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    Jared Hludzinski • BMO Capital Markets

    Jared Hludzinski's questions to Wendy's Co (WEN) leadership

    Jared Hludzinski's questions to Wendy's Co (WEN) leadership • Q2 2025

    Question

    Jared Hludzinski of BMO Capital Markets asked if the breakfast daypart continued to be softer than the rest of the day in the second quarter and requested insights on performance across other dayparts.

    Answer

    Interim CEO & CFO Ken Cook confirmed that breakfast continued to underperform the rest of the day in Q2, attributing it to consumer behavior where breakfast is often the first meal cut from out-of-home spending during times of uncertainty. He stated the company is addressing this with its new beverage lineup, including cold brew coffee and sparkling energy drinks, which are designed to drive traffic during the habitual morning daypart and throughout the day.

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    Jared Hludzinski's questions to Bloomin' Brands Inc (BLMN) leadership

    Jared Hludzinski's questions to Bloomin' Brands Inc (BLMN) leadership • Q2 2025

    Question

    Jared Hludzinski from BMO Capital Markets asked for details on the repair and maintenance survey findings, the scope of planned remodels, and whether the G&A expense outlook for the year had changed.

    Answer

    CEO Mike Spanos reported that the survey focused on asset condition, which is helping prioritize spending without a major increase. The 10 planned remodels have varied scopes to test ROI, with capital being shifted from new units to remodels. He also confirmed there is no change to the full-year G&A guidance of $215 million.

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    Jared Hludzinski's questions to Dave & Buster's Entertainment Inc (PLAY) leadership

    Jared Hludzinski's questions to Dave & Buster's Entertainment Inc (PLAY) leadership • Q2 2024

    Question

    Jared Hludzinski, on behalf of Andrew Strelzik, asked about opportunities to improve returns on remodels, how stores are prioritized for the program, and for an update on the marketing optimization and loyalty program growth initiatives.

    Answer

    CEO Christopher Morris stated the team is actively seeking value engineering opportunities and operational optimizations to maximize remodel ROI, with plans for 2025 still in development. On marketing, he noted they are in the very early stages of optimization. For loyalty, he attributed the 25% membership growth to a focus on engagement and compelling, loyalty-fenced offers, highlighting that remodeled stores see significantly higher frequency from loyalty members, validating the strategy.

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