NASDAQ · Consumer Discretionary

WENDYS CO WEN

The Wendy's Company, together with its subsidiaries, engages in the operation, development, and franchising of a system of quick-service restaurants in the United States and internationally. The company operates through the Wendy’s U.S., Wendy’s International, and Global Real Estate & Development segments.

Restaurants

Company profile

Business mix

  • The company operates through the Wendy’s U.S., Wendy’s International, and Global Real Estate & Development segments.
  • Its restaurants offer a menu that includes hamburger sandwiches and chicken sandwiches; chicken tenders and nuggets, chili, french fries, baked potatoes, salads, soft drinks, Frosty desserts, and kids’ meals; breakfast menu.
  • The company also owns and leases real estate properties. As of December 28, 2025, there were 5,969 Wendy’s restaurants in operation in the United States and 1,428 Wendy’s restaurants in operation in 38 foreign countries and U.S. territories.
  • The company was formerly known as Wendy's/Arby's Group, Inc. and changed its name to The Wendy’s Company in July 2011.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in restaurants?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 8.62 FCF 17.4% Buyback 6.33%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Fairfax Financial Prem Watsa 1.2% $22.8M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $22.8M Estimated from net added shares
Reduction amount $28.1M Estimated from net reduced shares
Net share change / base shares -7.7% -767,402 / 9,966,105
Fairfax Financial Prem Watsa 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$22.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +3,268,902 (New) Total shares 3,268,902 Value $22.8M
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -40.5% 13F value change -$41.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 9,966,105 Last 1 periods -4,036,304 (-40.5%) Total shares 5,929,801 Value $41.2M

Recent mentions

No public mentions.