RISK WATCHYahoo • 20h ago
Why Wendy’s is losing the burger wars—and is now a takeover target for Nelson PeltzIts new CEO says Wendy's has let quality slip and now it has fallen behind Burger King to No. 3 in the burger wars.
Why WEN Stock advanced +1.34% Today — RQD Quant Desk Flash
$7.17 +1.34% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $7.17
Wendy's Company (WEN) carries a Roarable Rating of D+ (Sell) with 58/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
ROARABLE D+ • SELL / AVOID
Cap $1.37B
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Is WEN stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-01, Wendy's Company (NASDAQ: WEN) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 58/100 at a spot price of $7.17 (+1.34% 1D, market cap $1.37B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 6/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 15/20. Across 1011 tracked Consumer Discretionary issuers, WEN ranks #444 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does WEN compare to SG and BJRI in the Consumer Discretionary sector?
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Within the Consumer Discretionary sector (Restaurants), WEN carries a Roarable D+ (58/100 RQD), trailing P/E of 8.3x, gross margin of 63.6%, and ROIC of 10.7%. By comparison, SG (Sweetgreen Inc. (Class A)) holds a E grade (22/100 RQD, P/E N/A, ROIC -35.0%, cap $1.36B) and BJRI (BJ's Restaurants Inc.) posts a C grade (65/100 RQD, P/E 27.6x, ROIC 10.7%, cap $1.35B). Among the 5-stock peer group, ARCO leads on earnings multiple (6.9x) while ARCO leads on capital efficiency (18.9% ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for WEN?
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Per WEN's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-28, CIK 0000030697), Wendy's Company generated $2.18B in revenue (-3.1% YoY), $165.1M in net income, and $344.5M in free cash flow against $4.96B in total assets and $2.73B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.
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INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $7.17 (+0.05%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 12/20 (C-) • 15.8% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 58/100 (D+) historically posted market-perform odds over rolling 90-day windows (+0.0% avg 90D alpha vs SPY • 52.7% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →RQD QUANT TACHOMETERSELL / AVOID • D+
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw C+ · Rk D-
Each axis scored 0–20
12M PRICE TARGET CONE+0% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for WEN)Realized 20D OHLCV Swing Band: ±8.1%
Deterministic 5-Pillar Attribution (58/100 Composite)
🔍 WHY WEN SCORES 58/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Insider Conviction & Share Dilution+15/20 pts (26% of score)
SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)
▲ #2 Bullish Driver: Whale & Options Positioning+14/20 pts (24% of score)
20D Institutional Volume Accumulation (±8.1% realized swing band)
▼ #1 Drag / Risk Factor: SEC 10-K Forensic Risk6/20 pts (-14 pt drag)
Balance-sheet & 10-K footnote risk deducts 14 pts from forensic ceiling
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade C-$6.23+7.5% Next Q
50
Q2 (-2Q)Grade C-$6.70-7.2% Next Q
53
Q3 (-1Q)Grade C$6.22+15.3% Next Q
55
CurrentGrade D+$7.17+0% Hist 90D α
58
Trajectory: C- (50) → D+ (58)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER
⚔️ Adversarial Opposing Case: Why the WEN Bull Thesis Could Fail
Even with a 58/100 (D+) score, WEN faces multiple-compression risk if 8.3x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
⚠️ Forensic Kill-Switch #1
Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.
⚠️ Forensic Kill-Switch #2
Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 61.1% triggers an automatic RQD downgrade.
⚠️ Forensic Kill-Switch #3
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($7.06) or 200D SMA ($7.36) invalidates the momentum regime and cuts Target Base ($7.17) toward Bear Floor ($5.59).
🎲 LIVE PREDICTION MARKET ODDS TIED TO $WEN• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “WEN Beats Next Quarter EPS Consensus (Dec 27, 2026) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why WEN Stock advanced +1.34% Today — RQD Quant Desk Flash
Wendy's Company (WEN) advanced +1.34% to $7.17, trading at 29% of its 52-week range ($5.94 – $10.12). Stretched risk/reward at 8x P/E (11% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 29% of its 52-week range ($5.94 – $10.12) with RSI-14 at 61.5 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±8.1% around $7.17 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D+ (Sell) backed by 63.6% gross margin and $344.5M annual free cash flow.
Live WEN Headlines & Catalysts
MARKET WIREYahoo • 1d ago
Wendy's (WEN) Stock Could Be A Bargain On Cash FlowWendy's has rallied sharply in recent weeks after a buyout proposal landed on the table, which puts a fresh spotlight on whether the current share price lines up with the cash the business can generate over time. With a
MARKET WIRESeekingAlpha • 1d ago
Apple Leads Packed Earnings Calendar As Investors Eye Tech, Pharma ResultsPreview next weekâs market movers: jobs data, PMI reports, major earnings from Apple and AMD, and IPO buzz. Read here for more details.
MARKET WIREYahoo • 1d ago
Wendy's (WEN) Draws A Buyout Offer, Does It Look Fairly Valued?Wendy's (WEN) is back in focus after an investor group led by Trian Fund Management offered US$7.35 in cash per share to acquire the remaining 83.7% it does not already own. The takeover proposal has sharply refocused at
MARKET WIREYahoo • 2d ago
Wendy’s and IHOP Face Buyout Bids. Going Private Is Easy, Fixing a Business Is Hard.Private-equity firms are targeting struggling U.S. restaurant chains to revive them away from public-market scrutiny.
MARKET WIRESeekingAlpha • 2d ago
Dine Brands: A Deal I Wouldn't Rush To TakeDine Brands Global, Inc. received a $39/share takeover offer from Cobblers Cove and Arkhouse. Click here to know what this means for DIN stock.
CATALYSTSeekingAlpha • 2d ago
Wingstop: Don't Confuse A Rally With A TurnaroundWingstop Inc. remains a Sell despite its rally, as weak same-store sales, slowing growth, and rich valuation risks persist. Click for this WING earnings update.
MARKET WIREYahoo • 3d ago
Will Nelson Peltz’s $1.4 Billion Wendy’s Buyout Offer Ignite a Bidding War?The Wendy's buyout offer has lifted shares, but a rival bid is far from certain. Weak earnings, cautious analysts, and deal risks could limit further gains for WEN stock investors.
MARKET WIREYahoo • 3d ago
Shareholder urges Wendy’s to reject Peltz’s offerBlackwells Capital said Nelson Peltz’s $1.4 billion offer undervalues the fast-food chain and suggested the board isn’t independent enough to make the decision.
RISK WATCHBenzinga • 3d ago
Argus Research Downgrades Wendy's to SellArgus Research analyst Christine Dooley downgrades Wendy's (NASDAQ:WEN) from Buy to Sell.
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Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring WEN)
- ✓Walkthrough of WEN's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
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WEN // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +3.02%▼ DESCENDING CHANNEL
2026-10-30O $7.20H $7.36L $7.11C $7.17VOL 8.20M
RES: $8.75SUP: $5.41SMA50: $7.06SMA200: $7.36
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
WEN Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle (#30)
-4.8%/yr Implied 5Y Growth
vs. -3.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger (#33)
No active Ellis Vennor swing setup published on WEN today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for WEN. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for WEN today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WEN)
Consumer Discretionary Rank #444 of 1011
⚔️ SG vs WEN Full Matrix →
1. Head-to-Head Consumer Discretionary Peer Comparison (WEN vs. SG, BJRI, ARCO, CBRL)
Industry: Restaurants (51 Tracked Issuers)Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Wendy's Company (WEN) ranks #444 by composite RQD confidence (58/100, grade D+) and #470 by equity capitalization ($1.37B). Within this direct 5-issuer industry benchmark cohort, ARCO leads on earnings valuation at 6.9x trailing P/E, while ARCO leads on capital efficiency and profitability with 18.9% ROIC and 96.0% gross margin. BJRI currently holds the highest overall quantitative score in the immediate peer group at 65/100 (C) compared with WEN at 58/100 (D+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| WEN
ACTIVE
Wendy's Company | D+ | 58/100 | 8.3x | 63.6% | 10.7% | +1.34% | $1.37B | Benchmark Subject |
| SG Sweetgreen Inc. (Class A) | E | 22/100 | — | — | -35.0% | +1.51% | $1.36B | /sg-vs-wen → |
| BJRI BJ's Restaurants Inc. | C | 65/100 | 27.6x | 74.7% | 10.7% | +4.58% | $1.35B | /bjri-vs-wen → |
| ARCO Arcos Dorados Holdings Inc. (Class A) | D+ | 57/100 | 6.9x | 96.0% | 18.9% | -0.29% | $1.45B | /arco-vs-wen → |
| CBRL Cracker Barrel Old Country Store Inc | C | 65/100 | 34.9x | 69.0% | 5.4% | +2.23% | $1.62B | /cbrl-vs-wen → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-28 • CIK 0000030697In its most recent audited fiscal period (FY2025, filed 2025-12-28), Wendy's Company (WEN) reported GAAP revenue of $2.18B (-3.1% vs. FY2024 revenue of $2.25B , and -0.2% cumulative change since FY2023) , GAAP net income of $165.1M, operating cash flow of $344.5M, and free cash flow of $344.5M (-3.0% YoY). On the balance sheet, WEN closed FY2025 with $4.96B in total assets against $2.73B in total debt (Altman Z-Score: 1.02, Piotroski F-Score: 6/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-28 | $2.18B | $165.1M | $344.5M | $344.5M | $4.96B | $2.73B |
| FY2024 (FY) | 2024-12-29 | $2.25B | $194.4M | $355.3M | $355.3M | $5.03B | $2.66B |
| FY2023 (FY) | 2023-12-31 | $2.18B | $204.4M | $345.4M | $345.4M | — | — |
3. WEN Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs WEN stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-01, Wendy's Company (NASDAQ: WEN) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 58/100 at a spot price of $7.17 (+1.34% 1D, market cap $1.37B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 6/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 15/20. Across 1011 tracked Consumer Discretionary issuers, WEN ranks #444 in composite RQD confidence.
How does WEN compare to SG and BJRI in the Consumer Discretionary sector?
Within the Consumer Discretionary sector (Restaurants), WEN carries a Roarable D+ (58/100 RQD), trailing P/E of 8.3x, gross margin of 63.6%, and ROIC of 10.7%. By comparison, SG (Sweetgreen Inc. (Class A)) holds a E grade (22/100 RQD, P/E N/A, ROIC -35.0%, cap $1.36B) and BJRI (BJ's Restaurants Inc.) posts a C grade (65/100 RQD, P/E 27.6x, ROIC 10.7%, cap $1.35B). Among the 5-stock peer group, ARCO leads on earnings multiple (6.9x) while ARCO leads on capital efficiency (18.9% ROIC).
What are the biggest fundamental strengths and SEC risk factors for WEN?
Per WEN's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-28, CIK 0000030697), Wendy's Company generated $2.18B in revenue (-3.1% YoY), $165.1M in net income, and $344.5M in free cash flow against $4.96B in total assets and $2.73B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is WEN trading relative to its 50-day, 200-day, and 52-week technical levels?
WEN last traded at $7.17 (+1.34% on volume of 10,100,482 shares), positioning the stock +1.56% above its 50-day simple moving average ($7.06) and -2.58% below its 200-day simple moving average ($7.36). Across its 52-week range of $5.94 to $10.12, WEN sits at the 29.4% percentile with a 14-day RSI of 61.5 (BULLISH MOMENTUM) and an implied next-earnings move of ±8.1% ($6.59 to $7.75).
WEN Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is WEN stock moving today?
Why WEN Stock advanced +1.34% Today — RQD Quant Desk Flash. Stretched risk/reward at 8x P/E (11% return on capital) under elevated 10-year interest-rate pressure.