애널리스트악재
WEN Gets Consensus 'Reduce' Rating, PT $7.78 from 21 Firms영어 원문
Multiple brokerages cut ratings, reflecting fundamental pressure; stock rebounds slightly after multi-year low
첫날 -0.6% · 5일 후 -4.6%
기업악재
Wendy's Top Franchisee Meritage Bankruptcy Weighs on Stock영어 원문
Franchisee with 314 locations files Chapter 11, defaulting on $150M debt, pressuring Wendy's
첫날 -3.6% · 5일 후 -2.8%
›전개 과정 2회
- 2026-09-18 Bankruptcy of 314-store operator underscores Wendy's shrinking footprint and sales declines
- 2026-09-19 Franchisee with 314 locations files Chapter 11, defaulting on $150M debt, pressuring Wendy's
이전 이벤트 16건›
제품
$WEN live on Solana via Sunrise, issued by Backpack Securities영어 원문
Multiple sources confirm $WEN is now live on Solana via Sunrise, issued by Backpack Securities
첫날 +2.6% · 5일 후 -11.7%
M&A·자금조달악재
Trian Says No Wendy's Bid for Now, Take-Private Hopes Dashed영어 원문
Trian drops plans for take-private bid, contrasting earlier reports, shares fall
첫날 -13.5% · 5일 후 +0.8%
8-K 공시
8-K: 이사·임원 변동
첫날 -2.1% · 5일 후 +8.1%
실적악재
Wendy's Cuts Dividend and Withdraws 2026 Outlook After Q2영어 원문
Q2 call reveals steep traffic declines and broad turnaround reset; guidance withdrawn.
첫날 -5.1% · 5일 후 +18.1%
›전개 과정 4회
- 2026-08-09 New CEO admits quality/service issues; dividend cut, $2.76B debt weigh
- 2026-08-10 Q2 SSS weaker than expected, traffic pressure persists; Jefferies says near-term trends remain challenged
- 2026-08-10 Jefferies flags weaker-than-expected Q2 SSS and challenged near-term trends, compounded by dividend cut.
- 2026-08-11 Q2 call reveals steep traffic declines and broad turnaround reset; guidance withdrawn.
실적악재
Wendy's New CEO Acknowledges Food & Service Issues, Launches Turnaround영어 원문
New CEO admits quality/service issues drove customers away amid turnaround; dividend cut signals capital shift to strengthen system.
첫날 -5.1% · 5일 후 +18.1%
›전개 과정 4회
- 2026-08-08 New CEO cites quality/service issues; comps -3.6%, traffic -12.5%, debt $2.76B
- 2026-08-09 Q2 US comps -3.6%, traffic -12.5%, debt $2.76B, new CEO admits quality/service issues
- 2026-08-09 New CEO admits quality/service issues drove customers away, aligning with Q2 traffic drop and dividend cut
- 2026-08-09 New CEO admits quality/service issues drove customers away amid turnaround; dividend cut signals capital shift to strengthen system.
실적악재
Wendy's new CEO acknowledges food and service issues, launches turnaround initiative영어 원문
New CEO admits food quality and service issues turned customers away, initiating turnaround, aligning with post-Q2 dividend cut.
첫날 +4.1% · 5일 후 +12.4%
›전개 과정 3회
- 2026-08-07 Multiple sources confirm earnings timing; implied move ~±7%
- 2026-08-08 New CEO cites quality/service issues; US comps -3.6%, traffic -12.5%; FY26 guide withdrawn, dividend cut.
- 2026-08-09 New CEO admits food quality and service issues turned customers away, initiating turnaround, aligning with post-Q2 dividend cut.
실적
실적 발표
첫날 +4.1% · 5일 후 +12.4%
8-K 공시
8-K: 실적 공시
첫날 +4.1% · 5일 후 +12.4%
8-K 공시
8-K: 이사·임원 변동
첫날 +4.9% · 5일 후 +0.3%
제품
Wendy's Offers $1 Frosty for National Ice Cream Day영어 원문
Rewards members get early access to $1 classic Frosty on July 19, a summer promo
첫날 +5.1% · 5일 후 -8.4%
기타
WEN Options Stay Anomalous: Puts and Total Volume Spike영어 원문
Multiple independent sources flag WEN options anomalies over two days, with rising put volume and falling IV
첫날 -6.7% · 5일 후 +17.3%
›전개 과정 5회
- 2026-06-25 WallStreetBets post triggers retail frenzy, stock rebounds from 20-year low
- 2026-07-01 Watchers surge 50% post-WSB, unusual options activity reflects heightened interest
- 2026-07-02 Multiple sources report surging options volume and rising implied volatility for WEN, with attention not fading
- 2026-07-07 MarketRebels flags WEN again for unusual put volume, extending two-week attention without specific numbers.
- 2026-07-15 Multiple independent sources flag WEN options anomalies over two days, with rising put volume and falling IV
M&A·자금조달
WEN Unusual Options Activity: 122K Calls vs 23K Puts영어 원문
Multiple sources confirm unusual call volume surge, short interest rising, high market attention
첫날 +0.4% · 5일 후 -10.1%
M&A·자금조달
WEN Unusual Options Activity: 196K Puts, Plus 720 Aug $10 Calls영어 원문
Multiple independent sources flag unusual options volume, but no new fundamental facts
첫날 +5.9% · 5일 후 -5.8%
기업
Wendy's Names Former Potbelly Exec as CFO and Chief Strategy Officer영어 원문
Executive change coincides with Reddit retail frenzy, stock surges 42% and halts
첫날 -6.7% · 5일 후 +17.3%
8-K 공시
8-K: 이사·임원 변동, Reg FD 공시
첫날 +1.5% · 5일 후 +32.4%
8-K 공시
8-K: 이사·임원 변동
첫날 -0.4% · 5일 후 +0.9%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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