Wendy’s stock price target lowered to $11 by RBC Capital on weak sales

Published 11/08/2025, 15:24
Wendy’s stock price target lowered to $11 by RBC Capital on weak sales

Investing.com - RBC Capital has lowered its price target on Wendy’s (NASDAQ:WEN) to $11.00 from $14.00 while maintaining a Sector Perform rating, citing weaker-than-expected second-quarter results. The stock, currently trading at $10.34, is near its 52-week low of $9.74, though InvestingPro analysis suggests the company is undervalued based on its Fair Value model.

The fast-food chain’s second-quarter same-store sales missed Street expectations, suggesting market share losses during the period. July sales further deteriorated, declining 5-6% as menu innovation and marketing initiatives failed to meet management’s expectations. Despite these challenges, Wendy’s maintains a solid 5.55% dividend yield and has consistently paid dividends for 23 consecutive years.

International same-store sales outside Canada were flat, which RBC Capital indicates also represents share loss to Wendy’s major competitors. The disappointing performance has prompted Wendy’s management to change strategy to reduce frequency. The stock has declined 27.49% over the past six months, with 17 analysts recently revising their earnings expectations downward. InvestingPro subscribers can access 8 additional key insights about Wendy’s current position and future prospects.

On a positive note, RBC Capital observed that store operational changes are showing early signs of improvement. Digital menu boards and AI drive-thru technology are driving outperformance in company-owned locations.

The price target reduction from $14.00 to $11.00 reflects RBC Capital’s lowered estimates for Wendy’s following the disappointing quarter and sales trajectory.

In other recent news, Wendy’s has reported its second-quarter earnings, revealing a mixed performance. The fast-food chain’s earnings per share exceeded consensus estimates, coming in at $0.29, due in part to favorable general and administrative expenses. However, the company faced challenges with same-store sales, which fell short of expectations, declining by 2.9%. Analysts have responded to these developments by adjusting their price targets for Wendy’s stock. Bernstein SocGen and BMO Capital both lowered their price targets to $12, maintaining a Market Perform rating. Stephens reduced its target to $11, keeping an Equal Weight rating, while Truist Securities and JPMorgan adjusted their targets to $13, with Truist maintaining a Buy rating and JPMorgan an Overweight rating. Wendy’s management has also lowered its guidance for the remainder of the year, citing ongoing traffic softness. The company has reduced its fiscal year 2025 global systemwide sales guidance for the second consecutive quarter.

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