst average estimate of -9.4%.
- Same-Restaurant - International: -2% versus 0.7% estimated by six analysts on average.
- Same-Restaurant - Global: -10.1% versus -8.3% estimated by five analysts on average.
- Revenues- Sales at Company-operated restaurants: $230.81 million versus the seven-analyst average estimate of $234.53 million. The reported number represents a year-over-year change of -0.9%.
- Revenues- Advertising funds: $103.35 million compared to the $103.8 million average estimate based on seven analysts. The reported number represents a change of -10.1% year over year.
- Revenues- Franchise rental income: $59.55 million compared to the $56.58 million average estimate based on six analysts. The reported number represents a change of +1.7% year over year.
- Revenues- Franchise fees: $26.45 million versus the five-analyst average estimate of $24.21 million. The reported number represents a year-over-year change of -22.6%.
- Revenues- Franchise royalty: $122.83 million versus the five-analyst average estimate of $123.53 million. The reported number represents a year-over-year change of -8.2%.
View all Key Company Metrics for Wendy's here>>>
Shares of Wendy's have returned -14.9% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #4 (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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