에 대한 최신 뉴스 Wendy's (NASDAQ:WEN) 주식

Wendy's

The Wendy's Company is the second-largest burger quick-service restaurant, or QSR, chain in the United States by systemwide sales, with $12.3 billion in 2023, narrowly edging Burger King ($11.5 billion) and clocking in well behind wide-moat McDonald's ($53.1 billion). After divestitures of Tim Hortons (2006) and Arby's (2011), the firm manages just the burger banner, generating sales across a footprint that spanned almost 7,157 total stores in 30 countries as of year-end 2023. Wendy's generates revenue from the sale of hamburgers, chicken sandwiches, salads, and fries throughout its company-owned footprint, through franchise royalty and marketing fund payments remitted by its franchisees, which account for 94% of stores, and through franchise flipping and advisory fees.

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넬슨 펠츠가 이끄는 헤지펀드 트라이언 펀드 매니지먼트(Trian Fund Management)는 3분기 13F 공시에서 2024년 미국 대통령 선거를 앞두고 주요 기업에 대해 대규모 투자 엑시트 단행했던 포트폴리오 변화를 공개했다.

넬슨 펠츠가 이끄는 트라이언 펀드 매니지먼트의 美 대선 전 포트폴리오 재구성

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지난 4월부터 캘리포니아 주 내 패스트푸드 직원들은 최저 시급 20달러를 받게 되었다. 이번 달 초부터 시행된 새 법률 덕분에 미국 전역에 60개 이상의 매장을 보유한 캘리포니아의 패스트푸드 체인점들은 그들의 직원들에게 더 많은 임금을 지급해야 한다. 작은 규모의 패스트푸드 점포들은 여전히 시간당 16달러의 주 최저임금을 적용받는다.

캘리포니아 주의 대형 패스트푸드 체인점들의 핫 이슈: 최저 시급 20달러

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시장이 혼란스럽고 불확실한 시기에 많은 투자자들은 배당수익률이 높은 주식에 관심을 갖곤 한다. 이들은 잉여 현금 흐름이 높고 주주들에게 높은 배당금 지급으로 보상하는 회사인 경우가 많다.Benzinga(벤징가)의 독자들은 분석가 주식 평가 페이지를 방문하여 자신이 좋아하는 주식에 대한 최신 분석가의 의견을 검토할 수 있다. 거래자는 분석 정확도를 포함하여 Benzinga의 광범위한 분석 등급 데이터베이스를 정렬할 수 있다.

월가에서 가장 정확한 분석가들은 4% 이상의 배당 수익률을 가진 이 3가지 소비재 주식 보유 권고

The Wendy's Co

WEN Token - United States Dollar

SUMMUS SOLUTIONS NV by Summus Solutions N.V.

MSCI WD ENG ESG ETF

ISH MSCI WORLD E ETF

WENTWORTH RESSOURCES ORD

WENDYS ORD

Trian Fund Management, the hedge fund led by Nelson Peltz, disclosed substantial portfolio changes in its third-quarter 13F filing, making notable exits from major companies before the <a href="https://www.benzinga.com/economics/macro-economic-events/24/11/41772701/trumps-historic-return-7-ways-his-second-term-could-impact-the-us-economy">2024 U.S. presidential election</a>. 
What Happened: The fund sold off its entire stakes in GE HealthCare Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GEHC#NASDAQ">GEHC</a>) (1.34 million shares), Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) (2.65 million shares) and Rentokil Initial plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTO#NYSE">RTO</a>) (470,000 shares). 
These exits suggest a cautious pivot from sectors like healthcare and entertainment, which face both market challenges and macroeconomic pressures.
Trian also reduced its stakes in several core holdings. The fund cut its position in Wendy&#8217;s Co (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) by 3%, reducing its shares from 31.5 million to 30.5 million, and scaled down its investment in asset manager Invesco Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) by 15%, from 27.2 million to 23.1 million shares.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41988194/trump-plans-to-erase-ev-tax-credit-analyst-says-its-net-bullish-calls-sell-off-wrong-knee-jerk-reaction">Trump Plans To Erase EV Tax Credit: Tesla Analyst Says It&#8217;s &#8216;Net Bullish,&#8217; Calls Sell-Off &#8216;Wrong Knee-Jerk Reaction&#8217;</a>
The most substantial reduction came in Allstate Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALL#NYSE">ALL</a>), where Trian slashed its holdings by 69%, to 613,447 shares. These reductions reflect a strategic tightening in sectors affected by recent market volatility and economic uncertainty.
What Else: However, Trian strengthened its position in select companies, raising its stake in Solventum Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SOLV#NYSE">SOLV</a>) from 5.36 million to 7.13 million shares, and held its positions steady in Janus Henderson Group PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JHG#NYSE">JHG</a>) and General Electric Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>) as its top holdings.
This targeted increase aligns with Trian's confidence in sectors that may benefit from potential industrial and financial sector growth.
Soon after Trian's portfolio moves in the third quarter, Donald Trump's victory in the 2024 U.S. presidential election was confirmed, along with a Republican majority in the Senate.
Trump's policy agenda, which includes corporate tax cuts, increased tariffs and a potential rollback of green energy initiatives, is expected to significantly impact markets. 
Sectors like traditional manufacturing, defense and energy may see gains under Trump's administration, aligning with Trian's portfolio shifts, especially in industrial and financial investments.
Trian's recent moves highlight a forward-looking strategy as the hedge fund prepares for an evolving economic landscape shaped by Trump's return to the White House.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/24/11/41984278/jim-simons-renaissance-technologies-shifts-gears-microsoft-in-tesla-out-palantir-on-top">Jim Simons&#8217; Renaissance Technologies Shifts Gears: Microsoft In, Tesla Out, Palantir On Top</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Nelson Peltz's Trian Fund Management Reshaped Portfolio Ahead Of Presidential Election

FERG

Trian Fund Management 13F Shows Decreased Stake In Wendy's Co. By 3% From 31,507,868 To 30,512,595 Shares; Decreased Stake In Invesco By 15% From 27,223,734 To 23,173,442 Shares; Decreased Stake In Ferguson Plc New By 35% From 1,953,863 To 1,270,810 Shares; Decreased Stake In The Allstate Corp By 69% From 2,013,508 To 613,447 Shares

Wendy&#8217;s Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) is using artificial intelligence from data analytics firm Palantir Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) to manage its supply of <a href="https://www.benzinga.com/general/restaurants/24/10/41149776/wendys-is-ready-kids-and-adults-spongebob-squarepants-collaboration-includes-pineapple-frosty">burgers, fries and Frosty's.</a> 
The Details: Wendy's supply chain purchases are handled by an independent co-op group that first tested Palantir's technology last year amid tight profit margins and increasing pressure from inflation, according to a Bloomberg <a href="https://www.bloomberg.com/news/articles/2024-11-07/wendy-s-wen-1-frosty-deal-made-easier-with-ai-from-palantir-pltr?sref=TBDibEcD">report.</a> The group is using Palantir's system to spot shortages and suggest solutions like placing an order from a supplier. 
Read Next: <a href="https://www.benzinga.com/news/24/11/41781921/what-does-trumps-victory-mean-for-ev-giant-tesla-and-the-big-3-automakers">What Does Trump&#8217;s Victory Mean For EV Giant Tesla And The Big 3 Automakers?</a>
Pete Suerken, who leads the purchasing co-op, said the system's AI learns over time and can suggest a specific warehouse, after considering factors such as cost and the probability of the items arriving on time. The software <a href="https://www.benzinga.com/markets/equities/24/08/40220301/whats-going-on-with-palantir-stock-today">can predict</a> when specific products will run out by analyzing current and historical sales figures.&nbsp;
Suerken praised Palantir's platform and said it was "so much better" than spreadsheets and other customary inventory management methods. He also said the return on investment is "significant." 
Wendy's recently asked the supply chain program to identify shortages restaurants could face over the following three weeks and then staff trained the model by showing how the shortages should be solved. Wendy's purchasing group plans to eventually allow the AI model to manage smaller inventory and ordering tasks autonomously and without human intervention. 
"Three or four years from now, if you're not doing this, you'll be at a distinct disadvantage," said Suerken. "This is something that, as an industry, will change the way we work."&nbsp;
WEN, PLTR Price Action: According to data from <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>, Wendy's shares are down 1.54% at $20.08 and Palantir shares are down 2.13% at $54.32 at the time of publication Thursday. 
Read Also:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/news/24/10/41561955/dollar-general-aims-to-draw-customers-from-walmart-amazon-with-holiday-sales-events">Dollar General Aims To Draw Customers From Walmart, Amazon With Holiday Sales Events</a></li>
</ul>
Photo: Shutterstock

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General

PLTR

Wendy's Uses Palantir AI Tech To Manage Burger, French Fry Inventories; Return On Investment Is 'Significant'

BMO Capital analyst Andrew Strelzik maintains Wendy's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) with a Market Perform and raises the price target from $19 to $20.

BMO Capital Maintains Market Perform on Wendy's, Raises Price Target to $20

Truist Securities analyst Jake Bartlett maintains Wendy's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) with a Buy and raises the price target from $21 to $22.

Truist Securities Maintains Buy on Wendy's, Raises Price Target to $22

Wedbush analyst Nick Setyan reiterates Wendy's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) with a Neutral and maintains $20 price target.

Reiteration

Wedbush Reiterates Neutral on Wendy's, Maintains $20 Price Target

Stephens &amp; Co. analyst Jim Salera reiterates Wendy's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) with a Equal-Weight and maintains $19 price target.

Stephens & Co. Reiterates Equal-Weight on Wendy's, Maintains $19 Price Target

The Wendy's Co&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) shares are trading lower after the company reported&nbsp;third-quarter&nbsp;2024 revenue growth of&nbsp; 2.9%&nbsp;year-over-year to&nbsp;$566.7 million,&nbsp;beating the analyst consensus <a target="_blank" href="https://www.benzinga.com/pressreleases/24/10/n41648703/the-wendys-company-reports-third-quarter-2024-results" rel="noreferrer noopener">estimate of&nbsp;$560.75 million.</a>
<ul>
<li>Adjusted revenues increased&nbsp;0.5%&nbsp;to&nbsp;$443.6 million. Systemwide sales in the U.S. rose&nbsp;0.9%, and International increased&nbsp;7.7%.</li>
<li>Global same-restaurant sales growth was 0.2%. U.S. company-operated restaurant margin was 15.6% (flat year-on-year).</li>
<li>Wendy&#8217;s strengthened its &#8220;digital and loyalty platforms,&#8221; CEO Kirk Tanner said.</li>
<li>Operating profit for the quarter declined&nbsp;6.8%&nbsp;year over year to&nbsp;$94.7 million. Adjusted EBITDA was&nbsp;$135.2 million&nbsp;versus&nbsp;$139.2 million&nbsp;year over year.</li>
<li>Operating profit decreased due to increased breakfast advertising costs, higher depreciation, and higher general and administrative expenses.</li>
<li>Adjusted EPS of 25 cents <a href="https://www.benzinga.com/earnings" target="_blank" rel="noreferrer noopener">in line with the consensus estimate.</a></li>
<li>As of June, the company held $482.2 million in cash, cash equivalents, and restricted cash of $35.180 million.</li>
<li>Operating cash flow for the nine months totaled $286.7 million, with a free cash flow of $234.1 million.</li>
</ul>
Buyback: In the third quarter of 2024, the company repurchased 1.5 million shares for $25.2 million and 0.2 million shares for $2.7 million through Oct. 24. Approximately $247.7 million remains available as of October 24 under the company's existing share repurchase authorization that expires in February 2027.
Dividend: The company declared its regular quarterly cash dividend of 25 cents per share, payable on December 16, to shareholders of record as of Dec. 2.
2024&nbsp;Outlook:&nbsp;Wendy's now expects adjusted EPS of&nbsp;$0.99-$1.01 (vs.&nbsp;$0.99&nbsp;Estimate) compared to <a href="https://www.benzinga.com//node/40103091" target="_blank" rel="noreferrer noopener">the prior view of&nbsp;$0.98-$1.02</a>.
The company continues to see adjusted EBITDA of&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">$535 million-$545 million</a>.
WEN now sees Global systemwide sales growth of&nbsp;3% (vs. 3%&nbsp;to&nbsp;5% earlier) and reiterated guidance for cash flows from operations of&nbsp;$365 million&nbsp;to&nbsp;$385 million, and free cash flow of&nbsp;$275 million&nbsp;to&nbsp;$285 million.
Investors can gain exposure to the stock via VictoryShares US Small Cap High Div Volatility Wtd ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSB#NASDAQ">CSB</a>) and ETC 6 Meridian Low Beta Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SIXL#NYSE">SIXL</a>).
Price Action: Wendy&#8217;s shares are down 4.43% at $19.41 at the last check Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/restaurants/24/10/41149776/wendys-is-ready-kids-and-adults-spongebob-squarepants-collaboration-includes-pineapple-frosty" target="_blank" rel="noreferrer noopener">Wendy&#8217;s Is Ready, Kids (And Adults): SpongeBob SquarePants Collaboration Includes Pineapple Frosty, Krabby Patty Burgers</a></li>
</ul>
Image: Shutterstock

Earnings

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Mid Cap

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Movers

SIXL

Wendy's Mixed Q3: EPS Outlook Narrows Despite Revenue Beats, Sales Growth

Wendy's Company Sees FY24 Adjusted EPS Of $0.99-$1.01 Vs. $0.99 Estimate (Prior View: $0.98-$1.02)

Wendy's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) reported quarterly earnings of $0.25 per share which met the analyst consensus estimate. The company reported quarterly sales of $566.739 million which beat the analyst consensus estimate of $560.746 million by 1.07 percent. This is a 2.94 percent increase over sales of $550.555 million the same period last year.

Earnings Beats

Wendy's Q3 2024 Adj. EPS $0.25, Inline, Sales $566.739M Beat $560.746M Estimate

Wendy's's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NYSE">WEN</a>) short percent of float has fallen 7.67% since its last report. The company recently reported that it has 12.39 million shares sold short, which is 8.43% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.3 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Wendy's Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1729884612_0_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Wendy's has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Wendy's's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Wendy's's peer group average for short interest as a percentage of float is 11.04%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Peering Into Wendy's's Recent Short Interest

In the latest quarter, 18 analysts provided ratings for Wendy's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>), showcasing a mix of bullish and bearish perspectives.
The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">16</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">10</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for Wendy's, presenting an average target of $19.49, a high estimate of $29.00, and a low estimate of $17.00. This current average represents a 3.47% decrease from the previous average price target of $20.19. 
<img src="https://www.benzinga.com/files/images/story/2024/1729105209_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
The standing of Wendy's among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Andrew Charles</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Hold</td>
<td>$19.00</td>
<td>$17.00</td>
</tr>
<tr>
<td>Jim Salera</td>
<td>Stephens &amp; Co.</td>
<td>Maintains</td>
<td>Equal-Weight</td>
<td>$19.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>Jon Tower</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$18.75</td>
<td>$18.00</td>
</tr>
<tr>
<td>John Ivankoe</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$22.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Andrew Charles</td>
<td>TD Cowen</td>
<td>Maintains</td>
<td>Hold</td>
<td>$17.00</td>
<td>$17.00</td>
</tr>
<tr>
<td>Jim Salera</td>
<td>Stephens &amp; Co.</td>
<td>Maintains</td>
<td>Equal-Weight</td>
<td>$19.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>Ivan Feinseth</td>
<td>Tigress Financial</td>
<td>Maintains</td>
<td>Buy</td>
<td>$29.00</td>
<td>$29.00</td>
</tr>
<tr>
<td>Nick Setyan</td>
<td>Wedbush</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$18.00</td>
<td>$19.50</td>
</tr>
<tr>
<td>Lauren Silberman</td>
<td>Deutsche Bank</td>
<td>Lowers</td>
<td>Hold</td>
<td>$18.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Chris O'Cull</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Hold</td>
<td>$19.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Andrew Strelzik</td>
<td>BMO Capital</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$19.00</td>
<td>$22.00</td>
</tr>
<tr>
<td>Jeffrey Bernstein</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$18.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Brian Mullan</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$19.00</td>
<td>$23.00</td>
</tr>
<tr>
<td>Nick Setyan</td>
<td>Wedbush</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$18.00</td>
<td>$19.50</td>
</tr>
<tr>
<td>Jim Salera</td>
<td>Stephens &amp; Co.</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$19.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Nick Setyan</td>
<td>Wedbush</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$19.50</td>
<td>$19.50</td>
</tr>
<tr>
<td>Jim Salera</td>
<td>Stephens &amp; Co.</td>
<td>Maintains</td>
<td>Equal-Weight</td>
<td>$20.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Nick Setyan</td>
<td>Wedbush</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$19.50</td>
<td>$21.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Wendy's. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Wendy's compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Wendy's's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Wendy's's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/WEN/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Wendy's analyst ratings.</a>
<h2>Delving into Wendy's's Background</h2>
The Wendy's Company is the second-largest burger quick-service restaurant, or QSR, chain in the United States by systemwide sales, with $12.3 billion in 2023, narrowly edging Burger King ($11.5 billion) and clocking in well behind wide-moat McDonald's ($53.1 billion). After divestitures of Tim Hortons (2006) and Arby's (2011), the firm manages just the burger banner, generating sales across a footprint that spanned almost 7,157 total stores in 30 countries as of year-end 2023. Wendy's generates revenue from the sale of hamburgers, chicken sandwiches, salads, and fries throughout its company-owned footprint, through franchise royalty and marketing fund payments remitted by its franchisees, which account for 94% of stores, and through franchise flipping and advisory fees.
<h3>Wendy's: A Financial Overview</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Positive Revenue Trend: Examining Wendy's's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 1.63% as of 30 June, 2024, showcasing a substantial increase in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Consumer Discretionary sector.
Net Margin: Wendy's's net margin excels beyond industry benchmarks, reaching 9.57%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Wendy's's ROE stands out, surpassing industry averages. With an impressive ROE of 19.26%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Wendy's's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of 1.06%, the company may face hurdles in achieving optimal financial performance.
Debt Management: Wendy's's debt-to-equity ratio surpasses industry norms, standing at 14.99. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
<h2>The Significance of Analyst Ratings Explained</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

18 Analysts Assess Wendy's: What You Need To Know

TD Cowen analyst Andrew Charles maintains Wendy's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) with a Hold and raises the price target from $17 to $19.

TD Cowen Maintains Hold on Wendy's, Raises Price Target to $19

In the current session, the stock is trading at $19.06, after a 2.36% spike. Over the past month, Wendy's Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) stock increased by 7.30%, and in the past year, by 1.32%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.

<img src="https://www.benzinga.com/files/images/story/2024/1728918010_0.png" alt="Past Year Chart" />

<h3>Comparing Wendy's P/E Against Its Peers</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Wendy's has a lower P/E than the aggregate P/E of 82.01 of the Hotels, Restaurants &amp; Leisure industry. Ideally, one might believe that the stock might perform worse than its peers, but it's also probable that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2024/1728918010_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

P/E Ratio Insights for Wendy's

Citigroup analyst Jon Tower maintains Wendy's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) with a Neutral and raises the price target from $18 to $18.75.

Citigroup Maintains Neutral on Wendy's, Raises Price Target to $18.75

Restaurant company Wendy's Co (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) may have a secret weapon up its sleeve in the battle of fast food restaurants as the industry competes<a href="https://www.benzinga.com/general/restaurants"> to win customers.</a>
What Happened: While most restaurants are focused on <a href="https://www.benzinga.com/news/24/06/39428015/mcdonalds-announces-5-value-meal-as-it-looks-to-win-back-customers-were-committed-to-winning-the-val">value menu offerings,</a> Wendy's is turning its attention to a collaboration with one of the most well-known television characters in the last 25 years.
Wendy's announced Wednesday that it is collaborating with Paramount Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>) owned Nickelodeon to celebrate the 25th anniversary of "SpongeBob SquarePants."
The restaurant company is rolling out its Krabby Patty Kollab that includes several menu items available at participating Wendy's locations for a limited time beginning Oct. 8. On Oct. 7 a Los Angeles location will offer an early sneak peek of the collaboration with "an immersive Wendy's drive-thru experience."
Wendy's is launching the following unique exclusive menu items:
<ul>
<li>Pineapple Under the Sea Frosty: iconic vanilla frosty with pineapple mango flavored puree swirl</li>
<li>Krabby Patty Kollab Burger: quarter pound of Wendy's fresh, never frozen beef, with two slices of American cheese, crip lettuce, tomato, pickle, onion, and a top-secret Krabby Kollab sauce on a toasted premium bun</li>
<li>"The Krabby Patty Kollab menu items are worth the wait for both ‘SpongeBob SquarePants' fands and Wendy's customers alike," the restaurant company said.</li>
</ul>
Wendy's will be the exclusive restaurant brand to partner on the "SpongeBob SquarePants" inspired menu items.
"In a world of people cutting corners, Wendy's is known for quality in everything we do – from our fresh, famous food to collaborations with brands that our fans love," Wendy's U.S. Chief Marketing Officer Lindsay Radkoski said.
Radkoski said the hope is that fans of all ages enjoy the collaboration of "two of the most iconic squares in pop culture."
Read Also: <a href="https://www.benzinga.com/news/earnings/24/08/40103091/wendys-q2-performance-revenue-below-expectations-increased-costs-impact-operating-profit">Wendy&#8217;s Q2 Performance: Revenue Below Expectations, Increased Costs Impact Operating Profit</a>
Why It's Important: The partnership could prove beneficial for Wendy's. It will likely highlight the company's unique square beef patties on its burgers. The partnership also highlights how Wendy's went from having one Frosty flavor to offering limited time flavors.
In 2006, Wendy's launched a vanilla Frosty alongside its signature chocolate flavor. Over the years, Wendy's has also offered flavors like strawberry, orange dreamsicle and triple berry.
Restaurant companies have been partnering with celebrities for years mainly through advertisements. McDonald's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>) turned to celebrities for partnered meals that in some cases brought huge traffic to locations. McDonald's <a href="https://www.benzinga.com/general/entertainment/22/09/29059898/happy-meals-for-adults-coming-to-mcdonalds-heres-how-kanye-west-could-be-involved">partnered with the likes </a>of BTS, Saweetie, J Balvin and Travis Scott on meals.
Wendy's missed revenue estimates in the second quarter. Over the last five quarters, the company has missed revenue five straight times. However, it beat earnings per share expectations three times, according to data <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100224&amp;t=be2bearmibe3na1">from Benzinga Pro</a>.
The restaurant company is expected to report third-quarter financial results in October. While the quarter won't include the results of the SpongeBob collaboration, the report could be a potential catalyst for Wendy's.
If the company misses estimates, it could focus on the fourth quarter and how the collaboration is performing. If the company beats estimates, it could have extra optimism if it can point to how the collaboration is performing.
Price Action: Wendy's stock is down 1.1% to $17.46 on Wednesday, versus a 52-week trading range of $15.62 to $20.65.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/restaurants/24/06/39316216/wendys-is-a-show-me-story-goldman-sachs-analyst-says-fast-food-joints-like-chipotle-dominos-a">Wendy&#8217;s Is A &#8216;Show Me&#8217; Story, Goldman Sachs Analyst Says: Fast Food Joints Like Chipotle, Domino&#8217;s Are Still Hot</a></li>
</ul>
Image: Shutterstock

PARA

PARAA

Wendy's Is Ready, Kids (And Adults): SpongeBob SquarePants Collaboration Includes Pineapple Frosty, Krabby Patty Burgers

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a<a href="https://www.benzinga.com/yield-investments"> high dividend payout</a>.
Benzinga readers can review the latest analyst takes on their favorite stocks by visiting <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock Ratings</a> page. Traders can sort through Benzinga's extensive database of analyst ratings, including <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">by analyst accuracy</a>.
Below are the ratings of the most accurate analysts for three high-yielding stocks in the consumer discretionary sector.
<h3 class="wp-block-heading">Kohl&#8217;s Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KSS#NYSE">KSS</a>)</h3>
<ul>
<li>Dividend Yield: 9.66%</li>
<li>JP Morgan analyst Matthew Boss downgraded rating on the stock from Neutral to Underweight with a price target of $19 on Aug. 29. This analyst has an accuracy rate of 68%.</li>
<li>Evercore ISI Group analyst Michael Binetti maintained an In-Line rating and slashed the price target from $22 to $20 on Aug. 29. This analyst has an accuracy rate of 62%.</li>
<li>Recent News: On Aug. 28, Kohl's posted better-than-expected second-quarter financial results.</li>
<li>Benzinga Pro's real-time newsfeed alerted to <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100224&amp;t=be2bearmibe3na1">latest KSS news</a>.</li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100224&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="905" height="847" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02083526/image-4.png" alt="" class="wp-image-576408" style="width:692px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02083526/image-4.png 905w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02083526/image-4-300x281.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02083526/image-4-768x719.png 768w" sizes="(max-width: 905px) 100vw, 905px" /></a></figure>
<h3 class="wp-block-heading">Guess?, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GES#NYSE">GES</a>)</h3>
<ul>
<li>Dividend Yield: 6.09%</li>
<li>Small Cap Consumer Research analyst Eric Beder reiterated a Buy rating with a price target of $29 on Oct. 1. This analyst has an accuracy rate of 64%.</li>
<li>Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating and cut the price target from $26 to $21 on Aug. 29. This analyst has an accuracy rate of 61%</li>
<li>Recent News: On Aug. 28, Guess? reported worse-than-expected second-quarter adjusted EPS results and cut its FY25 adjusted EPS guidance below estimates.</li>
<li>Benzinga Pro's real-time newsfeed a<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100224&amp;t=be2bearmibe3na1">lerted to latest GES news</a>.</li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100224&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="897" height="837" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02083551/image-5.png" alt="" class="wp-image-576410" style="width:699px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02083551/image-5.png 897w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02083551/image-5-300x280.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02083551/image-5-768x717.png 768w" sizes="(max-width: 897px) 100vw, 897px" /></a></figure>
<h3 class="wp-block-heading">The Wendy&#8217;s Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>)</h3>
<ul>
<li>Dividend Yield: 5.66%</li>
<li>JP Morgan analyst John Ivankoe maintained a Neutral rating and raised the price target from $20 to $22 on Sept. 16. This analyst has an accuracy rate of 75%.</li>
<li>TD Cowen analyst Andrew Charles reiterated a Hold rating with a price target of $17 on Sept. 9. This analyst has an accuracy rate of 80%.</li>
<li>Recent News: On Sept. 16, The Wendy&#8217;s Company announced executive leadership appointments.</li>
<li>Benzinga Pro&#8217;s charting tool helped identify the <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100224&amp;t=be2bearmibe3na1">trend in WEN stock.</a> </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100224&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="908" height="837" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02083643/image-2-3.png" alt="" class="wp-image-576411" style="width:641px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02083643/image-2-3.png 908w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02083643/image-2-3-300x277.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02083643/image-2-3-768x708.png 768w" sizes="(max-width: 908px) 100vw, 908px" /></a></figure>
Read More: 
<ul>
<li><a href="https://www.benzinga.com/markets/24/09/41102060/jim-cramer-hand-picks-these-3-stocks-to-ride-the-crest-of-the-chinese-stimulus-frenzy">Jim Cramer Hand Picks These 3 Stocks To Ride The Crest Of The Chinese Stimulus Frenzy</a></li>
</ul>
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="How to Find Dividend Stocks: Scan, Analyze, and Capture with Benzinga Pro" width="500" height="281" src="https://www.youtube.com/embed/pVF0O2lsEH4?start=1&#038;feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>

Long Ideas

Pre-Market Outlook

Wall Street's Most Accurate Analysts Give Their Take On 3 Consumer Stocks Delivering High-Dividend Yields

Wendy's's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NYSE">WEN</a>) short percent of float has risen 26.75% since its last report. The company recently reported that it has 14.05 million shares sold short, which is 9.57% of all regular shares that are available for trading. Based on its trading volume, it would take traders 4.52 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Wendy's Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727798424_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Wendy's has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Wendy's's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Wendy's's peer group average for short interest as a percentage of float is 10.80%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Wendy's: Unit Pruning Doesn't Tickle '70/30 Expansion'

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Potbelly: Even With The Rally It's Still Below My PT

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Nelson Peltz's Trian Fund Management disclosed in an SEC filing its holdings as of September 30, 2024. Trian's one new buy during the third quarter...

Trian exits Disney stake, takes new position in Ferguson

ACHR

ARMK

CAVA

DENN

JOBY

LAZR

LYFT

NVAX

PAYO

PBPB

QCOM

RKLIF

SHAK

SLGN

UHAL

WING

Press Releases

The Wendy's Company Announces Executive Leadership Appointments

Wendy's Is Treating Fans to a Sweet Frosty Fix When and Where They Need It Most

We're Ready! Wendy's Celebrates 25 Years of Nickelodeon's "SpongeBob SquarePants" with "Krabby Patty Kollab" Menu Items

Sip, Save, Hooray! Wendy's Is Satisfying Fans' Thirst for Refreshing Soft Drinks for Just a Dollar

The Wendy's Company to Report Third Quarter 2024 Results on October 31

Rebel Foods opens 160th Wendy's restaurant in Bengaluru

Wendy's Drops Bone-Chillingly Fun Boo! Bag Meal, Featuring Exclusive Frosty Figure for "Kidults" and Parents

Coach Bill Self Teams Up with Local Wendy's Restaurants to Support a Spooktacular Cause

THE WENDY'S COMPANY REPORTS THIRD QUARTER 2024 RESULTS

Celebrating 55 Years of Frosty: Wendy's Drops New Salted Caramel Frosty Nationwide

Arcos Dorados Holdings Inc. Class A Shares

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Aramark

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Dutch Bros

The Cheesecake Factory Incorporated - Common Stock

Cheesecake Factory

Cava Group

Cracker Barrel Old Country Store, Inc. - Common Stock

Cracker Barrel Old

Chipotle Mexican Grill, Inc. Common Stock

Chipotle Mexican Grill

DoorDash

Krispy Kreme

Domino's Pizza

Darden Restaurants

Brinker International

First Watch Restaurant Group, Inc. - Common Stock

First Watch Restaurant Gr

SUPER HI INTERNATIONAL HOLDING LTD. - American Depositary Shares

Super Hi International

Kura Sushi USA, Inc. - Class A Common Stock

Kura Sushi USA

McDonald's

Papa John's International, Inc. - Common Stock

Papa John's International

Starbucks

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Shake Shack

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Wedbush

Stephens & Co.

TD Cowen

넬슨 펠츠가 이끄는 헤지펀드 트라이언 펀드 매니지먼트(Trian Fund Management)는 3분기 13F 공시에서 <a href="//www.benzinga.com/economics/macro-economic-events/24/11/41772701/trumps-historic-return-7-ways-his-second-term-could-impact-the-us-economy"" target="_blank" rel="noopener">2024년 미국 대통령 선거</a>를 앞두고 주요 기업에 대해 대규모 투자 엑시트 단행했던 포트폴리오 변화를 공개했다.
무슨 일이 있었나:  트라이언 펀드 매니지먼트는 GE 헬스케어 테크놀로지스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GEHC#NASDAQ">GEHC</a>)(134만 주), 월트 디즈니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)(265만 주), 그리고 렌토킬 이니셜(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTO#NYSE">RTO</a>)(47만 주)에 대한 전체 지분을 매각했다.
이러한 매각은 시장 도전과 거시경제적 압박에 직면한 헬스케어 및 엔터테인먼트와 같은 부문에서 신중한 방향 전환을 시사한다.
또한 트라이언펀드는 몇몇 핵심 보유 종목의 지분을 줄였다. 웬디스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>)에서의 보유 지분을 3% 줄여 3,150만 주에서 3,050만 주로, 그리고 자산운용사 인베스코(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>)에 대한 투자도 15% 줄여 2,720만 주에서 2,310만 주로 축소했다.
가장 큰 감소는 트라이언펀드가 보유 주식을 69% 감소시켜 613,447주로 줄인 올스테이트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALL#NYSE">ALL</a>)에서 발생했다. 이러한 감소는 최근 시장 변동성과 경제 불확실성의 영향을 받은 섹터에 대한 전략적 긴축을 반영한다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%EC%97%98%EB%A6%AC%EC%97%87%EC%9D%B4-3%EB%B6%84%EA%B8%B0%EC%97%90-%EC%9B%A8%EC%8A%A4%ED%84%B4-%EB%94%94%EC%A7%80%ED%84%B8-%EC%97%A3%EC%8B%9C%EB%8A%94-%EC%B6%94%EA%B0%80-%EC%94%A8%EB%93%9C%EB%A6%B4/" target="_blank" rel="noopener">엘리엇이 3분기에 웨스턴 디지털, 엣시는 추가; 씨드릴, 블랙라인, NRG 에너지는 축소</a>
기타 사항: 하지만 일부 기업에서는 포지션을 강화했다. 솔벤트럼(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SOLV#NYSE">SOLV</a>)의 지분을 536만 주에서 713만 주로 늘렸고, 재너스 헨더슨 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JHG#NYSE">JHG</a>)과 제너럴 일렉트릭(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>)에서는 보유 지분을 유지했다.
이러한 포지션 증가는 잠재적인 산업 및 금융 부문 성장의 혜택을 받을 수 있는 부문에 대한 트라이언펀드의 자신감과 같은 맥락이다.
트라이언펀드가 3분기에 포트폴리오를 변경한 직후, 2024년 미국 대통령 선거에서 도널드 트럼프의 승리와 함께 상원 공화당 과반수 확보가 확정되었다. 앞으로 법인세 인하, 관세 인상, 친환경 에너지 이니셔티브의 잠재적 후퇴 등 트럼프의 정책 의제는 시장에 큰 영향을 미칠 것으로 예상된다.
전통적인 제조업, 방위, 에너지와 같은 부문은 트럼프 행정부 하에서 특히 산업 및 금융 투자에서 트라이언의 포트폴리오 변화에 따라 이익을 볼 수 있다.
트라이언의 최근 움직임은 트럼프의 백악관 복귀로 인해 변화하는 경제 환경에 대비하는 헤지펀드의 미래지향적 전략을 잘 나타낸다.
이미지 출처: Midjourney를 통해 AI로 생성
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

지난 4월부터 <a href="https://www.benzinga.com/general/24/01/36493680/mcdonalds-18-big-mac-meal-goes-viral-again-as-fast-food-minimum-wage-hike-to-20-triggers-fears-of-sk" target="_blank" rel="noopener">캘리포니아</a> 주 내 패스트푸드 직원들은 최저 시급 20달러를 받게 되었다.
이번 달 초부터 시행된 새 법률 덕분에 미국 전역에 60개 이상의 매장을 보유한 캘리포니아의 패스트푸드 체인점들은 그들의 직원들에게 더 많은 임금을 지급해야 한다.
작은 규모의 패스트푸드 점포들은 여전히 시간당 16달러의 주 최저임금을 적용받는다.
가장 큰 상장 패스트푸드 기업들로는 맥도날드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>); 스타벅스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>); 타코벨(Taco Bell)과 피자헛(Pizza Hut) 및 KFC를 소유하고 있는 얌! 브랜즈 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUM#NYSE">YUM</a>); 웬디스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>); 버거킹(Burger King)를 소유한 레스토랑 브랜드 인터내셔널(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NASDAQ">QSR</a>); 치폴레 멕시칸 그릴(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>); 파파 존스 인터내셔널(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PZZA#NASDAQ">PZZA</a>) 그리고 잭인더박스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JACK#NASDAQ">JACK</a>)) 등이 있다.
4월 1일에 이 법률이 시행된 이후 이 기업들의 많은 주식들이 가치를 잃었다.
더 읽어보기: <a href="https://www.benzinga.com//node/38083611">AI가 패스트푸드 직업을 뺏을까? KFC, 타코벨 운영사 얌 브랜즈가 챗GPT와 비슷한 봇을 운영 계획</a>
캘리포니아에서는 최저임금 인상이 꼭 필요하다고 여겨졌다. 무엇보다, <a href="https://www.rentcafe.com/cost-of-living-calculator/us/ca/">캘리포니아에서의 생활비</a>는 미국 전국 평균보다 약 38% 높다.
일부 패스트푸드 기업들은 직원 근무시간을 줄이고 메뉴 가격을 올리는 방안을 고려하고 있다.
인-앤-아웃 버거(In-N-Out Burger)의 사장 린시 스나이더(<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">Lynsi Snyder</a>)는 투데이(Today)와의 <a href="https://www.today.com/video/in-n-out-burger-president-shares-story-behind-family-run-business-208611397732">인터뷰</a>에서 &#8220;이 가격으로는 인상할 수 없다&#8221;고 말했다.
주로 캘리포니아에 400개 이상의 레스토랑을 소유하고 있는 그녀의 회사는 계속해서 비상장 기업으로 운영되고 있다. 스나이더는 프랜차이즈 모델을 공개하거나 공개할 계획이 없다고 말했다.
그러나 인-앤-아웃은 로스앤젤레스의 매장들에서 햄버거 한 개당 약 25센트씩 가격을 올렸다. 이는 다른 음식점들이 시행했던 가격 인상에 비해 낮은 수치이다.
뉴욕 포스트에 <a href="https://nypost.com/2024/04/11/business/in-n-out-president-lynsi-snyder-went-toe-to-toe-to-keep-menu-prices-down/" target="_blank" rel="noopener">따르면</a>, 로스앤젤레스의 버거킹 한 곳에서는 &#8220;더블 텍사스 와퍼(Double Texas Whopper)&#8221;의 가격이 15.09달러에서 16.89달러로 12% 인상되었다고 한다.
지난해 9월 법이 통과되기도 전에 많은 레스토랑 체인이 임금 인상 준비에 착수했다. 일부 회사에서는 자동화를 전략으로 모색하고 있으며, 이는 2017년 셀프 서비스 주문 키오스크를 통해 시작된 <a href="https://www.businessinsider.com/what-self-serve-kiosks-at-mcdonalds-mean-for-cashiers-2017-6">트렌드</a>이다.
인사이더(Insider)에 <a href="https://www.businessinsider.com/california-fast-food-minimum-wage-order-kiosks-burger-king-popeyes-2024-4" target="_blank" rel="noopener">따르면</a> 버거킹과 같은 주요 패스트푸드 프랜차이즈들은 새로운 디지털 주문 키오스크를 기존 직원들을 대체하기 위해 사용하고 있다고 한다.
버거킹 경영진은 최근에 발표한 보고서에서 디지털 셀프 서비스 화면과 상호작용할 때 손님들이 보다 큰 식사를 주문하는 경향이 있다고 지적했다.
10월에 캘리포니아 주지사인 개빈 뉴섬(Gavin Newsom)이 해당 법률에 서명한 후 맥도날드의 CEO인 크리스 켐프친스키(Chris Kempczinski)는 회사의 3분기 실적에 대한 통화에서 이 정책이 &#8220;단기간 내 프랜차이즈의 현금흐름에 확실히 타격을 줄 것&#8221;이라고 말했다.
그러나 이 새로운 법의 부차적인 영향은 캘리포니아의 패스트푸드 부문에 더 큰 문제를 일으킬 수도 있다. 잭인더박스(Jack-In-The-Box) 프랜차이즈 소유자는 일요일 비지니스 인사이더(Business Insider)와의 <a href="https://www.businessinsider.com/fast-food-california-expensive-diners-could-switch-to-chilis-applebees-2024-4">인터뷰</a>에서 패스트푸드 체인의 가격 상승이 브링커 인터내셔널(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EAT#NYSE">EAT</a>) 또는 다인 브랜즈 글로벌(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIN#NYSE">DIN</a>)의 자회사 애플비(Applebee)가 소유한 칠리스(Chili&#8217;s)와 같은 캐주얼 식당의 시장 점유율 손실을 의미할 수 있다고 추측했다.
캐주얼 다이닝 레스토랑은 가격을 변경하지 않고 계속 운영할 수 있다면 이익을 얻을 수 있다.
이제 읽어보세요: <a href="https://www.benzinga.com//node/37407897">웬디스 ‘다이나믹 프라이싱&#8217; 코멘트, 대중의 불만과 엘리자베스 워렌의 비판 이후 명확해졌다</a>
MidJourney AI의 이미지.

by Avi Kapoor
시장이 혼란스럽고 불확실한 시기에 많은 투자자들은 배당수익률이 높은 주식에 관심을 갖곤 한다. 이들은 잉여 현금 흐름이 높고 주주들에게 <a href="https://www.benzinga.com/yield-investments">높은 배당금 지급</a>으로 보상하는 회사인 경우가 많다.
Benzinga(벤징가)의 독자들은 <a href="https://www.benzinga.com/analyst-stock-ratings">분석가 주식 평가</a> 페이지를 방문하여 자신이 좋아하는 주식에 대한 최신 분석가의 의견을 검토할 수 있다. 거래자는 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie" target="_blank" rel="noopener">분석 정확도</a>를 포함하여 Benzinga의 광범위한 분석 등급 데이터베이스를 정렬할 수 있다.
아래는 소비자 선택 부문 3개의 고배당 주식에 대해 가장 정확한 분석가들의 평가이다.
<h3>콜스 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KSS#NYSE">KSS</a>)</h3>
<ul>
<li>배당 수익률: 7.87%</li>
<li>씨티그룹의 분석가 폴 레주에스(Paul Lejuez)는 2024년 3월 13일 중립적인(Neutral) 평가를 유지하고 주가 목표를 27달러에서 24달러로 낮췄다. 이 분석가의 정확률은 66%이다.</li>
<li>JP모건의 분석가 매튜 보스(Matthew Boss)는 2024년 3월 13일 중립적인(Neutral) 평가를 유지하고 주가 목표를 20달러에서 21달러로 올렸다. 이 분석가의 정확률은 67%이다.</li>
<li>최근 뉴스: 3월 12일, 콜스는 FY23 4분기 매출이 전년 동기 대비 1.1% 감소한 57억 1천만 달러를 기록했다고 보고했다. 이는 분석가 합의 추정치인 57억 천만 달러를 넘어섰다.</li>
</ul>
<h3>웬디스 컴퍼니 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>)</h3>
<ul>
<li>배당 수익률: 5.36%</li>
<li>JP모건의 분석가 존 이반코(John Ivankoe)는 2024년 2월 21일 주식의 비중확대(Overweight) 평가에서 중립(Neutral) 평가로 하향 조정하고, 주가 목표를 22달러에서 19달러로 낮췄다. 이 분석가의 정확률은 70%이다.</li>
<li>BMO 캐피털의 분석가 앤드류 스트렐지크(Andrew Strelzik)는 2024년 2월 16일 이전에 시장수익률(Market Perform)을 유지하고, 주가 목표를 22달러에서 20달러로 낮췄다. 이 분석가의 정확률은 84%이다.</li>
<li>최근 뉴스: 웬디는 5월 2일 개장 전에 2024년 1분기 재무결과를 발표할 예정이라고 밝혔다.</li>
</ul>
<h3>다인 브랜즈 글로벌 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIN#NYSE">DIN</a>)</h3>
<ul>
<li>배당 수익률: 4.65%</li>
<li>웨드부시의 분석가 닉 세티안(Nick Setyan)은 2024년 2월 29일 중립(Neutral) 평가를 유지하고 주가 목표를 46달러에서 48달러로 높였다. 이 분석가의 정확률은 84%이다.</li>
<li>파이퍼 샌들러의 분석가 브라이언 멀란(Brian Mullan)은 2023년 11월 2일 중립(Neutral) 평가를 유지하고 주가 목표를 59달러에서 49달러로 크게 낮췄다. 이 분석가의 정확률은 86%이다.</li>
<li>최근 뉴스: 2월 28일 다인 브랜즈 글로벌은 예상을 상회하는 4분기 실적을 발표했다.</li>
</ul>
더 읽어보기: <a href="https://www.benzinga.com/markets/cryptocurrency/24/04/38142611/bitcoin-surpasses-72-000-lido-dao-emerges-as-top-gainer">비트코인, 7만 2,000달러 돌파; 가장 큰 이익자는 Lido DAO</a>

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