Wendy's New Focus On Growth Is International
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Wendy's is focusing on international growth, planning to increase its locations outside the US from 1,300 to 2,000 by 2028. The company has adjusted its dividend to 67¢ in 2025 with a payout ratio of 50%-60%, aiming for long-term value. Despite lower 2025 guidance, Wendy's targets $650-$700 million adjusted EBITDA and 8,300 units by 2028.

March 07, 2025 | 2:15 pm
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Wendy's is focusing on international expansion, planning to increase its locations outside the US significantly by 2028. The dividend has been adjusted to a sustainable level, aiming for long-term value. Despite lower 2025 guidance, the company targets substantial growth in EBITDA and unit count.
Wendy's focus on international growth and sustainable dividend policy indicates a strategic shift towards long-term value creation. The expansion plan and EBITDA targets suggest potential revenue growth, positively impacting the stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100