Wendy’s Guidance Miss and 10.1% Sales Drop Push Shares to 13-Year Low
Wendy’s Q4 revenue fell 5.5% year on year to $543 million, beating forecasts by 1.3%, and non-GAAP EPS of $0.16 topped estimates by 10.4%. Full-year guidance of $0.58 EPS and $470 million EBITDA missed estimates by 32% and 9%, same-store sales dropped 10.1% and shares sank to a 13-year low.
1. Q4 Earnings Beat Forecasts
Wendy’s Q4 CY2025 revenue totaled $543 million, down 5.5% year on year but 1.3% above forecasts, and non-GAAP EPS of $0.16 beat estimates by 10.4%.
2. 2026 Outlook Misses Estimates
Full-year 2026 guidance calls for $0.58 adjusted EPS and $470 million EBITDA, missing consensus by 32% and 9% and underscoring earnings pressure.
3. Same-Store Sales Plunge
Same-store sales declined 10.1% year on year, deepening from a 4.3% drop in the prior year, reflecting persistent U.S. market challenges.
4. Shares Near 13-Year Low
The stock fell over 7% after results, trading near a 13-year low as weak guidance and falling sales weighed on investor sentiment.