NASDAQ$WEN

Wendy's · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Wendy's reported Q2 2026 results with revenue of $571 million amid declining same-restaurant sales.

The Wendy's Company reported unaudited results for the second quarter ended June 28, 2026, showing total revenues of approximately $571 million and global systemwide sales of about $3.4 billion. Net income reached $32.6 million with adjusted EBITDA of $124.1 million, while U.S. and international same-restaurant sales declined. New leadership outlined initial turnaround plans and withdrew 2026 outlook.

  • Global systemwide sales decreased 6.5% year-over-year, with U.S. same-restaurant sales down 7.0% and international down 2.3%.
  • Reported diluted EPS was $0.17 and adjusted EPS was $0.18.
  • Net income was $32.6 million; company reduced dividend and withdrew full-year 2026 outlook to support turnaround.
  • Free cash flow for the first half was $120.3 million; no share repurchases in the quarter.

Headline financials

Total Revenue

$561M

Previous: $571M-1.7%
EPS (adj)

$0.18

Previous: $0.27-33.3%
Net Income

$55.1M

Previous: $54.6M+0.9%
Operating Income

$104M

Previous: $99.5M+4.8%

Revenue & EPS history

Wendy's · Revenue · Quarterly

$561M

Q2 2025-1.7%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Wendy's · $551M total across 5 segments · Q3 2023

  • Company-operated sales
    $235M
  • Franchise royalty revenue
    $130M
  • Advertising funds revenue
    $109M
  • Franchise rental income
    $57.6M
  • Franchise fees
    $19.3M

Forward guidance

Company withdraws 2026 financial outlook as new leadership assesses business and formulates comprehensive turnaround plan.

Headwinds

  • Withdrew 2026 outlook due to performance issues.
  • Reduced dividend to support turnaround initiatives.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.1%

Avg return

Earnings day

+0.6%

Avg return

5 days after

-0.2%

Avg return

30 days after

52%

32 / 62 earnings

Positive

+10.3%

Q2 2019

Best reaction

-12.5%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-3.9%+17.8%-3.3%
Q4 2025+2.9%+12.5%-1.4%
Q3 2025+1.6%-1.1%-4.4%
Q1 2025+0.2%-5.8%-8.7%
Q4 2024+3.8%+5.4%+7.9%
Q3 2024-3.2%-2.7%-9.6%
Q2 2024-0.3%-1.0%-0.1%
Q1 2024+1.6%-0.8%-11.1%
Q4 2023-4.4%-6.8%-4.9%
Q3 2023+1.4%-0.9%+2.9%
Q2 2023-0.8%-0.6%-9.4%
Q1 2023+1.1%+3.7%-3.3%
Q4 2022+2.1%-1.0%-0.8%
Q3 2022+4.8%+0.4%+13.2%
Q2 2022+0.9%+0.2%-2.7%
Q1 2022-5.0%-3.9%+0.3%
Q4 2021-0.3%-5.3%-3.4%
Q3 2021-6.1%-4.8%-3.1%
Q2 2021+6.7%+7.4%+1.7%
Q1 2021-1.3%+1.9%+5.9%
Q3 2020-4.1%-3.1%-4.1%
Q2 2020-6.6%-7.7%-9.4%
Q1 2020+8.9%+12.3%+21.5%
Q4 2019-12.5%-14.5%-38.7%
Q3 2019+0.7%-0.2%+3.5%
Q2 2019+10.3%+7.7%+23.6%
Q1 2019+1.8%+0.9%+7.6%
Q4 2018+0.3%-3.1%-6.8%
Q3 2018-2.4%+2.2%+3.1%
Q2 2018+1.1%+3.4%+2.2%
Q1 2018-0.9%-1.4%+1.1%
Q4 2017+4.8%+3.2%+4.3%
Q3 2017-0.3%-2.7%+3.5%
Q2 2017+0.3%+1.4%-5.6%
Q1 2017+5.5%+6.8%+2.9%
Q4 2016-1.5%-1.5%-5.9%
Q3 2016+1.4%+5.1%+24.2%
Q2 2016-2.5%+0.6%+0.2%
Q1 2016-6.5%
Q4 2015-6.2%
Q3 2015+3.0%
Q2 2015-3.2%
Q1 2015+7.4%
Q4 2014+4.8%
Q3 2014+3.0%
Q2 2014+2.0%
Q1 2014-0.8%
Q4 2013-6.0%
Q3 2013-8.3%
Q2 2013+6.6%
Q1 2013-5.4%
Q4 2012+0.2%
Q3 2012+4.5%
Q2 2012-2.0%
Q1 2012-1.9%
Q3 2011-5.8%
Q2 2011+9.7%
Q1 2011+2.7%
Q4 2010+5.7%
Q3 2010-5.2%
Q2 2010-2.2%
Q1 2010-8.3%

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