The Wendy's Company (NASDAQ: WEN) recently commented on an amended 13D filing from Trian Fund Management, L.P. and certain affiliates. The company's board of directors and management are focused on maximizing value for shareholders and are committed to evaluating any proposals submitted by Trian Partners.
During the fourth quarter of 2025, Wendy's executed its Project Fresh turnaround plan with urgency to strengthen its U.S. business while maintaining strong international growth. The company expressed confidence in its long-term success, citing its iconic brand, dedicated team, passionate franchisees, improved capabilities, and a solid plan for delivering results.
In terms of financial performance, Wendy's reported the following key metrics for the fourth quarter of 2025 compared to the same period in the previous year:
- Global systemwide sales increased by 6.5% to $3.2 billion.
- Company-operated restaurant margin improved by 110 basis points to 18.2%.
- Adjusted EBITDA reached $160.5 million, up 16.4% from the previous year.
- The company opened 87 new restaurants globally, including 53 international locations.
Wendy's also highlighted that its digital business continued to thrive, with digital sales representing 13% of total global sales in the fourth quarter of 2025, a notable increase from the previous year.
The company's focus on strategic priorities and opportunities, alongside its financial performance and operational advancements, underscores its commitment to enhancing value for shareholders and driving long-term success. The market has reacted to these announcements by moving the company's shares -2.58% to a price of $8.32. For more information, read the company's full 8-K submission here.
