Q2 2025 Wendy's Co Earnings Call Transcript
Key Points
- The Wendy's Co (WEN) opened 118 new restaurants in the first half of 2025, maintaining a target of 2% to 3% net new unit growth for the year.
- International business showed strong performance with systemwide sales growth of 8.7% and adjusted EBITDA growth of 23.9%.
- Investments in operational excellence are yielding positive results, with improved customer satisfaction scores in both traditional and digital channels.
- The company returned over $262 million to shareholders in the first half of 2025 through dividends and share repurchases.
- New data analytics capabilities are being leveraged to better understand consumer behavior and tailor marketing and menu innovations.
- US topline results and outlook for the rest of the year are below initial expectations due to a challenging consumer and competitive environment.
- Global systemwide sales declined by 1.8%, driven by a decrease in US same-restaurant sales.
- US same-restaurant sales were down 3.6%, with a notable decline in traffic.
- The 100 days of summer programming was too complex, leading to execution challenges and mixed results.
- Full-year global systemwide sales are now expected to decline between 3% and 5%, with adjusted EBITDA and EPS guidance lowered.
Good morning. Welcome to The Wendy's Company earnings results conference call. (Operator Instructions)
Thank you. You may begin your conference.
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Good morning. and thank you for joining our fiscal 2025 2nd quarter earnings conference call. After this brief introduction, Ken Cook, Interim Chief Executive Officer, will provide a business update and then Suzie Thuerk, Chief Accounting Officer and Global Head of FP&A, will review our second quarter results, share capital allocation priorities and our updated 2025 outlook. From there, we will open up the line for questions.
Today's conference call and webcast includes a presentation, which is available on our Investor Relations website, ir.wendys.com. Before we begin, please take note of the safe harbor statement that appears at the end of today's earnings release.
This disclosure reminds investors that certain information we discuss today is forward-looking and reflects our current expectations
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