What sector is WEN in?

The Wendy's Company is classified under GICS Consumer Discretionary (Restaurants).

What is WEN's last close price?

WEN last closed at $7.83 on 2026-07-16.

WEN

NASDAQNext earnings·Aug 7AnalystsHold·19-1%

The Wendy's Company

Consumer Discretionary · Restaurants

$7.83last close

-25.1%~252d

Price

-25.07% over 1Y

Thesis

as of 2026-07-16

Bull case

6B EV trading at multi-year lows. Breakfast daypart (~7% mix) still ramping versus $MCD ~25%. Digital sales ~20% of US mix; loyalty program 45M members. International unit growth (Asia/EMEA) the remaining structural lever.

00) signals washout pricing, (3) Tanner CEO reset removes Penegor-era execution drag and re-bases capex, (4) breakfast daypart still under-monetized - every 100bps share gain = ~$200M system sales, (5) franchisee health stabilizing post-2024 commodity squeeze.

Bear case

5B market cap - leverage limits buyback flex and pressures dividend coverage if SSS rolls.

•Coca-Cola ($KO) - exclusive fountain beverage supplier; multi-decade renewal, no public end date
•DoorDash ($DASH), Uber Eats ($UBER), Grubhub - third-party delivery; ~10% of US digital sales mix
•Google Cloud ($GOOGL) - AI drive-thru + restaurant-tech partnership announced 2024, FreshAI pilot in ~100 locations
•Palantir ($PLTR) - supply-chain analytics (announced Q3 2024)
•

Analyze WEN· interactive tools

Top correlated· 252d co-movement

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Frequently asked questions

What sector is WEN in?: The Wendy's Company is classified under GICS Consumer Discretionary (Restaurants).
What is WEN's last close price?: WEN last closed at $7.83 on 2026-07-16.

WEN

Price

Thesis

Analyze WEN· interactive tools

Top correlated· 252d co-movement

Frequently asked questions

Recent news· high-signal only

Key levels

Facts